|
126
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.87M
|
-$57.1K
|
-503
|
-2%
|
|
|
127
|
PDS Planning
Dublin,
Ohio
|
$2.87M
|
-$225K
|
-1,984
|
-7%
|
|
|
128
|
Congress Asset Management
Boston,
Massachusetts
|
$2.85M
|
-$22.5K
|
-198
|
-0.7%
|
|
|
129
|
The Family Firm
Bethesda,
Maryland
|
$2.84M
|
+$56.7K
|
+500
|
+2%
|
|
|
130
|
RGT Wealth Advisors
Dallas,
Texas
|
$2.81M
|
-$133K
|
-1,177
|
-4%
|
|
|
131
|
Corient Capital Partners
Newport Beach,
California
|
$2.78M
|
+$404K
|
+3,561
|
+15%
|
|
|
132
|
Colony Family Offices
Charlotte,
North Carolina
|
$2.74M
|
+$2.1M
|
+18,505
|
+231%
|
|
|
133
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$2.69M
|
-$128K
|
-1,127
|
-4%
|
|
|
134
|
|
$2.6M
|
+$203K
|
+1,791
|
+8%
|
|
|
135
|
GHP Investment Advisors
Denver,
Colorado
|
$2.57M
|
+$271K
|
+2,392
|
+11%
|
|
|
136
|
Truist Financial
Charlotte,
North Carolina
|
$2.54M
|
+$49.7K
|
+438
|
+2%
|
|
|
137
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.54M
|
+$147K
|
+1,300
|
+6%
|
|
|
138
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.45M
|
+$2.69M
|
+23,744
|
New
|
|
|
139
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.33M
|
-$77.2K
|
-681
|
-3%
|
|
|
140
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.3M
|
–
|
–
|
–
|
|
|
141
|
Blue Barn Wealth
Orem,
Utah
|
$2.3M
|
+$128K
|
+1,125
|
+5%
|
|
|
142
|
GFS Advisors
Houston,
Texas
|
$2.24M
|
+$116K
|
+1,026
|
+5%
|
|
|
143
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.21M
|
-$72.4K
|
-638
|
-3%
|
|
|
144
|
Stone Asset Management
Austin,
Texas
|
$2.15M
|
+$1.72M
|
+15,152
|
+266%
|
|
|
145
|
NWAM LLC
Mercer Island,
Washington
|
$2.15M
|
+$222K
|
+1,958
|
+10%
|
|
|
146
|
McLean Asset Management
Tysons,
Virginia
|
$2.11M
|
+$710K
|
+6,263
|
+43%
|
|
|
147
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.04M
|
+$767K
|
+6,764
|
+52%
|
|
|
148
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.03M
|
+$216K
|
+1,903
|
+11%
|
|
|
149
|
Kestra Advisory Services
Austin,
Texas
|
$2.02M
|
-$293K
|
-2,585
|
-12%
|
|
|
150
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.02M
|
+$204K
|
+1,795
|
+10%
|
|
