|
126
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$52.2M
|
-$4.03M
|
-37,657
|
-7%
|
|
|
127
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$51.9M
|
+$4.7M
|
+43,922
|
+10%
|
|
|
128
|
Quotient Wealth Partners
Dallas,
Texas
|
$51.9M
|
+$1.79M
|
+16,712
|
+4%
|
|
|
129
|
First Interstate Bank
Billings,
Montana
|
$51.3M
|
-$1.35M
|
-12,620
|
-3%
|
|
|
130
|
Stack Financial Management
Whitefish,
Montana
|
$51.1M
|
-$20.9K
|
-195
|
-0%
|
|
|
131
|
Bangor Savings Bank
Bangor,
Maine
|
$49.9M
|
+$1.87M
|
+17,511
|
+4%
|
|
|
132
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$49.6M
|
+$1.38M
|
+12,855
|
+3%
|
|
|
133
|
Clearstead Advisors
Cleveland,
Ohio
|
$49.3M
|
+$13.5M
|
+126,588
|
+38%
|
|
|
134
|
Fiduciary Trust
Boston,
Massachusetts
|
$49.2M
|
-$792K
|
-7,404
|
-2%
|
|
|
135
|
NewEdge Advisors
New Orleans,
Louisiana
|
$48.5M
|
+$1.2M
|
+11,207
|
+3%
|
|
|
136
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$48.3M
|
-$1.47M
|
-13,728
|
-3%
|
|
|
137
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$48.2M
|
+$585K
|
+5,470
|
+1%
|
|
|
138
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$48M
|
+$3.63M
|
+33,970
|
+8%
|
|
|
139
|
Vicus Capital
State College,
Pennsylvania
|
$47.6M
|
+$462K
|
+4,322
|
+1%
|
|
|
140
|
WMS Partners
Towson,
Maryland
|
$47.1M
|
+$2.56M
|
+23,893
|
+6%
|
|
|
141
|
Wealth Architects
Mountain View,
California
|
$46.9M
|
+$1.45M
|
+13,510
|
+3%
|
|
|
142
|
Raymond James Trust
St. Petersburg,
Florida
|
$46.6M
|
+$2.78M
|
+26,030
|
+6%
|
|
|
143
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$46.4M
|
+$387K
|
+3,614
|
+0.8%
|
|
|
144
|
Arrow Financial
Glens Falls,
New York
|
$45.7M
|
-$10.2M
|
-94,915
|
-18%
|
|
|
145
|
Mission Wealth Management
Santa Barbara,
California
|
$44.6M
|
-$3.33M
|
-31,160
|
-7%
|
|
|
146
|
Choate Investment Advisors
Boston,
Massachusetts
|
$44.5M
|
+$8.01M
|
+74,848
|
+22%
|
|
|
147
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$44.3M
|
+$1.55M
|
+14,467
|
+4%
|
|
|
148
|
Charles Schwab
San Francisco,
California
|
$44.2M
|
-$1.91M
|
-17,891
|
-4%
|
|
|
149
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$44.1M
|
+$44.7M
|
+417,590
|
New
|
|
|
150
|
Stockman Wealth Management
Billings,
Montana
|
$42.6M
|
+$2.35M
|
+21,999
|
+6%
|
|
