|
51
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.77M
|
–
|
–
|
–
|
|
|
52
|
Webster Bank
Waterbury,
Connecticut
|
$2.66M
|
–
|
–
|
–
|
|
|
53
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$2.52M
|
+$362K
|
+5,483
|
+18%
|
|
|
54
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2.46M
|
+$2.31M
|
+35,061
|
New
|
|
|
55
|
Apella Capital
West Hartford,
Connecticut
|
$2.45M
|
+$829K
|
+12,555
|
+56%
|
|
|
56
|
Brouwer & Janachowski
Mill Valley,
California
|
$2.43M
|
+$330K
|
+4,997
|
+17%
|
|
|
57
|
Mather Group
Chicago,
Illinois
|
$2.4M
|
+$1.82M
|
+27,543
|
+415%
|
|
|
58
|
CPWM LLC
Seattle,
Washington
|
$2.3M
|
–
|
–
|
–
|
|
|
59
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.26M
|
-$122K
|
-1,853
|
-5%
|
|
|
60
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.23M
|
+$2.1M
|
+31,808
|
New
|
|
|
61
|
One Day In July LLC
Burlington,
Vermont
|
$2.18M
|
+$540K
|
+8,186
|
+36%
|
|
|
62
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.18M
|
+$2.05M
|
+31,010
|
New
|
|
|
63
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.97M
|
-$49.9K
|
-756
|
-3%
|
|
|
64
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.89M
|
-$30K
|
-454
|
-2%
|
|
|
65
|
M&T Bank
Buffalo,
New York
|
$1.82M
|
+$1.71M
|
+25,880
|
New
|
|
|
66
|
Veritable
Wilmington,
Delaware
|
$1.77M
|
+$202K
|
+3,055
|
+14%
|
|
|
67
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.65M
|
-$576K
|
-8,722
|
-27%
|
|
|
68
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.59M
|
+$865K
|
+13,102
|
+137%
|
|
|
69
|
PFG Advisors
Phoenix,
Arizona
|
$1.46M
|
+$289K
|
+4,378
|
+27%
|
|
|
70
|
Human Investing
Lake Oswego,
Oregon
|
$1.42M
|
+$1.33M
|
+20,189
|
New
|
|
|
71
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.41M
|
+$251K
|
+3,800
|
+23%
|
|
|
72
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.36M
|
+$336K
|
+5,090
|
+36%
|
|
|
73
|
Monterey Private Wealth
Monterey,
California
|
$1.34M
|
+$117K
|
+1,773
|
+10%
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.28M
|
+$714K
|
+10,822
|
+146%
|
|
|
75
|
Whittier Trust
South Pasadena,
California
|
$1.27M
|
+$1.19M
|
+18,064
|
New
|
|
