|
76
|
Webster Bank
Waterbury,
Connecticut
|
$3.08M
|
–
|
–
|
–
|
|
|
77
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.01M
|
+$216K
|
+2,684
|
+8%
|
|
|
78
|
Gemmer Asset Management
Walnut Creek,
California
|
$3M
|
+$164K
|
+2,037
|
+6%
|
|
|
79
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.99M
|
-$1.06M
|
-13,166
|
-26%
|
|
|
80
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.9M
|
+$2.88M
|
+35,820
|
New
|
|
|
81
|
Mercer Global Advisors
Denver,
Colorado
|
$2.83M
|
+$2.59M
|
+32,242
|
+1,221%
|
|
|
82
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.8M
|
+$327K
|
+4,065
|
+13%
|
|
|
83
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.79M
|
+$252K
|
+3,133
|
+10%
|
|
|
84
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.73M
|
+$161
|
+2
|
+0%
|
|
|
85
|
CPWM LLC
Seattle,
Washington
|
$2.65M
|
–
|
–
|
–
|
|
|
86
|
Monterey Private Wealth
Monterey,
California
|
$2.65M
|
+$88.7K
|
+1,103
|
+4%
|
|
|
87
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.59M
|
+$1.48M
|
+18,360
|
+135%
|
|
|
88
|
Rockefeller Capital Management
New York
|
$2.47M
|
-$69.2K
|
-861
|
-3%
|
|
|
89
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$2.37M
|
+$24.5K
|
+305
|
+1%
|
|
|
90
|
|
$2.36M
|
-$4.07M
|
-50,616
|
-63%
|
|
|
91
|
Whittier Trust
South Pasadena,
California
|
$2.35M
|
–
|
–
|
–
|
|
|
92
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.24M
|
–
|
–
|
–
|
|
|
93
|
Veritable
Wilmington,
Delaware
|
$2.09M
|
+$24.4K
|
+304
|
+1%
|
|
|
94
|
Northern Trust
Chicago,
Illinois
|
$2.05M
|
+$957K
|
+11,898
|
+89%
|
|
|
95
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.99M
|
+$382K
|
+4,746
|
+24%
|
|
|
96
|
|
$1.96M
|
+$6.35K
|
+79
|
+0.3%
|
|
|
97
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.96M
|
-$859K
|
-10,681
|
-31%
|
|
|
98
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.94M
|
-$51.2K
|
-637
|
-3%
|
|
|
99
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.78M
|
+$122K
|
+1,512
|
+7%
|
|
|
100
|
Bell Bank
Fargo,
North Dakota
|
$1.72M
|
-$55.2K
|
-686
|
-3%
|
|
