|
1
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$305M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$143M
|
+$7.26M
|
+317,509
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$120M
|
+$12.4M
|
+541,148
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
-$1.12M
|
-48,950
|
-1%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$90.4M
|
-$2.65M
|
-115,759
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$82.3M
|
+$7.25M
|
+317,127
|
+10%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$69.1M
|
-$3.39M
|
-148,505
|
-5%
|
|
|
8
|
Cable Hill Partners
Portland,
Oregon
|
$60.7M
|
+$3.43M
|
+149,949
|
+6%
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$43.6M
|
+$15.7M
|
+688,580
|
+62%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$43.2M
|
+$1.76M
|
+77,167
|
+4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$42.4M
|
-$1.26M
|
-54,915
|
-3%
|
|
|
12
|
Catalyst Capital Advisors
Huntington,
New York
|
$38.4M
|
+$3.57M
|
+156,199
|
+11%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$38.4M
|
+$3.57M
|
+156,199
|
+11%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$33.4M
|
+$4.09M
|
+179,153
|
+15%
|
|
|
15
|
True Link Financial Advisors
San Francisco,
California
|
$33.2M
|
+$31.5M
|
+1,376,803
|
New
|
|
|
16
|
Falcon Wealth Planning
Ontario,
California
|
$32.7M
|
+$3.61M
|
+158,155
|
+13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.8M
|
-$49.5K
|
-2,166
|
-0.2%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.7M
|
-$673K
|
-29,427
|
-3%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.2M
|
+$6.34M
|
+277,498
|
+36%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.2M
|
+$158K
|
+6,915
|
+0.7%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$23.3M
|
+$1.27M
|
+55,470
|
+6%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$23M
|
+$1.15M
|
+50,448
|
+6%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$21.8M
|
+$1.11M
|
+48,654
|
+6%
|
|
|
24
|
West Financial Advisors
Des Moines,
Iowa
|
$20.8M
|
+$151K
|
+6,595
|
+0.8%
|
|
|
25
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.9M
|
+$2.18M
|
+95,469
|
+13%
|
|
