|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$15.5M
|
+$157K
|
+7,761
|
+1%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$8.86M
|
-$95.5K
|
-4,728
|
-1%
|
|
|
3
|
Trivant Custom Portfolio Group
San Diego,
California
|
$5.83M
|
+$570K
|
+28,217
|
+11%
|
|
|
4
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$4.56M
|
+$353K
|
+17,485
|
+8%
|
|
|
5
|
|
$2.15M
|
+$1.91M
|
+94,417
|
+811%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.45M
|
+$118K
|
+5,827
|
+9%
|
|
|
7
|
Titleist Asset Management
San Antonio,
Texas
|
$1.32M
|
-$762K
|
-37,738
|
-37%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.26M
|
+$1.27M
|
+63,135
|
New
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$941K
|
+$937K
|
+46,407
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$473K
|
+$38K
|
+1,882
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$462K
|
+$459K
|
+22,752
|
New
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$396K
|
+$20.4K
|
+1,009
|
+5%
|
|
|
13
|
NBT Bank
Norwich,
New York
|
$341K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$338K
|
+$3.03K
|
+150
|
+0.9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$337K
|
-$67.9K
|
-3,363
|
-17%
|
|
|
16
|
|
$263K
|
-$2.2M
|
-109,056
|
-89%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$160K
|
+$6.32K
|
+313
|
+4%
|
|
|
18
|
Investors Research Corp
Atlanta,
Georgia
|
$146K
|
-$60.2K
|
-2,980
|
-29%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$68.7K
|
+$67K
|
+3,321
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$51K
|
–
|
–
|
–
|
|
|
21
|
PSI Advisors
Tampa,
Florida
|
$17.4K
|
+$17.3K
|
+858
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$3.35K
|
+166
|
+46%
|
|
|
24
|
International Assets Investment Management
Orlando,
Florida
|
$3.37K
|
+$3.35K
|
+166
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$20
|
–
|
–
|
–
|
|
