|
1
|
Cobblestone Capital Advisors
Rochester,
New York
|
$49.6M
|
+$228K
|
+5,222
|
+0.4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$6.43M
|
+147,494
|
+18%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.2M
|
-$487K
|
-11,169
|
-1%
|
|
|
4
|
|
$22.5M
|
+$120K
|
+2,757
|
+0.5%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22M
|
+$7.12M
|
+163,322
|
+45%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.6M
|
+$382K
|
+8,767
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$510K
|
+11,700
|
+3%
|
|
|
8
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18.1M
|
+$314K
|
+7,212
|
+2%
|
|
|
9
|
Mainsail Financial Group
Bellevue,
Washington
|
$15.1M
|
+$2.55M
|
+58,478
|
+19%
|
|
|
10
|
|
$11.6M
|
+$675K
|
+15,495
|
+6%
|
|
|
11
|
Planned Solutions
Folsom,
California
|
$10.2M
|
+$291K
|
+6,684
|
+3%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.76M
|
–
|
–
|
–
|
|
|
13
|
Apeiron RIA
Dallas,
Texas
|
$8.94M
|
+$176K
|
+4,029
|
+2%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.2M
|
-$1.02M
|
-23,435
|
-12%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.2M
|
-$1.02M
|
-23,435
|
-12%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.89M
|
+$1.18M
|
+27,000
|
+19%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.4M
|
-$4.01M
|
-91,969
|
-37%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.19M
|
-$126K
|
-2,881
|
-2%
|
|
|
19
|
Defined Financial Planning
San Rafael,
California
|
$5.84M
|
+$4.11M
|
+94,206
|
+201%
|
|
|
20
|
Columbia Advisory Partners
Spokane,
Washington
|
$5.82M
|
+$927K
|
+21,276
|
+18%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$5.73M
|
+$4.05M
|
+92,890
|
+204%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$5.48M
|
-$142K
|
-3,249
|
-2%
|
|
|
23
|
|
$4.92M
|
-$3.23M
|
-74,128
|
-38%
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$4.58M
|
+$4.82M
|
+110,559
|
New
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.35M
|
-$20.6K
|
-472
|
-0.4%
|
|
