|
26
|
Somerset Trust
Somerset,
Pennsylvania
|
$580K
|
-$16.9K
|
-486
|
-3%
|
|
|
27
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$541K
|
+$56.7K
|
+1,626
|
+14%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$537K
|
+$106K
|
+3,030
|
+30%
|
|
|
29
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$503K
|
+$105
|
+3
|
+0%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$397K
|
+$339K
|
+9,735
|
New
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$302K
|
-$10.5K
|
-300
|
-4%
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$281K
|
+$23.8K
|
+684
|
+11%
|
|
|
33
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$267K
|
+$228K
|
+6,549
|
New
|
|
|
34
|
Wharton Business Group
Malvern,
Pennsylvania
|
$255K
|
+$217K
|
+6,240
|
New
|
|
|
35
|
Seelaus Asset Management
Chatham,
New Jersey
|
$227K
|
+$193K
|
+5,550
|
New
|
|
|
36
|
|
$225K
|
+$192K
|
+5,523
|
New
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$223K
|
+$190K
|
+5,451
|
New
|
|
|
38
|
MTM Investment Management
Spartanburg,
South Carolina
|
$223K
|
+$190K
|
+5,466
|
New
|
|
|
39
|
Concentrum Wealth Management
San Jose,
California
|
$218K
|
+$186K
|
+5,346
|
New
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$203K
|
+$173K
|
+4,977
|
New
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$173K
|
–
|
–
|
–
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$172K
|
+$56.1K
|
+1,611
|
+62%
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
$116K
|
-$1.88K
|
-54
|
-2%
|
|
|
44
|
CVA Family Office
Denver,
Colorado
|
$107K
|
+$15.7K
|
+450
|
+21%
|
|
|
45
|
Franklin Resources
San Mateo,
California
|
$104K
|
–
|
–
|
–
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$80K
|
-$21.1K
|
-606
|
-26%
|
|
|
47
|
Bessemer Group
Woodbridge,
New Jersey
|
$61K
|
+$52.3K
|
+1,500
|
New
|
|
|
48
|
Private Capital Group
West Hartford,
Connecticut
|
$53K
|
+$44.9K
|
+1,290
|
New
|
|
|
49
|
Sterling Financial Planning
Sparta,
New Jersey
|
$51K
|
+$43.3K
|
+1,242
|
New
|
|
|
50
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
