|
51
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$460K
|
-$11.4K
|
-182
|
-2%
|
|
|
52
|
IHT Wealth Management
Chicago,
Illinois
|
$449K
|
-$14.3K
|
-228
|
-2%
|
|
|
53
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$438K
|
+$214K
|
+3,404
|
+61%
|
|
|
54
|
LifePlan Financial Group
Dayton,
Ohio
|
$418K
|
-$34.4K
|
-548
|
-6%
|
|
|
55
|
Fiduciary Trust
Boston,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
|
56
|
Cetera Advisor Networks
El Segundo,
California
|
$371K
|
+$167K
|
+2,662
|
+54%
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$370K
|
-$52.7K
|
-840
|
-10%
|
|
|
58
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$319K
|
-$585K
|
-9,322
|
-57%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$304K
|
+$174K
|
+2,766
|
+79%
|
|
|
60
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$300K
|
-$128K
|
-2,032
|
-25%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$295K
|
+$381K
|
+6,068
|
New
|
|
|
62
|
Rockefeller Capital Management
New York
|
$289K
|
+$158K
|
+2,514
|
+74%
|
|
|
63
|
Level Four Advisory Services
Dallas,
Texas
|
$269K
|
-$41.9K
|
-668
|
-11%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$268K
|
+$49.6K
|
+790
|
+17%
|
|
|
65
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$252K
|
-$89.6K
|
-1,428
|
-22%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
67
|
SVB Wealth
Boston,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
68
|
IRON Financial
Northbrook,
Illinois
|
$251K
|
+$879
|
+14
|
+0.3%
|
|
|
69
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$244K
|
–
|
–
|
–
|
|
|
70
|
Manchester Capital Management
Manchester,
Vermont
|
$234K
|
-$1.27M
|
-20,248
|
-81%
|
|
|
71
|
R.M. Davis Inc
Portland,
Maine
|
$229K
|
+$295K
|
+4,698
|
New
|
|
|
72
|
Pinnacle Associates
New York
|
$226K
|
-$201K
|
-3,210
|
-41%
|
|
|
73
|
Sepio Capital
Salt Lake City,
Utah
|
$226K
|
+$292K
|
+4,650
|
New
|
|
|
74
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$218K
|
+$38.2K
|
+608
|
+16%
|
|
|
75
|
Northern Trust
Chicago,
Illinois
|
$208K
|
+$3.89K
|
+62
|
+1%
|
|
