|
151
|
Bank of New York Mellon
New York
|
$13.4M
|
-$351K
|
-3,856
|
-2%
|
|
|
152
|
Family Management
New York
|
$13.3M
|
+$565K
|
+6,196
|
+4%
|
|
|
153
|
Credential Qtrade Securities
Vancouver,
|
$13.3M
|
+$2.53M
|
+27,774
|
+21%
|
|
|
154
|
Tolleson Wealth Management
Dallas,
Texas
|
$13.3M
|
+$11.4K
|
+125
|
+0.1%
|
|
|
155
|
Aft Forsyth & Sober
Valrico,
Florida
|
$12.9M
|
-$153K
|
-1,675
|
-1%
|
|
|
156
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.9M
|
-$5.35M
|
-58,737
|
-28%
|
|
|
157
|
NWAM LLC
Mercer Island,
Washington
|
$12.8M
|
+$2.18M
|
+23,880
|
+19%
|
|
|
158
|
Northern Trust
Chicago,
Illinois
|
$12.8M
|
+$638K
|
+7,003
|
+5%
|
|
|
159
|
|
$12.7M
|
+$5.74M
|
+62,987
|
+71%
|
|
|
160
|
Brighton Jones LLC
Seattle,
Washington
|
$12.7M
|
+$832K
|
+9,135
|
+6%
|
|
|
161
|
Catalyst Private Wealth
San Mateo,
California
|
$12.6M
|
+$3.59M
|
+39,352
|
+35%
|
|
|
162
|
Regal Investment Advisors
Kentwood,
Michigan
|
$12.5M
|
+$738K
|
+8,099
|
+6%
|
|
|
163
|
Life Planning Partners
Jacksonville,
Florida
|
$12.2M
|
+$46.2K
|
+507
|
+0.3%
|
|
|
164
|
Wealthsimple
Toronto,
Ontario, Canada
|
$12M
|
+$1.79M
|
+19,630
|
+16%
|
|
|
165
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$11.9M
|
-$1.8M
|
-19,789
|
-12%
|
|
|
166
|
Gleason Group
Prospect,
Kentucky
|
$11.6M
|
-$5.83K
|
-64
|
-0%
|
|
|
167
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
-$741K
|
-8,138
|
-6%
|
|
|
168
|
Planned Solutions
Folsom,
California
|
$11.4M
|
+$596K
|
+6,545
|
+5%
|
|
|
169
|
IFP Advisors
Tampa,
Florida
|
$11.4M
|
–
|
–
|
–
|
|
|
170
|
Weatherly Asset Management
Del Mar,
California
|
$11.1M
|
+$298K
|
+3,274
|
+3%
|
|
|
171
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$10.9M
|
-$169K
|
-1,860
|
-1%
|
|
|
172
|
Facet Wealth Inc
Baltimore,
Maryland
|
$10.9M
|
-$99.2K
|
-1,089
|
-0.8%
|
|
|
173
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.9M
|
+$1.13M
|
+12,415
|
+11%
|
|
|
174
|
Central Trust Company
Jefferson City,
Missouri
|
$10.8M
|
-$1.44M
|
-15,821
|
-11%
|
|
|
175
|
Spire Wealth Management
Mclean,
Virginia
|
$10.6M
|
-$3.96M
|
-43,483
|
-26%
|
|
