|
76
|
William Blair & Company
Chicago,
Illinois
|
$2.8M
|
+$268K
|
+3,716
|
+10%
|
|
|
77
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.69M
|
+$431K
|
+5,969
|
+17%
|
|
|
78
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.63M
|
–
|
–
|
–
|
|
|
79
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.62M
|
+$173K
|
+2,397
|
+6%
|
|
|
80
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.58M
|
+$126K
|
+1,743
|
+5%
|
|
|
81
|
Addison Advisors
Middlebury,
Vermont
|
$2.57M
|
+$1.8M
|
+24,895
|
+180%
|
|
|
82
|
Webster Bank
Waterbury,
Connecticut
|
$2.52M
|
–
|
–
|
–
|
|
|
83
|
|
$2.52M
|
-$340K
|
-4,706
|
-11%
|
|
|
84
|
Monterey Private Wealth
Monterey,
California
|
$2.45M
|
+$336K
|
+4,654
|
+14%
|
|
|
85
|
Mercer Global Advisors
Denver,
Colorado
|
$2.39M
|
+$81.3K
|
+1,126
|
+3%
|
|
|
86
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.24M
|
+$144
|
+2
|
+0%
|
|
|
87
|
CPWM LLC
Seattle,
Washington
|
$2.17M
|
+$578
|
+8
|
+0%
|
|
|
88
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.17M
|
-$224K
|
-3,107
|
-9%
|
|
|
89
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.01M
|
+$1.52M
|
+21,019
|
+229%
|
|
|
90
|
Rockefeller Capital Management
New York
|
$2M
|
-$27.6K
|
-382
|
-1%
|
|
|
91
|
HighTower Advisors
Chicago,
Illinois
|
$1.98M
|
-$857K
|
-11,862
|
-28%
|
|
|
92
|
Whittier Trust
South Pasadena,
California
|
$1.93M
|
–
|
–
|
–
|
|
|
93
|
Adero Partners
Pleasanton,
California
|
$1.87M
|
+$2.01M
|
+27,875
|
New
|
|
|
94
|
Stephens Consulting
Flint,
Michigan
|
$1.86M
|
+$678K
|
+9,383
|
+50%
|
|
|
95
|
|
$1.83M
|
+$250K
|
+3,465
|
+14%
|
|
|
96
|
Trek Financial
Scottsdale,
Arizona
|
$1.83M
|
+$943K
|
+13,060
|
+90%
|
|
|
97
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.78M
|
+$740K
|
+10,246
|
+62%
|
|
|
98
|
RFG Advisory
Birmingham,
Alabama
|
$1.7M
|
+$140K
|
+1,942
|
+9%
|
|
|
99
|
Atria Investments
Charlotte,
North Carolina
|
$1.68M
|
+$1.83M
|
+25,278
|
New
|
|
|
100
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.62M
|
+$561K
|
+7,772
|
+49%
|
|
