|
1
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$92M
|
–
|
–
|
–
|
|
|
2
|
|
$66.3M
|
+$67.2M
|
+1,480,000
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
-$982K
|
-21,638
|
-2%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.7M
|
-$480K
|
-10,566
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.77M
|
+$1.16M
|
+25,523
|
+25%
|
|
|
6
|
|
$5.71M
|
+$329K
|
+7,253
|
+6%
|
|
|
7
|
Park Avenue Securities
New York
|
$4.49M
|
-$129K
|
-2,844
|
-3%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.13M
|
-$247K
|
-5,450
|
-7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.76M
|
-$58.6K
|
-1,290
|
-2%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.7M
|
-$506K
|
-11,154
|
-16%
|
|
|
11
|
Flow Traders U.S.
New York
|
$2.64M
|
+$432K
|
+9,509
|
+19%
|
|
|
12
|
|
$1.57M
|
+$3.86K
|
+85
|
+0.2%
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$1.5M
|
+$54K
|
+1,189
|
+4%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$1.26M
|
-$42.1K
|
-928
|
-3%
|
|
|
15
|
|
$1.22M
|
-$1.95M
|
-43,048
|
-61%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$997K
|
+$121K
|
+2,665
|
+14%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$935K
|
+$47.9K
|
+1,054
|
+5%
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$892K
|
+$16.5K
|
+363
|
+2%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$873K
|
-$25.7K
|
-566
|
-3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$864K
|
-$105K
|
-2,303
|
-11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$832K
|
+$14.2K
|
+313
|
+2%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$801K
|
+$534K
|
+11,755
|
+192%
|
|
|
23
|
Equitable Holdings
New York
|
$735K
|
+$44K
|
+969
|
+6%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$718K
|
-$60.7K
|
-1,336
|
-8%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$701K
|
+$230K
|
+5,075
|
+48%
|
|
