|
1
|
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
$234M
|
-$78.6M
|
-1,875,000
|
-24%
|
|
|
2
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$82.7M
|
–
|
–
|
–
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$59.6M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.2M
|
+$41.8M
|
+997,363
|
New
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.6M
|
+$13.1M
|
+311,757
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.99M
|
+$8.32M
|
+198,290
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.68M
|
+$4.87M
|
+116,118
|
+223,304%
|
|
|
8
|
Park Avenue Securities
New York
|
$3.65M
|
+$3.81M
|
+90,753
|
New
|
|
|
9
|
|
$2.71M
|
+$2.82M
|
+67,304
|
New
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.38M
|
+$2.48M
|
+59,121
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$1.7M
|
+40,534
|
+413%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.28M
|
+$1.33M
|
+31,790
|
New
|
|
|
13
|
|
$1.07M
|
-$679K
|
-16,202
|
-38%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$964K
|
+$1M
|
+23,932
|
New
|
|
|
15
|
One Wealth Advisors
San Francisco,
California
|
$631K
|
+$657K
|
+15,675
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$610K
|
+$635K
|
+15,138
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$536K
|
+$514K
|
+12,258
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$529K
|
+$551K
|
+13,130
|
New
|
|
|
19
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$507K
|
+$528K
|
+12,596
|
New
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$463K
|
+$482K
|
+11,496
|
New
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$432K
|
+$450K
|
+10,727
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$414K
|
+$431K
|
+10,289
|
New
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$394K
|
+$411K
|
+9,791
|
New
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$374K
|
+$389K
|
+9,278
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$348K
|
+$361K
|
+8,616
|
New
|
|
