|
126
|
Oppenheimer Asset Management
New York
|
$52.7M
|
-$1.09M
|
-11,344
|
-2%
|
|
|
127
|
VOYA Investment Management
Atlanta,
Georgia
|
$52.3M
|
+$1.3M
|
+13,532
|
+3%
|
|
|
128
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$52.1M
|
+$947K
|
+9,826
|
+2%
|
|
|
129
|
Klingman & Associates
New York
|
$52M
|
+$1.65M
|
+17,109
|
+4%
|
|
|
130
|
Fiduciary Trust
Boston,
Massachusetts
|
$51.7M
|
+$3.21M
|
+33,272
|
+7%
|
|
|
131
|
Atria Wealth Solutions
New York
|
$51.3M
|
+$4.99M
|
+51,828
|
+12%
|
|
|
132
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$50.6M
|
-$23.6K
|
-245
|
-0.1%
|
|
|
133
|
Financial Advisors
Andover,
Massachusetts
|
$50.5M
|
+$44.4M
|
+460,528
|
+7,168%
|
|
|
134
|
Equitable Holdings
New York
|
$48.7M
|
+$5.55M
|
+57,557
|
+15%
|
|
|
135
|
Telemus Capital
Southfield,
Michigan
|
$48.6M
|
-$2.43M
|
-25,202
|
-5%
|
|
|
136
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$48.4M
|
+$2.75M
|
+28,572
|
+7%
|
|
|
137
|
Quotient Wealth Partners
Dallas,
Texas
|
$48.2M
|
+$42.9M
|
+445,470
|
New
|
|
|
138
|
Mission Wealth Management
Santa Barbara,
California
|
$47.7M
|
+$3.73M
|
+38,671
|
+10%
|
|
|
139
|
Natixis Advisors
Boston,
Massachusetts
|
$47.4M
|
+$627K
|
+6,502
|
+2%
|
|
|
140
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$47.2M
|
+$2.27M
|
+23,569
|
+6%
|
|
|
141
|
Vicus Capital
State College,
Pennsylvania
|
$47.2M
|
-$1.7M
|
-17,622
|
-4%
|
|
|
142
|
Bangor Savings Bank
Bangor,
Maine
|
$46.9M
|
+$1.72M
|
+17,852
|
+4%
|
|
|
143
|
GW & Wade
Wellesley,
Massachusetts
|
$46.8M
|
+$2.64M
|
+27,417
|
+7%
|
|
|
144
|
NewEdge Advisors
New Orleans,
Louisiana
|
$46.7M
|
+$3.87M
|
+40,122
|
+10%
|
|
|
145
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$46.4M
|
+$201K
|
+2,090
|
+0.5%
|
|
|
146
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$45.9M
|
-$81.5M
|
-845,341
|
-67%
|
|
|
147
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$45.4M
|
-$453K
|
-4,699
|
-1%
|
|
|
148
|
Wealth Architects
Mountain View,
California
|
$45.3M
|
-$509K
|
-5,279
|
-1%
|
|
|
149
|
Conning Inc
Hartford,
Connecticut
|
$42.9M
|
+$2.4M
|
+24,939
|
+7%
|
|
|
150
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$42.9M
|
-$44.5K
|
-462
|
-0.1%
|
|
