|
1
|
|
$64.4M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.4M
|
+$2.26M
|
+49,213
|
+4%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$50M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.8M
|
+$444K
|
+9,687
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$4.56M
|
+99,454
|
+74%
|
|
|
6
|
|
$6.56M
|
+$1.1M
|
+23,972
|
+19%
|
|
|
7
|
Park Avenue Securities
New York
|
$4.82M
|
+$490K
|
+10,689
|
+11%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.21M
|
-$864K
|
-18,828
|
-20%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.01M
|
+$97K
|
+2,115
|
+3%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.89M
|
-$38K
|
-829
|
-1%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$2.12M
|
+46,148
|
New
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$1.46M
|
-$11.3K
|
-246
|
-0.7%
|
|
|
13
|
|
$1.38M
|
-$157K
|
-3,413
|
-10%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$1.35M
|
+$316K
|
+6,877
|
+29%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.21M
|
+$60K
|
+1,308
|
+5%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$1.14M
|
-$87.6K
|
-1,909
|
-7%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$1.02M
|
+$59.7K
|
+1,302
|
+6%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$943K
|
+$81.5K
|
+1,776
|
+9%
|
|
|
19
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$930K
|
+$51.7K
|
+1,127
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$914K
|
+$85K
|
+1,852
|
+10%
|
|
|
21
|
Equitable Holdings
New York
|
$774K
|
+$37.3K
|
+814
|
+5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$762K
|
+$55.6K
|
+1,212
|
+7%
|
|
|
23
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$748K
|
+$50.7K
|
+1,106
|
+7%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$730K
|
+$1.93K
|
+42
|
+0.3%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$694K
|
-$48.8K
|
-1,064
|
-7%
|
|
