|
51
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$795K
|
-$84.7K
|
-1,266
|
-10%
|
|
|
52
|
First National Bank of Omaha
Omaha,
Nebraska
|
$785K
|
–
|
–
|
–
|
|
|
53
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$670K
|
–
|
–
|
–
|
|
|
54
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$659K
|
–
|
–
|
–
|
|
|
55
|
IHT Wealth Management
Chicago,
Illinois
|
$656K
|
+$21.3K
|
+318
|
+3%
|
|
|
56
|
LifePlan Financial Group
Dayton,
Ohio
|
$635K
|
-$37.4K
|
-558
|
-6%
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$587K
|
-$45.8K
|
-684
|
-7%
|
|
|
58
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$570K
|
-$19.9K
|
-298
|
-4%
|
|
|
59
|
Pinnacle Associates
New York
|
$545K
|
-$131K
|
-1,960
|
-20%
|
|
|
60
|
Fiduciary Trust
Boston,
Massachusetts
|
$543K
|
–
|
–
|
–
|
|
|
61
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$514K
|
-$511K
|
-7,630
|
-51%
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$460K
|
–
|
–
|
–
|
|
|
63
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$455K
|
+$443K
|
+6,622
|
New
|
|
|
64
|
Level Four Advisory Services
Dallas,
Texas
|
$432K
|
-$18.9K
|
-282
|
-4%
|
|
|
65
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$388K
|
+$3.61K
|
+54
|
+1%
|
|
|
66
|
Lutz Financial Services
Omaha,
Nebraska
|
$380K
|
+$3.35K
|
+50
|
+0.9%
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$359K
|
–
|
–
|
–
|
|
|
68
|
SVB Wealth
Boston,
Massachusetts
|
$359K
|
+$49.5K
|
+740
|
+17%
|
|
|
69
|
IRON Financial
Northbrook,
Illinois
|
$357K
|
+$3.08K
|
+46
|
+0.9%
|
|
|
70
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$348K
|
+$335K
|
+5,006
|
New
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$343K
|
-$43.5K
|
-650
|
-12%
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$328K
|
–
|
–
|
–
|
|
|
73
|
Astoria Strategic Wealth
Conroe,
Texas
|
$327K
|
+$316K
|
+4,724
|
New
|
|
|
74
|
Northern Trust
Chicago,
Illinois
|
$292K
|
+$32.7K
|
+488
|
+13%
|
|
|
75
|
Bangor Savings Bank
Bangor,
Maine
|
$287K
|
–
|
–
|
–
|
|
