|
1
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$47M
|
+$23.7M
|
+513,120
|
+103%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.1M
|
+$2.96M
|
+63,883
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$3M
|
+64,834
|
+13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$2.29M
|
+49,548
|
+14%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$14.8M
|
-$930K
|
-20,096
|
-6%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.8M
|
+$5.41M
|
+116,880
|
+58%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$14.4M
|
+$14.4M
|
+310,334
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$13.9M
|
+$42.6K
|
+921
|
+0.3%
|
|
|
9
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$12.8M
|
+$891K
|
+19,248
|
+7%
|
|
|
10
|
IMA Advisory Services
Denver,
Colorado
|
$12.3M
|
+$140K
|
+3,032
|
+1%
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.5M
|
+$11.5M
|
+247,981
|
New
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$10.8M
|
+$1.72M
|
+37,107
|
+19%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$636K
|
+13,747
|
+6%
|
|
|
14
|
Arden Trust
Wilmington,
Delaware
|
$9.26M
|
+$118K
|
+2,552
|
+1%
|
|
|
15
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$9.17M
|
+$1.16M
|
+25,050
|
+15%
|
|
|
16
|
|
$8.85M
|
-$252K
|
-5,451
|
-3%
|
|
|
17
|
TL Private Wealth
Southlake,
Texas
|
$8.69M
|
+$8.55M
|
+184,691
|
New
|
|
|
18
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$7.21M
|
+$909K
|
+19,649
|
+14%
|
|
|
19
|
Synergy Asset Management
Vancouver,
Washington
|
$6.08M
|
+$6.06M
|
+130,967
|
New
|
|
|
20
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.89M
|
+$5.87M
|
+126,898
|
New
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$4.82M
|
+$2.85M
|
+61,531
|
+145%
|
|
|
22
|
|
$4.63M
|
+$1.79M
|
+38,715
|
+63%
|
|
|
23
|
Equitable Holdings
New York
|
$4.6M
|
+$3.92M
|
+84,690
|
+594%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.32M
|
+$557K
|
+12,041
|
+15%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.03M
|
-$7.79M
|
-168,334
|
-66%
|
|
