|
1
|
Franklin Resources
San Mateo,
California
|
$1.58M
|
+$79.1K
|
+2,080
|
+5%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$572K
|
+$574K
|
+15,094
|
New
|
|
|
3
|
Cetera Advisors
Denver,
Colorado
|
$524K
|
+$121K
|
+3,178
|
+30%
|
|
|
4
|
Biltmore Family Office
Charlotte,
North Carolina
|
$453K
|
+$74.9K
|
+1,970
|
+20%
|
|
|
5
|
|
$431K
|
–
|
–
|
–
|
|
|
6
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$338K
|
+$339K
|
+8,921
|
New
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$324K
|
–
|
–
|
–
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$174K
|
+$56.8K
|
+1,494
|
+48%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
+$11.9K
|
+313
|
+12%
|
|
|
10
|
Pecaut & Co
Sioux City,
Iowa
|
$81K
|
+$9.55K
|
+251
|
+13%
|
|
|
11
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$72K
|
+$19.2K
|
+504
|
+36%
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$56K
|
+$56.7K
|
+1,490
|
New
|
|
|
13
|
American Portfolios Advisors
Holbrook,
New York
|
$27.9K
|
–
|
–
|
–
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$15K
|
+$14.6K
|
+383
|
New
|
|
|
15
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$2.36K
|
+62
|
New
|
|
|
17
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$5K
|
-131
|
Closed
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$38
|
+1
|
New
|
|
