|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$17.5M
|
+$2.57M
|
+47,606
|
+16%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$970K
|
+$305K
|
+5,643
|
+43%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$957K
|
+$704K
|
+13,028
|
+244%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$816K
|
-$178K
|
-3,296
|
-17%
|
|
|
5
|
|
$616K
|
-$735K
|
-13,606
|
-54%
|
|
|
6
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$334K
|
-$9.67K
|
-179
|
-3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$236K
|
-$5.94K
|
-110
|
-2%
|
|
|
8
|
Boltwood Capital Management
Walnut Creek,
California
|
$228K
|
-$15.1K
|
-280
|
-6%
|
|
|
9
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$203K
|
+$210K
|
+3,888
|
New
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$196K
|
-$9.67K
|
-179
|
-5%
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$195K
|
+$202K
|
+3,745
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$65K
|
+$67.2K
|
+1,243
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$58K
|
-$157K
|
-2,901
|
-72%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$26K
|
-$473K
|
-8,753
|
-25%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$334K
|
-5,649
|
Closed
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$251K
|
-4,250
|
Closed
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$37K
|
-632
|
Closed
|
|
|
20
|
Snowden Capital Advisors
New York
|
–
|
-$14K
|
-247
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$54
|
-1
|
Closed
|
|
