|
51
|
Bank of New York Mellon
New York
|
$704K
|
–
|
–
|
–
|
|
|
52
|
Iowa State Bank
Urbandale,
Iowa
|
$667K
|
+$57.6K
|
+890
|
+10%
|
|
|
53
|
LifePlan Financial Group
Dayton,
Ohio
|
$657K
|
+$1.17K
|
+18
|
+0.2%
|
|
|
54
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$632K
|
-$22.3K
|
-344
|
-3%
|
|
|
55
|
IHT Wealth Management
Chicago,
Illinois
|
$624K
|
-$1.04K
|
-16
|
-0.2%
|
|
|
56
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$622K
|
-$5.18K
|
-80
|
-0.8%
|
|
|
57
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$622K
|
–
|
–
|
–
|
|
|
58
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$585K
|
-$31.9K
|
-492
|
-5%
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$523K
|
-$44K
|
-680
|
-8%
|
|
|
60
|
Fiduciary Trust
Boston,
Massachusetts
|
$513K
|
–
|
–
|
–
|
|
|
61
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$513K
|
+$506K
|
+7,822
|
New
|
|
|
62
|
Pacific Financial Group
Bellevue,
Washington
|
$475K
|
–
|
–
|
–
|
|
|
63
|
Level Four Advisory Services
Dallas,
Texas
|
$457K
|
-$29.5K
|
-456
|
-6%
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$430K
|
–
|
–
|
–
|
|
|
65
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$402K
|
–
|
–
|
–
|
|
|
66
|
Cetera Advisor Networks
El Segundo,
California
|
$388K
|
+$66.9K
|
+1,034
|
+21%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$384K
|
-$489K
|
-7,546
|
-56%
|
|
|
68
|
IRON Financial
Northbrook,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
69
|
Vanguard Group
Malvern,
Pennsylvania
|
$359K
|
–
|
–
|
–
|
|
|
70
|
Lutz Financial Services
Omaha,
Nebraska
|
$355K
|
–
|
–
|
–
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$284K
|
+$23.2K
|
+358
|
+9%
|
|
|
73
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$282K
|
–
|
–
|
–
|
|
|
74
|
Bangor Savings Bank
Bangor,
Maine
|
$272K
|
+$24.5K
|
+378
|
+10%
|
|
|
75
|
CRA Financial Services
Northfield,
New Jersey
|
$268K
|
+$6.47K
|
+100
|
+3%
|
|
