|
76
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$3.11M
|
+$141K
|
+2,114
|
+5%
|
|
|
77
|
Gemmer Asset Management
Walnut Creek,
California
|
$3M
|
+$201K
|
+3,015
|
+7%
|
|
|
78
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.96M
|
+$76.4K
|
+1,145
|
+3%
|
|
|
79
|
Northland Capital Management
Virginia,
Minnesota
|
$2.75M
|
+$2.78M
|
+41,693
|
New
|
|
|
80
|
Neuberger Berman Group
New York
|
$2.73M
|
+$2.16M
|
+32,364
|
+353%
|
|
|
81
|
Truist Financial
Charlotte,
North Carolina
|
$2.73M
|
-$33.3K
|
-499
|
-1%
|
|
|
82
|
Well Done LLC
Holland,
Michigan
|
$2.72M
|
+$1M
|
+15,019
|
+57%
|
|
|
83
|
William Blair & Company
Chicago,
Illinois
|
$2.67M
|
-$19.1K
|
-286
|
-0.7%
|
|
|
84
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.64M
|
+$60.3K
|
+904
|
+2%
|
|
|
85
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.61M
|
–
|
–
|
–
|
|
|
86
|
Mercer Global Advisors
Denver,
Colorado
|
$2.53M
|
+$29.5K
|
+442
|
+1%
|
|
|
87
|
Monterey Private Wealth
Monterey,
California
|
$2.51M
|
+$80.1K
|
+1,201
|
+3%
|
|
|
88
|
Webster Bank
Waterbury,
Connecticut
|
$2.5M
|
–
|
–
|
–
|
|
|
89
|
Financial Connections Group
Corte Madera,
California
|
$2.44M
|
+$38.8K
|
+581
|
+2%
|
|
|
90
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.4M
|
+$507K
|
+7,596
|
+26%
|
|
|
91
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.24M
|
+$1.24M
|
+18,614
|
+121%
|
|
|
92
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.23M
|
-$329K
|
-4,928
|
-13%
|
|
|
93
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.22M
|
+$67
|
+1
|
+0%
|
|
|
94
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2.21M
|
+$1.12M
|
+16,784
|
+100%
|
|
|
95
|
PFS Investments
Duluth,
Georgia
|
$2.12M
|
+$2.14M
|
+32,127
|
New
|
|
|
96
|
MML Investors Services
Springfield,
Massachusetts
|
$2.11M
|
+$956K
|
+14,336
|
+81%
|
|
|
97
|
Stephens Consulting
Flint,
Michigan
|
$2.11M
|
+$430K
|
+6,439
|
+25%
|
|
|
98
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.07M
|
+$240K
|
+3,603
|
+13%
|
|
|
99
|
Equitable Trust
Nashville,
Tennessee
|
$2.06M
|
-$42.3K
|
-634
|
-2%
|
|
|
100
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.01M
|
+$509K
|
+7,635
|
+33%
|
|
