|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$16.7M
|
-$2.2M
|
-110,069
|
-12%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$9.15M
|
+$1.4M
|
+70,210
|
+19%
|
|
|
3
|
Trivant Custom Portfolio Group
San Diego,
California
|
$4.83M
|
-$3.48M
|
-174,079
|
-43%
|
|
|
4
|
|
$1.92M
|
-$7M
|
-350,677
|
-79%
|
|
|
5
|
Titleist Asset Management
San Antonio,
Texas
|
$1.87M
|
+$545K
|
+27,286
|
+43%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.1M
|
+$603K
|
+30,196
|
+129%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$823K
|
+$83.2K
|
+4,169
|
+12%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$373K
|
+$144K
|
+7,220
|
+66%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$346K
|
-$252K
|
-12,604
|
-43%
|
|
|
10
|
NBT Bank
Norwich,
New York
|
$345K
|
–
|
–
|
–
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$303K
|
+$56.9K
|
+2,852
|
+24%
|
|
|
12
|
|
$267K
|
-$475K
|
-23,775
|
-65%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$258K
|
-$1M
|
-50,177
|
-80%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$258K
|
+$251K
|
+12,564
|
New
|
|
|
15
|
Investors Research Corp
Atlanta,
Georgia
|
$197K
|
-$7.96K
|
-399
|
-4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$75K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$41.1K
|
-$31.9K
|
-1,600
|
-44%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.23K
|
+$6.05K
|
+303
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$20
|
+$20
|
+1
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$431K
|
-21,859
|
Closed
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$256
|
-13
|
Closed
|
|
