|
1
|
Cerity Partners OCIO
New York
|
$63.1M
|
+$2.85M
|
+55,860
|
+5%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$41.2M
|
-$6.53M
|
-127,994
|
-13%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$14.4M
|
+$35.8K
|
+701
|
+0.2%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.18M
|
+$1.07M
|
+21,035
|
+25%
|
|
|
5
|
|
$3.94M
|
-$10.9M
|
-213,268
|
-73%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.65M
|
+$982K
|
+19,230
|
+36%
|
|
|
7
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.69M
|
+$119K
|
+2,340
|
+7%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.02M
|
+$317K
|
+6,209
|
+44%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$797K
|
–
|
–
|
–
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$642K
|
-$15.5M
|
-303,558
|
-19%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$606K
|
-$83K
|
-1,626
|
-12%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$392K
|
+$120K
|
+2,352
|
+43%
|
|
|
13
|
Flow Traders U.S.
New York
|
$278K
|
-$510K
|
-9,997
|
-64%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$217K
|
+$222K
|
+4,358
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$146K
|
+$155K
|
+3,030
|
New
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$140K
|
+$6.79K
|
+133
|
+5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$110K
|
+$111K
|
+2,172
|
+5,298%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$63K
|
-$276K
|
-5,399
|
-81%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$37K
|
+$37.5K
|
+734
|
New
|
|
|
21
|
Horan Securities
Cincinnati,
United States
|
$26K
|
+$2.19K
|
+43
|
+9%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$22.6K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
+$8.22K
|
+161
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.09M
|
-20,695
|
Closed
|
|
|
25
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$253K
|
-4,800
|
Closed
|
|
