|
1
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$239M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
+$2.2M
|
+46,501
|
+1%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$100M
|
+$50.2M
|
+1,061,100
|
+101%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$67.6M
|
+$6.03M
|
+127,250
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$54.3M
|
+$7.45M
|
+157,291
|
+16%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.6M
|
-$12.4M
|
-260,993
|
-19%
|
|
|
7
|
Strategic Planning Group
Bountiful,
Utah
|
$26.8M
|
+$1.31M
|
+27,665
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$26.4M
|
-$17.6M
|
-370,748
|
-40%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$25.5M
|
+$20.5M
|
+432,835
|
+413%
|
|
|
10
|
|
$20.7M
|
-$908K
|
-19,173
|
-4%
|
|
|
11
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$19.6M
|
+$2.08M
|
+43,929
|
+12%
|
|
|
12
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$16.8M
|
+$178K
|
+3,767
|
+1%
|
|
|
13
|
|
$16.3M
|
+$2.56M
|
+54,126
|
+19%
|
|
|
14
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$15.6M
|
+$5.71M
|
+120,621
|
+58%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$15.3M
|
+$180K
|
+3,798
|
+1%
|
|
|
16
|
SoFi Wealth
San Francisco,
California
|
$15.3M
|
+$1.07M
|
+22,529
|
+8%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.3M
|
-$1.92M
|
-40,502
|
-12%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$14M
|
+$767K
|
+16,189
|
+6%
|
|
|
19
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$13.1M
|
-$49.2K
|
-1,040
|
-0.4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$122K
|
+2,570
|
+1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$122K
|
-2,575
|
-1%
|
|
|
22
|
TL Private Wealth
Southlake,
Texas
|
$10.5M
|
+$301K
|
+6,356
|
+3%
|
|
|
23
|
Savvy Advisors Inc
New York
|
$10.3M
|
+$3.46M
|
+72,969
|
+50%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.3M
|
+$9.5M
|
+200,623
|
+1,167%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.1M
|
-$1.37M
|
-28,966
|
-12%
|
|
