|
126
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$46.3M
|
+$983K
|
+8,624
|
+2%
|
|
|
127
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$45.9M
|
+$45.7M
|
+401,038
|
New
|
|
|
128
|
Venturi Wealth Management
Austin,
Texas
|
$45.8M
|
+$42.3M
|
+371,421
|
+1,297%
|
|
|
129
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$45.6M
|
-$22K
|
-193
|
-0%
|
|
|
130
|
Planning Alternatives
Birmingham,
Michigan
|
$45.2M
|
+$366K
|
+3,211
|
+0.8%
|
|
|
131
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$45.1M
|
+$1.36M
|
+11,955
|
+3%
|
|
|
132
|
Cetera Advisors
Denver,
Colorado
|
$45M
|
-$1.89M
|
-16,551
|
-4%
|
|
|
133
|
Mercer Global Advisors
Denver,
Colorado
|
$44.2M
|
+$673K
|
+5,906
|
+2%
|
|
|
134
|
Conning Inc
Hartford,
Connecticut
|
$43.9M
|
+$235K
|
+2,060
|
+0.5%
|
|
|
135
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$43.9M
|
+$4.44M
|
+38,922
|
+11%
|
|
|
136
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$43.8M
|
+$90.8K
|
+797
|
+0.2%
|
|
|
137
|
Wealth Architects
Mountain View,
California
|
$43.5M
|
+$2.27M
|
+19,904
|
+6%
|
|
|
138
|
Lazard Asset Management
New York
|
$43.5M
|
+$236K
|
+2,075
|
+0.5%
|
|
|
139
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$43.4M
|
-$1.06M
|
-9,269
|
-2%
|
|
|
140
|
Bangor Savings Bank
Bangor,
Maine
|
$42.7M
|
+$448K
|
+3,928
|
+1%
|
|
|
141
|
Viridian RIA
Bothell,
Washington
|
$42.6M
|
+$42.4M
|
+371,640
|
New
|
|
|
142
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$42.5M
|
+$81.3K
|
+713
|
+0.2%
|
|
|
143
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$42.4M
|
+$1.46M
|
+12,785
|
+4%
|
|
|
144
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$41.7M
|
+$4.6M
|
+40,399
|
+12%
|
|
|
145
|
Klingman & Associates
New York
|
$41.4M
|
+$2.38M
|
+20,906
|
+6%
|
|
|
146
|
Colony Group
Boston,
Massachusetts
|
$41.3M
|
-$3.78M
|
-33,193
|
-8%
|
|
|
147
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.2M
|
+$990K
|
+8,691
|
+2%
|
|
|
148
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$39.9M
|
+$2.23M
|
+19,567
|
+6%
|
|
|
149
|
55I LLC
Boston,
Massachusetts
|
$39.5M
|
+$3.47M
|
+30,406
|
+10%
|
|
|
150
|
Grove Bank & Trust
Miami,
Florida
|
$39.4M
|
+$2.12M
|
+18,612
|
+6%
|
|
