|
126
|
Segment Wealth Management
Houston,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
127
|
Arrow Financial
Glens Falls,
New York
|
$240K
|
–
|
–
|
–
|
|
|
128
|
TPG Advisors
Northfield,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
129
|
OneAscent Financial Services
Birmingham,
Alabama
|
$230K
|
-$18.2K
|
-722
|
-7%
|
|
|
130
|
Private Trust Company
Cleveland,
Ohio
|
$226K
|
-$7.66K
|
-304
|
-3%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$222K
|
+$220K
|
+8,726
|
New
|
|
|
132
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$218K
|
+$216K
|
+8,562
|
New
|
|
|
133
|
|
$215K
|
-$75.6K
|
-3,003
|
-26%
|
|
|
134
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$210K
|
+$208K
|
+8,274
|
New
|
|
|
135
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$204K
|
+$203K
|
+8,045
|
New
|
|
|
136
|
Kestra Private Wealth Services
Austin,
Texas
|
$204K
|
+$202K
|
+8,031
|
New
|
|
|
137
|
Penobscot Investment Management
Boston,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
138
|
Cary Street Partners
Richmond,
Virginia
|
$202K
|
–
|
–
|
–
|
|
|
139
|
Hughes Financial Services
Herndon,
Virginia
|
$152K
|
–
|
–
|
–
|
|
|
140
|
Comerica Bank
Dallas,
Texas
|
$150K
|
–
|
–
|
–
|
|
|
141
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$121K
|
–
|
–
|
–
|
|
|
142
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$100K
|
+$99.3K
|
+3,943
|
New
|
|
|
143
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$69.2K
|
–
|
–
|
–
|
|
|
144
|
American Capital Advisory
Ketchum,
Idaho
|
$56.3K
|
–
|
–
|
–
|
|
|
145
|
Fidelity Investments
Boston,
Massachusetts
|
$51.9K
|
-$155K
|
-6,145
|
-75%
|
|
|
146
|
Asset Dedication LLC
San Francisco,
California
|
$50.9K
|
–
|
–
|
–
|
|
|
147
|
Barrett & Company
Providence,
Rhode Island
|
$45.6K
|
+$45.2K
|
+1,794
|
New
|
|
|
148
|
Addison Advisors
Middlebury,
Vermont
|
$25.3K
|
+$22.7K
|
+900
|
+947%
|
|
|
149
|
Rialto Wealth Management
Syracuse,
New York
|
$21K
|
–
|
–
|
–
|
|
|
150
|
Allworth Financial
Folsom,
California
|
$20.7K
|
–
|
–
|
–
|
|
