|
1
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$347M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$268M
|
+$61.9M
|
+2,373,066
|
+32%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$168M
|
+$147M
|
+5,652,649
|
+1,171%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$144M
|
+$2.56M
|
+98,346
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$7.26M
|
+278,409
|
+7%
|
|
|
6
|
Foster Group
West Des Moines,
Iowa
|
$95.9M
|
+$560K
|
+21,494
|
+0.6%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$90.4M
|
+$3.73M
|
+143,193
|
+5%
|
|
|
8
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$84.6M
|
+$45.1M
|
+1,729,800
|
+127%
|
|
|
9
|
Cable Hill Partners
Portland,
Oregon
|
$66.8M
|
-$7.09M
|
-271,755
|
-10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.4M
|
-$33.5M
|
-1,283,532
|
-35%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$62.5M
|
+$57.9M
|
+2,219,144
|
+3,676%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$58.7M
|
+$1.56M
|
+59,791
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$46.2M
|
-$1.41M
|
-54,258
|
-3%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$45.3M
|
-$2.96M
|
-113,567
|
-6%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$45.3M
|
-$2.96M
|
-113,567
|
-6%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$44.2M
|
-$34.9M
|
-1,338,444
|
-46%
|
|
|
17
|
True Link Financial Advisors
San Francisco,
California
|
$42.6M
|
+$2.56M
|
+98,049
|
+7%
|
|
|
18
|
Falcon Wealth Planning
Ontario,
California
|
$40.4M
|
-$2.74M
|
-105,237
|
-7%
|
|
|
19
|
Root Financial Partners
Encinitas,
California
|
$40.3M
|
+$9.28M
|
+355,742
|
+32%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$38.5M
|
+$36.7M
|
+1,405,623
|
New
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
$35.8M
|
+$34M
|
+1,305,344
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.4M
|
+$10.7M
|
+410,128
|
+46%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$32.4M
|
-$3.51M
|
-134,471
|
-10%
|
|
|
24
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$31M
|
+$1.69M
|
+64,933
|
+6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.2M
|
+$12.8K
|
+492
|
+0%
|
|
