|
2026
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.16B
|
+$195M
|
+20%
|
|
|
28
|
|
|
|
2027
|
Waycross Partners
Louisville,
Kentucky
|
$1.16B
|
+$101M
|
+10%
|
|
|
98
|
|
|
|
2028
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.16B
|
+$106M
|
+10%
|
|
|
201
|
|
|
|
2029
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.16B
|
-$263M
|
-18%
|
|
|
377
|
|
|
|
2030
|
Clearline Capital
New York
|
$1.16B
|
+$21.7M
|
+2%
|
|
|
138
|
|
|
|
2031
|
Advisor OS
Chicago,
Illinois
|
$1.16B
|
+$142M
|
+14%
|
|
|
507
|
|
|
|
2032
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.16B
|
+$81.7M
|
+8%
|
|
|
208
|
|
|
|
2033
|
Hodges Capital Management
Dallas,
Texas
|
$1.16B
|
+$125M
|
+12%
|
|
|
224
|
|
|
|
2034
|
QV Investors
Calgary,
Alberta, Canada
|
$1.16B
|
+$136M
|
+13%
|
|
|
71
|
|
|
|
2035
|
Means Investment Company
Bangor,
Maine
|
$1.16B
|
+$99.8M
|
+9%
|
|
|
197
|
|
|
|
2036
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$1.16B
|
+$169M
|
+17%
|
|
|
363
|
|
|
|
2037
|
SlateStone Wealth
Jupiter,
Florida
|
$1.16B
|
+$85.6M
|
+8%
|
|
|
307
|
|
|
|
2038
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.15B
|
-$625M
|
-35%
|
|
|
173
|
|
|
|
2039
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.15B
|
+$104M
|
+10%
|
|
|
595
|
|
|
|
2040
|
Woodstock Corp
Boston,
Massachusetts
|
$1.15B
|
+$66M
|
+6%
|
|
|
161
|
|
|
|
2041
|
Gillson Capital
Chicago,
Illinois
|
$1.15B
|
-$157M
|
-12%
|
|
|
106
|
|
|
|
2042
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$1.15B
|
+$73M
|
+7%
|
|
|
101
|
|
|
|
2043
|
Mar Vista Investment Partners
Los Angeles,
California
|
$1.15B
|
-$155M
|
-12%
|
|
|
57
|
|
|
|
2044
|
Mirabella Financial Services
London,
United Kingdom
|
$1.15B
|
+$198M
|
+21%
|
|
|
310
|
|
|
|
2045
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.15B
|
+$71.2M
|
+7%
|
|
|
240
|
|
|
|
2046
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.15B
|
+$98.2M
|
+9%
|
|
|
203
|
|
|
|
2047
|
Park Presidio Capital
San Francisco,
California
|
$1.15B
|
+$206M
|
+22%
|
|
|
15
|
|
|
|
2048
|
Private Advisory Group
Redmond,
Washington
|
$1.15B
|
+$78.4M
|
+7%
|
|
|
239
|
|
|
|
2049
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.15B
|
+$80.9M
|
+8%
|
|
|
52
|
|
|
|
2050
|
MBL Wealth
Charlotte,
North Carolina
|
$1.14B
|
+$99.1M
|
+9%
|
|
|
262
|
|
|