|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$93.5M
|
+$30.2M
|
+1,600,000
|
+51%
|
|
|
2
|
Teacher Retirement System of Texas
Austin,
Texas
|
$42.3M
|
+$2.83M
|
+150,000
|
+8%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$37.5M
|
+$1.79M
|
+94,554
|
+5%
|
|
|
4
|
|
$22.4M
|
-$9.59M
|
-507,582
|
-31%
|
|
|
5
|
Greenline Partners
New York
|
$12.6M
|
-$3.27M
|
-172,878
|
-21%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.35M
|
-$6.96M
|
-368,446
|
-46%
|
|
|
7
|
Theory Financial
Fort Collins,
Colorado
|
$3.71M
|
+$3.44K
|
+182
|
+0.1%
|
|
|
8
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.75M
|
+$1.23M
|
+65,256
|
+88%
|
|
|
9
|
|
$1.71M
|
+$1.64M
|
+86,801
|
New
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.62M
|
+$191K
|
+10,109
|
+14%
|
|
|
11
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.2M
|
+$51.8K
|
+2,741
|
+5%
|
|
|
12
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.17M
|
+$77.5K
|
+4,100
|
+7%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$1.07M
|
+$72.3K
|
+3,828
|
+8%
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$508K
|
+$483K
|
+25,545
|
New
|
|
|
15
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$427K
|
-$1.91K
|
-101
|
-0.5%
|
|
|
16
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$350K
|
+$19.5K
|
+1,031
|
+6%
|
|
|
17
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$291K
|
+$20K
|
+1,056
|
+8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$254K
|
+$52.9K
|
+2,798
|
+28%
|
|
|
19
|
Kelly Financial Services
Braintree,
Massachusetts
|
$38.6K
|
+$340
|
+18
|
+0.9%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$37.8K
|
+$35.9K
|
+1,900
|
New
|
|
|
21
|
Richard W. Paul & Associates
Novi,
Michigan
|
$22.3K
|
-$5.56K
|
-294
|
-21%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5K
|
–
|
–
|
–
|
|
|
24
|
|
$3K
|
+$2.76K
|
+146
|
New
|
|
|
25
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
–
|
-$97.7K
|
-5,367
|
Closed
|
|
