|
126
|
Planning Alternatives
Birmingham,
Michigan
|
$42.8M
|
+$2.13M
|
+19,333
|
+5%
|
|
|
127
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$41.7M
|
+$1.72M
|
+15,658
|
+4%
|
|
|
128
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$41.7M
|
+$2.28M
|
+20,707
|
+6%
|
|
|
129
|
Conning Inc
Hartford,
Connecticut
|
$41.6M
|
-$3.85M
|
-34,982
|
-8%
|
|
|
130
|
Mercer Global Advisors
Denver,
Colorado
|
$41.5M
|
+$3.82M
|
+34,678
|
+10%
|
|
|
131
|
Lazard Asset Management
New York
|
$41.2M
|
-$2.93M
|
-26,601
|
-7%
|
|
|
132
|
Avantax Advisory Services
Dallas,
Texas
|
$41.2M
|
+$4.21M
|
+38,219
|
+11%
|
|
|
133
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$40.4M
|
+$276K
|
+2,511
|
+0.7%
|
|
|
134
|
Bangor Savings Bank
Bangor,
Maine
|
$40.3M
|
+$201K
|
+1,825
|
+0.5%
|
|
|
135
|
Wealth Architects
Mountain View,
California
|
$39.3M
|
-$2.3M
|
-20,890
|
-5%
|
|
|
136
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39M
|
-$1M
|
-9,123
|
-2%
|
|
|
137
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38.3M
|
+$809K
|
+7,345
|
+2%
|
|
|
138
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$37.6M
|
+$26.2K
|
+238
|
+0.1%
|
|
|
139
|
Klingman & Associates
New York
|
$37.2M
|
+$2.03M
|
+18,412
|
+6%
|
|
|
140
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.4M
|
+$93.8K
|
+852
|
+0.3%
|
|
|
141
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$35.9M
|
+$3.9M
|
+35,403
|
+12%
|
|
|
142
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$35.9M
|
+$881K
|
+7,998
|
+2%
|
|
|
143
|
Grove Bank & Trust
Miami,
Florida
|
$35.6M
|
+$895K
|
+8,129
|
+3%
|
|
|
144
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$35.3M
|
+$2.19M
|
+19,904
|
+7%
|
|
|
145
|
Spearhead Capital Advisors
Wellington,
Florida
|
$34.8M
|
+$39.4K
|
+358
|
+0.1%
|
|
|
146
|
Albion Financial Group
Salt Lake City,
Utah
|
$34.8M
|
-$669K
|
-6,073
|
-2%
|
|
|
147
|
55I LLC
Boston,
Massachusetts
|
$34.4M
|
+$5.74M
|
+52,086
|
+20%
|
|
|
148
|
Covington Capital Management
Los Angeles,
California
|
$34.2M
|
+$844K
|
+7,662
|
+3%
|
|
|
149
|
Mission Wealth Management
Santa Barbara,
California
|
$34M
|
-$1.89M
|
-17,123
|
-5%
|
|
|
150
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$33.8M
|
+$201K
|
+1,822
|
+0.6%
|
|
