|
1
|
|
$72M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.6M
|
+$465K
|
+10,054
|
+0.8%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$55.8M
|
-$41.9M
|
-906,000
|
-44%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.3M
|
+$158K
|
+3,419
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.53M
|
+$252K
|
+5,450
|
+4%
|
|
|
6
|
|
$6.16M
|
-$32.6K
|
-705
|
-0.6%
|
|
|
7
|
Park Avenue Securities
New York
|
$4.87M
|
-$6.38K
|
-138
|
-0.1%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.5M
|
+$1.49M
|
+32,213
|
+53%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$3.27M
|
-$127K
|
-2,751
|
-4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.26M
|
+$248K
|
+5,364
|
+9%
|
|
|
11
|
|
$1.71M
|
–
|
–
|
–
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$1.65M
|
+$4.48K
|
+97
|
+0.3%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$1.37M
|
+$4.11K
|
+89
|
+0.3%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.23M
|
+$580K
|
+12,543
|
+99%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.17M
|
+$146K
|
+3,162
|
+15%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$1.07M
|
-$10.6K
|
-229
|
-1%
|
|
|
17
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$985K
|
+$14.7K
|
+319
|
+2%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$968K
|
+$19K
|
+411
|
+2%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$941K
|
+$171K
|
+3,690
|
+24%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$931K
|
+$26.2K
|
+566
|
+3%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$919K
|
+$279K
|
+6,025
|
+47%
|
|
|
22
|
|
$872K
|
-$427K
|
-9,243
|
-34%
|
|
|
23
|
Equitable Holdings
New York
|
$826K
|
+$26.1K
|
+565
|
+3%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$814K
|
-$53.8K
|
-1,164
|
-7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$792K
|
+$42.2K
|
+912
|
+6%
|
|
