|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$26.1M
|
+$1.7M
|
+75,133
|
+7%
|
|
|
2
|
|
$7.47M
|
-$187K
|
-8,298
|
-2%
|
|
|
3
|
Boltwood Capital Management
Walnut Creek,
California
|
$7.45M
|
+$256K
|
+11,352
|
+3%
|
|
|
4
|
Aviance Capital Partners
Naples,
Florida
|
$5.33M
|
-$1.28M
|
-56,476
|
-19%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.7M
|
+$1.01M
|
+44,501
|
+36%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.65M
|
-$124K
|
-5,506
|
-7%
|
|
|
7
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.48M
|
+$212K
|
+9,388
|
+9%
|
|
|
8
|
|
$1.73M
|
+$309K
|
+13,676
|
+21%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$1.23M
|
-$122K
|
-5,419
|
-9%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$632K
|
-$1.27M
|
-56,193
|
-66%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$557K
|
+$32.8K
|
+1,454
|
+6%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
-$256K
|
-11,320
|
-40%
|
|
|
13
|
Pacific Capital Wealth Advisors
Corona,
California
|
$273K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$189K
|
-$54.7K
|
-2,422
|
-22%
|
|
|
15
|
Investors Research Corp
Atlanta,
Georgia
|
$106K
|
+$21.8K
|
+964
|
+25%
|
|
|
16
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$98K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$86K
|
+$35.3K
|
+1,564
|
+67%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$44K
|
–
|
–
|
–
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$14.8K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$562K
|
-24,244
|
Closed
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$293K
|
-12,634
|
Closed
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$51K
|
-2,205
|
Closed
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$34K
|
-1,457
|
Closed
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$22K
|
-963
|
Closed
|
|
