|
1
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$203M
|
–
|
–
|
–
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$153M
|
+$42.6M
|
+1,009,500
|
+40%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$11.1M
|
+$4.94M
|
+117,068
|
+83%
|
|
|
4
|
Strait & Sound Wealth Management
San Francisco,
California
|
$2.32M
|
+$222K
|
+5,264
|
+11%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$2.3M
|
+$49.5K
|
+1,172
|
+2%
|
|
|
6
|
Dorval Corp
Maple Grove,
Minnesota
|
$2.25M
|
+$2.2M
|
+52,126
|
New
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.12M
|
+$49K
|
+1,161
|
+2%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.12M
|
+$203K
|
+4,816
|
+11%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
-$631K
|
-14,959
|
-33%
|
|
|
10
|
FullCircle Wealth
Dallas,
Texas
|
$1.25M
|
-$6.41K
|
-152
|
-0.5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$712K
|
-$875K
|
-20,737
|
-56%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$694K
|
+$17.4K
|
+412
|
+3%
|
|
|
13
|
|
$440K
|
-$1.64M
|
-38,963
|
-79%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$320K
|
+$313K
|
+7,407
|
New
|
|
|
15
|
|
$278K
|
+$4.56K
|
+108
|
+2%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$5.14K
|
-$47.7K
|
-1,131
|
-90%
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.07K
|
+$3K
|
+71
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$2.06K
|
-$7.26K
|
-172
|
-78%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$692
|
+$675
|
+16
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$475
|
+$464
|
+11
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$84
|
+2
|
New
|
|
