|
151
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$49.9M
|
+$998K
|
+8,356
|
+2%
|
|
|
152
|
Calamos Wealth Management
Naperville,
Illinois
|
$49.2M
|
+$1.85M
|
+15,491
|
+4%
|
|
|
153
|
Atria Wealth Solutions
New York
|
$49M
|
-$12.9M
|
-107,743
|
-20%
|
|
|
154
|
Mercer Global Advisors
Denver,
Colorado
|
$48.7M
|
-$10.9M
|
-91,292
|
-18%
|
|
|
155
|
Mission Wealth Management
Santa Barbara,
California
|
$48.1M
|
-$683K
|
-5,720
|
-1%
|
|
|
156
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$46.9M
|
+$1.66M
|
+13,926
|
+4%
|
|
|
157
|
Congress Wealth Management
Boston,
Massachusetts
|
$45.6M
|
+$542K
|
+4,540
|
+1%
|
|
|
158
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$45.5M
|
-$4.68M
|
-39,169
|
-9%
|
|
|
159
|
Conning Inc
Hartford,
Connecticut
|
$45.4M
|
–
|
–
|
–
|
|
|
160
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$44.7M
|
+$1.69M
|
+14,130
|
+4%
|
|
|
161
|
United Bank (Virginia)
Vienna,
Virginia
|
$44.7M
|
+$1.28M
|
+10,709
|
+3%
|
|
|
162
|
Arrow Financial
Glens Falls,
New York
|
$44.3M
|
-$3.07M
|
-25,720
|
-6%
|
|
|
163
|
HCR Wealth Advisors
Los Angeles,
California
|
$44.2M
|
+$1.95M
|
+16,356
|
+4%
|
|
|
164
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44M
|
+$3.31M
|
+27,668
|
+8%
|
|
|
165
|
Rebalance
Palo Alto,
California
|
$43.7M
|
+$226K
|
+1,890
|
+0.5%
|
|
|
166
|
Chesley Taft & Associates
Chicago,
Illinois
|
$43.5M
|
+$1.3M
|
+10,863
|
+3%
|
|
|
167
|
WMS Partners
Towson,
Maryland
|
$43.1M
|
-$1.88M
|
-15,766
|
-4%
|
|
|
168
|
Opus Capital Group
Cincinnati,
Ohio
|
$41.8M
|
+$294K
|
+2,457
|
+0.7%
|
|
|
169
|
Voya Financial Advisors
Windsor,
Connecticut
|
$41.6M
|
-$2.65M
|
-22,218
|
-6%
|
|
|
170
|
Legal & General Group
London,
United Kingdom
|
$41.4M
|
+$4.9M
|
+41,028
|
+13%
|
|
|
171
|
Valmark Advisers
Akron,
Ohio
|
$41.1M
|
-$851K
|
-7,122
|
-2%
|
|
|
172
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$41M
|
+$44.4K
|
+372
|
+0.1%
|
|
|
173
|
Graypoint LLC
Albany,
New York
|
$41M
|
+$816K
|
+6,826
|
+2%
|
|
|
174
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$40.9M
|
-$211K
|
-1,762
|
-0.5%
|
|
|
175
|
Ballentine Partners
Waltham,
Massachusetts
|
$40.6M
|
+$2.47M
|
+20,685
|
+6%
|
|
