|
1
|
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
$385M
|
-$171M
|
-3,500,000
|
-32%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$304M
|
+$53M
|
+1,083,318
|
+23%
|
|
|
3
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$252M
|
–
|
–
|
–
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$111M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$97.7M
|
+$18M
|
+368,286
|
+25%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$83M
|
+$20.5M
|
+420,000
|
+36%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.1M
|
+$2.02M
|
+41,252
|
+6%
|
|
|
8
|
|
$34M
|
+$5.98M
|
+122,391
|
+23%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
-$2.42M
|
-49,530
|
-9%
|
|
|
10
|
Park Avenue Securities
New York
|
$26.9M
|
+$4.81M
|
+98,401
|
+24%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$7.11M
|
+145,433
|
+60%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$18.6M
|
+$3.31M
|
+67,651
|
+24%
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$10.5M
|
+$1.91M
|
+39,056
|
+24%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.2M
|
+$1.65M
|
+33,801
|
+21%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$8.25M
|
+$1.84M
|
+37,580
|
+31%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$4.98M
|
+$4.65M
|
+95,198
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.8M
|
+$1.58M
|
+32,298
|
+54%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$4.75M
|
+$961K
|
+19,656
|
+28%
|
|
|
19
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.29M
|
+$1.17M
|
+23,994
|
+41%
|
|
|
20
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.23M
|
+$872K
|
+17,829
|
+28%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.04M
|
+$1.61M
|
+32,931
|
+74%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$3.96M
|
+$139K
|
+2,848
|
+4%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.77M
|
+$2.66M
|
+54,512
|
+317%
|
|
|
24
|
Equitable Holdings
New York
|
$3.7M
|
+$932K
|
+19,074
|
+37%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$3.62M
|
+$513K
|
+10,491
|
+18%
|
|
