|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$30.1M
|
-$1.84M
|
-77,783
|
-6%
|
|
|
2
|
|
$7.73M
|
+$454K
|
+19,231
|
+6%
|
|
|
3
|
Aviance Capital Partners
Naples,
Florida
|
$7.31M
|
+$1.77M
|
+75,015
|
+32%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$6.98M
|
+$782K
|
+33,149
|
+13%
|
|
|
5
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.3M
|
+$206K
|
+8,746
|
+10%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
-$64.6K
|
-2,739
|
-3%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.5M
|
+$1.51M
|
+63,895
|
New
|
|
|
8
|
3EDGE Asset Management
Naples,
Florida
|
$1.34M
|
+$101K
|
+4,276
|
+8%
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$731K
|
+$1.82K
|
+77
|
+0.2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$691K
|
+$694K
|
+29,399
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$621K
|
-$2M
|
-84,573
|
-76%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$349K
|
+$136K
|
+5,765
|
+63%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$297K
|
-$14.9K
|
-630
|
-5%
|
|
|
14
|
Pacific Capital Wealth Advisors
Corona,
California
|
$291K
|
–
|
–
|
–
|
|
|
15
|
Flow Traders U.S.
New York
|
$231K
|
+$232K
|
+9,821
|
New
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$213K
|
+$214K
|
+9,081
|
New
|
|
|
17
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$105K
|
–
|
–
|
–
|
|
|
18
|
Investors Research Corp
Atlanta,
Georgia
|
$66K
|
+$3.54K
|
+150
|
+6%
|
|
|
19
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$52K
|
–
|
–
|
–
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$47K
|
-$13.7M
|
-581,284
|
-74%
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$15.7K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$33K
|
-1,400
|
-69%
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$12K
|
+$7.55K
|
+320
|
+174%
|
|
|
25
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
+$1.51K
|
+64
|
New
|
|
