|
126
|
Leo Wealth LLC
Hurst,
Texas
|
$254K
|
+$254K
|
+9,915
|
New
|
|
|
127
|
Jones Financial Companies
Des Peres,
Missouri
|
$252K
|
+$1.1K
|
+43
|
+0.4%
|
|
|
128
|
Penobscot Investment Management
Boston,
Massachusetts
|
$250K
|
+$44.8K
|
+1,750
|
+22%
|
|
|
129
|
Kestra Private Wealth Services
Austin,
Texas
|
$245K
|
+$38.9K
|
+1,521
|
+19%
|
|
|
130
|
Segment Wealth Management
Houston,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
131
|
Arrow Financial
Glens Falls,
New York
|
$242K
|
–
|
–
|
–
|
|
|
132
|
PGIM Custom Harvest
Newark,
New Jersey
|
$236K
|
-$56.1K
|
-2,192
|
-19%
|
|
|
133
|
Kestra Advisory Services
Austin,
Texas
|
$234K
|
-$255K
|
-9,972
|
-52%
|
|
|
134
|
Cary Street Partners
Richmond,
Virginia
|
$233K
|
+$28.9K
|
+1,130
|
+14%
|
|
|
135
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$226K
|
+$19.8K
|
+775
|
+10%
|
|
|
136
|
Private Trust Company
Cleveland,
Ohio
|
$226K
|
-$1.89K
|
-74
|
-0.8%
|
|
|
137
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$220K
|
–
|
–
|
–
|
|
|
138
|
|
$217K
|
–
|
–
|
–
|
|
|
139
|
Flow Traders U.S.
New York
|
$215K
|
-$32.6K
|
-1,275
|
-13%
|
|
|
140
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$215K
|
+$2.69K
|
+105
|
+1%
|
|
|
141
|
Beaumont Asset Management
Beaumont,
Texas
|
$206K
|
+$205K
|
+8,030
|
New
|
|
|
142
|
Wealthspire Advisors (New York)
New York
|
$200K
|
+$200K
|
+7,819
|
New
|
|
|
143
|
CNB Bank
Clearfield,
Pennsylvania
|
$196K
|
+$195K
|
+7,637
|
New
|
|
|
144
|
Comerica Bank
Dallas,
Texas
|
$173K
|
+$21.6K
|
+846
|
+14%
|
|
|
145
|
Hughes Financial Services
Herndon,
Virginia
|
$151K
|
–
|
–
|
–
|
|
|
146
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$122K
|
–
|
–
|
–
|
|
|
147
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$101K
|
+$614
|
+24
|
+0.6%
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$71.9K
|
+$19.5K
|
+762
|
+37%
|
|
|
149
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$69.9K
|
–
|
–
|
–
|
|
|
150
|
Global Retirement Partners
San Rafael,
California
|
$68.9K
|
+$68.8K
|
+2,688
|
New
|
|
