|
1
|
Cobblestone Capital Advisors
Rochester,
New York
|
$51.2M
|
+$332K
|
+7,915
|
+0.7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.7M
|
-$821K
|
-19,567
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$35.1M
|
-$2.03M
|
-48,375
|
-6%
|
|
|
4
|
|
$24.1M
|
-$134K
|
-3,182
|
-0.6%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.4M
|
-$89K
|
-2,121
|
-0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
+$42.1K
|
+1,004
|
+0.2%
|
|
|
7
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18M
|
+$17.4M
|
+413,390
|
New
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.5M
|
+$538K
|
+12,823
|
+4%
|
|
|
9
|
Mainsail Financial Group
Bellevue,
Washington
|
$12.9M
|
+$240K
|
+5,714
|
+2%
|
|
|
10
|
|
$11.1M
|
-$59.6K
|
-1,419
|
-0.6%
|
|
|
11
|
Planned Solutions
Folsom,
California
|
$10.9M
|
+$161K
|
+3,825
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
+$176K
|
+4,182
|
+2%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.31M
|
+$85.3K
|
+2,032
|
+1%
|
|
|
14
|
|
$9.08M
|
+$134K
|
+3,186
|
+2%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.68M
|
-$33.9M
|
-808,180
|
-80%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.68M
|
-$33.9M
|
-808,180
|
-80%
|
|
|
17
|
Apeiron RIA
Dallas,
Texas
|
$6.85M
|
+$710K
|
+16,925
|
+12%
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.84M
|
-$342K
|
-8,150
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.7M
|
-$170K
|
-4,047
|
-3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.03M
|
+$681K
|
+16,228
|
+13%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.49M
|
-$1.26M
|
-29,983
|
-19%
|
|
|
22
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.2M
|
-$182M
|
-4,345,782
|
-97%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.84M
|
-$189M
|
-4,510,350
|
-98%
|
|
|
24
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.75M
|
-$42.8K
|
-1,020
|
-0.9%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.65M
|
-$122K
|
-2,911
|
-3%
|
|
