|
51
|
RWA Wealth Partners
Newton,
Massachusetts
|
$596K
|
-$155K
|
-2,762
|
-22%
|
|
|
52
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$570K
|
–
|
–
|
–
|
|
|
53
|
IHT Wealth Management
Chicago,
Illinois
|
$542K
|
-$11K
|
-196
|
-2%
|
|
|
54
|
R.W. Roge & Company
Bohemia,
New York
|
$534K
|
-$322K
|
-5,718
|
-39%
|
|
|
55
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$525K
|
-$41.1K
|
-730
|
-8%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$523K
|
+$490K
|
+8,708
|
New
|
|
|
57
|
LifePlan Financial Group
Dayton,
Ohio
|
$516K
|
–
|
–
|
–
|
|
|
58
|
Summit Financial Strategies
Columbus,
Ohio
|
$511K
|
+$478K
|
+8,496
|
New
|
|
|
59
|
Cetera Advisor Networks
El Segundo,
California
|
$489K
|
+$28.4K
|
+504
|
+7%
|
|
|
60
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$483K
|
-$53.5K
|
-950
|
-11%
|
|
|
61
|
Sepio Capital
Salt Lake City,
Utah
|
$475K
|
+$183K
|
+3,248
|
+70%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$472K
|
+$101K
|
+1,794
|
+30%
|
|
|
63
|
Fiduciary Trust
Boston,
Massachusetts
|
$470K
|
–
|
–
|
–
|
|
|
64
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$455K
|
-$170K
|
-3,026
|
-29%
|
|
|
65
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$450K
|
-$5.96K
|
-106
|
-1%
|
|
|
66
|
First American Bank
Dundee,
Illinois
|
$406K
|
+$380K
|
+6,758
|
New
|
|
|
67
|
Rockefeller Capital Management
New York
|
$374K
|
+$16.9K
|
+300
|
+5%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$332K
|
–
|
–
|
–
|
|
|
69
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$318K
|
-$49.7K
|
-884
|
-14%
|
|
|
70
|
United Capital Financial Advisors
Irving,
Texas
|
$311K
|
–
|
–
|
–
|
|
|
71
|
IRON Financial
Northbrook,
Illinois
|
$311K
|
+$1.13K
|
+20
|
+0.4%
|
|
|
72
|
Comerica Bank
Dallas,
Texas
|
$307K
|
+$275K
|
+4,884
|
New
|
|
|
73
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$301K
|
–
|
–
|
–
|
|
|
74
|
Manchester Capital Management
Manchester,
Vermont
|
$290K
|
–
|
–
|
–
|
|
|
75
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$276K
|
+$6.42K
|
+114
|
+3%
|
|
