|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$32.1M
|
-$450K
|
-19,010
|
-1%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$13.8M
|
-$755K
|
-31,861
|
-4%
|
|
|
3
|
|
$7.31M
|
+$221K
|
+9,330
|
+3%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$6.23M
|
+$704K
|
+29,710
|
+13%
|
|
|
5
|
Aviance Capital Partners
Naples,
Florida
|
$5.57M
|
+$813K
|
+34,300
|
+17%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.62M
|
-$48K
|
-2,025
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.13M
|
+$59.2K
|
+2,498
|
+3%
|
|
|
8
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.11M
|
+$2.12M
|
+89,293
|
New
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$1.25M
|
+$277K
|
+11,699
|
+28%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$732K
|
+$18.2K
|
+770
|
+3%
|
|
|
11
|
|
$510K
|
-$402K
|
-16,978
|
-44%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$398K
|
+$86.7K
|
+3,658
|
+28%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$313K
|
+$314K
|
+13,264
|
New
|
|
|
14
|
Pacific Capital Wealth Advisors
Corona,
California
|
$293K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$214K
|
+$332
|
+14
|
+0.2%
|
|
|
16
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$105K
|
–
|
–
|
–
|
|
|
17
|
Investors Research Corp
Atlanta,
Georgia
|
$63K
|
+$18.9K
|
+798
|
+43%
|
|
|
18
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$52K
|
-$26K
|
-1,097
|
-33%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$15.8K
|
–
|
–
|
–
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
+$4.36K
|
+184
|
New
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$18K
|
-771
|
Closed
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$355
|
-15
|
-47%
|
|
