|
1
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$294M
|
+$298M
|
+11,787,000
|
New
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$157M
|
+$6.01M
|
+237,762
|
+4%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$153M
|
+$17.5M
|
+692,016
|
+13%
|
|
|
4
|
|
$125M
|
+$3.55M
|
+140,498
|
+3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$119M
|
-$641K
|
-25,382
|
-0.5%
|
|
|
6
|
Polianta Ltd
St Helier,
Jersey
|
$90.7M
|
+$91.8M
|
+3,634,000
|
New
|
|
|
7
|
|
$86.9M
|
+$55.1M
|
+2,181,940
|
+167%
|
|
|
8
|
|
$85M
|
-$1.12M
|
-44,367
|
-1%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$82M
|
+$6.22M
|
+246,331
|
+8%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$61.4M
|
-$2.95M
|
-116,841
|
-5%
|
|
|
11
|
NEPC LLC
Boston,
Massachusetts
|
$50.9M
|
+$10.1M
|
+397,810
|
+24%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$44.3M
|
+$1.84M
|
+72,853
|
+4%
|
|
|
13
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$43.2M
|
-$1.67M
|
-66,106
|
-4%
|
|
|
14
|
Heritage Investment Group
Pompano Beach,
Florida
|
$42.2M
|
+$1.97M
|
+78,144
|
+5%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39M
|
+$3.8M
|
+150,465
|
+11%
|
|
|
16
|
PDS Planning
Dublin,
Ohio
|
$38.3M
|
+$1.59M
|
+62,927
|
+4%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35M
|
-$3.61M
|
-143,001
|
-9%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.4M
|
+$2.63M
|
+103,954
|
+9%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$31.2M
|
+$994K
|
+39,360
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
-$225K
|
-8,920
|
-1%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.2M
|
+$104K
|
+4,132
|
+0.5%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$568K
|
+22,473
|
+3%
|
|
|
23
|
|
$17.5M
|
–
|
–
|
–
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17.2M
|
+$981K
|
+38,844
|
+6%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$816K
|
-32,305
|
-5%
|
|
