|
1
|
Northern Trust
Chicago,
Illinois
|
$57.9M
|
-$63K
|
-1,367
|
-0.1%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$55.3M
|
+$925K
|
+20,088
|
+2%
|
|
|
3
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$30.6M
|
-$4.66M
|
-101,284
|
-13%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$13.6M
|
+$183K
|
+3,976
|
+1%
|
|
|
5
|
|
$9.35M
|
+$7.37M
|
+159,931
|
+384%
|
|
|
6
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.14M
|
+$664K
|
+14,426
|
+15%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$1.85M
|
+40,220
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
+$1.79M
|
+38,778
|
New
|
|
|
9
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.07M
|
-$118K
|
-2,561
|
-10%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$663K
|
-$315K
|
-6,845
|
-32%
|
|
|
11
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$572K
|
+$568K
|
+12,328
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$547K
|
-$13.1K
|
-284
|
-2%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$525K
|
-$4.93K
|
-107
|
-0.9%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$515K
|
-$279K
|
-6,058
|
-35%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$422K
|
+$419K
|
+9,096
|
New
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$380K
|
-$13.2K
|
-286
|
-3%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$319K
|
-$16.8K
|
-364
|
-5%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$239K
|
+$1.66K
|
+36
|
+0.7%
|
|
|
19
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$222K
|
+$220K
|
+4,781
|
New
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$186K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$154K
|
-$77.1K
|
-1,675
|
-34%
|
|
|
22
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$141K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$111K
|
+$111K
|
+2,400
|
New
|
|
|
24
|
|
$67.2K
|
+$43.8K
|
+950
|
+190%
|
|
|
25
|
Aspire Private Capital
Cornelius,
North Carolina
|
$39K
|
-$38.8K
|
-842
|
-50%
|
|
