|
2026
|
Certuity
North Palm Beach,
Florida
|
$45.5M
|
+$817K
|
7
|
4%
|
Increased
|
|
|
2027
|
Atwood & Palmer
Kansas City,
Missouri
|
$45.5M
|
+$289K
|
8
|
3.45%
|
Increased
|
|
|
2028
|
IPG Investment Advisors
San Diego,
California
|
$45.5M
|
-$11.4M
|
8
|
9.92%
|
Reduced
|
|
|
2029
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$45.5M
|
-$996K
|
6
|
8.44%
|
Reduced
|
|
|
2030
|
Hennessy Advisors Inc
Novato,
California
|
$45.5M
|
-$7.18M
|
3
|
1.91%
|
Reduced
|
|
|
2031
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$45.3M
|
-$514K
|
6
|
2.42%
|
Reduced
|
|
|
2032
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$45.3M
|
-$29.8M
|
3
|
0.77%
|
Reduced
|
|
|
2033
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$45.2M
|
$0
|
1
|
6.9%
|
Maintained
|
|
|
2034
|
Jackson Hill Advisors
Houston,
Texas
|
$45.2M
|
-$4.58M
|
3
|
24.58%
|
Reduced
|
|
|
2035
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$45.2M
|
-$541K
|
5
|
8.01%
|
Reduced
|
|
|
2036
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$45.2M
|
+$3.35M
|
5
|
17.19%
|
Increased
|
|
|
2037
|
Winch Advisory Services
Appleton,
Wisconsin
|
$45.1M
|
-$408K
|
11
|
13.79%
|
Reduced
|
|
|
2038
|
Valmark Advisers
Akron,
Ohio
|
$45M
|
+$56.1K
|
9
|
0.78%
|
Increased
|
|
|
2039
|
MBB Public Markets
Chicago,
Illinois
|
$45M
|
+$31.2M
|
9
|
2.76%
|
Increased
|
|
|
2040
|
West Coast Financial
Santa Barbara,
California
|
$45M
|
+$1.04M
|
6
|
5.46%
|
Increased
|
|
|
2041
|
Consolidated Capital Management
Burbank,
California
|
$44.9M
|
-$752K
|
3
|
21.53%
|
Reduced
|
|
|
2042
|
CastleKnight Management
New York
|
$44.9M
|
-$565K
|
11
|
2.68%
|
Reduced
|
|
|
2043
|
Trust Point Inc
La Crosse,
Wisconsin
|
$44.9M
|
+$4.54M
|
6
|
3.53%
|
Increased
|
|
|
2044
|
Claro Advisors
Boston,
Massachusetts
|
$44.8M
|
+$1.88M
|
6
|
7.79%
|
Increased
|
|
|
2045
|
Lakeside Advisors
Seattle,
Washington
|
$44.8M
|
-$494K
|
4
|
28.68%
|
Reduced
|
|
|
2046
|
Scott & Selber Inc
Houston,
Texas
|
$44.8M
|
+$82.8K
|
4
|
15.24%
|
Increased
|
|
|
2047
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$44.8M
|
-$4.32M
|
6
|
14%
|
Reduced
|
|
|
2048
|
L.J. Altfest & Co
New York
|
$44.7M
|
-$566K
|
8
|
6.33%
|
Reduced
|
|
|
2049
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$44.6M
|
-$5.93M
|
4
|
17.19%
|
Reduced
|
|
|
2050
|
EFG Asset Management (Americas)
Miami,
Florida
|
$44.6M
|
-$21.1M
|
6
|
13.58%
|
Reduced
|
|
