|
1
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.93M
|
+$3.31M
|
+49,518
|
New
|
|
|
2
|
|
$2.71M
|
-$525K
|
-7,853
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.49M
|
-$1.9M
|
-28,386
|
-53%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.32M
|
-$127K
|
-1,896
|
-8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
+$1.43M
|
+21,339
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
-$400K
|
-5,987
|
-24%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
+$5.61K
|
+84
|
+0.5%
|
|
|
8
|
Liberty One Investment Management
Libertyville,
Illinois
|
$955K
|
+$26.5K
|
+397
|
+3%
|
|
|
9
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$605K
|
+$201K
|
+3,000
|
+42%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$421K
|
-$2.17M
|
-32,401
|
-82%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$343K
|
-$746K
|
-11,155
|
-66%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$313K
|
-$17.2K
|
-258
|
-5%
|
|
|
13
|
Pacific Sun Financial
Los Angeles,
California
|
$298K
|
-$10.7K
|
-160
|
-3%
|
|
|
14
|
Atlas Private Wealth Management
Albany,
New York
|
$255K
|
+$7.02K
|
+105
|
+3%
|
|
|
15
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$253K
|
+$124K
|
+1,859
|
+75%
|
|
|
16
|
|
$251K
|
+$1.87K
|
+28
|
+0.7%
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$225K
|
+$26.3K
|
+394
|
+12%
|
|
|
19
|
City Holding Co
Charleston,
West Virginia
|
$222K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$119K
|
+$134K
|
+2,000
|
New
|
|
|
21
|
Arrow Financial
Glens Falls,
New York
|
$87K
|
-$8.55K
|
-128
|
-8%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$81K
|
-$28.2K
|
-422
|
-24%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$69K
|
-$23.2K
|
-347
|
-23%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$25K
|
–
|
–
|
–
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
