|
2026
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.22B
|
+$50.3M
|
+4%
|
|
|
175
|
|
|
|
2027
|
Callahan Advisors
Houston,
Texas
|
$1.22B
|
+$39.3M
|
+3%
|
|
|
184
|
|
|
|
2028
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$1.22B
|
+$49.3M
|
+4%
|
|
|
84
|
|
|
|
2029
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.22B
|
+$53.3M
|
+5%
|
|
|
205
|
|
|
|
2030
|
Talbot Financial
Bellevue,
Washington
|
$1.21B
|
+$33.2M
|
+3%
|
|
|
70
|
|
|
|
2031
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.21B
|
-$87.5M
|
-7%
|
|
|
392
|
|
|
|
2032
|
AltraVue Capital
Bellevue,
Washington
|
$1.21B
|
+$7.82M
|
+0.6%
|
|
|
27
|
|
|
|
2033
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.21B
|
-$11.9M
|
-1%
|
|
|
45
|
|
|
|
2034
|
Qsemble Capital Management
New York
|
$1.21B
|
+$188M
|
+18%
|
|
|
648
|
|
|
|
2035
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.21B
|
+$25.8M
|
+2%
|
|
|
562
|
|
|
|
2036
|
Intrust Bank
Wichita,
Kansas
|
$1.21B
|
+$5.21M
|
+0.4%
|
|
|
418
|
|
|
|
2037
|
American Express
New York
|
$1.21B
|
-$68.2M
|
-5%
|
|
|
2
|
|
|
|
2038
|
Polaris Capital Management
Boston,
Massachusetts
|
$1.21B
|
-$316M
|
-21%
|
|
|
93
|
|
|
|
2039
|
683 Capital Management
New York
|
$1.2B
|
+$102M
|
+9%
|
|
|
246
|
|
|
|
2040
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.2B
|
-$2.29M
|
-0.2%
|
|
|
596
|
|
|
|
2041
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.2B
|
+$67.9M
|
+6%
|
|
|
185
|
|
|
|
2042
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.2B
|
+$25.9M
|
+2%
|
|
|
173
|
|
|
|
2043
|
Clean Energy Transition
London,
United Kingdom
|
$1.2B
|
+$62.5M
|
+6%
|
|
|
16
|
|
|
|
2044
|
Headlands Technologies
Chicago,
Illinois
|
$1.2B
|
-$53.9M
|
-4%
|
|
|
900
|
|
|
|
2045
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.2B
|
+$85.4M
|
+8%
|
|
|
140
|
|
|
|
2046
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.2B
|
-$7.43M
|
-0.6%
|
|
|
1,938
|
|
|
|
2047
|
SlateStone Wealth
Jupiter,
Florida
|
$1.2B
|
+$39.8M
|
+3%
|
|
|
309
|
|
|
|
2048
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.19B
|
+$29.8M
|
+3%
|
|
|
108
|
|
|
|
2049
|
Meteora Capital
Boca Raton,
Florida
|
$1.19B
|
+$250M
|
+27%
|
|
|
494
|
|
|
|
2050
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.19B
|
+$35.1M
|
+3%
|
|
|
183
|
|
|