|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$20M
|
-$2.77M
|
-136,666
|
-12%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$10.8M
|
+$1.02M
|
+50,012
|
+10%
|
|
|
3
|
|
$7.12M
|
+$773K
|
+38,071
|
+12%
|
|
|
4
|
|
$4.62M
|
+$4.05M
|
+199,318
|
+722%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.93M
|
+$2.1M
|
+103,626
|
+258%
|
|
|
6
|
NBT Bank
Norwich,
New York
|
$857K
|
–
|
–
|
–
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$773K
|
-$292K
|
-14,391
|
-27%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$773K
|
+$342K
|
+16,860
|
+80%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$334K
|
+$21.8K
|
+1,076
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$315K
|
-$52K
|
-2,564
|
-14%
|
|
|
11
|
Pacific Capital Wealth Advisors
Corona,
California
|
$253K
|
–
|
–
|
–
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$175K
|
+$174K
|
+8,594
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$158K
|
+$158K
|
+7,771
|
New
|
|
|
14
|
Investors Research Corp
Atlanta,
Georgia
|
$154K
|
+$17.2K
|
+846
|
+13%
|
|
|
15
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$61K
|
-$6.31K
|
-311
|
-9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$54.4K
|
-$233K
|
-11,490
|
-81%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$24K
|
+$771
|
+38
|
+3%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$15.3K
|
+$15.3K
|
+752
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$14K
|
+$162
|
+8
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$265
|
+$264
|
+13
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$20
|
–
|
–
|
–
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
–
|
-$41K
|
-202,000
|
Closed
|
|
|
25
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$2.45M
|
-116,585
|
Closed
|
|
