|
2026
|
Fiduciary Alliance
Greenville,
South Carolina
|
$989M
|
+$236M
|
+31%
|
|
|
365
|
|
|
|
2027
|
Regal Partners
Sydney, NSW,
Australia
|
$988M
|
-$144M
|
-13%
|
|
|
68
|
|
|
|
2028
|
Intrust Bank
Wichita,
Kansas
|
$987M
|
-$13.2M
|
-1%
|
|
|
404
|
|
|
|
2029
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$986M
|
-$35.7M
|
-3%
|
|
|
199
|
|
|
|
2030
|
Bath Savings Trust
Bath,
Maine
|
$984M
|
-$22.1M
|
-2%
|
|
|
174
|
|
|
|
2031
|
TD Capital Management
Memphis,
Tennessee
|
$984M
|
-$14.5M
|
-1%
|
|
|
605
|
|
|
|
2032
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$983M
|
-$8.13M
|
-0.8%
|
|
|
190
|
|
|
|
2033
|
Jacobs & Co
San Francisco,
California
|
$983M
|
-$17.1M
|
-2%
|
|
|
127
|
|
|
|
2034
|
Hook Mill Capital Partners
New York
|
$982M
|
+$185M
|
+23%
|
|
|
54
|
|
|
|
2035
|
Waddell & Associates
Memphis,
Tennessee
|
$981M
|
+$159M
|
+19%
|
|
|
165
|
|
|
|
2036
|
Willow Creek Wealth Management
Sebastopol,
California
|
$981M
|
+$29.6M
|
+3%
|
|
|
159
|
|
|
|
2037
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$981M
|
+$157M
|
+19%
|
|
|
3,054
|
|
|
|
2038
|
Teewinot Capital Advisers
New York
|
$980M
|
-$9.44M
|
-1%
|
|
|
28
|
|
|
|
2039
|
Providence Equity Partners
Providence,
Rhode Island
|
$980M
|
-$14.8M
|
-1%
|
|
|
3
|
|
|
|
2040
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$979M
|
-$13.7M
|
-1%
|
|
|
676
|
|
|
|
2041
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$978M
|
-$38.6M
|
-4%
|
|
|
214
|
|
|
|
2042
|
Avenir Corporation
Alexandria,
Virginia
|
$977M
|
-$14.9M
|
-2%
|
|
|
69
|
|
|
|
2043
|
Townsend & Associates
Westminster,
Colorado
|
$976M
|
+$2.03M
|
+0.2%
|
|
|
107
|
|
|
|
2044
|
Clean Energy Transition
London,
United Kingdom
|
$976M
|
+$73.9M
|
+8%
|
|
|
18
|
|
|
|
2045
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$976M
|
-$56.5M
|
-5%
|
|
|
138
|
|
|
|
2046
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$975M
|
+$59.2M
|
+6%
|
|
|
187
|
|
|
|
2047
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$975M
|
+$45M
|
+5%
|
|
|
517
|
|
|
|
2048
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$975M
|
+$20.3M
|
+2%
|
|
|
53
|
|
|
|
2049
|
|
$975M
|
-$25.6M
|
-3%
|
|
|
611
|
|
|
|
2050
|
BDF Gestion
Paris,
France
|
$975M
|
+$43.8M
|
+5%
|
|
|
156
|
|
|