|
126
|
Congress Asset Management
Boston,
Massachusetts
|
$3.83M
|
-$3.52M
|
-26,010
|
-48%
|
|
|
127
|
Peterson Wealth Services
South Ogden,
Utah
|
$3.8M
|
+$3.84M
|
+28,400
|
New
|
|
|
128
|
People's United Financial
Bridgeport,
Connecticut
|
$3.77M
|
+$27.6K
|
+204
|
+0.7%
|
|
|
129
|
|
$3.76M
|
+$3.8M
|
+28,088
|
New
|
|
|
130
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.66M
|
+$222K
|
+1,638
|
+6%
|
|
|
131
|
The Family Firm
Bethesda,
Maryland
|
$3.65M
|
+$299K
|
+2,213
|
+9%
|
|
|
132
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$3.63M
|
-$685K
|
-5,064
|
-16%
|
|
|
133
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$3.61M
|
-$108K
|
-801
|
-3%
|
|
|
134
|
One Day In July LLC
Burlington,
Vermont
|
$3.56M
|
-$3.79K
|
-28
|
-0.1%
|
|
|
135
|
Windham Capital Management
Boston,
Massachusetts
|
$3.52M
|
–
|
–
|
–
|
|
|
136
|
Richard P. Slaughter Associates
Austin,
Texas
|
$3.38M
|
+$363K
|
+2,686
|
+12%
|
|
|
137
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.31M
|
+$3.37M
|
+24,933
|
New
|
|
|
138
|
Kestra Advisory Services
Austin,
Texas
|
$3.27M
|
+$100K
|
+741
|
+3%
|
|
|
139
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.17M
|
+$3.21M
|
+23,705
|
New
|
|
|
140
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$3.17M
|
-$137K
|
-1,010
|
-4%
|
|
|
141
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.15M
|
-$4.69M
|
-34,667
|
-60%
|
|
|
142
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.15M
|
+$3.05M
|
+22,514
|
+2,260%
|
|
|
143
|
Truist Financial
Charlotte,
North Carolina
|
$3.01M
|
+$21K
|
+155
|
+0.7%
|
|
|
144
|
Investment Partners
New Philadelphia,
Ohio
|
$3.01M
|
+$132K
|
+977
|
+5%
|
|
|
145
|
GHP Investment Advisors
Denver,
Colorado
|
$2.99M
|
+$47.9K
|
+354
|
+2%
|
|
|
146
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.94M
|
+$20.4K
|
+151
|
+0.7%
|
|
|
147
|
|
$2.93M
|
+$238K
|
+1,762
|
+9%
|
|
|
148
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.93M
|
+$185K
|
+1,368
|
+7%
|
|
|
149
|
|
$2.85M
|
-$2.71M
|
-19,996
|
-48%
|
|
|
150
|
Camelot Portfolios
Maumee,
Ohio
|
$2.78M
|
+$355K
|
+2,623
|
+14%
|
|
