|
126
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.4M
|
+$9.93M
|
+428,986
|
+762%
|
|
|
127
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$11.4M
|
–
|
–
|
–
|
|
|
128
|
Snider Financial Group
Bellevue,
Washington
|
$11.2M
|
+$1.87M
|
+80,793
|
+20%
|
|
|
129
|
Atria Investments
Charlotte,
North Carolina
|
$11.1M
|
+$3.26M
|
+140,821
|
+42%
|
|
|
130
|
Cerity Partners OCIO
New York
|
$11M
|
+$388K
|
+16,776
|
+4%
|
|
|
131
|
Anfield Capital Management
Irvine,
California
|
$11M
|
+$561K
|
+24,210
|
+5%
|
|
|
132
|
Avalon Capital Management
Port Of Redwood City,
California
|
$10.8M
|
+$456K
|
+19,706
|
+4%
|
|
|
133
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$1.27M
|
+54,744
|
+14%
|
|
|
134
|
HighTower Advisors
Chicago,
Illinois
|
$10.7M
|
-$18.8M
|
-813,090
|
-64%
|
|
|
135
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.4M
|
+$233K
|
+10,058
|
+2%
|
|
|
136
|
Phoenix Financial
Givatayim,
Israel
|
$10.2M
|
+$2.4M
|
+103,541
|
+31%
|
|
|
137
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$10.2M
|
-$268K
|
-11,581
|
-3%
|
|
|
138
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
-$386K
|
-16,679
|
-4%
|
|
|
139
|
Farther Finance Advisors
San Francisco,
California
|
$9.73M
|
+$961K
|
+41,498
|
+11%
|
|
|
140
|
Hilltop Holdings
Dallas,
Texas
|
$9.62M
|
+$829K
|
+35,783
|
+10%
|
|
|
141
|
|
$9.61M
|
+$69.6K
|
+3,007
|
+0.7%
|
|
|
142
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$9.38M
|
+$320K
|
+13,831
|
+4%
|
|
|
143
|
Bull Oak Capital
San Diego,
California
|
$8.99M
|
+$3.64M
|
+157,301
|
+70%
|
|
|
144
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.89M
|
-$139K
|
-6,024
|
-2%
|
|
|
145
|
Regency Capital Management
Honolulu,
Hawaii
|
$8.67M
|
+$8.1M
|
+349,659
|
+1,729%
|
|
|
146
|
Meridian Wealth Management
Lexington,
Kentucky
|
$8.66M
|
+$1.56M
|
+67,317
|
+22%
|
|
|
147
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$8.65M
|
+$8.54M
|
+368,818
|
New
|
|
|
148
|
IFG Advisory
Atlanta,
Georgia
|
$8.63M
|
+$1.94M
|
+83,962
|
+30%
|
|
|
149
|
Cresset Asset Management
Chicago,
Illinois
|
$8.41M
|
+$8.31M
|
+358,840
|
New
|
|
|
150
|
Crestmont Private Wealth
Houston,
Texas
|
$8.37M
|
+$416K
|
+17,986
|
+5%
|
|
