|
251
|
Peak Financial Management
Wellesley,
Massachusetts
|
$516K
|
+$11K
|
+106
|
+2%
|
|
|
252
|
Kesler Norman & Wride
Ogden,
Utah
|
$509K
|
–
|
–
|
–
|
|
|
253
|
Trillium Asset Management
Boston,
Massachusetts
|
$500K
|
+$44.9K
|
+431
|
+10%
|
|
|
254
|
Financial Counselors Inc
Overland Park,
Kansas
|
$493K
|
+$2.5K
|
+24
|
+0.5%
|
|
|
255
|
Clear Creek Financial Management
Silverdale,
Washington
|
$474K
|
-$330K
|
-3,169
|
-42%
|
|
|
256
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$474K
|
+$521
|
+5
|
+0.1%
|
|
|
257
|
Pacific Center for Financial Services
San Ramon,
California
|
$470K
|
+$312
|
+3
|
+0.1%
|
|
|
258
|
Fidelity Investments
Boston,
Massachusetts
|
$459K
|
+$143K
|
+1,371
|
+48%
|
|
|
259
|
SNS Financial Group
Minneapolis,
Minnesota
|
$454K
|
-$23.7K
|
-228
|
-5%
|
|
|
260
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$451K
|
–
|
–
|
–
|
|
|
261
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$451K
|
+$34.6K
|
+332
|
+9%
|
|
|
262
|
Peregrine Asset Advisers
Portland,
Oregon
|
$447K
|
–
|
–
|
–
|
|
|
263
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$437K
|
–
|
–
|
–
|
|
|
264
|
West Coast Financial
Santa Barbara,
California
|
$437K
|
-$5.21K
|
-50
|
-1%
|
|
|
265
|
Arrowroot Family Office
Marina Del Rey,
California
|
$433K
|
-$75.8K
|
-728
|
-16%
|
|
|
266
|
Win Advisors
Palm Beach Gardens,
Florida
|
$419K
|
+$399K
|
+3,834
|
New
|
|
|
267
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$418K
|
-$3.02K
|
-29
|
-0.8%
|
|
|
268
|
Fielder Capital Group
Nashville,
Tennessee
|
$416K
|
-$284K
|
-2,732
|
-42%
|
|
|
269
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$415K
|
+$9.37K
|
+90
|
+2%
|
|
|
270
|
Arkos Global Advisors
Houston,
Texas
|
$414K
|
-$16.3K
|
-157
|
-4%
|
|
|
271
|
North Star Investment Management
Chicago,
Illinois
|
$413K
|
–
|
–
|
–
|
|
|
272
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$412K
|
–
|
–
|
–
|
|
|
273
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$411K
|
+$35.1K
|
+337
|
+10%
|
|
|
274
|
Legacy Edge Advisors
Syosset,
New York
|
$404K
|
+$67.6K
|
+649
|
+21%
|
|
|
275
|
Zevin Asset Management
Boston,
Massachusetts
|
$402K
|
–
|
–
|
–
|
|
