|
826
|
Congress Asset Management
Boston,
Massachusetts
|
$3.64M
|
-$78.5K
|
-1,523
|
-2%
|
|
|
827
|
Capital Group Private Client Services
Los Angeles,
California
|
$3.64M
|
+$290K
|
+5,633
|
+9%
|
|
|
828
|
Seven Post Investment Office
San Francisco,
California
|
$3.64M
|
+$141K
|
+2,742
|
+4%
|
|
|
829
|
Victory Financial Group
Austin,
Texas
|
$3.62M
|
-$1.08M
|
-21,029
|
-24%
|
|
|
830
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$3.61M
|
+$106K
|
+2,049
|
+3%
|
|
|
831
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.6M
|
-$310K
|
-6,016
|
-8%
|
|
|
832
|
SOL Capital Management
Rockville,
Maryland
|
$3.59M
|
-$1.39K
|
-27
|
-0%
|
|
|
833
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$3.57M
|
+$1.65M
|
+31,973
|
+94%
|
|
|
834
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.55M
|
+$41.1K
|
+798
|
+1%
|
|
|
835
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$3.54M
|
+$3.02M
|
+58,634
|
+870%
|
|
|
836
|
Tred Avon Family Wealth
Easton,
Maryland
|
$3.53M
|
+$3.36M
|
+65,137
|
New
|
|
|
837
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3.53M
|
+$410K
|
+7,949
|
+14%
|
|
|
838
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.52M
|
-$1.45M
|
-28,099
|
-30%
|
|
|
839
|
Fire Capital Management
San Francisco,
California
|
$3.52M
|
+$105K
|
+2,041
|
+3%
|
|
|
840
|
MetLife Investment Management
Whippany,
New Jersey
|
$3.52M
|
-$52K
|
-1,010
|
-2%
|
|
|
841
|
American Alpha Advisors
New York
|
$3.5M
|
-$6.34K
|
-123
|
-0.2%
|
|
|
842
|
HM Payson & Co
Portland,
Maine
|
$3.49M
|
+$268K
|
+5,209
|
+9%
|
|
|
843
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$3.48M
|
+$26.9K
|
+523
|
+0.8%
|
|
|
844
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$3.47M
|
+$59.1K
|
+1,148
|
+2%
|
|
|
845
|
Linscomb Wealth
Houston,
Texas
|
$3.47M
|
-$113K
|
-2,196
|
-3%
|
|
|
846
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.47M
|
+$41.8K
|
+812
|
+1%
|
|
|
847
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$3.46M
|
+$290K
|
+5,635
|
+10%
|
|
|
848
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$3.43M
|
+$509K
|
+9,877
|
+18%
|
|
|
849
|
Rockland Trust
Hanover,
Massachusetts
|
$3.43M
|
+$1.97M
|
+38,249
|
+153%
|
|
|
850
|
Flywheel Private Wealth
Los Altos,
California
|
$3.42M
|
+$1.05M
|
+20,437
|
+48%
|
|
