|
2026
|
Private Management Group
Irvine,
California
|
$49.9M
|
-$10.5M
|
5
|
1.92%
|
Reduced
|
|
|
2027
|
Avantax Planning Partners
Dubuque,
Iowa
|
$49.9M
|
-$3.78M
|
7
|
1.6%
|
Reduced
|
|
|
2028
|
Wilsey Asset Management
San Diego,
California
|
$49.8M
|
-$21.1K
|
1
|
10.46%
|
Reduced
|
|
|
2029
|
Financial Avengers
Oakland,
California
|
$49.7M
|
+$160K
|
6
|
26.39%
|
Increased
|
|
|
2030
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$49.5M
|
-$1.73M
|
5
|
15.3%
|
Reduced
|
|
|
2031
|
Intellectus Partners
San Francisco,
California
|
$49.5M
|
-$3.96M
|
9
|
13.51%
|
Reduced
|
|
|
2032
|
Kercheville Advisors
San Antonio,
Texas
|
$49.4M
|
+$490K
|
5
|
21.46%
|
Increased
|
|
|
2033
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$49.4M
|
-$135K
|
6
|
8.31%
|
Reduced
|
|
|
2034
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$49.3M
|
+$22M
|
3
|
12.99%
|
Increased
|
|
|
2035
|
Winch Advisory Services
Appleton,
Wisconsin
|
$49.2M
|
-$365K
|
11
|
14.08%
|
Reduced
|
|
|
2036
|
Orion Investment Company
St. Louis,
Missouri
|
$49.1M
|
+$46.4M
|
4
|
19.57%
|
New
|
|
|
2037
|
Naman Capital
Sao Paulo,
Brazil
|
$49M
|
+$4.43M
|
4
|
20.77%
|
Increased
|
|
|
2038
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$49M
|
-$335K
|
5
|
10.65%
|
Reduced
|
|
|
2039
|
Chemung Canal Trust
Elmira,
New York
|
$48.9M
|
+$1.74M
|
5
|
9.47%
|
Increased
|
|
|
2040
|
Inscription Capital
Houston,
Texas
|
$48.9M
|
-$96.7K
|
8
|
7.88%
|
Reduced
|
|
|
2041
|
United Bank (Virginia)
Vienna,
Virginia
|
$48.9M
|
-$1.06M
|
5
|
6.07%
|
Reduced
|
|
|
2042
|
Zhang Financial
Portage,
Michigan
|
$48.9M
|
+$1.11M
|
6
|
3.42%
|
Increased
|
|
|
2043
|
City of London Investment Management
London,
United Kingdom
|
$48.8M
|
+$8.12M
|
3
|
4.17%
|
Increased
|
|
|
2044
|
McDonough Capital Management
Orlando,
Florida
|
$48.7M
|
+$893K
|
3
|
35.42%
|
Increased
|
|
|
2045
|
Two Star Manager
Miami Beach,
Florida
|
$48.7M
|
+$2.48M
|
3
|
25.06%
|
Increased
|
|
|
2046
|
|
$48.6M
|
+$6.08M
|
8
|
3.88%
|
Increased
|
|
|
2047
|
Jackson Hill Advisors
Houston,
Texas
|
$48.6M
|
-$1.53M
|
3
|
26.65%
|
Reduced
|
|
|
2048
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$48.6M
|
+$574K
|
5
|
15.71%
|
Increased
|
|
|
2049
|
Alpine Associates Management
Palm Beach,
Florida
|
$48.5M
|
+$44.8M
|
1
|
2.32%
|
New
|
|
|
2050
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$48.5M
|
+$668K
|
5
|
6.26%
|
Increased
|
|
