|
1
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$25.4M
|
–
|
–
|
–
|
|
|
2
|
Arvest Investments
Lowell,
Arkansas
|
$21.5M
|
-$136K
|
-2,834
|
-0.6%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$19.4M
|
+$1.15M
|
+23,972
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
-$3.02M
|
-62,701
|
-14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$417K
|
-8,661
|
-3%
|
|
|
6
|
|
$13.6M
|
-$932K
|
-19,369
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$2.64M
|
+54,862
|
+27%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.3M
|
+$1.63M
|
+33,892
|
+15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
+$2.04M
|
+42,392
|
+21%
|
|
|
10
|
Central Bank & Trust
Lexington,
Kentucky
|
$8.9M
|
-$565K
|
-11,743
|
-6%
|
|
|
11
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.08M
|
+$2.06M
|
+42,727
|
+35%
|
|
|
12
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$7.62M
|
+$4.64M
|
+96,333
|
+160%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.75M
|
+$8.61K
|
+179
|
+0.1%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$6.26M
|
-$351K
|
-7,299
|
-5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.49M
|
+$86.6K
|
+1,800
|
+2%
|
|
|
16
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.44M
|
+$4.39M
|
+91,204
|
New
|
|
|
17
|
Sykon Capital
Harrison,
New York
|
$3.72M
|
+$201K
|
+4,168
|
+6%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.57M
|
-$1.85M
|
-38,516
|
-34%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.5M
|
+$1.91M
|
+39,600
|
+123%
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$3.04M
|
–
|
–
|
–
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.65M
|
+$830K
|
+17,257
|
+47%
|
|
|
22
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.63M
|
-$463K
|
-9,612
|
-15%
|
|
|
23
|
Insight Wealth Partners
Plano,
Texas
|
$2.61M
|
+$72.2K
|
+1,500
|
+3%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$2.37M
|
-$391K
|
-8,117
|
-14%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$2.31M
|
+$168K
|
+3,500
|
+8%
|
|
