|
1
|
Syon Capital
San Francisco,
California
|
$28.6M
|
+$28.4M
|
+581,930
|
New
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$25.6M
|
–
|
–
|
–
|
|
|
3
|
Arvest Investments
Lowell,
Arkansas
|
$21.5M
|
-$175K
|
-3,582
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
+$2.92M
|
+59,939
|
+16%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$21.2M
|
+$1.64M
|
+33,544
|
+8%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$16.2M
|
+$8.01M
|
+164,225
|
+99%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$282K
|
+5,785
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$1.98M
|
+40,537
|
+16%
|
|
|
9
|
|
$13.9M
|
+$197K
|
+4,051
|
+1%
|
|
|
10
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.6M
|
+$193K
|
+3,958
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$425K
|
+8,720
|
+4%
|
|
|
12
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$12M
|
+$4.26M
|
+87,382
|
+56%
|
|
|
13
|
Central Bank & Trust
Lexington,
Kentucky
|
$9.12M
|
+$156K
|
+3,192
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.53M
|
+$744K
|
+15,266
|
+11%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$6.33M
|
+$49.5K
|
+1,016
|
+0.8%
|
|
|
16
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.68M
|
+$202K
|
+4,153
|
+5%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$4.09M
|
+$2.02M
|
+41,474
|
+99%
|
|
|
18
|
|
$3.88M
|
+$3.85M
|
+79,077
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.82M
|
+$1.14M
|
+23,455
|
+43%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.48M
|
-$46.2K
|
-947
|
-1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.39M
|
+$2.22M
|
+45,498
|
+193%
|
|
|
22
|
Sykon Capital
Harrison,
New York
|
$3.35M
|
-$393K
|
-8,055
|
-11%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.25M
|
-$350K
|
-7,174
|
-10%
|
|
|
24
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.12M
|
+$466K
|
+9,556
|
+18%
|
|
|
25
|
Insight Wealth Partners
Plano,
Texas
|
$3.11M
|
+$474K
|
+9,718
|
+18%
|
|
