|
76
|
Truist Financial
Charlotte,
North Carolina
|
$3.18M
|
+$46.8K
|
+548
|
+2%
|
|
|
77
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.07M
|
+$91.8K
|
+1,075
|
+3%
|
|
|
78
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.06M
|
-$21.1K
|
-247
|
-0.7%
|
|
|
79
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.03M
|
+$228K
|
+2,672
|
+8%
|
|
|
80
|
Regatta Capital Group
El Segundo,
California
|
$3M
|
+$2.92M
|
+34,190
|
New
|
|
|
81
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.96M
|
+$2.88M
|
+33,714
|
New
|
|
|
82
|
Prudential plc
London, England,
United Kingdom
|
$2.93M
|
+$2.84M
|
+33,300
|
New
|
|
|
83
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.75M
|
+$607K
|
+7,105
|
+29%
|
|
|
84
|
Rockefeller Capital Management
New York
|
$2.75M
|
+$114K
|
+1,333
|
+4%
|
|
|
85
|
Monterey Private Wealth
Monterey,
California
|
$2.73M
|
+$641K
|
+7,499
|
+32%
|
|
|
86
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.68M
|
+$1.02M
|
+11,979
|
+65%
|
|
|
87
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.65M
|
+$132K
|
+1,549
|
+5%
|
|
|
88
|
CPWM LLC
Seattle,
Washington
|
$2.62M
|
+$2.8M
|
+32,750
|
New
|
|
|
89
|
Whittier Trust
South Pasadena,
California
|
$2.55M
|
–
|
–
|
–
|
|
|
90
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$2.54M
|
+$427K
|
+5,000
|
+21%
|
|
|
91
|
PFG Advisors
Phoenix,
Arizona
|
$2.49M
|
-$27K
|
-316
|
-1%
|
|
|
92
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.43M
|
+$2.36M
|
+27,679
|
New
|
|
|
93
|
Veritable
Wilmington,
Delaware
|
$2.24M
|
+$671K
|
+7,860
|
+44%
|
|
|
94
|
M&T Bank
Buffalo,
New York
|
$2.23M
|
-$12.8K
|
-150
|
-0.6%
|
|
|
95
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.16M
|
+$617K
|
+7,227
|
+42%
|
|
|
96
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.15M
|
+$99.8K
|
+1,168
|
+5%
|
|
|
97
|
|
$2.12M
|
+$644K
|
+7,534
|
+45%
|
|
|
98
|
Bell Bank
Fargo,
North Dakota
|
$1.93M
|
+$339K
|
+3,971
|
+22%
|
|
|
99
|
United Capital Financial Advisors
Irving,
Texas
|
$1.81M
|
-$110K
|
-1,285
|
-6%
|
|
|
100
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.8M
|
+$1.75M
|
+20,504
|
New
|
|
