|
1
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$313M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$142M
|
-$4.84M
|
-202,072
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$3.59M
|
+149,593
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
-$169K
|
-7,042
|
-0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$96.4M
|
+$11.7M
|
+487,315
|
+14%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$90.5M
|
-$2.08M
|
-86,841
|
-2%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$73.9M
|
+$2.95M
|
+123,043
|
+4%
|
|
|
8
|
Cable Hill Partners
Portland,
Oregon
|
$60.7M
|
–
|
–
|
–
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$51M
|
+$6.16M
|
+256,923
|
+14%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$47.7M
|
+$3.31M
|
+137,999
|
+8%
|
|
|
11
|
Catalyst Capital Advisors
Huntington,
New York
|
$44M
|
+$4.41M
|
+183,921
|
+12%
|
|
|
12
|
Millburn Ridgefield Corp
New York
|
$44M
|
+$4.41M
|
+183,921
|
+12%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$40.8M
|
-$2.63M
|
-109,708
|
-6%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$38.9M
|
+$4.47M
|
+186,525
|
+13%
|
|
|
15
|
|
$38M
|
+$23.5M
|
+978,593
|
+175%
|
|
|
16
|
Falcon Wealth Planning
Ontario,
California
|
$36.3M
|
+$2.77M
|
+115,393
|
+9%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.3M
|
+$10.2M
|
+426,933
|
+41%
|
|
|
18
|
True Link Financial Advisors
San Francisco,
California
|
$35.4M
|
+$1.32M
|
+55,008
|
+4%
|
|
|
19
|
Evoke Wealth
Los Angeles,
California
|
$29.8M
|
+$28.9M
|
+1,207,416
|
New
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.4M
|
+$1M
|
+41,817
|
+4%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.4M
|
+$3.52M
|
+146,770
|
+15%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26M
|
+$9.13M
|
+380,912
|
+57%
|
|
|
23
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$25M
|
+$1.12M
|
+46,738
|
+5%
|
|
|
24
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$24.7M
|
+$13.1M
|
+545,374
|
+120%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$24.6M
|
+$1.04M
|
+43,490
|
+5%
|
|
