|
326
|
Bailard
Foster City,
California
|
$16.3M
|
-$10.4M
|
-191,642
|
-39%
|
|
|
327
|
Stash Investments
New York
|
$16.3M
|
+$1.11M
|
+20,418
|
+7%
|
|
|
328
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$16.3M
|
-$4.87M
|
-89,602
|
-23%
|
|
|
329
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.3M
|
+$4.07K
|
+75
|
+0%
|
|
|
330
|
Robinswood Financial
Kirkland,
Washington
|
$16.2M
|
+$350K
|
+6,445
|
+2%
|
|
|
331
|
Cordant Inc
Portland,
Oregon
|
$16.1M
|
+$902K
|
+16,609
|
+6%
|
|
|
332
|
Global Endowment Management
Charlotte,
North Carolina
|
$16M
|
–
|
–
|
–
|
|
|
333
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$15.9M
|
–
|
–
|
–
|
|
|
334
|
Fairview Capital Investment Management
Greenbrae,
California
|
$15.9M
|
+$1.25M
|
+23,074
|
+8%
|
|
|
335
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$15.9M
|
+$2.74M
|
+50,430
|
+21%
|
|
|
336
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$15.8M
|
+$277K
|
+5,106
|
+2%
|
|
|
337
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$15.7M
|
+$59.9K
|
+1,103
|
+0.4%
|
|
|
338
|
Empirical Wealth Management
Seattle,
Washington
|
$15.7M
|
-$84.9K
|
-1,563
|
-0.5%
|
|
|
339
|
Permanent Capital Management
Chicago,
Illinois
|
$15.7M
|
+$311K
|
+5,722
|
+2%
|
|
|
340
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
+$7.01M
|
+129,079
|
+79%
|
|
|
341
|
Meeder Advisory Services
Dublin,
Ohio
|
$15.7M
|
-$904K
|
-16,637
|
-5%
|
|
|
342
|
Shrier Wealth Management
Los Angeles,
California
|
$15.6M
|
+$15.8M
|
+290,349
|
New
|
|
|
343
|
Crestmont Private Wealth
Houston,
Texas
|
$15.5M
|
-$76.8K
|
-1,413
|
-0.5%
|
|
|
344
|
Penserra Capital Management
Orinda,
California
|
$15.5M
|
-$3.84M
|
-70,712
|
-20%
|
|
|
345
|
Foster Group
West Des Moines,
Iowa
|
$15.4M
|
+$2.32M
|
+42,667
|
+17%
|
|
|
346
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$15.4M
|
+$138K
|
+2,546
|
+0.9%
|
|
|
347
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$15.3M
|
–
|
–
|
–
|
|
|
348
|
WestHill Financial Advisors
San Rafael,
California
|
$15M
|
+$108K
|
+1,980
|
+0.7%
|
|
|
349
|
Meridian Management
Little Rock,
Arkansas
|
$14.9M
|
+$737K
|
+13,565
|
+5%
|
|
|
350
|
Dorval Corp
Maple Grove,
Minnesota
|
$14.9M
|
+$881K
|
+16,213
|
+6%
|
|
