|
1
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$240M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$2.12M
|
-45,628
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.2M
|
-$65.2M
|
-1,403,902
|
-52%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$60M
|
+$908K
|
+19,554
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$42.6M
|
-$10.7M
|
-231,381
|
-20%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$40.5M
|
+$4.49M
|
+96,669
|
+13%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$26.7M
|
–
|
–
|
–
|
|
|
8
|
Strategic Planning Group
Bountiful,
Utah
|
$23.6M
|
+$1.83M
|
+39,514
|
+9%
|
|
|
9
|
Insight Wealth Strategies
San Ramon,
California
|
$21.8M
|
+$10.7M
|
+230,646
|
+100%
|
|
|
10
|
|
$17.6M
|
-$5.84M
|
-125,725
|
-25%
|
|
|
11
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$16M
|
+$981K
|
+21,126
|
+7%
|
|
|
12
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$15.2M
|
+$1.34M
|
+28,854
|
+10%
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$15M
|
+$13.2M
|
+283,681
|
+868%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.3M
|
-$6.3M
|
-135,799
|
-31%
|
|
|
15
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$13.9M
|
+$195K
|
+4,192
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
+$2.33M
|
+50,282
|
+22%
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$12.8M
|
+$293K
|
+6,310
|
+2%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
-$11.1M
|
-238,347
|
-47%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.9M
|
-$11.1M
|
-239,248
|
-49%
|
|
|
20
|
|
$11.7M
|
+$1.17M
|
+25,122
|
+11%
|
|
|
21
|
Ocean Park Asset Management
Santa Monica,
California
|
$11.3M
|
–
|
–
|
–
|
|
|
22
|
SoFi Wealth
San Francisco,
California
|
$11M
|
+$10.8M
|
+231,698
|
New
|
|
|
23
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$10.9M
|
+$10.5M
|
+225,890
|
+5,090%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$1.96M
|
+42,242
|
+23%
|
|
|
25
|
|
$10.7M
|
-$13.9M
|
-299,812
|
-57%
|
|
