|
251
|
Peak Financial Management
Wellesley,
Massachusetts
|
$417K
|
+$63.5K
|
+715
|
+19%
|
|
|
252
|
Renaissance Technologies
New York
|
$412K
|
+$391K
|
+4,400
|
New
|
|
|
253
|
SNS Financial Group
Minneapolis,
Minnesota
|
$411K
|
-$10.7K
|
-120
|
-3%
|
|
|
254
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$405K
|
+$355
|
+4
|
+0.1%
|
|
|
255
|
Pacific Center for Financial Services
San Ramon,
California
|
$402K
|
+$266
|
+3
|
+0.1%
|
|
|
256
|
WealthSource Partners
San Luis Obispo,
California
|
$402K
|
+$178
|
+2
|
+0%
|
|
|
257
|
Bank of New York Mellon
New York
|
$394K
|
-$46.4K
|
-522
|
-11%
|
|
|
258
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$390K
|
-$1.33K
|
-15
|
-0.4%
|
|
|
259
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$387K
|
-$9.77K
|
-110
|
-3%
|
|
|
260
|
Advisor OS
Chicago,
Illinois
|
$382K
|
+$363K
|
+4,085
|
New
|
|
|
261
|
Dentgroup
Baton Rouge,
Louisiana
|
$378K
|
–
|
–
|
–
|
|
|
262
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$375K
|
–
|
–
|
–
|
|
|
263
|
First Personal Financial Services
Charlotte,
North Carolina
|
$371K
|
–
|
–
|
–
|
|
|
264
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$359K
|
+$14.5K
|
+163
|
+4%
|
|
|
265
|
Tradition Wealth Management
Edina,
Minnesota
|
$359K
|
-$102K
|
-1,153
|
-23%
|
|
|
266
|
Bulltick Wealth Management
Miami,
Florida
|
$357K
|
–
|
–
|
–
|
|
|
267
|
PFG Investments
Woodbury,
New York
|
$357K
|
-$74.9K
|
-843
|
-18%
|
|
|
268
|
Global Retirement Partners
San Rafael,
California
|
$357K
|
+$622
|
+7
|
+0.2%
|
|
|
269
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$356K
|
-$48.9K
|
-550
|
-13%
|
|
|
270
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$355K
|
–
|
–
|
–
|
|
|
271
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$353K
|
–
|
–
|
–
|
|
|
272
|
Fairview Capital Investment Management
Greenbrae,
California
|
$353K
|
–
|
–
|
–
|
|
|
273
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$353K
|
–
|
–
|
–
|
|
|
274
|
Weaver Consulting Group
Huntington Beach,
California
|
$345K
|
–
|
–
|
–
|
|
|
275
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$344K
|
+$13K
|
+146
|
+4%
|
|
