|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$54.7M
|
-$10.4M
|
-1,294,970
|
-17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$8.05M
|
+1,002,620
|
+43%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.9M
|
+$1.51M
|
+188,130
|
+7%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$20.9M
|
-$240K
|
-29,910
|
-1%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$16.3M
|
-$56.3M
|
-7,002,410
|
-78%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.79M
|
+223,450
|
+17%
|
|
|
7
|
|
$11.9M
|
+$451K
|
+56,120
|
+4%
|
|
|
8
|
Winch Advisory Services
Appleton,
Wisconsin
|
$6.2M
|
-$1.22M
|
-151,430
|
-17%
|
|
|
9
|
Somerset Trust
Somerset,
Pennsylvania
|
$4.14M
|
-$64.7K
|
-8,060
|
-2%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$3.63M
|
-$131K
|
-16,250
|
-4%
|
|
|
11
|
|
$3.33M
|
+$86K
|
+10,700
|
+3%
|
|
|
12
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.54M
|
+$2.44M
|
+303,550
|
New
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.13M
|
+$808K
|
+100,580
|
+65%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$2.05M
|
-$1.59M
|
-197,350
|
-45%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.04M
|
+$639K
|
+79,540
|
+49%
|
|
|
16
|
|
$1.8M
|
-$3.43M
|
-427,440
|
-67%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
-$125K
|
-15,620
|
-7%
|
|
|
18
|
Beck Capital Management
Austin,
Texas
|
$1.46M
|
+$11.3K
|
+1,410
|
+0.8%
|
|
|
19
|
Blue Edge Capital
Richmond,
Virginia
|
$1.42M
|
+$2.09K
|
+260
|
+0.2%
|
|
|
20
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.41M
|
–
|
–
|
–
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$1.37M
|
+$23.8K
|
+2,960
|
+2%
|
|
|
22
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$1.35M
|
+$1.07M
|
+133,000
|
+478%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.17M
|
+$916K
|
+114,010
|
+439%
|
|
|
24
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.12M
|
+$1.08M
|
+133,920
|
New
|
|
|
25
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.02M
|
+$146K
|
+18,160
|
+18%
|
|
