|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$190M
|
-$90.6M
|
-2,296,753
|
-33%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$185M
|
-$84.2M
|
-2,133,860
|
-32%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$47.4M
|
+$1.26M
|
+32,069
|
+3%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$44.4M
|
-$17.8M
|
-450,375
|
-30%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$44.4M
|
-$17.8M
|
-450,375
|
-30%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.2M
|
-$1.93M
|
-48,897
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$2.96M
|
+75,020
|
+10%
|
|
|
8
|
|
$23.2M
|
-$597K
|
-15,146
|
-3%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.1M
|
-$843K
|
-21,373
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$1.06M
|
+26,932
|
+6%
|
|
|
11
|
SVB Wealth
Boston,
Massachusetts
|
$13.9M
|
+$3.78M
|
+95,932
|
+40%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
-$295K
|
-7,468
|
-3%
|
|
|
13
|
|
$10.3M
|
+$2.72M
|
+68,895
|
+39%
|
|
|
14
|
Planned Solutions
Folsom,
California
|
$10.2M
|
+$62.3K
|
+1,579
|
+0.6%
|
|
|
15
|
Mainsail Financial Group
Bellevue,
Washington
|
$10.2M
|
+$518K
|
+13,146
|
+6%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.62M
|
+$106K
|
+2,695
|
+1%
|
|
|
17
|
|
$8.49M
|
+$627K
|
+15,895
|
+8%
|
|
|
18
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$8.13M
|
-$3.73M
|
-94,606
|
-33%
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.89M
|
-$2.82M
|
-71,536
|
-30%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.73M
|
-$2.17M
|
-55,022
|
-25%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.54M
|
-$1.06M
|
-26,941
|
-15%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.13M
|
+$425K
|
+10,781
|
+8%
|
|
|
23
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$5.99M
|
-$5.25K
|
-133
|
-0.1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.97M
|
+$235K
|
+5,956
|
+4%
|
|
|
25
|
Apeiron RIA
Dallas,
Texas
|
$4.9M
|
+$642K
|
+16,278
|
+16%
|
|
