|
1
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$15.5M
|
-$536K
|
-25,823
|
-3%
|
|
|
2
|
Boltwood Capital Management
Walnut Creek,
California
|
$8.75M
|
-$407K
|
-19,616
|
-4%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.21M
|
+$4.67M
|
+224,749
|
+315%
|
|
|
4
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$5.99M
|
+$1.27M
|
+61,397
|
+27%
|
|
|
5
|
Trivant Custom Portfolio Group
San Diego,
California
|
$5.97M
|
-$53.9K
|
-2,598
|
-0.9%
|
|
|
6
|
|
$3M
|
+$766K
|
+36,892
|
+35%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.44M
|
+$149K
|
+7,155
|
+11%
|
|
|
8
|
Titleist Asset Management
San Antonio,
Texas
|
$1.34M
|
-$23K
|
-1,108
|
-2%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
+$68.5K
|
+3,299
|
+7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$955K
|
+$945K
|
+45,502
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$883K
|
+$402K
|
+19,358
|
+85%
|
|
|
12
|
|
$763K
|
+$486K
|
+23,388
|
+180%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$574K
|
+$568K
|
+27,341
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$564K
|
+$74.1K
|
+3,570
|
+15%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$440K
|
+$30.3K
|
+1,459
|
+7%
|
|
|
16
|
Simplicity Wealth
Summit,
New Jersey
|
$364K
|
+$360K
|
+17,345
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$352K
|
+$1.97K
|
+95
|
+0.6%
|
|
|
18
|
NBT Bank
Norwich,
New York
|
$335K
|
-$16.8K
|
-808
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$289K
|
-$58.2K
|
-2,803
|
-17%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$240K
|
+$184K
|
+8,883
|
+353%
|
|
|
21
|
Investors Research Corp
Atlanta,
Georgia
|
$158K
|
+$7.41K
|
+357
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$70.3K
|
-$94.4K
|
-4,548
|
-58%
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$35.1K
|
+$16.9K
|
+815
|
+95%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$31.2K
|
+$30.9K
|
+1,486
|
New
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$25.2K
|
-$44K
|
-2,120
|
-64%
|
|
