|
1
|
California Public Employees Retirement System
Sacramento,
California
|
$2.01B
|
–
|
–
|
–
|
|
|
2
|
|
$51M
|
+$8.06M
|
+159,824
|
+19%
|
|
|
3
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$28.7M
|
+$415K
|
+8,229
|
+1%
|
|
|
4
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$27.1M
|
+$1.58M
|
+31,384
|
+6%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$25.2M
|
+$25.2M
|
+500,000
|
New
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$21.3M
|
+$21.3M
|
+422,662
|
New
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$14.9M
|
+$289K
|
+5,724
|
+2%
|
|
|
8
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$6.89M
|
-$64.1K
|
-1,271
|
-0.9%
|
|
|
9
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.57M
|
+$228K
|
+4,515
|
+10%
|
|
|
10
|
Independent Financial Group
San Diego,
California
|
$2.56M
|
+$2.56M
|
+50,809
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
+$1.87M
|
+37,084
|
New
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$1.86M
|
+$1.86M
|
+36,840
|
New
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.27M
|
+$121K
|
+2,395
|
+11%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$541K
|
-$2.02M
|
-40,065
|
-79%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$418K
|
+$418K
|
+8,282
|
New
|
|
|
16
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$412K
|
+$18.7K
|
+371
|
+5%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$93.8K
|
+$93.9K
|
+1,861
|
New
|
|
|
18
|
|
$45.4K
|
+$45.4K
|
+900
|
New
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$15.9K
|
+$15.9K
|
+315
|
New
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$7.57K
|
+$3.03K
|
+60
|
+67%
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$5.8K
|
+$101
|
+2
|
+2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25K
|
+$5.24K
|
+104
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$5.05K
|
–
|
–
|
–
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.23K
|
+$3.23K
|
+64
|
New
|
|
|
25
|
|
–
|
-$909K
|
-18,117
|
Closed
|
|
