|
126
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$43.1M
|
+$1.26M
|
+11,259
|
+3%
|
|
|
127
|
Wealth Architects
Mountain View,
California
|
$43M
|
+$594K
|
+5,328
|
+1%
|
|
|
128
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$42.4M
|
+$2.78M
|
+24,957
|
+7%
|
|
|
129
|
Viridian RIA
Bothell,
Washington
|
$42.1M
|
–
|
–
|
–
|
|
|
130
|
Planning Alternatives
Birmingham,
Michigan
|
$42.1M
|
+$4.82M
|
+43,174
|
+13%
|
|
|
131
|
Cetera Advisors
Denver,
Colorado
|
$41.6M
|
+$2.59M
|
+23,232
|
+7%
|
|
|
132
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$41.5M
|
-$1.9M
|
-17,066
|
-4%
|
|
|
133
|
Bangor Savings Bank
Bangor,
Maine
|
$41.5M
|
-$3.76M
|
-33,711
|
-8%
|
|
|
134
|
Legal & General Group
London,
United Kingdom
|
$41.5M
|
+$6.08M
|
+54,488
|
+17%
|
|
|
135
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$41.4M
|
-$337K
|
-3,022
|
-0.8%
|
|
|
136
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$41.4M
|
+$106K
|
+950
|
+0.3%
|
|
|
137
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$40.8M
|
+$2.92M
|
+26,187
|
+8%
|
|
|
138
|
SigFig Wealth Management
San Francisco,
California
|
$40.5M
|
+$672K
|
+6,029
|
+2%
|
|
|
139
|
Rockefeller Capital Management
New York
|
$40.2M
|
+$12.8M
|
+114,430
|
+47%
|
|
|
140
|
Colony Group
Boston,
Massachusetts
|
$40.1M
|
+$763K
|
+6,837
|
+2%
|
|
|
141
|
AllianceBernstein
Nashville,
Tennessee
|
$39.2M
|
+$3.45M
|
+30,959
|
+10%
|
|
|
142
|
Mercer Global Advisors
Denver,
Colorado
|
$39M
|
-$1.37M
|
-12,271
|
-3%
|
|
|
143
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$38.9M
|
-$759K
|
-6,807
|
-2%
|
|
|
144
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38.8M
|
+$820K
|
+7,356
|
+2%
|
|
|
145
|
Avantax Advisory Services
Dallas,
Texas
|
$38.1M
|
+$3.64M
|
+32,620
|
+11%
|
|
|
146
|
Telemus Capital
Southfield,
Michigan
|
$37.6M
|
-$138K
|
-1,239
|
-0.4%
|
|
|
147
|
NewEdge Advisors
New Orleans,
Louisiana
|
$37.6M
|
+$1.39M
|
+12,491
|
+4%
|
|
|
148
|
Mission Wealth Management
Santa Barbara,
California
|
$37.1M
|
-$1.13M
|
-10,167
|
-3%
|
|
|
149
|
Albion Financial Group
Salt Lake City,
Utah
|
$36.7M
|
+$36.2M
|
+324,402
|
New
|
|
|
150
|
Klingman & Associates
New York
|
$36.4M
|
+$2.55M
|
+22,859
|
+8%
|
|
