|
126
|
Venturi Wealth Management
Austin,
Texas
|
$45.6M
|
+$2.47M
|
+22,867
|
+6%
|
|
|
127
|
TIAA FSB
Jacksonville,
Florida
|
$45.1M
|
-$1.95M
|
-18,046
|
-4%
|
|
|
128
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$45M
|
+$1.38M
|
+12,782
|
+3%
|
|
|
129
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$44.4M
|
-$750K
|
-6,952
|
-2%
|
|
|
130
|
Allspring Global Investments
Charlotte,
North Carolina
|
$44.3M
|
+$11.2M
|
+104,207
|
+34%
|
|
|
131
|
Valmark Advisers
Akron,
Ohio
|
$44.1M
|
-$409K
|
-3,790
|
-0.9%
|
|
|
132
|
Parallel Advisors
San Francisco,
California
|
$44M
|
-$2.27M
|
-21,055
|
-5%
|
|
|
133
|
Klingman & Associates
New York
|
$43.7M
|
+$4.74M
|
+43,913
|
+12%
|
|
|
134
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$43.6M
|
+$43.5M
|
+402,792
|
+30,217%
|
|
|
135
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$42.8M
|
+$1.46M
|
+13,533
|
+4%
|
|
|
136
|
Cetera Advisors
Denver,
Colorado
|
$42.3M
|
-$88.8K
|
-823
|
-0.2%
|
|
|
137
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$42.3M
|
-$684K
|
-6,340
|
-2%
|
|
|
138
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$42M
|
+$902K
|
+8,359
|
+2%
|
|
|
139
|
Atria Wealth Solutions
New York
|
$41.9M
|
+$41.9M
|
+388,460
|
New
|
|
|
140
|
Conning Inc
Hartford,
Connecticut
|
$41.5M
|
+$166K
|
+1,540
|
+0.4%
|
|
|
141
|
Wealth Architects
Mountain View,
California
|
$41.2M
|
+$273K
|
+2,532
|
+0.7%
|
|
|
142
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$41.2M
|
+$1.25M
|
+11,590
|
+3%
|
|
|
143
|
Bangor Savings Bank
Bangor,
Maine
|
$41.2M
|
+$964K
|
+8,937
|
+2%
|
|
|
144
|
AE Wealth Management
Topeka,
Kansas
|
$40.6M
|
-$3.11M
|
-28,788
|
-7%
|
|
|
145
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$40.5M
|
+$1.72M
|
+15,956
|
+4%
|
|
|
146
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$40.2M
|
+$2.6M
|
+24,125
|
+7%
|
|
|
147
|
Lazard Asset Management
New York
|
$40.1M
|
-$841K
|
-7,797
|
-2%
|
|
|
148
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$40M
|
-$70.8K
|
-656
|
-0.2%
|
|
|
149
|
BOK Financial
Tulsa,
Oklahoma
|
$39.7M
|
-$8.34M
|
-77,324
|
-17%
|
|
|
150
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39.7M
|
+$20.8M
|
+193,174
|
+111%
|
|
