|
1
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$296M
|
–
|
–
|
–
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$163M
|
+$5.11M
|
+196,864
|
+3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$162M
|
+$8.83M
|
+340,226
|
+6%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$129M
|
+$127M
|
+4,883,829
|
+2,075%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$120M
|
-$279K
|
-10,743
|
-0.2%
|
|
|
6
|
|
$109M
|
-$18.4M
|
-708,202
|
-14%
|
|
|
7
|
Polianta Ltd
St Helier,
Jersey
|
$106M
|
+$15.6M
|
+599,000
|
+16%
|
|
|
8
|
|
$88M
|
+$2.38M
|
+91,589
|
+3%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$84.9M
|
+$2.32M
|
+89,484
|
+3%
|
|
|
10
|
|
$77.4M
|
-$10.6M
|
-408,505
|
-12%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$62.6M
|
+$759K
|
+29,220
|
+1%
|
|
|
12
|
NEPC LLC
Boston,
Massachusetts
|
$52.3M
|
+$1.02M
|
+39,277
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$46.7M
|
+$2.05M
|
+79,142
|
+4%
|
|
|
14
|
Heritage Investment Group
Pompano Beach,
Florida
|
$43.5M
|
+$1.06M
|
+40,932
|
+2%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$40.1M
|
+$836K
|
+32,215
|
+2%
|
|
|
16
|
PDS Planning
Dublin,
Ohio
|
$39.7M
|
+$1.18M
|
+45,534
|
+3%
|
|
|
17
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$35.3M
|
-$8.44M
|
-325,136
|
-19%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.7M
|
-$539K
|
-20,762
|
-1%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$34.7M
|
+$2.1M
|
+80,735
|
+6%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$32.9M
|
+$1.53M
|
+59,083
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$1.17M
|
+44,914
|
+5%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
+$2.59M
|
+99,623
|
+13%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
+$21.5M
|
+826,590
|
+2,825%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.4M
|
+$47.8K
|
+1,839
|
+0.2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$9.81M
|
+377,963
|
+87%
|
|
