|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$29M
|
+$166K
|
+6,256
|
+0.6%
|
|
|
2
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$12.2M
|
-$229K
|
-8,633
|
-2%
|
|
|
3
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.32M
|
-$266K
|
-10,039
|
-3%
|
|
|
4
|
River Street Advisors
Aurora,
Illinois
|
$4.78M
|
+$107K
|
+4,050
|
+2%
|
|
|
5
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.16M
|
-$34.9K
|
-1,319
|
-1%
|
|
|
6
|
|
$1.97M
|
-$1.4M
|
-53,061
|
-41%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
-$2.65K
|
-100
|
-0.2%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$736K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$457K
|
+$464K
|
+17,538
|
New
|
|
|
10
|
Falcon Wealth Planning
Ontario,
California
|
$447K
|
-$6.33K
|
-239
|
-1%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$128K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$76.6K
|
-$4K
|
-151
|
-5%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.61K
|
+$6.72K
|
+254
|
New
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$4.64K
|
-$694K
|
-26,220
|
-99%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$14.3M
|
-548,546
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.72M
|
-103,858
|
Closed
|
|
