|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$199M
|
+$207M
|
+5,757,448
|
New
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$192M
|
+$108M
|
+2,987,392
|
+116%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.6M
|
-$54.2M
|
-1,503,834
|
-50%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.6M
|
-$54.2M
|
-1,503,834
|
-50%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.6M
|
+$41.1M
|
+1,142,131
|
New
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$37.9M
|
-$34.2K
|
-949
|
-0.1%
|
|
|
7
|
|
$19.5M
|
+$363K
|
+10,075
|
+2%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$17.9M
|
+$165K
|
+4,594
|
+0.9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$883K
|
+24,509
|
+5%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
-$11.9M
|
-331,419
|
-41%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
-$1M
|
-27,899
|
-6%
|
|
|
12
|
Planned Solutions
Folsom,
California
|
$8.62M
|
+$394K
|
+10,938
|
+5%
|
|
|
13
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$8.42M
|
+$5.17M
|
+143,679
|
+144%
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$7.87M
|
+$17K
|
+471
|
+0.2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.66M
|
-$9.9K
|
-275
|
-0.1%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.6M
|
+$125K
|
+3,475
|
+2%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.16M
|
-$50.2K
|
-1,394
|
-0.8%
|
|
|
18
|
|
$5.61M
|
+$545K
|
+15,147
|
+10%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.27M
|
-$69.8K
|
-1,937
|
-1%
|
|
|
20
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$5.01M
|
+$223K
|
+6,191
|
+4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.64M
|
-$563K
|
-15,623
|
-10%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55M
|
+$2.47M
|
+68,456
|
+109%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.03M
|
-$5.37K
|
-149
|
-0.1%
|
|
|
24
|
HUB Investment Partners
Austin,
Texas
|
$3.07M
|
-$237K
|
-6,570
|
-7%
|
|
|
25
|
Apeiron RIA
Dallas,
Texas
|
$2.88M
|
+$604K
|
+16,762
|
+25%
|
|
