|
1
|
|
$3.61B
|
+$220M
|
+4,595,907
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$463M
|
+$73M
|
+1,523,139
|
+19%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$43.8M
|
–
|
–
|
–
|
|
|
4
|
Janus Henderson Group
London,
|
$25.6M
|
+$1.59M
|
+33,185
|
+7%
|
|
|
5
|
|
$16.5M
|
+$2.31M
|
+48,142
|
+16%
|
|
|
6
|
|
$16M
|
-$420K
|
-8,760
|
-3%
|
|
|
7
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.9M
|
+$2.05M
|
+42,763
|
+21%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.59M
|
-$937K
|
-19,569
|
-10%
|
|
|
9
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.18M
|
+$518K
|
+10,809
|
+9%
|
|
|
10
|
|
$4.87M
|
-$884K
|
-18,452
|
-15%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.35M
|
-$1.24M
|
-25,826
|
-35%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.29M
|
-$288K
|
-6,009
|
-11%
|
|
|
13
|
Syon Capital
San Francisco,
California
|
$2.12M
|
-$149K
|
-3,118
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.54M
|
-$393K
|
-8,196
|
-20%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.48M
|
-$10.6M
|
-220,713
|
-88%
|
|
|
16
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.48M
|
+$86.1K
|
+1,797
|
+6%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
+$146K
|
+3,054
|
+11%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$1.15M
|
+$269K
|
+5,625
|
+31%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.1M
|
–
|
–
|
–
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$1.03M
|
+$19.9K
|
+416
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$977K
|
-$565K
|
-11,804
|
-37%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$810K
|
+$42.9K
|
+896
|
+6%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$783K
|
-$1M
|
-20,922
|
-56%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$741K
|
-$432K
|
-9,025
|
-37%
|
|
|
25
|
Keel Point
Huntsville,
Alabama
|
$657K
|
–
|
–
|
–
|
|
