|
201
|
NEPC LLC
Boston,
Massachusetts
|
$553K
|
+$55.4K
|
+672
|
+11%
|
|
|
202
|
Warner Financial
Bethesda,
Maryland
|
$552K
|
-$4.28K
|
-52
|
-0.8%
|
|
|
203
|
Prism Advisors
Studio City,
California
|
$549K
|
+$114K
|
+1,389
|
+26%
|
|
|
204
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$545K
|
–
|
–
|
–
|
|
|
205
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$543K
|
–
|
–
|
–
|
|
|
206
|
Hills Bank & Trust
North Liberty,
Iowa
|
$543K
|
–
|
–
|
–
|
|
|
207
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$543K
|
–
|
–
|
–
|
|
|
208
|
Oxford Financial Group
Carmel,
Indiana
|
$536K
|
-$185K
|
-2,248
|
-26%
|
|
|
209
|
West Financial Advisors
Des Moines,
Iowa
|
$532K
|
–
|
–
|
–
|
|
|
210
|
WJ Wealth Management
Glendale,
Arizona
|
$519K
|
–
|
–
|
–
|
|
|
211
|
AGF Management
Toronto,
Ontario, Canada
|
$510K
|
+$511K
|
+6,200
|
New
|
|
|
212
|
Coldstream Capital Management
Bellevue,
Washington
|
$505K
|
+$506K
|
+6,139
|
New
|
|
|
213
|
Brighton Jones LLC
Seattle,
Washington
|
$503K
|
-$16.1K
|
-196
|
-3%
|
|
|
214
|
MMBG Investment Advisors
Miami,
Florida
|
$501K
|
–
|
–
|
–
|
|
|
215
|
Citizens Financial Group
Providence,
Rhode Island
|
$501K
|
+$501K
|
+6,080
|
New
|
|
|
216
|
Arete Wealth Advisors
Chicago,
Illinois
|
$499K
|
-$77.3K
|
-939
|
-13%
|
|
|
217
|
WealthBridge Capital Management
Westerville,
Ohio
|
$499K
|
+$49.3K
|
+599
|
+11%
|
|
|
218
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$494K
|
-$2.22K
|
-27
|
-0.4%
|
|
|
219
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$489K
|
-$106K
|
-1,292
|
-18%
|
|
|
220
|
Citadel Advisors
Miami,
Florida
|
$487K
|
+$487K
|
+5,916
|
New
|
|
|
221
|
Zevin Asset Management
Boston,
Massachusetts
|
$487K
|
–
|
–
|
–
|
|
|
222
|
Monumental Financial Group
Rockville,
Maryland
|
$483K
|
-$17.1K
|
-207
|
-3%
|
|
|
223
|
Huntington National Bank
Columbus,
Ohio
|
$478K
|
–
|
–
|
–
|
|
|
224
|
Trillium Asset Management
Boston,
Massachusetts
|
$475K
|
-$63.8K
|
-775
|
-12%
|
|
|
225
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$469K
|
-$17K
|
-206
|
-3%
|
|
