|
2026
|
TD Capital Management
Memphis,
Tennessee
|
$999M
|
+$42.6M
|
+4%
|
|
|
465
|
|
|
|
2027
|
Wealthcare Capital Management
Richmond,
Virginia
|
$997M
|
+$54.7M
|
+6%
|
|
|
94
|
|
|
|
2028
|
SNS Financial Group
Minneapolis,
Minnesota
|
$997M
|
+$66.1M
|
+7%
|
|
|
199
|
|
|
|
2029
|
Providence Equity Partners
Providence,
Rhode Island
|
$995M
|
-$89.7M
|
-8%
|
|
|
3
|
|
|
|
2030
|
CGN Advisors
Manhattan,
Kansas
|
$994M
|
+$135M
|
+16%
|
|
|
284
|
|
|
|
2031
|
KWMG LLC
Overland Park,
Kansas
|
$994M
|
+$66.6M
|
+7%
|
|
|
140
|
|
|
|
2032
|
Connable Office Inc
Kalamazoo,
Michigan
|
$994M
|
+$64.2M
|
+7%
|
|
|
225
|
|
|
|
2033
|
|
$994M
|
+$76.3M
|
+8%
|
|
|
30
|
|
|
|
2034
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$993M
|
+$45.1M
|
+5%
|
|
|
688
|
|
|
|
2035
|
Private Trust Company
Cleveland,
Ohio
|
$992M
|
+$63.8M
|
+7%
|
|
|
2,375
|
|
|
|
2036
|
Insigneo Advisory Services
Miami,
Florida
|
$992M
|
+$103M
|
+12%
|
|
|
664
|
|
|
|
2037
|
Avenir Corporation
Alexandria,
Virginia
|
$992M
|
-$37.7M
|
-4%
|
|
|
71
|
|
|
|
2038
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$991M
|
+$70M
|
+8%
|
|
|
188
|
|
|
|
2039
|
Telemark Asset Management
Boston,
Massachusetts
|
$990M
|
-$117M
|
-11%
|
|
|
72
|
|
|
|
2040
|
Global Endowment Management
Charlotte,
North Carolina
|
$990M
|
+$45.3M
|
+5%
|
|
|
140
|
|
|
|
2041
|
Teewinot Capital Advisers
New York
|
$990M
|
-$24.3M
|
-2%
|
|
|
29
|
|
|
|
2042
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$988M
|
+$327M
|
+49%
|
|
|
263
|
|
|
|
2043
|
Fiduciary Group
Savannah,
Georgia
|
$987M
|
+$57.4M
|
+6%
|
|
|
277
|
|
|
|
2044
|
Zweig-DiMenna Associates
New York
|
$986M
|
+$105M
|
+12%
|
|
|
94
|
|
|
|
2045
|
|
$985M
|
+$76.3M
|
+8%
|
|
|
1,392
|
|
|
|
2046
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$985M
|
+$89.4M
|
+10%
|
|
|
140
|
|
|
|
2047
|
Magnus Financial Group
New York
|
$984M
|
+$93.4M
|
+10%
|
|
|
352
|
|
|
|
2048
|
Landscape Capital Management
Englewood,
New Jersey
|
$984M
|
-$201M
|
-17%
|
|
|
944
|
|
|
|
2049
|
GuoLine Advisory
Singapore
|
$982M
|
+$44.7M
|
+5%
|
|
|
21
|
|
|
|
2050
|
Salomon & Ludwin
Richmond,
Virginia
|
$982M
|
+$86M
|
+10%
|
|
|
746
|
|
|