|
2026
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$46.3M
|
-$2.18M
|
9
|
7.2%
|
Reduced
|
|
|
2027
|
Capital City Trust
Tallahassee,
Florida
|
$46.3M
|
-$497K
|
6
|
12.68%
|
Reduced
|
|
|
2028
|
Little House Capital
Braintree,
Massachusetts
|
$46.3M
|
-$3.48M
|
6
|
12.71%
|
Reduced
|
|
|
2029
|
Cypress Asset Management
Houston,
Texas
|
$46.2M
|
-$127K
|
5
|
12.39%
|
Reduced
|
|
|
2030
|
Lingotto Investment Management
London,
United Kingdom
|
$46.2M
|
+$4.86M
|
3
|
1.21%
|
Increased
|
|
|
2031
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$46.2M
|
+$2.39M
|
25
|
5.86%
|
Increased
|
|
|
2032
|
Alaska Permanent Fund
Juneau,
Alaska
|
$46.2M
|
$0
|
8
|
0.65%
|
Maintained
|
|
|
2033
|
Rockline Wealth Management
Plainview,
New York
|
$46.1M
|
+$5.8M
|
6
|
12.84%
|
Increased
|
|
|
2034
|
Greenoaks Capital Partners
Orinda,
California
|
$46M
|
-$30.2M
|
1
|
2.55%
|
Reduced
|
|
|
2035
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$46M
|
+$7.28M
|
7
|
19.93%
|
Increased
|
|
|
2036
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$46M
|
+$4.35M
|
19
|
7.72%
|
Increased
|
|
|
2037
|
Simplicity Wealth
Summit,
New Jersey
|
$46M
|
+$23.5M
|
9
|
3.57%
|
Increased
|
|
|
2038
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$45.9M
|
+$796K
|
6
|
5.71%
|
Increased
|
|
|
2039
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$45.9M
|
-$5.9M
|
6
|
7.88%
|
Reduced
|
|
|
2040
|
Graham Capital Management
Rowayton,
Connecticut
|
$45.8M
|
-$40.5M
|
14
|
0.8%
|
Reduced
|
|
|
2041
|
Two Star Manager
Miami Beach,
Florida
|
$45.7M
|
-$8.77M
|
2
|
22.03%
|
Reduced
|
|
|
2042
|
Fogel Capital Management
Stuart,
Florida
|
$45.7M
|
+$572K
|
4
|
24.59%
|
Increased
|
|
|
2043
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$45.7M
|
-$31.3M
|
5
|
9.42%
|
Reduced
|
|
|
2044
|
Pure Financial Advisors
San Diego,
California
|
$45.7M
|
+$7.52M
|
7
|
0.95%
|
Increased
|
|
|
2045
|
|
$45.5M
|
-$4.07M
|
6
|
6.77%
|
Reduced
|
|
|
2046
|
Knuff & Co
Foster City,
California
|
$45.5M
|
-$2.31M
|
7
|
15.28%
|
Reduced
|
|
|
2047
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$45.5M
|
-$43M
|
6
|
2.15%
|
Reduced
|
|
|
2048
|
Jackson Square Partners
Larkspur,
California
|
$45.5M
|
-$2.11M
|
3
|
6.11%
|
Reduced
|
|
|
2049
|
DigitalBridge Group
Boca Raton,
Florida
|
$45.4M
|
+$8.91M
|
2
|
3.65%
|
Increased
|
|
|
2050
|
Buffington Mohr McNeal
Boise,
Idaho
|
$45.4M
|
-$8.01M
|
5
|
8.96%
|
Reduced
|
|
