|
1
|
Cerity Partners OCIO
New York
|
$49M
|
+$49.1M
|
+892,486
|
New
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$44.8M
|
-$2.78M
|
-50,584
|
-2%
|
|
|
3
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$36.4M
|
+$8.74M
|
+159,026
|
+31%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$18.1M
|
+$18.1M
|
+329,210
|
New
|
|
|
5
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.59M
|
+$437K
|
+7,955
|
+38%
|
|
|
6
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.07M
|
+$230K
|
+4,186
|
+27%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$875K
|
+$292K
|
+5,315
|
+50%
|
|
|
8
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$808K
|
+$611K
|
+11,121
|
+308%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$323K
|
-$1.53M
|
-27,790
|
-83%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$191K
|
-$12.8K
|
-233
|
-6%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$111K
|
–
|
–
|
–
|
|
|
12
|
Horan Securities
Cincinnati,
United States
|
$68K
|
+$68.4K
|
+1,245
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$58K
|
+$24.7K
|
+449
|
+75%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$26K
|
+$275
|
+5
|
+1%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$24.9K
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
+$5.44K
|
+99
|
New
|
|
|
17
|
|
–
|
-$6.19M
|
-112,907
|
Closed
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$184K
|
-3,355
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$22K
|
-409
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$3K
|
-63
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$55
|
+1
|
New
|
|
