|
2026
|
Freedom Investment Management
Hartford,
Connecticut
|
$35.1M
|
-$926K
|
11
|
2.68%
|
Reduced
|
|
|
2027
|
Cadence Bank
Tupelo,
Mississippi
|
$35M
|
+$1.1M
|
5
|
4.89%
|
Increased
|
|
|
2028
|
One Capital Management
Westlake Village,
California
|
$35M
|
+$805K
|
6
|
2.9%
|
Increased
|
|
|
2029
|
Westover Capital Advisors
Wilmington,
Delaware
|
$35M
|
+$1.69M
|
5
|
10.95%
|
Increased
|
|
|
2030
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$34.8M
|
+$403K
|
5
|
9.9%
|
Increased
|
|
|
2031
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$34.8M
|
+$64.8K
|
6
|
11.3%
|
Increased
|
|
|
2032
|
Avitas Wealth Management
Los Angeles,
California
|
$34.7M
|
-$44.3K
|
6
|
6.32%
|
Reduced
|
|
|
2033
|
ICICI Prudential Asset Management
Mumbai,
India
|
$34.7M
|
+$8.83M
|
3
|
5.87%
|
Increased
|
|
|
2034
|
Bridgewater Advisors
New York
|
$34.7M
|
+$9.2M
|
9
|
9.53%
|
Increased
|
|
|
2035
|
|
$34.6M
|
-$51.6M
|
3
|
0.08%
|
Reduced
|
|
|
2036
|
Unio Capital
Princeton,
New Jersey
|
$34.6M
|
-$285K
|
3
|
15.41%
|
Reduced
|
|
|
2037
|
Naples Global Advisors
Naples,
Florida
|
$34.6M
|
-$229K
|
6
|
4.54%
|
Reduced
|
|
|
2038
|
Strategy Asset Managers
Pasadena,
California
|
$34.5M
|
-$325K
|
6
|
7.68%
|
Reduced
|
|
|
2039
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$34.5M
|
+$1.86M
|
4
|
4.49%
|
Increased
|
|
|
2040
|
Steamboat Capital Partners
Rye,
New York
|
$34.5M
|
-$192K
|
3
|
8%
|
Reduced
|
|
|
2041
|
Executive Wealth Management
Brighton,
Michigan
|
$34.5M
|
-$1.61M
|
6
|
3.8%
|
Reduced
|
|
|
2042
|
Mission Creek Capital Partners
San Francisco,
California
|
$34.5M
|
+$13M
|
8
|
6.42%
|
Increased
|
|
|
2043
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$34.4M
|
-$5.31M
|
10
|
5%
|
Reduced
|
|
|
2044
|
Granger Management
New York
|
$34.4M
|
+$81.9K
|
5
|
6.02%
|
Increased
|
|
|
2045
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$34.4M
|
-$223K
|
9
|
3.66%
|
Reduced
|
|
|
2046
|
Chiron Investment Management
New York
|
$34.4M
|
-$18.6M
|
3
|
5.44%
|
Reduced
|
|
|
2047
|
|
$34.4M
|
+$10.7M
|
12
|
0.98%
|
Increased
|
|
|
2048
|
Engineers Gate Manager
New York
|
$34.4M
|
+$11.9M
|
17
|
1.96%
|
Increased
|
|
|
2049
|
Spectrum Management Group
Indianapolis,
Indiana
|
$34.4M
|
+$5.47M
|
8
|
5.41%
|
Increased
|
|
|
2050
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$34.3M
|
+$23.6M
|
7
|
11.95%
|
Increased
|
|