|
126
|
SVB Wealth
Boston,
Massachusetts
|
$43.2M
|
+$5.84M
|
+60,894
|
+15%
|
|
|
127
|
Cetera Advisors
Denver,
Colorado
|
$43M
|
+$5.42M
|
+56,528
|
+14%
|
|
|
128
|
Trek Financial
Scottsdale,
Arizona
|
$41.5M
|
-$16.6M
|
-172,764
|
-28%
|
|
|
129
|
Fiduciary Trust
Boston,
Massachusetts
|
$41.3M
|
-$8.57M
|
-89,346
|
-17%
|
|
|
130
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$39.9M
|
+$826K
|
+8,608
|
+2%
|
|
|
131
|
|
$39.8M
|
-$1.3M
|
-13,537
|
-3%
|
|
|
132
|
Mission Wealth Management
Santa Barbara,
California
|
$39.6M
|
+$5.62M
|
+58,632
|
+16%
|
|
|
133
|
Telemus Capital
Southfield,
Michigan
|
$39.5M
|
+$2.07M
|
+21,607
|
+6%
|
|
|
134
|
Geneos Wealth Management
Englewood,
Colorado
|
$39.1M
|
+$1.22M
|
+12,769
|
+3%
|
|
|
135
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$39.1M
|
+$39.6M
|
+412,860
|
New
|
|
|
136
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$38.8M
|
+$368K
|
+3,837
|
+0.9%
|
|
|
137
|
Klingman & Associates
New York
|
$38.6M
|
+$2.22M
|
+23,192
|
+6%
|
|
|
138
|
Atria Wealth Solutions
New York
|
$38.6M
|
+$742K
|
+7,737
|
+2%
|
|
|
139
|
Valmark Advisers
Akron,
Ohio
|
$38.6M
|
-$1.06M
|
-11,059
|
-3%
|
|
|
140
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$38.3M
|
-$1.34K
|
-14
|
-0%
|
|
|
141
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$37.8M
|
-$454K
|
-4,735
|
-1%
|
|
|
142
|
Bangor Savings Bank
Bangor,
Maine
|
$37.5M
|
+$294K
|
+3,062
|
+0.8%
|
|
|
143
|
Wealth Architects
Mountain View,
California
|
$36.5M
|
-$246K
|
-2,566
|
-0.7%
|
|
|
144
|
Conning Inc
Hartford,
Connecticut
|
$36.3M
|
-$487K
|
-5,076
|
-1%
|
|
|
145
|
United Bank (Virginia)
Vienna,
Virginia
|
$36.2M
|
-$2.97M
|
-30,992
|
-7%
|
|
|
146
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$36M
|
+$1.47M
|
+15,300
|
+4%
|
|
|
147
|
Arrow Financial
Glens Falls,
New York
|
$35.7M
|
+$1.04M
|
+10,887
|
+3%
|
|
|
148
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$35.7M
|
-$1.94M
|
-20,216
|
-5%
|
|
|
149
|
Allworth Financial
Folsom,
California
|
$35.2M
|
+$6.61M
|
+68,929
|
+23%
|
|
|
150
|
GW & Wade
Wellesley,
Massachusetts
|
$35.1M
|
+$5.49M
|
+57,277
|
+18%
|
|
