|
2026
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.07B
|
+$81.2M
|
+8%
|
|
|
229
|
|
|
|
2027
|
Integral Health Asset Management
New York
|
$1.07B
|
+$168M
|
+19%
|
|
|
98
|
|
|
|
2028
|
Abdiel Capital Advisors
New York
|
$1.07B
|
+$99.8M
|
+10%
|
|
|
8
|
|
|
|
2029
|
SlateStone Wealth
Jupiter,
Florida
|
$1.07B
|
+$73.3M
|
+7%
|
|
|
302
|
|
|
|
2030
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.07B
|
+$51.3M
|
+5%
|
|
|
407
|
|
|
|
2031
|
Private Advisory Group
Redmond,
Washington
|
$1.07B
|
+$193M
|
+22%
|
|
|
248
|
|
|
|
2032
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$1.07B
|
+$295M
|
+38%
|
|
|
163
|
|
|
|
2033
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$1.07B
|
+$41.4M
|
+4%
|
|
|
120
|
|
|
|
2034
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.07B
|
+$85.1M
|
+9%
|
|
|
594
|
|
|
|
2035
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$1.07B
|
-$50.8M
|
-5%
|
|
|
11
|
|
|
|
2036
|
KWMG LLC
Overland Park,
Kansas
|
$1.06B
|
+$82.1M
|
+8%
|
|
|
150
|
|
|
|
2037
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.06B
|
+$217M
|
+26%
|
|
|
59
|
|
|
|
2038
|
American Securities
New York
|
$1.06B
|
+$264M
|
+33%
|
|
|
1
|
|
|
|
2039
|
Certuity
North Palm Beach,
Florida
|
$1.06B
|
+$110M
|
+12%
|
|
|
459
|
|
|
|
2040
|
China Universal Asset Management Company
Shanghai,
China
|
$1.06B
|
-$12.1M
|
-1%
|
|
|
501
|
|
|
|
2041
|
Fiduciary Group
Savannah,
Georgia
|
$1.06B
|
+$64.5M
|
+6%
|
|
|
287
|
|
|
|
2042
|
American Trust
Lexington,
Kentucky
|
$1.06B
|
+$656M
|
+162%
|
|
|
310
|
|
|
|
2043
|
Waycross Partners
Louisville,
Kentucky
|
$1.06B
|
+$169M
|
+19%
|
|
|
93
|
|
|
|
2044
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.06B
|
-$35.7M
|
-3%
|
|
|
473
|
|
|
|
2045
|
TD Capital Management
Memphis,
Tennessee
|
$1.06B
|
+$72.2M
|
+7%
|
|
|
786
|
|
|
|
2046
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$1.06B
|
+$27.9M
|
+3%
|
|
|
60
|
|
|
|
2047
|
|
$1.06B
|
+$48.2M
|
+5%
|
|
|
222
|
|
|
|
2048
|
Talbot Financial
Bellevue,
Washington
|
$1.06B
|
+$258M
|
+32%
|
|
|
64
|
|
|
|
2049
|
Procyon Advisors
Shelton,
Connecticut
|
$1.06B
|
-$588M
|
-36%
|
|
|
612
|
|
|
|
2050
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.06B
|
+$97.7M
|
+10%
|
|
|
196
|
|
|