|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$189M
|
+$1.93M
|
+47,671
|
+1%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$182M
|
+$1.26M
|
+31,078
|
+0.7%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$47.7M
|
+$1.2M
|
+29,532
|
+3%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.2M
|
-$2.37M
|
-58,313
|
-5%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$41.2M
|
-$2.37M
|
-58,313
|
-5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.2M
|
-$4.22M
|
-104,080
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$34.9M
|
+$86.2K
|
+2,125
|
+0.2%
|
|
|
8
|
|
$22.7M
|
-$87.1K
|
-2,147
|
-0.4%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22M
|
-$634K
|
-15,620
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
-$2.52M
|
-62,069
|
-13%
|
|
|
11
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14M
|
+$13.9M
|
+343,759
|
New
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$12.8M
|
-$915K
|
-22,552
|
-7%
|
|
|
13
|
Mainsail Financial Group
Bellevue,
Washington
|
$11.8M
|
+$1.8M
|
+44,349
|
+18%
|
|
|
14
|
|
$10.5M
|
+$411K
|
+10,140
|
+4%
|
|
|
15
|
Planned Solutions
Folsom,
California
|
$10M
|
-$16.3K
|
-401
|
-0.2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.55M
|
-$1.69M
|
-41,570
|
-15%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.65M
|
+$190K
|
+4,680
|
+2%
|
|
|
18
|
|
$8.39M
|
+$49.8K
|
+1,227
|
+0.6%
|
|
|
19
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$7.99M
|
+$9.73K
|
+240
|
+0.1%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.75M
|
-$12.7K
|
-314
|
-0.2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.45M
|
-$156K
|
-3,853
|
-2%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.38M
|
-$48K
|
-1,184
|
-0.8%
|
|
|
23
|
Apeiron RIA
Dallas,
Texas
|
$5.73M
|
+$909K
|
+22,410
|
+19%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.41M
|
+$5.37M
|
+132,390
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.99M
|
-$1.02M
|
-25,060
|
-17%
|
|
