|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$24.2M
|
-$1.01M
|
-47,370
|
-4%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$8.68M
|
+$1.5M
|
+70,142
|
+21%
|
|
|
3
|
|
$6.5M
|
-$701K
|
-32,855
|
-10%
|
|
|
4
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.45M
|
+$53.5K
|
+2,505
|
+2%
|
|
|
5
|
|
$1.6M
|
-$73.1K
|
-3,425
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
-$445K
|
-20,852
|
-27%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$935K
|
-$253K
|
-11,858
|
-21%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$463K
|
-$74.8K
|
-3,506
|
-14%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$291K
|
-$321K
|
-15,044
|
-52%
|
|
|
10
|
Pacific Capital Wealth Advisors
Corona,
California
|
$263K
|
–
|
–
|
–
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$190K
|
+$190K
|
+8,925
|
New
|
|
|
12
|
Investors Research Corp
Atlanta,
Georgia
|
$118K
|
+$15.1K
|
+708
|
+15%
|
|
|
13
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$95K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$80K
|
-$102K
|
-4,777
|
-56%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$44K
|
-$38.7K
|
-1,814
|
-47%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$43K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26K
|
+$26.2K
|
+1,227
|
New
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$14.2K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$7K
|
+$6.89K
|
+323
|
+32,300%
|
|
|
21
|
Aviance Capital Partners
Naples,
Florida
|
–
|
-$5.33M
|
-241,911
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.7M
|
-167,895
|
Closed
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$381K
|
-17,316
|
Closed
|
|
