|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$10.2M
|
-$332K
|
-7,914
|
-3%
|
|
|
2
|
|
$2.21M
|
-$84.4K
|
-2,011
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$475K
|
-$46.2K
|
-1,100
|
-8%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$472K
|
-$94K
|
-2,239
|
-16%
|
|
|
5
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$364K
|
-$6.34K
|
-151
|
-2%
|
|
|
6
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$240K
|
-$4.49K
|
-107
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.3K
|
+$73.6K
|
+1,754
|
New
|
|
|
9
|
|
$21.2K
|
–
|
–
|
–
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$1.06K
|
+$42
|
+1
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
13
|
Boltwood Capital Management
Walnut Creek,
California
|
–
|
-$243K
|
-5,575
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$64.2K
|
-1,473
|
Closed
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$38.5K
|
-884
|
Closed
|
|
