|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$265M
|
+$39.7M
|
+1,113,094
|
+19%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$253M
|
+$36M
|
+1,010,945
|
+18%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$58.4M
|
-$132K
|
-3,693
|
-0.2%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$58.4M
|
-$132K
|
-3,693
|
-0.2%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$42.7M
|
+$380K
|
+10,660
|
+1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40M
|
-$3.71M
|
-104,205
|
-9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$30M
|
+$10.1M
|
+282,869
|
+57%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.2M
|
+$20.5M
|
+576,096
|
New
|
|
|
9
|
|
$22.1M
|
+$434K
|
+12,182
|
+2%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.1M
|
+$170K
|
+4,782
|
+0.9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$1.87M
|
+52,475
|
+13%
|
|
|
12
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$11.2M
|
+$1.67M
|
+46,804
|
+19%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
+$5.39M
|
+151,138
|
+115%
|
|
|
14
|
Planned Solutions
Folsom,
California
|
$9.43M
|
-$157K
|
-4,402
|
-2%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$9.21M
|
+$7.93M
|
+222,679
|
+1,392%
|
|
|
16
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$9.15M
|
+$355K
|
+9,975
|
+4%
|
|
|
17
|
Mainsail Financial Group
Bellevue,
Washington
|
$8.76M
|
+$7.23M
|
+203,055
|
+692%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.36M
|
+$2.3M
|
+64,454
|
+42%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.88M
|
+$511K
|
+14,354
|
+8%
|
|
|
20
|
|
$7.26M
|
+$938K
|
+26,338
|
+16%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.1M
|
+$230K
|
+6,447
|
+4%
|
|
|
22
|
|
$6.87M
|
+$4.04M
|
+113,518
|
+176%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.79M
|
-$10.6M
|
-297,762
|
-63%
|
|
|
24
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$5.56M
|
-$14.3K
|
-402
|
-0.3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.3M
|
-$1.95M
|
-54,812
|
-29%
|
|
