|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$335M
|
-$10.2M
|
-177,671
|
-3%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$286M
|
–
|
–
|
–
|
|
|
3
|
|
$106M
|
+$102M
|
+1,785,000
|
New
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$101M
|
-$3.97M
|
-69,427
|
-4%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$62.6M
|
–
|
–
|
–
|
|
|
6
|
|
$41.4M
|
+$880K
|
+15,393
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$34.5M
|
+$5.76M
|
+100,813
|
+21%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.8M
|
-$5.64M
|
-98,645
|
-15%
|
|
|
9
|
Park Avenue Securities
New York
|
$29.5M
|
-$548K
|
-9,583
|
-2%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$19.5M
|
-$2.13M
|
-37,198
|
-10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.1M
|
-$854K
|
-14,945
|
-5%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$10.8M
|
-$752K
|
-13,159
|
-7%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$8.73M
|
-$336K
|
-5,876
|
-4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$5.88M
|
+$147K
|
+2,572
|
+3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$5.81M
|
+$425K
|
+7,430
|
+8%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$5.77M
|
+$1.31M
|
+22,915
|
+31%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.71M
|
-$79.2K
|
-1,386
|
-1%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.63M
|
+$3M
|
+52,491
|
+124%
|
|
|
19
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$5.11M
|
-$73.8K
|
-1,292
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.01M
|
+$81.6K
|
+1,428
|
+2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.88M
|
+$1.14M
|
+19,986
|
+32%
|
|
|
22
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.36M
|
-$208K
|
-3,647
|
-5%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.34M
|
+$1.39M
|
+24,250
|
+50%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.26M
|
+$4.38M
|
+76,688
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.24M
|
+$497K
|
+8,698
|
+14%
|
|
