|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$11.4M
|
-$1.66M
|
-39,819
|
-13%
|
|
|
2
|
|
$3.58M
|
+$290K
|
+6,965
|
+9%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1M
|
-$129K
|
-3,104
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$559K
|
-$1.38K
|
-33
|
-0.2%
|
|
|
5
|
Boltwood Capital Management
Walnut Creek,
California
|
$320K
|
-$33.8K
|
-810
|
-10%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$155K
|
+$138K
|
+3,299
|
+848%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
–
|
–
|
–
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$30.3K
|
+$30K
|
+719
|
New
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$23.2K
|
+$22.9K
|
+550
|
New
|
|
|
10
|
|
$22.4K
|
–
|
–
|
–
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.11K
|
–
|
–
|
–
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$1.18K
|
+$1.17K
|
+28
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$1.09K
|
-$3.29K
|
-79
|
-75%
|
|
|
14
|
|
$1.05K
|
+$1.04K
|
+25
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$42
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.15M
|
-28,252
|
Closed
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
–
|
-$14K
|
-13,470
|
Closed
|
|
|
18
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$364K
|
-8,961
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$211K
|
-5,194
|
Closed
|
|
|
20
|
Centaurus Financial
Anaheim,
California
|
–
|
-$124K
|
-3,065
|
Closed
|
|
|
21
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$16.8K
|
-413
|
Closed
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$12K
|
-300
|
Closed
|
|
