|
126
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$43.5M
|
-$1.19M
|
-11,374
|
-3%
|
|
|
127
|
Bangor Savings Bank
Bangor,
Maine
|
$43.5M
|
-$4.36M
|
-41,677
|
-9%
|
|
|
128
|
PFS Investments
Duluth,
Georgia
|
$43.3M
|
+$7.36M
|
+70,305
|
+21%
|
|
|
129
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$41.8M
|
+$7.07M
|
+67,558
|
+21%
|
|
|
130
|
Viridian RIA
Bothell,
Washington
|
$41.1M
|
-$39.9M
|
-381,582
|
Closed
|
|
|
131
|
Wealth Architects
Mountain View,
California
|
$40.7M
|
-$3.96M
|
-37,863
|
-9%
|
|
|
132
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$40.3M
|
+$819K
|
+7,826
|
+2%
|
|
|
133
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$40.1M
|
+$103K
|
+980
|
+0.3%
|
|
|
134
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$39.7M
|
+$666K
|
+6,361
|
+2%
|
|
|
135
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.5M
|
-$7.21M
|
-68,912
|
-16%
|
|
|
136
|
Mercer Global Advisors
Denver,
Colorado
|
$38.8M
|
+$35.1M
|
+335,518
|
+1,503%
|
|
|
137
|
SigFig Wealth Management
San Francisco,
California
|
$38.3M
|
-$731K
|
-6,983
|
-2%
|
|
|
138
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$38.1M
|
-$373K
|
-3,564
|
-1%
|
|
|
139
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$38M
|
+$2.52M
|
+24,043
|
+7%
|
|
|
140
|
Colony Group
Boston,
Massachusetts
|
$37.8M
|
-$3.31M
|
-31,640
|
-8%
|
|
|
141
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$37.6M
|
+$55.7K
|
+532
|
+0.2%
|
|
|
142
|
BOK Financial
Tulsa,
Oklahoma
|
$37.5M
|
+$384K
|
+3,673
|
+1%
|
|
|
143
|
Cetera Advisors
Denver,
Colorado
|
$37.4M
|
-$1.73M
|
-16,561
|
-5%
|
|
|
144
|
Telemus Capital
Southfield,
Michigan
|
$36.9M
|
-$76.2K
|
-728
|
-0.2%
|
|
|
145
|
Mission Wealth Management
Santa Barbara,
California
|
$36.7M
|
-$1.76M
|
-16,831
|
-5%
|
|
|
146
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$36.7M
|
+$6.28M
|
+60,000
|
+22%
|
|
|
147
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$36.5M
|
+$5.06M
|
+48,376
|
+17%
|
|
|
148
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$36.4M
|
+$22.7M
|
+216,819
|
+184%
|
|
|
149
|
Planning Alternatives
Birmingham,
Michigan
|
$35.7M
|
+$6.32M
|
+60,388
|
+22%
|
|
|
150
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.7M
|
+$6.23M
|
+59,510
|
+23%
|
|
