|
51
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.79M
|
+$35.8K
|
+435
|
+0.7%
|
|
|
52
|
Human Investing
Lake Oswego,
Oregon
|
$4.4M
|
+$424K
|
+5,153
|
+10%
|
|
|
53
|
Cambridge Associates
Boston,
Massachusetts
|
$4.38M
|
-$2.86M
|
-34,757
|
-39%
|
|
|
54
|
Mather Group
Chicago,
Illinois
|
$4.22M
|
+$1.03M
|
+12,520
|
+31%
|
|
|
55
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.04M
|
–
|
–
|
–
|
|
|
56
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.02M
|
+$4.14M
|
+50,264
|
New
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.98M
|
+$206K
|
+2,499
|
+5%
|
|
|
58
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.88M
|
+$3.99M
|
+48,477
|
New
|
|
|
59
|
Jordan Park Group
San Francisco,
California
|
$3.83M
|
+$3.95M
|
+47,892
|
New
|
|
|
60
|
Garde Capital
Seattle,
Washington
|
$3.83M
|
-$393K
|
-4,767
|
-9%
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$3.67M
|
-$396K
|
-4,802
|
-9%
|
|
|
62
|
Ashford Advisors
Pittsford,
New York
|
$3.61M
|
–
|
–
|
–
|
|
|
63
|
Equitable Trust
Nashville,
Tennessee
|
$3.36M
|
-$460K
|
-5,588
|
-12%
|
|
|
64
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.25M
|
-$86.9K
|
-1,055
|
-3%
|
|
|
65
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$3.17M
|
–
|
–
|
–
|
|
|
66
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$3.09M
|
–
|
–
|
–
|
|
|
67
|
Webster Bank
Waterbury,
Connecticut
|
$3.04M
|
–
|
–
|
–
|
|
|
68
|
|
$2.89M
|
+$760K
|
+9,225
|
+34%
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$2.85M
|
+$1.04M
|
+12,619
|
+55%
|
|
|
70
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.81M
|
+$30K
|
+364
|
+1%
|
|
|
71
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.71M
|
+$2.55K
|
+31
|
+0.1%
|
|
|
72
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.54M
|
+$18K
|
+218
|
+0.7%
|
|
|
73
|
Rockefeller Capital Management
New York
|
$2.4M
|
+$105K
|
+1,280
|
+4%
|
|
|
74
|
Whittier Trust
South Pasadena,
California
|
$2.32M
|
–
|
–
|
–
|
|
|
75
|
PFG Advisors
Phoenix,
Arizona
|
$2.3M
|
+$172K
|
+2,084
|
+8%
|
|
