|
151
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13M
|
+$878K
|
+9,930
|
+6%
|
|
|
152
|
NWAM LLC
Mercer Island,
Washington
|
$12.5M
|
+$489K
|
+5,530
|
+4%
|
|
|
153
|
Tortoise Investment Management
White Plains,
New York
|
$12.4M
|
-$558K
|
-6,313
|
-4%
|
|
|
154
|
Brighton Jones LLC
Seattle,
Washington
|
$12.3M
|
+$299K
|
+3,379
|
+2%
|
|
|
155
|
Aft Forsyth & Sober
Valrico,
Florida
|
$12.2M
|
–
|
–
|
–
|
|
|
156
|
Northern Trust
Chicago,
Illinois
|
$12.2M
|
+$85K
|
+961
|
+0.6%
|
|
|
157
|
Atria Wealth Solutions
New York
|
$11.9M
|
-$8.67M
|
-98,065
|
-40%
|
|
|
158
|
Family Management
New York
|
$11.8M
|
-$974K
|
-11,017
|
-7%
|
|
|
159
|
Life Planning Partners
Jacksonville,
Florida
|
$11.5M
|
-$158K
|
-1,791
|
-1%
|
|
|
160
|
Planned Solutions
Folsom,
California
|
$11.4M
|
+$724K
|
+8,187
|
+6%
|
|
|
161
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$11.2M
|
-$8.57M
|
-96,977
|
-41%
|
|
|
162
|
Portfolio Solutions
Royal Oak,
Michigan
|
$11.1M
|
+$6.89M
|
+77,981
|
+126%
|
|
|
163
|
Catalyst Private Wealth
San Mateo,
California
|
$11.1M
|
-$1.04M
|
-11,798
|
-8%
|
|
|
164
|
Wealthsimple
Toronto,
Ontario, Canada
|
$11M
|
-$342K
|
-3,865
|
-3%
|
|
|
165
|
Gleason Group
Prospect,
Kentucky
|
$11M
|
+$25.6K
|
+290
|
+0.2%
|
|
|
166
|
Romano Brothers & Co
Evanston,
Illinois
|
$11M
|
+$12.2M
|
+137,673
|
New
|
|
|
167
|
Facet Wealth Inc
Baltimore,
Maryland
|
$10.8M
|
-$215K
|
-2,427
|
-2%
|
|
|
168
|
Weatherly Asset Management
Del Mar,
California
|
$10.6M
|
+$81.5K
|
+922
|
+0.7%
|
|
|
169
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$10.1M
|
-$343K
|
-3,882
|
-3%
|
|
|
170
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.1M
|
-$278K
|
-3,144
|
-2%
|
|
|
171
|
Lido Advisors
Los Angeles,
California
|
$9.94M
|
+$550K
|
+6,215
|
+5%
|
|
|
172
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.82M
|
-$51.2K
|
-579
|
-0.5%
|
|
|
173
|
Central Trust Company
Jefferson City,
Missouri
|
$9.44M
|
-$960K
|
-10,863
|
-8%
|
|
|
174
|
Rollins Financial
Atlanta,
Georgia
|
$9.39M
|
-$3.63K
|
-41
|
-0%
|
|
|
175
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$9.23M
|
+$1.03M
|
+11,616
|
+11%
|
|
