|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$28M
|
+$27.9M
|
+553,466
|
New
|
|
|
2
|
|
$26.7M
|
+$12.8M
|
+254,222
|
+93%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$317K
|
+6,280
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$120K
|
+2,375
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.33M
|
-$474K
|
-9,394
|
-7%
|
|
|
6
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$3.84M
|
-$3.69M
|
-73,125
|
-49%
|
|
|
7
|
|
$3.23M
|
+$175K
|
+3,474
|
+6%
|
|
|
8
|
Cumberland Advisors
Sarasota,
Florida
|
$3.21M
|
+$3.19M
|
+63,310
|
New
|
|
|
9
|
Orca Investment Management
Roseburg,
Oregon
|
$2.86M
|
+$466K
|
+9,228
|
+20%
|
|
|
10
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$2.49M
|
–
|
–
|
–
|
|
|
11
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.37M
|
-$8.07K
|
-160
|
-0.3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$25.6K
|
+508
|
+1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$778K
|
+15,413
|
+72%
|
|
|
14
|
SouthState Corp
Winter Haven,
Florida
|
$1.81M
|
-$212K
|
-4,200
|
-11%
|
|
|
15
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.77M
|
+$327K
|
+6,479
|
+23%
|
|
|
16
|
Wilmington Trust
Wilmington,
Delaware
|
$1.75M
|
+$1.14M
|
+22,624
|
+189%
|
|
|
17
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.65M
|
+$322K
|
+6,388
|
+24%
|
|
|
18
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$1.63M
|
-$420K
|
-8,317
|
-21%
|
|
|
19
|
Telos Capital Management
San Diego,
California
|
$1.08M
|
+$87.5K
|
+1,735
|
+9%
|
|
|
20
|
|
$1.02M
|
-$578K
|
-11,456
|
-36%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$938K
|
+$67K
|
+1,328
|
+8%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$929K
|
+$35.5K
|
+704
|
+4%
|
|
|
23
|
Bank of New York Mellon
New York
|
$927K
|
+$86.1K
|
+1,706
|
+10%
|
|
|
24
|
|
$866K
|
-$31.6K
|
-627
|
-4%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$760K
|
-$17.7K
|
-350
|
-2%
|
|
