|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$18.2M
|
-$658K
|
-32,672
|
-3%
|
|
|
2
|
|
$8.76M
|
+$8.38M
|
+416,612
|
+1,508%
|
|
|
3
|
Trivant Custom Portfolio Group
San Diego,
California
|
$8.07M
|
+$350K
|
+17,397
|
+4%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$7.39M
|
-$631K
|
-31,357
|
-8%
|
|
|
5
|
Titleist Asset Management
San Antonio,
Texas
|
$1.26M
|
+$17.4K
|
+865
|
+1%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.24M
|
-$468K
|
-23,277
|
-27%
|
|
|
7
|
|
$725K
|
-$6.79M
|
-337,625
|
-90%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$708K
|
-$255K
|
-12,693
|
-26%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$580K
|
+$54.8K
|
+2,725
|
+10%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$464K
|
+$473K
|
+23,494
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$431K
|
-$345K
|
-17,120
|
-44%
|
|
|
12
|
NBT Bank
Norwich,
New York
|
$331K
|
+$17.8K
|
+885
|
+6%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$234K
|
+$26.1K
|
+1,298
|
+12%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$215K
|
+$9.86K
|
+490
|
+5%
|
|
|
15
|
Investors Research Corp
Atlanta,
Georgia
|
$197K
|
+$15.1K
|
+750
|
+8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.9K
|
-$4.15K
|
-206
|
-5%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$71K
|
-$10.1K
|
-500
|
-12%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
20
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$256
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$27.6K
|
-1,356
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$20
|
-1
|
Closed
|
|
