|
1
|
Cobblestone Capital Advisors
Rochester,
New York
|
$51.5M
|
+$726K
|
+16,427
|
+1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.2M
|
-$228K
|
-5,164
|
-0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36M
|
+$1.17M
|
+26,431
|
+3%
|
|
|
4
|
|
$23.4M
|
-$538K
|
-12,175
|
-2%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.2M
|
-$1.04M
|
-23,576
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$1.04M
|
+23,588
|
+6%
|
|
|
7
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18.6M
|
+$774K
|
+17,529
|
+4%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.8M
|
+$446K
|
+10,089
|
+3%
|
|
|
9
|
Mainsail Financial Group
Bellevue,
Washington
|
$13.2M
|
+$423K
|
+9,586
|
+3%
|
|
|
10
|
|
$11.5M
|
+$419K
|
+9,493
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.6M
|
+$380K
|
+8,607
|
+4%
|
|
|
12
|
Planned Solutions
Folsom,
California
|
$10.4M
|
-$385K
|
-8,723
|
-3%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.76M
|
+$58.6K
|
+1,326
|
+0.6%
|
|
|
14
|
Apeiron RIA
Dallas,
Texas
|
$9.15M
|
+$2.42M
|
+54,705
|
+35%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.52M
|
-$85.1K
|
-1,927
|
-1%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.52M
|
-$85.1K
|
-1,927
|
-1%
|
|
|
17
|
|
$8.33M
|
-$687K
|
-15,553
|
-7%
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$7.16M
|
+$383K
|
+8,665
|
+6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.58M
|
-$57.3K
|
-1,298
|
-0.8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.02M
|
+$44.5K
|
+1,008
|
+0.7%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$5.86M
|
+$5.99M
|
+135,540
|
New
|
|
|
22
|
Columbia Advisory Partners
Spokane,
Washington
|
$5.15M
|
+$5.27M
|
+119,225
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.62M
|
-$845K
|
-19,136
|
-15%
|
|
|
24
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.55M
|
-$162K
|
-3,677
|
-3%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$3.89M
|
+$3.74M
|
+84,681
|
+1,565%
|
|
