|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$588M
|
–
|
–
|
–
|
|
|
2
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$57.4M
|
+$54.5M
|
+3,150,000
|
New
|
|
|
3
|
Teacher Retirement System of Texas
Austin,
Texas
|
$36.4M
|
–
|
–
|
–
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$33M
|
+$10.2M
|
+590,796
|
+48%
|
|
|
5
|
|
$30M
|
+$1.37M
|
+79,401
|
+5%
|
|
|
6
|
Greenline Partners
New York
|
$14.8M
|
-$1.55M
|
-89,430
|
-10%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.4M
|
+$13.5M
|
+781,579
|
+7,041%
|
|
|
8
|
Theory Financial
Fort Collins,
Colorado
|
$3.43M
|
+$3.25M
|
+188,235
|
New
|
|
|
9
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.43M
|
+$1.56K
|
+90
|
+0.1%
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.31M
|
+$1.25M
|
+72,141
|
New
|
|
|
11
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.06M
|
-$2.71M
|
-156,683
|
-73%
|
|
|
12
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.01M
|
+$191K
|
+11,061
|
+25%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$924K
|
+$111K
|
+6,436
|
+15%
|
|
|
14
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$397K
|
+$120K
|
+6,946
|
+47%
|
|
|
15
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$300K
|
+$284K
|
+16,455
|
New
|
|
|
16
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$250K
|
+$237K
|
+13,703
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$184K
|
-$28.1K
|
-1,625
|
-14%
|
|
|
18
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$97.7K
|
+$92.8K
|
+5,367
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$43.7K
|
+$41.5K
|
+2,399
|
New
|
|
|
20
|
Kelly Financial Services
Braintree,
Massachusetts
|
$35.4K
|
+$16.9K
|
+976
|
+101%
|
|
|
21
|
Richard W. Paul & Associates
Novi,
Michigan
|
$26K
|
+$24.7K
|
+1,427
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$19.1K
|
+1,105
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
-$953K
|
-55,104
|
-99%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$7.45K
|
+$7.07K
|
+409
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.59K
|
+92
|
New
|
|
