|
26
|
Bank of New York Mellon
New York
|
$251K
|
-$24.1K
|
-1,609
|
-9%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$247K
|
+$239K
|
+16,000
|
New
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$195K
|
+$389
|
+26
|
+0.2%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$161K
|
+$329
|
+22
|
+0.2%
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$134K
|
+$131K
|
+8,776
|
New
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$129K
|
+$49.4K
|
+3,301
|
+65%
|
|
|
32
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$123K
|
–
|
–
|
–
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$108K
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$97K
|
–
|
–
|
–
|
|
|
35
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$62K
|
-$69.2K
|
-4,629
|
-54%
|
|
|
37
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$52K
|
–
|
–
|
–
|
|
|
38
|
Bartlett & Co
Cincinnati,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
39
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$34K
|
+$32.8K
|
+2,190
|
New
|
|
|
40
|
American Research & Management Company
Marion,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
41
|
Evercore Wealth Management
New York
|
$22K
|
+$21.7K
|
+1,450
|
New
|
|
|
42
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21K
|
+$20.2K
|
+1,351
|
New
|
|
|
43
|
|
$8K
|
–
|
–
|
–
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$5K
|
–
|
–
|
–
|
|
|
46
|
Security National Trust
Wheeling,
West Virginia
|
$5K
|
–
|
–
|
–
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$1.65K
|
+110
|
New
|
|
|
48
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
49
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
50
|
HighVista Strategies
Boston,
Massachusetts
|
–
|
-$1.04M
|
-72,268
|
Closed
|
|
