|
1
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$238M
|
+$239M
|
+5,057,726
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$117M
|
+2,481,706
|
+502%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$128M
|
+$1.57M
|
+33,071
|
+1%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$58.6M
|
+$2.64M
|
+55,729
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$53.2M
|
-$13.5M
|
-285,656
|
-20%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$35.7M
|
+$3.83M
|
+80,864
|
+12%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$28.5M
|
+$758K
|
+16,016
|
+3%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$26.5M
|
-$30.8M
|
-650,000
|
-54%
|
|
|
9
|
|
$24.7M
|
+$3.99M
|
+84,237
|
+19%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.7M
|
+$8.33M
|
+176,036
|
+54%
|
|
|
11
|
|
$23.4M
|
+$2.52M
|
+53,254
|
+12%
|
|
|
12
|
|
$23.2M
|
+$1.55M
|
+32,824
|
+7%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23M
|
-$7.56M
|
-159,603
|
-25%
|
|
|
14
|
Strategic Planning Group
Bountiful,
Utah
|
$21.5M
|
+$21.6M
|
+456,706
|
New
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$20.8M
|
-$3.64M
|
-76,895
|
-15%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.6M
|
-$232K
|
-4,897
|
-1%
|
|
|
17
|
Manning & Napier Advisors
Fairport,
New York
|
$18.5M
|
-$1.28M
|
-27,000
|
-6%
|
|
|
18
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$14.6M
|
+$477K
|
+10,074
|
+3%
|
|
|
19
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$13.7M
|
+$1.96M
|
+41,414
|
+17%
|
|
|
20
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$13.6M
|
+$2.36M
|
+49,851
|
+21%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$12.9M
|
+$5.61M
|
+118,468
|
+76%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.4M
|
-$3.1M
|
-65,443
|
-20%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
$12.4M
|
-$811K
|
-17,141
|
-6%
|
|
|
24
|
Ocean Park Asset Management
Santa Monica,
California
|
$11.3M
|
+$3.11M
|
+65,600
|
+37%
|
|
|
25
|
Insight Wealth Strategies
San Ramon,
California
|
$10.9M
|
+$5.44M
|
+114,925
|
+99%
|
|
