|
526
|
Sage Advisory Services
Austin,
Texas
|
$43.5M
|
-$4.37M
|
-8,730
|
-10%
|
|
|
527
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$43.4M
|
+$11.4M
|
+22,811
|
+38%
|
|
|
528
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$43.1M
|
-$12M
|
-24,000
|
-22%
|
|
|
529
|
Hollencrest Capital Management
Newport Beach,
California
|
$42.8M
|
+$40.7M
|
+81,373
|
New
|
|
|
530
|
Mather Group
Chicago,
Illinois
|
$42.7M
|
-$407K
|
-814
|
-0.9%
|
|
|
531
|
Natixis Advisors
Boston,
Massachusetts
|
$42.6M
|
-$8.43M
|
-16,851
|
-17%
|
|
|
532
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$42.5M
|
-$51.5K
|
-103
|
-0.1%
|
|
|
533
|
Concurrent Investment Advisors
Tampa,
Florida
|
$42.2M
|
+$4.33M
|
+8,647
|
+12%
|
|
|
534
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$42.1M
|
+$145K
|
+289
|
+0.4%
|
|
|
535
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$42.1M
|
-$23.8M
|
-47,580
|
-37%
|
|
|
536
|
Diversified
Wilmington,
Delaware
|
$42.1M
|
+$13.8M
|
+27,672
|
+53%
|
|
|
537
|
Waterford Advisors
Orchard Park,
New York
|
$42M
|
+$1.26M
|
+2,528
|
+3%
|
|
|
538
|
USA Financial Formulas
Ada,
Michigan
|
$42M
|
+$1.84M
|
+3,686
|
+5%
|
|
|
539
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$41.9M
|
+$151K
|
+302
|
+0.4%
|
|
|
540
|
EP Wealth Advisors
Torrance,
California
|
$41.7M
|
-$668K
|
-1,336
|
-2%
|
|
|
541
|
Parkside Investments
Deerfield,
Illinois
|
$41.7M
|
+$6.7M
|
+13,388
|
+20%
|
|
|
542
|
Clear Creek Financial Management
Silverdale,
Washington
|
$41.5M
|
+$1.75M
|
+3,501
|
+5%
|
|
|
543
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$41.5M
|
-$1.78M
|
-3,564
|
-4%
|
|
|
544
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$41.5M
|
+$1.16M
|
+2,313
|
+3%
|
|
|
545
|
Progeny 3 Inc
Kirkland,
Washington
|
$41.4M
|
-$9.76M
|
-19,510
|
-20%
|
|
|
546
|
Allianz Asset Management
Munich,
Germany
|
$41.3M
|
–
|
–
|
–
|
|
|
547
|
New England Asset Management
Farmington,
Connecticut
|
$41.1M
|
–
|
–
|
–
|
|
|
548
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$40.9M
|
+$3.43M
|
+6,847
|
+10%
|
|
|
549
|
Custos Family Office
Austin,
Texas
|
$40.8M
|
-$829K
|
-1,656
|
-2%
|
|
|
550
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$40.8M
|
+$1.48M
|
+2,954
|
+4%
|
|
