|
2026
|
TD Capital Management
Memphis,
Tennessee
|
$938M
|
+$61.8M
|
+7%
|
|
|
556
|
|
|
|
2027
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$938M
|
+$93.6M
|
+11%
|
|
|
197
|
|
|
|
2028
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$938M
|
+$45.2M
|
+5%
|
|
|
163
|
|
|
|
2029
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$938M
|
+$85.5M
|
+10%
|
|
|
186
|
|
|
|
2030
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$936M
|
+$162M
|
+21%
|
|
|
517
|
|
|
|
2031
|
Dynamic Technology Lab
Singapore
|
$936M
|
-$9.54M
|
-1%
|
|
|
1,527
|
|
|
|
2032
|
Canyon Capital Advisors
Dallas,
Texas
|
$936M
|
+$51.4M
|
+6%
|
|
|
22
|
|
|
|
2033
|
Browning West
Los Angeles,
California
|
$936M
|
+$7.18M
|
+0.8%
|
|
|
2
|
|
|
|
2034
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$934M
|
-$137M
|
-13%
|
|
|
1,029
|
|
|
|
2035
|
Intrust Bank
Wichita,
Kansas
|
$933M
|
+$71.5M
|
+8%
|
|
|
393
|
|
|
|
2036
|
Wealthquest
Cincinnati,
Ohio
|
$933M
|
+$30.8M
|
+3%
|
|
|
141
|
|
|
|
2037
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$933M
|
+$91.3M
|
+11%
|
|
|
190
|
|
|
|
2038
|
First Business Financial Services
Madison,
Wisconsin
|
$933M
|
+$72.4M
|
+8%
|
|
|
171
|
|
|
|
2039
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$932M
|
+$77.9M
|
+9%
|
|
|
366
|
|
|
|
2040
|
Cypress Funds
Los Angeles,
California
|
$932M
|
+$71.2M
|
+8%
|
|
|
16
|
|
|
|
2041
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$931M
|
-$26M
|
-3%
|
|
|
969
|
|
|
|
2042
|
Criteria Caixa
Barcelona,
Spain
|
$929M
|
+$42.6M
|
+5%
|
|
|
26
|
|
|
|
2043
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$929M
|
+$37.9M
|
+4%
|
|
|
145
|
|
|
|
2044
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$928M
|
-$31.4M
|
-3%
|
|
|
181
|
|
|
|
2045
|
RWWM Inc
Rocklin,
California
|
$927M
|
+$64.7M
|
+8%
|
|
|
18
|
|
|
|
2046
|
Private Trust Company
Cleveland,
Ohio
|
$926M
|
+$74.6M
|
+9%
|
|
|
2,392
|
|
|
|
2047
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$923M
|
+$20.6M
|
+2%
|
|
|
5
|
|
|
|
2048
|
Alta Park Capital
San Francisco,
California
|
$923M
|
-$49.7M
|
-5%
|
|
|
47
|
|
|
|
2049
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$923M
|
+$62M
|
+7%
|
|
|
132
|
|
|
|
2050
|
AltraVue Capital
Bellevue,
Washington
|
$922M
|
+$55M
|
+6%
|
|
|
27
|
|
|