|
2026
|
Hutchinson Capital Management
San Rafael,
California
|
$51M
|
-$7.49M
|
4
|
8.74%
|
Reduced
|
|
|
2027
|
Managed Asset Portfolios
Rochester,
Michigan
|
$51M
|
+$15.1M
|
2
|
5.83%
|
Increased
|
|
|
2028
|
Aspiriant LLC
Los Angeles,
California
|
$51M
|
+$4.04M
|
6
|
1.26%
|
Increased
|
|
|
2029
|
Keenan Capital
Burlingame,
California
|
$50.9M
|
+$52.5M
|
2
|
10.07%
|
New
|
|
|
2030
|
Glazer Capital LLC
New York
|
$50.9M
|
+$3.73M
|
2
|
1.25%
|
Increased
|
|
|
2031
|
Golden State Wealth Management
Santa Ana,
California
|
$50.8M
|
+$418K
|
16
|
4.63%
|
Increased
|
|
|
2032
|
Advaya LLP
London,
United Kingdom
|
$50.7M
|
+$5.77M
|
1
|
33.41%
|
Increased
|
|
|
2033
|
Pioneer Trust Bank
Salem,
Oregon
|
$50.7M
|
-$3.2M
|
5
|
11.48%
|
Reduced
|
|
|
2034
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$50.6M
|
+$117K
|
3
|
2.51%
|
Increased
|
|
|
2035
|
IPG Investment Advisors
San Diego,
California
|
$50.6M
|
-$1.11M
|
6
|
7.27%
|
Reduced
|
|
|
2036
|
Oxler Private Wealth
Rye Brook,
New York
|
$50.6M
|
-$1.17M
|
6
|
14.45%
|
Reduced
|
|
|
2037
|
Jessup Wealth Management
Dayton,
Ohio
|
$50.4M
|
-$5.53M
|
3
|
15.04%
|
Reduced
|
|
|
2038
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$50.4M
|
+$2.99M
|
8
|
5%
|
Increased
|
|
|
2039
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$50.3M
|
+$12.4M
|
8
|
1.44%
|
Increased
|
|
|
2040
|
Hyperion Capital Advisors
New York
|
$50.3M
|
-$8.63M
|
5
|
22.69%
|
Reduced
|
|
|
2041
|
Elk River Wealth Management
Denver,
Colorado
|
$50.3M
|
-$6.91M
|
4
|
8.01%
|
Reduced
|
|
|
2042
|
Advisory Alpha
Holland,
Michigan
|
$50.3M
|
+$2.63M
|
8
|
1.23%
|
Increased
|
|
|
2043
|
Riverstone Advisors
New Braunfels,
Texas
|
$50.1M
|
+$870K
|
4
|
20.78%
|
Increased
|
|
|
2044
|
Kemnay Advisory Services
New York
|
$50.1M
|
+$6.17M
|
14
|
6.33%
|
Increased
|
|
|
2045
|
Stenger Family Office
Naperville,
Illinois
|
$50.1M
|
-$1.86M
|
4
|
7.95%
|
Reduced
|
|
|
2046
|
Sargent Investment Group
Bethesda,
Maryland
|
$50.1M
|
+$790K
|
5
|
6.02%
|
Increased
|
|
|
2047
|
Greatmark Investment Partners
Columbus,
Georgia
|
$50M
|
-$304K
|
7
|
5.52%
|
Reduced
|
|
|
2048
|
Strategic Advisors
New York
|
$50M
|
-$11.3M
|
3
|
10.93%
|
Reduced
|
|
|
2049
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$49.9M
|
-$6.18M
|
20
|
5.55%
|
Reduced
|
|
|
2050
|
Brasada Capital Management
Houston,
Texas
|
$49.9M
|
+$2.93M
|
4
|
8.94%
|
Increased
|
|