|
1
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$328M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$191M
|
+$41.8M
|
+1,648,539
|
+29%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$133M
|
+$1.11M
|
+43,711
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$9.13M
|
+360,164
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.9M
|
-$15.7M
|
-619,678
|
-14%
|
|
|
6
|
Foster Group
West Des Moines,
Iowa
|
$89.9M
|
+$87.7M
|
+3,461,537
|
+24,946%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$81.7M
|
+$4.27M
|
+168,335
|
+6%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$76M
|
-$18.3M
|
-721,238
|
-20%
|
|
|
9
|
Cable Hill Partners
Portland,
Oregon
|
$70.1M
|
+$3.06M
|
+120,887
|
+5%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$56.2M
|
+$2.74M
|
+107,995
|
+5%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$53.8M
|
+$3.79M
|
+149,606
|
+8%
|
|
|
12
|
Catalyst Capital Advisors
Huntington,
New York
|
$45.7M
|
-$271K
|
-10,702
|
-0.6%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$45.7M
|
-$271K
|
-10,702
|
-0.6%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$45M
|
+$2.31M
|
+91,012
|
+6%
|
|
|
15
|
Falcon Wealth Planning
Ontario,
California
|
$40.9M
|
+$2.76M
|
+109,047
|
+7%
|
|
|
16
|
True Link Financial Advisors
San Francisco,
California
|
$37.7M
|
+$610K
|
+24,087
|
+2%
|
|
|
17
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$35.1M
|
+$34.4M
|
+1,357,100
|
New
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$34.1M
|
-$6.49M
|
-256,182
|
-16%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.6M
|
+$1.87M
|
+73,960
|
+6%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$31.4M
|
+$30.4M
|
+1,199,876
|
+8,838%
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$28.8M
|
+$5.61M
|
+221,204
|
+25%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.4M
|
+$1.16M
|
+45,710
|
+4%
|
|
|
23
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$27.5M
|
+$1.31M
|
+51,695
|
+5%
|
|
|
24
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$26.5M
|
+$667K
|
+26,327
|
+3%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$26.3M
|
+$1.53M
|
+60,354
|
+6%
|
|
