|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$22.6M
|
-$459K
|
-21,798
|
-2%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$9.66M
|
+$1.47M
|
+69,688
|
+17%
|
|
|
3
|
|
$6.3M
|
+$111K
|
+5,250
|
+2%
|
|
|
4
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.45M
|
+$29.4K
|
+1,395
|
+1%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$1.06M
|
+$175K
|
+8,315
|
+19%
|
|
|
6
|
NBT Bank
Norwich,
New York
|
$850K
|
+$886K
|
+42,065
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$812K
|
+$846K
|
+40,170
|
New
|
|
|
8
|
|
$558K
|
-$1M
|
-47,566
|
-63%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$426K
|
-$15.3K
|
-728
|
-3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$364K
|
-$830K
|
-39,395
|
-69%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$309K
|
+$34K
|
+1,615
|
+12%
|
|
|
12
|
Flow Traders U.S.
New York
|
$303K
|
+$316K
|
+14,987
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$286K
|
+$254K
|
+12,084
|
+581%
|
|
|
14
|
Pacific Capital Wealth Advisors
Corona,
California
|
$251K
|
–
|
–
|
–
|
|
|
15
|
Investors Research Corp
Atlanta,
Georgia
|
$135K
|
+$24.2K
|
+1,151
|
+21%
|
|
|
16
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$67K
|
-$24.3K
|
-1,155
|
-26%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$41K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$23K
|
-$55.8K
|
-2,650
|
-70%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$14K
|
+$15.3K
|
+727
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$13.5K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$190K
|
-8,925
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$6.8K
|
-323
|
-100%
|
|
