|
1
|
California Public Employees Retirement System
Sacramento,
California
|
$2B
|
–
|
–
|
–
|
|
|
2
|
|
$42.4M
|
+$2.46M
|
+48,809
|
+6%
|
|
|
3
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$28.1M
|
+$28.3M
|
+561,116
|
New
|
|
|
4
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$25.4M
|
+$215K
|
+4,260
|
+0.8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.5M
|
+$6.46K
|
+128
|
+0%
|
|
|
6
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$6.91M
|
+$4.43M
|
+87,764
|
+175%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$2.54M
|
-$10.8M
|
-214,502
|
-81%
|
|
|
8
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.33M
|
+$2.34M
|
+46,379
|
New
|
|
|
9
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.14M
|
+$1.15M
|
+22,782
|
New
|
|
|
10
|
|
$909K
|
-$212K
|
-4,190
|
-19%
|
|
|
11
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$391K
|
+$12.6K
|
+249
|
+3%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$45.1K
|
+$45.5K
|
+900
|
New
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$5.67K
|
+$101
|
+2
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.37K
|
+$1.31K
|
+26
|
+32%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$5.02K
|
–
|
–
|
–
|
|
|
16
|
Rossby Financial
Melbourne,
Florida
|
$4.5K
|
+$960
|
+19
|
+27%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.36K
|
+$2.37K
|
+47
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.05K
|
+$1.06K
|
+21
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$853
|
+$859
|
+17
|
New
|
|
|
20
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$287K
|
-5,670
|
Closed
|
|
|
21
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$252K
|
-4,978
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$200K
|
-3,957
|
Closed
|
|
