|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$32.7M
|
+$166K
|
+6,148
|
+0.6%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$7.17M
|
-$2M
|
-74,087
|
-23%
|
|
|
3
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.55M
|
+$5.8K
|
+215
|
+0.2%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.89M
|
+$1.15M
|
+42,672
|
+76%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$827K
|
–
|
–
|
–
|
|
|
6
|
|
$664K
|
-$1.43M
|
-52,827
|
-70%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$143K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.23K
|
+$4.83K
|
+179
|
New
|
|
|
9
|
First Pacific Financial
Vancouver,
Washington
|
$5.21K
|
–
|
–
|
–
|
|
|
10
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
–
|
-$12.2M
|
-467,141
|
Closed
|
|
|
11
|
River Street Advisors
Aurora,
Illinois
|
–
|
-$4.78M
|
-183,570
|
Closed
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
–
|
-$457K
|
-17,538
|
Closed
|
|
|
13
|
Falcon Wealth Planning
Ontario,
California
|
–
|
-$447K
|
-17,148
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$76.6K
|
-2,943
|
Closed
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$6.61K
|
-254
|
Closed
|
|
