|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$11.5M
|
-$189K
|
-4,368
|
-2%
|
|
|
2
|
|
$2.5M
|
+$614K
|
+14,177
|
+33%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$614K
|
-$86.4K
|
-1,994
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$567K
|
-$2.17K
|
-50
|
-0.4%
|
|
|
5
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$405K
|
+$402K
|
+9,278
|
New
|
|
|
6
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$267K
|
+$69.3K
|
+1,598
|
+35%
|
|
|
7
|
Boltwood Capital Management
Walnut Creek,
California
|
$243K
|
-$44.4K
|
-1,025
|
-16%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$114K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$64.2K
|
+$63.8K
|
+1,473
|
New
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$38.5K
|
–
|
–
|
–
|
|
|
11
|
|
$23.2K
|
–
|
–
|
–
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.18K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$1.15K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11
|
–
|
–
|
–
|
|
|
15
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$1.76M
|
-19,997
|
Closed
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$34.8K
|
-788
|
Closed
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$24.4K
|
-550
|
Closed
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.24K
|
-28
|
Closed
|
|
