|
126
|
Quotient Wealth Partners
Dallas,
Texas
|
$51.9M
|
+$2.56M
|
+24,118
|
+5%
|
|
|
127
|
Fiduciary Trust
Boston,
Massachusetts
|
$51.8M
|
-$924K
|
-8,700
|
-2%
|
|
|
128
|
Atria Wealth Solutions
New York
|
$51.7M
|
-$605K
|
-5,702
|
-1%
|
|
|
129
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$51.5M
|
-$141K
|
-1,330
|
-0.3%
|
|
|
130
|
Equitable Holdings
New York
|
$50.5M
|
+$725K
|
+6,827
|
+2%
|
|
|
131
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$49.9M
|
+$1.64M
|
+15,483
|
+4%
|
|
|
132
|
Bangor Savings Bank
Bangor,
Maine
|
$49.8M
|
+$1.82M
|
+17,100
|
+4%
|
|
|
133
|
Mission Wealth Management
Santa Barbara,
California
|
$49.6M
|
+$887K
|
+8,352
|
+2%
|
|
|
134
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$49.5M
|
+$47.5M
|
+447,794
|
New
|
|
|
135
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$49.3M
|
-$100K
|
-945
|
-0.2%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$49.1M
|
+$1.01M
|
+9,532
|
+2%
|
|
|
137
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$48.9M
|
+$2.53M
|
+23,806
|
+6%
|
|
|
138
|
Vicus Capital
State College,
Pennsylvania
|
$48.9M
|
+$662K
|
+6,235
|
+1%
|
|
|
139
|
Oppenheimer Asset Management
New York
|
$48.4M
|
-$5.22M
|
-49,120
|
-10%
|
|
|
140
|
Charles Schwab
San Francisco,
California
|
$47.8M
|
-$80.1M
|
-754,069
|
-64%
|
|
|
141
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$47.7M
|
+$287K
|
+2,699
|
+0.6%
|
|
|
142
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$47.2M
|
+$3.23M
|
+30,457
|
+8%
|
|
|
143
|
Wealth Architects
Mountain View,
California
|
$47.1M
|
+$820K
|
+7,721
|
+2%
|
|
|
144
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$46.2M
|
-$8.22M
|
-77,453
|
-16%
|
|
|
145
|
WMS Partners
Towson,
Maryland
|
$46.2M
|
+$3.13M
|
+29,509
|
+8%
|
|
|
146
|
Cetera Advisors
Denver,
Colorado
|
$46.1M
|
+$9.71M
|
+91,439
|
+28%
|
|
|
147
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$46M
|
+$2.44M
|
+23,009
|
+6%
|
|
|
148
|
Mercer Global Advisors
Denver,
Colorado
|
$45.4M
|
+$279K
|
+2,625
|
+0.7%
|
|
|
149
|
Raymond James Trust
St. Petersburg,
Florida
|
$45.4M
|
+$1.91M
|
+17,991
|
+5%
|
|
|
150
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$44.8M
|
+$43.1M
|
+405,723
|
New
|
|
