|
1
|
Cerity Partners OCIO
New York
|
$58M
|
+$2.18M
|
+40,271
|
+4%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$55.2M
|
+$8.63M
|
+159,110
|
+18%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$15.4M
|
-$552K
|
-10,179
|
-3%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.87M
|
+$978K
|
+18,047
|
+34%
|
|
|
5
|
|
$1.95M
|
+$911K
|
+16,809
|
+87%
|
|
|
6
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.49M
|
+$261K
|
+4,810
|
+21%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.29M
|
+$292K
|
+5,385
|
+29%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$354K
|
+6,528
|
+51%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$998K
|
-$23.2M
|
-427,978
|
-19%
|
|
|
10
|
Flow Traders U.S.
New York
|
$915K
|
+$921K
|
+16,989
|
New
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$859K
|
-$16.3K
|
-300
|
-2%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$698K
|
+$703K
|
+12,959
|
New
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$337K
|
+$340K
|
+6,266
|
New
|
|
|
14
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$259K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
-$1.52K
|
-28
|
-0.6%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$227K
|
+$229K
|
+4,218
|
New
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$211K
|
+$74.3K
|
+1,370
|
+54%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$165K
|
+$1.57K
|
+29
|
+1%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$110K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$71K
|
+$29.9K
|
+552
|
+72%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
–
|
–
|
–
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$24.4K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$145K
|
-2,683
|
-97%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
