|
2026
|
Firsthand Capital Management
San Jose,
California
|
$25.2M
|
$0
|
4
|
10.02%
|
Maintained
|
|
|
2027
|
Proficio Capital Partners
Newton,
Massachusetts
|
$25.2M
|
+$311K
|
5
|
4.46%
|
Increased
|
|
|
2028
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$25.2M
|
-$335K
|
5
|
6.05%
|
Reduced
|
|
|
2029
|
Sitrin Capital Management
Century City,
California
|
$25.2M
|
-$4.46M
|
5
|
13.32%
|
Reduced
|
|
|
2030
|
Archford Capital Strategies
Swansea,
Illinois
|
$25.1M
|
-$59.4K
|
7
|
6.72%
|
Reduced
|
|
|
2031
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$25.1M
|
+$312K
|
7
|
8%
|
Increased
|
|
|
2032
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$25M
|
-$45K
|
7
|
4.37%
|
Reduced
|
|
|
2033
|
Advisory Research
Chicago,
Illinois
|
$24.9M
|
-$10.7M
|
3
|
2.43%
|
Reduced
|
|
|
2034
|
Spectrum Management Group
Indianapolis,
Indiana
|
$24.9M
|
-$240K
|
8
|
5.83%
|
Reduced
|
|
|
2035
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$24.9M
|
-$130K
|
5
|
2.61%
|
Reduced
|
|
|
2036
|
Eudaimonia Partners
Winchester,
Tennessee
|
$24.9M
|
+$7.89M
|
12
|
6.41%
|
Increased
|
|
|
2037
|
Avitas Wealth Management
Los Angeles,
California
|
$24.7M
|
+$1.79M
|
10
|
6.9%
|
Increased
|
|
|
2038
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$24.7M
|
+$12.8M
|
1
|
2.71%
|
Increased
|
|
|
2039
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$24.7M
|
-$6.79M
|
11
|
3.36%
|
Reduced
|
|
|
2040
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$24.7M
|
+$228K
|
8
|
9.03%
|
Increased
|
|
|
2041
|
Tamar Securities
Woodland Hills,
California
|
$24.7M
|
+$5.39M
|
3
|
15.35%
|
Increased
|
|
|
2042
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$24.7M
|
+$1.47M
|
8
|
7.28%
|
Increased
|
|
|
2043
|
Minot Wealth Management
Westwood,
Massachusetts
|
$24.6M
|
+$1.34M
|
7
|
9.28%
|
Increased
|
|
|
2044
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$24.6M
|
+$25.1M
|
2
|
1.02%
|
New
|
|
|
2045
|
Rip Road Capital Partners
Boston,
Massachusetts
|
$24.6M
|
+$4.64M
|
1
|
8.32%
|
Increased
|
|
|
2046
|
Venturi Wealth Management
Austin,
Texas
|
$24.5M
|
-$760K
|
7
|
2.84%
|
Reduced
|
|
|
2047
|
Cadence Bank
Tupelo,
Mississippi
|
$24.5M
|
-$149K
|
5
|
4.82%
|
Reduced
|
|
|
2048
|
Adalta Capital Management
New York
|
$24.5M
|
-$268K
|
4
|
17.87%
|
Reduced
|
|
|
2049
|
Freedom Investment Management
Hartford,
Connecticut
|
$24.4M
|
-$1.06M
|
9
|
2.66%
|
Reduced
|
|
|
2050
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$24.4M
|
+$4.04M
|
5
|
14.93%
|
Increased
|
|
