|
1
|
Cobblestone Capital Advisors
Rochester,
New York
|
$52.6M
|
-$284K
|
-6,873
|
-0.6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$44M
|
+$575K
|
+13,924
|
+1%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$42.5M
|
+$17.8M
|
+431,743
|
+81%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.8M
|
+$187K
|
+4,540
|
+0.5%
|
|
|
5
|
|
$24.4M
|
+$326K
|
+7,892
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$1.71M
|
+41,401
|
+9%
|
|
|
7
|
|
$17.7M
|
+$4.97M
|
+120,399
|
+43%
|
|
|
8
|
Mainsail Financial Group
Bellevue,
Washington
|
$16.3M
|
+$107K
|
+2,603
|
+0.7%
|
|
|
9
|
Apeiron RIA
Dallas,
Texas
|
$10.1M
|
+$506K
|
+12,270
|
+6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.35M
|
+$1.42M
|
+34,296
|
+22%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.42M
|
+$55.6K
|
+1,347
|
+0.8%
|
|
|
12
|
Columbia Advisory Partners
Spokane,
Washington
|
$7.34M
|
+$1.05M
|
+25,453
|
+18%
|
|
|
13
|
Defined Financial Planning
San Rafael,
California
|
$7.21M
|
+$855K
|
+20,710
|
+15%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$7.06M
|
+$876K
|
+21,229
|
+15%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.02M
|
-$628K
|
-15,209
|
-9%
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$6.75M
|
-$3.9M
|
-94,631
|
-38%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
+$11.4K
|
+277
|
+0.2%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.33M
|
+$1.57M
|
+38,040
|
+36%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$5.79M
|
-$56K
|
-1,356
|
-1%
|
|
|
20
|
|
$4.71M
|
-$505K
|
-12,250
|
-10%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.4M
|
+$113K
|
+2,738
|
+4%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.37M
|
-$755K
|
-18,292
|
-19%
|
|
|
23
|
Intrust Bank
Wichita,
Kansas
|
$3.22M
|
-$5.94K
|
-144
|
-0.2%
|
|
|
24
|
|
$3.18M
|
+$2.96M
|
+71,816
|
New
|
|
|
25
|
Crossmark Global Holdings
Houston,
Texas
|
$2.56M
|
-$114K
|
-2,752
|
-5%
|
|
