|
1
|
Cerity Partners OCIO
New York
|
$55.5M
|
-$4.64M
|
-96,500
|
-8%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$36.9M
|
-$2.4M
|
-49,899
|
-6%
|
|
|
3
|
|
$22.4M
|
+$18.9M
|
+393,004
|
+496%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$13.7M
|
-$55.9K
|
-1,162
|
-0.4%
|
|
|
5
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.03M
|
+$93.9K
|
+1,952
|
+2%
|
|
|
6
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.64M
|
+$31.8K
|
+660
|
+2%
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.22M
|
+$250K
|
+5,197
|
+25%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$623K
|
-$138K
|
-2,878
|
-18%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$585K
|
+$594K
|
+12,337
|
New
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$583K
|
+$214K
|
+4,444
|
+57%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$574K
|
-$3.81M
|
-79,223
|
-6%
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$551K
|
-$26.5K
|
-550
|
-5%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$514K
|
+$311K
|
+6,473
|
+149%
|
|
|
14
|
Flow Traders U.S.
New York
|
$264K
|
-$1.25K
|
-26
|
-0.5%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$254K
|
+$258K
|
+5,363
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$144K
|
–
|
–
|
–
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$133K
|
–
|
–
|
–
|
|
|
18
|
Aspire Private Capital
Cornelius,
North Carolina
|
$80K
|
+$81K
|
+1,684
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Horan Securities
Cincinnati,
United States
|
$33K
|
+$8.37K
|
+174
|
+33%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$26K
|
-$80.1K
|
-1,665
|
-75%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$26K
|
-$34.4K
|
-714
|
-56%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$21.5K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$9K
|
+$9.58K
|
+199
|
New
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
