|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$19.4M
|
-$271K
|
-13,228
|
-1%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$8.28M
|
-$1.16M
|
-56,376
|
-12%
|
|
|
3
|
Trivant Custom Portfolio Group
San Diego,
California
|
$7.98M
|
+$351K
|
+17,109
|
+5%
|
|
|
4
|
|
$7.63M
|
+$316K
|
+15,431
|
+4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.75M
|
+$1.76M
|
+86,025
|
New
|
|
|
6
|
Titleist Asset Management
San Antonio,
Texas
|
$1.28M
|
+$1.29M
|
+62,980
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$990K
|
+$219K
|
+10,672
|
+28%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$795K
|
+$799K
|
+38,979
|
New
|
|
|
9
|
|
$563K
|
-$5.33M
|
-260,138
|
-90%
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$544K
|
+$1.39K
|
+68
|
+0.3%
|
|
|
11
|
NBT Bank
Norwich,
New York
|
$324K
|
-$536K
|
-26,160
|
-62%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$215K
|
+$217K
|
+10,565
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$213K
|
-$96.5K
|
-4,705
|
-31%
|
|
|
14
|
Investors Research Corp
Atlanta,
Georgia
|
$188K
|
+$15K
|
+733
|
+9%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$83.6K
|
-$71.8K
|
-3,500
|
-46%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.4K
|
+$35.7K
|
+1,742
|
+83%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$27.6K
|
-$32.1K
|
-1,568
|
-54%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$265
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$20
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3
|
–
|
–
|
–
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.66M
|
-80,560
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$719K
|
-34,805
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$15.5K
|
-752
|
Closed
|
|
