|
51
|
Iowa State Bank
Urbandale,
Iowa
|
$562K
|
–
|
–
|
–
|
|
|
52
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$557K
|
-$2.83K
|
-46
|
-0.5%
|
|
|
53
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$554K
|
-$2.46K
|
-40
|
-0.4%
|
|
|
54
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$530K
|
–
|
–
|
–
|
|
|
55
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$526K
|
–
|
–
|
–
|
|
|
56
|
Vanguard Group
Malvern,
Pennsylvania
|
$504K
|
-$277K
|
-4,500
|
-33%
|
|
|
57
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$471K
|
+$36K
|
+584
|
+7%
|
|
|
58
|
Chemical Bank
Detroit,
Michigan
|
$460K
|
+$139K
|
+2,250
|
+38%
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$458K
|
+$492K
|
+7,988
|
+3,954%
|
|
|
60
|
Hilltop Holdings
Dallas,
Texas
|
$457K
|
-$78.1K
|
-1,268
|
-13%
|
|
|
61
|
Fiduciary Trust
Boston,
Massachusetts
|
$437K
|
+$481K
|
+7,814
|
New
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$421K
|
-$130K
|
-2,114
|
-23%
|
|
|
63
|
Pacific Financial Group
Bellevue,
Washington
|
$416K
|
+$458K
|
+7,436
|
New
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$366K
|
–
|
–
|
–
|
|
|
65
|
IHT Wealth Management
Chicago,
Illinois
|
$346K
|
+$106K
|
+1,720
|
+39%
|
|
|
66
|
IRON Financial
Northbrook,
Illinois
|
$315K
|
–
|
–
|
–
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$314K
|
-$22.8K
|
-370
|
-6%
|
|
|
68
|
Sound View Wealth Advisors
Savannah,
Georgia
|
$311K
|
+$342K
|
+5,554
|
New
|
|
|
69
|
Lutz Financial Services
Omaha,
Nebraska
|
$302K
|
+$2.09K
|
+34
|
+0.6%
|
|
|
70
|
Grimes & Company
Westborough,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$254K
|
-$89K
|
-1,446
|
-24%
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
73
|
Corient Capital Partners
Newport Beach,
California
|
$237K
|
+$261K
|
+4,232
|
New
|
|
|
74
|
Appleton Partners
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
75
|
CRA Financial Services
Northfield,
New Jersey
|
$234K
|
+$258K
|
+4,188
|
New
|
|
