|
1
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$237M
|
–
|
–
|
–
|
|
|
2
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$99M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$73.4M
|
+$18M
|
+384,069
|
+32%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$72M
|
+$1.15M
|
+24,649
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$68M
|
+$1.16M
|
+24,790
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$34.7M
|
-$8.92M
|
-190,620
|
-20%
|
|
|
7
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$32.3M
|
+$9.69M
|
+207,023
|
+43%
|
|
|
8
|
|
$31.4M
|
+$7.87M
|
+168,115
|
+33%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.6M
|
-$10.1M
|
-215,526
|
-30%
|
|
|
10
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$23.1M
|
+$23.1M
|
+493,173
|
+244,145%
|
|
|
11
|
Savvy Advisors Inc
New York
|
$21.7M
|
+$4.2M
|
+89,721
|
+24%
|
|
|
12
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$20.8M
|
+$751K
|
+16,054
|
+4%
|
|
|
13
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$20.5M
|
+$2.07M
|
+44,204
|
+11%
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$18.7M
|
+$799K
|
+17,064
|
+4%
|
|
|
15
|
Manning & Napier Advisors
Fairport,
New York
|
$16M
|
+$5.85M
|
+125,077
|
+58%
|
|
|
16
|
Boyd Wealth Management
Sacramento,
California
|
$15.1M
|
+$1.66M
|
+35,400
|
+12%
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.9M
|
+$9.37M
|
+200,165
|
+168%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$13.9M
|
+$208K
|
+4,443
|
+2%
|
|
|
19
|
|
$13.9M
|
-$3.17M
|
-67,766
|
-19%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$2.68M
|
+57,360
|
+26%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.5M
|
-$2.03M
|
-43,401
|
-15%
|
|
|
22
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$11.3M
|
-$239K
|
-5,117
|
-2%
|
|
|
23
|
TL Private Wealth
Southlake,
Texas
|
$11.2M
|
+$666K
|
+14,237
|
+6%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$9.55M
|
+$637K
|
+13,610
|
+7%
|
|
|
25
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$9.35M
|
–
|
–
|
–
|
|
