|
1
|
Franklin Resources
San Mateo,
California
|
$2.17M
|
+$674K
|
+18,184
|
+44%
|
|
|
2
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.13M
|
+$53.9K
|
+1,456
|
+5%
|
|
|
3
|
|
$1.11M
|
–
|
–
|
–
|
|
|
4
|
|
$1.04M
|
-$268K
|
-7,233
|
-20%
|
|
|
5
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$892K
|
+$349K
|
+9,433
|
+62%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$697K
|
+$714K
|
+19,279
|
New
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$376K
|
+$385K
|
+10,400
|
New
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$282K
|
–
|
–
|
–
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$225K
|
+$20.5K
|
+554
|
+10%
|
|
|
10
|
Blankinship & Foster
Solana Beach,
California
|
$225K
|
+$231K
|
+6,229
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
12
|
Laurel Wealth Planning
Edina,
Minnesota
|
$196K
|
+$201K
|
+5,425
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$161K
|
+$32.3K
|
+871
|
+24%
|
|
|
14
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$155K
|
+$24.4K
|
+658
|
+18%
|
|
|
15
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$65K
|
+$29.7K
|
+803
|
+81%
|
|
|
16
|
McIlrath & Eck
Arlington,
Washington
|
$47K
|
+$48K
|
+1,297
|
New
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$25.3K
|
–
|
–
|
–
|
|
|
18
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$24K
|
–
|
–
|
–
|
|
|
19
|
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Pin Oak Investment Advisors
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
21
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
–
|
+$503K
|
+13,573
|
New
|
|
