|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$313M
|
-$8.81M
|
-136,783
|
-3%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$308M
|
–
|
–
|
–
|
|
|
3
|
|
$114M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$93M
|
-$3.89M
|
-60,444
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$58.1M
|
+$25.4M
|
+394,792
|
+77%
|
|
|
6
|
|
$41.4M
|
+$2.82M
|
+43,768
|
+7%
|
|
|
7
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$40.9M
|
–
|
–
|
–
|
|
|
8
|
Park Avenue Securities
New York
|
$28.4M
|
+$323K
|
+5,023
|
+1%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.7M
|
-$5.9M
|
-91,579
|
-22%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$16.7M
|
-$1.09M
|
-16,951
|
-6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
-$271K
|
-4,202
|
-2%
|
|
|
12
|
Financially Speaking
Greenwood Village,
Colorado
|
$16.2M
|
+$16.3M
|
+252,676
|
New
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$10.3M
|
-$527K
|
-8,176
|
-5%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.95M
|
+$163K
|
+2,532
|
+2%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$7.36M
|
-$1M
|
-15,537
|
-12%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$7.24M
|
+$844K
|
+13,104
|
+13%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$6.02M
|
-$203K
|
-3,149
|
-3%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.6M
|
+$42.1K
|
+654
|
+0.8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.48M
|
+$125K
|
+1,944
|
+2%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$5.33M
|
-$133K
|
-2,066
|
-2%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$5.17M
|
+$73.6K
|
+1,143
|
+1%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.06M
|
-$425K
|
-6,603
|
-8%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.38M
|
-$89.7K
|
-1,393
|
-2%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.09M
|
-$75.2K
|
-1,167
|
-2%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.01M
|
-$156K
|
-2,417
|
-4%
|
|
