|
1
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$205M
|
–
|
–
|
–
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$171M
|
+$16.2M
|
+372,800
|
+11%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$12.4M
|
+$1.1M
|
+25,291
|
+10%
|
|
|
4
|
Dorval Corp
Maple Grove,
Minnesota
|
$5.43M
|
+$3.13M
|
+72,084
|
+138%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$3.89M
|
+$1.55M
|
+35,691
|
+67%
|
|
|
6
|
Strait & Sound Wealth Management
San Francisco,
California
|
$2.53M
|
+$183K
|
+4,222
|
+8%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.41M
|
+$262K
|
+6,023
|
+12%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$2.31M
|
+$2.29M
|
+52,806
|
New
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.21M
|
+$63.9K
|
+1,472
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$843K
|
+19,402
|
+64%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
+$1M
|
+23,085
|
+140%
|
|
|
12
|
FullCircle Wealth
Dallas,
Texas
|
$1.35M
|
+$74.2K
|
+1,708
|
+6%
|
|
|
13
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.24M
|
+$1.23M
|
+28,377
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$1.09M
|
+24,996
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.09M
|
+$1.09M
|
+24,996
|
New
|
|
|
16
|
|
$1.02M
|
+$575K
|
+13,241
|
+130%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$639K
|
-$62.5K
|
-1,439
|
-9%
|
|
|
18
|
Independent Wealth Network
Urbandale,
Iowa
|
$445K
|
+$442K
|
+10,182
|
New
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$395K
|
+$392K
|
+9,028
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$383K
|
+$58.7K
|
+1,352
|
+18%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$372K
|
+$370K
|
+8,517
|
New
|
|
|
22
|
|
$180K
|
-$101K
|
-2,322
|
-36%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$27.5K
|
+$27.4K
|
+630
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$14.4K
|
+$13.9K
|
+319
|
+2,900%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$10.3K
|
+238
|
+11,900%
|
|
