|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$203M
|
+$209M
|
+10,601,000
|
New
|
|
|
2
|
|
$177M
|
+$182M
|
+9,204,415
|
New
|
|
|
3
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$91.1M
|
–
|
–
|
–
|
|
|
4
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$67.2M
|
+$68.1M
|
+3,444,800
|
+5,788%
|
|
|
5
|
Teacher Retirement System of Texas
Austin,
Texas
|
$41.2M
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$33M
|
-$3.59M
|
-181,571
|
-10%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.7M
|
+$28.4M
|
+1,437,000
|
New
|
|
|
8
|
|
$22.2M
|
+$430K
|
+21,745
|
+2%
|
|
|
9
|
Greenline Partners
New York
|
$12.2M
|
-$123K
|
-6,242
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$11.7M
|
+594,075
|
+4,607%
|
|
|
11
|
Theory Financial
Fort Collins,
Colorado
|
$3.45M
|
-$165K
|
-8,368
|
-4%
|
|
|
12
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.6M
|
+$2.67M
|
+135,403
|
New
|
|
|
13
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.16M
|
-$530K
|
-26,839
|
-19%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.66M
|
+$1.71M
|
+86,524
|
New
|
|
|
15
|
Versant Capital Management
Phoenix,
Arizona
|
$1.58M
|
+$545K
|
+27,573
|
+51%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.54M
|
-$34.2K
|
-1,733
|
-2%
|
|
|
17
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.25M
|
+$81.7K
|
+4,135
|
+7%
|
|
|
18
|
|
$961K
|
-$724K
|
-36,669
|
-42%
|
|
|
19
|
Slagle Financial
Edwardsville,
Illinois
|
$561K
|
+$577K
|
+29,232
|
New
|
|
|
20
|
TRUADVICE
Sarasota,
Florida
|
$492K
|
+$4.27K
|
+216
|
+0.8%
|
|
|
21
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$432K
|
+$100K
|
+5,062
|
+29%
|
|
|
22
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$388K
|
-$28.8K
|
-1,459
|
-7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$338K
|
+$348K
|
+17,615
|
New
|
|
|
24
|
Kingdom Financial Group
Peoria,
Arizona
|
$303K
|
+$312K
|
+15,793
|
New
|
|
|
25
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$281K
|
+$289K
|
+14,642
|
New
|
|
