|
126
|
Capital Planning Advisors
Roseville,
California
|
$41.1M
|
+$1.88M
|
+25,416
|
+5%
|
|
|
127
|
55I LLC
Boston,
Massachusetts
|
$41M
|
+$22.2M
|
+299,404
|
+126%
|
|
|
128
|
Colony Group
Boston,
Massachusetts
|
$40.6M
|
-$710K
|
-9,580
|
-2%
|
|
|
129
|
Principal Financial Group
Des Moines,
Iowa
|
$40M
|
-$3.32M
|
-44,800
|
-8%
|
|
|
130
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$39.2M
|
-$414K
|
-5,580
|
-1%
|
|
|
131
|
TruWealth Advisors
Metairie,
Louisiana
|
$39.1M
|
+$1.03M
|
+13,892
|
+3%
|
|
|
132
|
Avidian Wealth Enterprises
Houston,
Texas
|
$38.9M
|
-$152K
|
-2,044
|
-0.4%
|
|
|
133
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$38.3M
|
+$21.6K
|
+292
|
+0.1%
|
|
|
134
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.3M
|
+$2.13M
|
+28,760
|
+6%
|
|
|
135
|
Financial Counselors Inc
Overland Park,
Kansas
|
$37.8M
|
-$482K
|
-6,496
|
-1%
|
|
|
136
|
Hantz Financial Services
Southfield,
Michigan
|
$37.5M
|
-$232K
|
-3,128
|
-0.6%
|
|
|
137
|
FSA Wealth Management
Needham,
Massachusetts
|
$36.7M
|
-$584K
|
-7,872
|
-2%
|
|
|
138
|
NorthRock Partners
Minneapolis,
Minnesota
|
$36.4M
|
-$179K
|
-2,412
|
-0.5%
|
|
|
139
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$36.4M
|
-$2.05M
|
-27,660
|
-5%
|
|
|
140
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.2M
|
+$609K
|
+8,216
|
+2%
|
|
|
141
|
Simmons Bank
Pine Bluff,
Arkansas
|
$35.9M
|
-$1.4M
|
-18,848
|
-4%
|
|
|
142
|
Congress Asset Management
Boston,
Massachusetts
|
$35.7M
|
+$13.9M
|
+186,876
|
+67%
|
|
|
143
|
Jennison Associates
New York
|
$35.3M
|
+$30.7M
|
+413,516
|
+855%
|
|
|
144
|
Graypoint LLC
Albany,
New York
|
$35.1M
|
+$6.38M
|
+86,012
|
+23%
|
|
|
145
|
CPWM LLC
Seattle,
Washington
|
$34.7M
|
–
|
–
|
–
|
|
|
146
|
Union Investments & Development
Tel Aviv,
Israel
|
$34.5M
|
+$33.5M
|
+451,880
|
New
|
|
|
147
|
Balentine LLC
Atlanta,
Georgia
|
$34.5M
|
-$175K
|
-2,364
|
-0.5%
|
|
|
148
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$34.1M
|
+$7.57M
|
+102,140
|
+2%
|
|
|
149
|
Montecito Bank & Trust
Santa Barbara,
California
|
$33.4M
|
-$892K
|
-12,032
|
-3%
|
|
|
150
|
BNP Paribas Financial Markets
Paris,
France
|
$33M
|
+$22M
|
+297,188
|
+220%
|
|
