|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$20M
|
-$295K
|
-14,359
|
-1%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$9.55M
|
-$1.36M
|
-65,904
|
-12%
|
|
|
3
|
Trivant Custom Portfolio Group
San Diego,
California
|
$7.73M
|
+$7.7M
|
+374,331
|
New
|
|
|
4
|
|
$7.41M
|
+$191K
|
+9,283
|
+3%
|
|
|
5
|
|
$5.94M
|
+$1.25M
|
+60,846
|
+27%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.66M
|
+$1.66M
|
+80,560
|
New
|
|
|
7
|
NBT Bank
Norwich,
New York
|
$869K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$782K
|
-$967
|
-47
|
-0.1%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$719K
|
+$716K
|
+34,805
|
New
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$550K
|
+$548K
|
+26,624
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$313K
|
-$25.5K
|
-1,241
|
-8%
|
|
|
12
|
Investors Research Corp
Atlanta,
Georgia
|
$176K
|
+$20K
|
+970
|
+13%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$157K
|
-$3.52K
|
-171
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$60.4K
|
+$5.16K
|
+251
|
+9%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.5K
|
-$275K
|
-13,357
|
-86%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$15.5K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$268
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$21
|
-$24.2K
|
-1,175
|
-100%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11
|
-$21
|
-1
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.93M
|
-143,796
|
Closed
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$773K
|
-37,958
|
Closed
|
|
|
24
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$253K
|
-12,400
|
Closed
|
|
|
25
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$61K
|
-3,000
|
Closed
|
|
