|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$27.1M
|
+$1.24M
|
+25,139
|
+5%
|
|
|
2
|
|
$23.4M
|
-$1.32M
|
-26,717
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$3M
|
+60,657
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$1.58M
|
+31,880
|
+16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.67M
|
-$111K
|
-2,245
|
-2%
|
|
|
6
|
|
$4.75M
|
+$5.02M
|
+101,548
|
New
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$3.52M
|
-$20K
|
-405
|
-0.5%
|
|
|
8
|
Cumberland Advisors
Sarasota,
Florida
|
$3.39M
|
+$456K
|
+9,210
|
+15%
|
|
|
9
|
|
$3.04M
|
+$56.3K
|
+1,138
|
+2%
|
|
|
10
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$2.24M
|
-$57.1K
|
-1,155
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.19M
|
+$93.7K
|
+1,894
|
+4%
|
|
|
12
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.17M
|
-$17.3K
|
-350
|
-0.7%
|
|
|
13
|
SNS Financial Group
Minneapolis,
Minnesota
|
$2.13M
|
+$528K
|
+10,667
|
+31%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$1.5M
|
+30,276
|
+207%
|
|
|
15
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.9M
|
+$398K
|
+8,055
|
+25%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$1.63M
|
+$1.7M
|
+34,270
|
+6,854%
|
|
|
17
|
SouthState Corp
Winter Haven,
Florida
|
$1.59M
|
-$81K
|
-1,637
|
-5%
|
|
|
18
|
Telos Capital Management
San Diego,
California
|
$1.02M
|
+$23.7K
|
+480
|
+2%
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$973K
|
+$1.03M
|
+20,780
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$950K
|
+$106K
|
+2,151
|
+11%
|
|
|
21
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$927K
|
-$611K
|
-12,348
|
-38%
|
|
|
22
|
|
$905K
|
-$38.8K
|
-785
|
-4%
|
|
|
23
|
|
$871K
|
+$75.2K
|
+1,521
|
+9%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$738K
|
-$1.05M
|
-21,169
|
-57%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$702K
|
–
|
–
|
–
|
|
