|
126
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$20M
|
-$9.58M
|
-91,624
|
-33%
|
|
|
127
|
Bank of New York Mellon
New York
|
$19.8M
|
+$3.83M
|
+36,670
|
+25%
|
|
|
128
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.8M
|
+$64.5K
|
+617
|
+0.3%
|
|
|
129
|
Tolleson Wealth Management
Dallas,
Texas
|
$19.6M
|
-$379K
|
-3,626
|
-2%
|
|
|
130
|
Newman & Schimel
Deerfield,
Illinois
|
$19.4M
|
+$294K
|
+2,816
|
+2%
|
|
|
131
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$19.4M
|
+$6.15M
|
+58,824
|
+48%
|
|
|
132
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$19.1M
|
-$30.4K
|
-291
|
-0.2%
|
|
|
133
|
Heritage Financial Services
Westwood,
Massachusetts
|
$18.7M
|
+$18.3M
|
+174,693
|
New
|
|
|
134
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.5M
|
+$18.1M
|
+172,985
|
New
|
|
|
135
|
BNP Paribas Financial Markets
Paris,
France
|
$17.3M
|
+$5.32M
|
+50,901
|
+46%
|
|
|
136
|
Koshinski Asset Management
Decatur,
Illinois
|
$17.3M
|
+$1.2M
|
+11,524
|
+8%
|
|
|
137
|
Catalyst Private Wealth
San Mateo,
California
|
$17.2M
|
+$1.95M
|
+18,682
|
+13%
|
|
|
138
|
Tortoise Investment Management
White Plains,
New York
|
$17M
|
+$373K
|
+3,573
|
+2%
|
|
|
139
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$16.8M
|
–
|
–
|
–
|
|
|
140
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
-$9.69M
|
-92,732
|
-37%
|
|
|
141
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$16.7M
|
+$16.3M
|
+155,972
|
New
|
|
|
142
|
Aft Forsyth & Sober
Valrico,
Florida
|
$16.6M
|
+$172K
|
+1,650
|
+1%
|
|
|
143
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$16.4M
|
+$389K
|
+3,721
|
+2%
|
|
|
144
|
Spire Wealth Management
Mclean,
Virginia
|
$16.1M
|
+$792K
|
+7,582
|
+5%
|
|
|
145
|
Northern Trust
Chicago,
Illinois
|
$15.8M
|
+$7.6M
|
+72,697
|
+97%
|
|
|
146
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$15.7M
|
+$1.86M
|
+17,767
|
+14%
|
|
|
147
|
Jackson Wealth Management
Lake Mary,
Florida
|
$15.6M
|
-$549K
|
-5,254
|
-3%
|
|
|
148
|
Brighton Jones LLC
Seattle,
Washington
|
$15.2M
|
+$933K
|
+8,924
|
+7%
|
|
|
149
|
Regal Investment Advisors
Kentwood,
Michigan
|
$15.2M
|
+$329K
|
+3,146
|
+2%
|
|
|
150
|
1900 Wealth Management
San Antonio,
Texas
|
$14.9M
|
-$1.86M
|
-17,756
|
-11%
|
|
