|
1
|
Cerity Partners OCIO
New York
|
$63.9M
|
+$7.22M
|
+135,355
|
+13%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$50.4M
|
-$3.64M
|
-68,207
|
-7%
|
|
|
3
|
|
$15.4M
|
+$13.7M
|
+256,303
|
+709%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$15.3M
|
+$244K
|
+4,571
|
+2%
|
|
|
5
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.38M
|
+$592K
|
+11,111
|
+15%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.85M
|
+$1.6M
|
+30,017
|
+125%
|
|
|
7
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.67M
|
+$211K
|
+3,960
|
+14%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$1.1M
|
+20,695
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$845K
|
-$179K
|
-3,362
|
-17%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$841K
|
-$13.7M
|
-257,807
|
-14%
|
|
|
11
|
Flow Traders U.S.
New York
|
$822K
|
-$74.6K
|
-1,400
|
-8%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$753K
|
+$69.6K
|
+1,305
|
+10%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$728K
|
-$114K
|
-2,147
|
-13%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$352K
|
+$285K
|
+5,352
|
+407%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$290K
|
+$83.5K
|
+1,567
|
+40%
|
|
|
16
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$253K
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214K
|
-$12.6K
|
-237
|
-6%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158K
|
+$159K
|
+2,988
|
New
|
|
|
19
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$141K
|
+$142K
|
+2,671
|
New
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$108K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
–
|
–
|
–
|
|
|
22
|
Horan Securities
Cincinnati,
United States
|
$25K
|
+$25.7K
|
+482
|
New
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$23.9K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$9K
|
+$8.9K
|
+167
|
New
|
|
|
25
|
|
$6K
|
+$6.5K
|
+122
|
New
|
|
