|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$196M
|
–
|
–
|
–
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$97.1M
|
+$33.8M
|
+1,757,200
|
+50%
|
|
|
3
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$81.2M
|
-$6.73M
|
-350,000
|
-7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$35.4M
|
+$3.77M
|
+195,890
|
+11%
|
|
|
5
|
Teacher Retirement System of Texas
Austin,
Texas
|
$24M
|
-$16.4M
|
-850,000
|
-40%
|
|
|
6
|
|
$20.9M
|
-$560K
|
-29,123
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$1.98M
|
+103,100
|
+17%
|
|
|
8
|
Greenline Partners
New York
|
$11.7M
|
–
|
–
|
–
|
|
|
9
|
|
$7.93M
|
-$169M
|
-8,774,524
|
-95%
|
|
|
10
|
|
$5.91M
|
+$6.16M
|
+319,973
|
+275,839%
|
|
|
11
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.66M
|
+$5.9M
|
+306,583
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.17M
|
-$23.5M
|
-1,219,151
|
-85%
|
|
|
13
|
Theory Financial
Fort Collins,
Colorado
|
$3.49M
|
+$175K
|
+9,121
|
+5%
|
|
|
14
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.74M
|
+$248K
|
+12,890
|
+10%
|
|
|
15
|
Versant Capital Management
Phoenix,
Arizona
|
$2.27M
|
+$783K
|
+40,708
|
+50%
|
|
|
16
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.98M
|
-$97.7K
|
-5,077
|
-5%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.97M
|
+$391K
|
+20,317
|
+23%
|
|
|
18
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.86M
|
+$387K
|
+20,098
|
+25%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.71M
|
+$1.78M
|
+92,571
|
New
|
|
|
20
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.15M
|
-$50.5K
|
-2,623
|
-4%
|
|
|
21
|
|
$1.02M
|
+$104K
|
+5,414
|
+11%
|
|
|
22
|
TRUADVICE
Sarasota,
Florida
|
$901K
|
+$400K
|
+20,811
|
+81%
|
|
|
23
|
Tidal Investments
Milwaukee,
Wisconsin
|
$634K
|
+$661K
|
+34,355
|
New
|
|
|
24
|
Slagle Financial
Edwardsville,
Illinois
|
$632K
|
+$96.4K
|
+5,012
|
+17%
|
|
|
25
|
Ardent Capital Management
Cincinnati,
Ohio
|
$526K
|
+$548K
|
+28,500
|
New
|
|
