|
1
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$242M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$151M
|
+$11M
|
+231,758
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.7M
|
+$3.95M
|
+83,188
|
+6%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$62.2M
|
+$1.72M
|
+36,193
|
+3%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$50.5M
|
+$50.1M
|
+1,055,715
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$47.4M
|
+$4.38M
|
+92,199
|
+10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$44.4M
|
+$3.51M
|
+73,917
|
+9%
|
|
|
8
|
Strategic Planning Group
Bountiful,
Utah
|
$25.8M
|
+$2.04M
|
+43,084
|
+9%
|
|
|
9
|
Insight Wealth Strategies
San Ramon,
California
|
$23.1M
|
+$966K
|
+20,347
|
+4%
|
|
|
10
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$22.2M
|
-$4.75M
|
-100,000
|
-18%
|
|
|
11
|
|
$21.8M
|
+$4.03M
|
+84,931
|
+23%
|
|
|
12
|
Ocean Park Asset Management
Santa Monica,
California
|
$20.5M
|
+$8.88M
|
+187,001
|
+78%
|
|
|
13
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$17.7M
|
+$2.42M
|
+50,921
|
+16%
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$16.6M
|
+$474K
|
+9,994
|
+3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
+$1.92M
|
+40,509
|
+13%
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$15.3M
|
+$139K
|
+2,934
|
+0.9%
|
|
|
17
|
SoFi Wealth
San Francisco,
California
|
$14.3M
|
+$3.24M
|
+68,182
|
+29%
|
|
|
18
|
|
$13.9M
|
+$2.06M
|
+43,430
|
+18%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$13.3M
|
+$444K
|
+9,357
|
+3%
|
|
|
20
|
|
$13.3M
|
+$2.45M
|
+51,671
|
+23%
|
|
|
21
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$13.3M
|
-$707K
|
-14,902
|
-5%
|
|
|
22
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$12.6M
|
+$1.54M
|
+32,529
|
+14%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
-$1.17M
|
-24,572
|
-9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$1.1M
|
+23,162
|
+10%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.6M
|
-$1.05M
|
-22,029
|
-8%
|
|
