|
51
|
LifePlan Financial Group
Dayton,
Ohio
|
$633K
|
-$20.6K
|
-318
|
-3%
|
|
|
52
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$629K
|
–
|
–
|
–
|
|
|
53
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$619K
|
–
|
–
|
–
|
|
|
54
|
IHT Wealth Management
Chicago,
Illinois
|
$596K
|
-$24.7K
|
-380
|
-4%
|
|
|
55
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$595K
|
-$22.5K
|
-346
|
-4%
|
|
|
56
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$555K
|
-$26.7K
|
-412
|
-5%
|
|
|
57
|
Fiduciary Trust
Boston,
Massachusetts
|
$510K
|
–
|
–
|
–
|
|
|
58
|
Pacific Financial Group
Bellevue,
Washington
|
$488K
|
–
|
–
|
–
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$438K
|
-$87K
|
-1,340
|
-17%
|
|
|
60
|
Level Four Advisory Services
Dallas,
Texas
|
$424K
|
-$30K
|
-462
|
-7%
|
|
|
61
|
Cetera Advisor Networks
El Segundo,
California
|
$365K
|
-$18.6K
|
-286
|
-5%
|
|
|
62
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$361K
|
-$38.3K
|
-590
|
-10%
|
|
|
63
|
Lutz Financial Services
Omaha,
Nebraska
|
$354K
|
+$1.04K
|
+16
|
+0.3%
|
|
|
64
|
Tower Research Capital (TRC)
New York
|
$352K
|
+$159K
|
+2,448
|
+83%
|
|
|
65
|
United Capital Financial Advisors
Irving,
Texas
|
$337K
|
–
|
–
|
–
|
|
|
66
|
IRON Financial
Northbrook,
Illinois
|
$332K
|
-$34.9K
|
-538
|
-10%
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$308K
|
+$28.3K
|
+436
|
+10%
|
|
|
68
|
SVB Wealth
Boston,
Massachusetts
|
$289K
|
+$287K
|
+4,428
|
New
|
|
|
69
|
Paracle Advisors
Mercer Island,
Washington
|
$286K
|
+$285K
|
+4,392
|
New
|
|
|
70
|
Bangor Savings Bank
Bangor,
Maine
|
$270K
|
–
|
–
|
–
|
|
|
71
|
CRA Financial Services
Northfield,
New Jersey
|
$254K
|
-$13K
|
-200
|
-5%
|
|
|
72
|
Klingman & Associates
New York
|
$252K
|
–
|
–
|
–
|
|
|
73
|
Northern Trust
Chicago,
Illinois
|
$242K
|
+$241K
|
+3,716
|
New
|
|
|
74
|
AE Wealth Management
Topeka,
Kansas
|
$240K
|
-$42.5K
|
-654
|
-15%
|
|
|
75
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$228K
|
+$3.77K
|
+58
|
+2%
|
|
