|
1
|
Cerity Partners OCIO
New York
|
$53.5M
|
+$101K
|
+2,119
|
+0.2%
|
|
|
2
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$34.7M
|
-$802K
|
-16,892
|
-2%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$13.2M
|
-$17K
|
-358
|
-0.1%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.4M
|
-$451K
|
-9,511
|
-9%
|
|
|
5
|
|
$1.9M
|
-$20.4M
|
-430,615
|
-91%
|
|
|
6
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.17M
|
-$422K
|
-8,889
|
-26%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$965K
|
+$1M
|
+21,143
|
New
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$783K
|
-$404K
|
-8,509
|
-33%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$570K
|
+$1.84M
|
+38,859
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$551K
|
-$50.4K
|
-1,061
|
-8%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$522K
|
-$9.02K
|
-190
|
-2%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$387K
|
+$148K
|
+3,117
|
+58%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$330K
|
-$238K
|
-5,024
|
-41%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$233K
|
+$243K
|
+5,116
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$228K
|
+$210K
|
+4,432
|
+799%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$181K
|
+$46K
|
+970
|
+32%
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$138K
|
+$10.9K
|
+229
|
+8%
|
|
|
18
|
Aspire Private Capital
Cornelius,
North Carolina
|
$77K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$33K
|
+$34.5K
|
+727
|
New
|
|
|
21
|
Horan Securities
Cincinnati,
United States
|
$32K
|
+$190
|
+4
|
+0.6%
|
|
|
22
|
|
$23K
|
+$23.7K
|
+500
|
New
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$20.7K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$617
|
+13
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$585K
|
-12,337
|
Closed
|
|
