|
1
|
Cerity Partners OCIO
New York
|
$56.1M
|
+$3.28M
|
+60,835
|
+6%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$46.8M
|
+$3.3M
|
+61,320
|
+8%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$35.8M
|
-$6.46M
|
-119,946
|
-5%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$16M
|
-$160K
|
-2,973
|
-1%
|
|
|
5
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.92M
|
+$463K
|
+8,595
|
+19%
|
|
|
6
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.24M
|
+$212K
|
+3,932
|
+21%
|
|
|
7
|
|
$1.05M
|
-$2.79M
|
-51,828
|
-73%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$1.01M
|
+18,660
|
New
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$880K
|
-$99.3K
|
-1,843
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$695K
|
-$257K
|
-4,773
|
-27%
|
|
|
11
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$260K
|
+$259K
|
+4,800
|
New
|
|
|
12
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$260K
|
+$259K
|
+4,800
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$234K
|
+$233K
|
+4,321
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$164K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$150K
|
+$149K
|
+2,774
|
New
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$139K
|
+$138K
|
+2,560
|
New
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$111K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
+$23.5K
|
+436
|
+133%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
–
|
–
|
–
|
|
|
20
|
Horan Securities
Cincinnati,
United States
|
$26K
|
-$1.78K
|
-33
|
-7%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$24.5K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$22.4K
|
-415
|
-85%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$5K
|
-99
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
+$54
|
+1
|
New
|
|
