|
26
|
Simplicity Wealth
Summit,
New Jersey
|
$300K
|
+$301K
|
+34,779
|
New
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$279K
|
+$280K
|
+32,312
|
New
|
|
|
28
|
Weaver Consulting Group
Huntington Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
29
|
Equitable Holdings
New York
|
$173K
|
+$174K
|
+20,027
|
New
|
|
|
30
|
First Financial Bankshares
Abilene,
Texas
|
$150K
|
–
|
–
|
–
|
|
|
31
|
Quantinno Capital Management
New York
|
$122K
|
+$17.3K
|
+2,000
|
+16%
|
|
|
32
|
Vise Technologies
New York
|
$116K
|
+$116K
|
+13,415
|
New
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
34
|
Reicon Wealth Advisors
Atlanta,
Georgia
|
$72.2K
|
+$7.88K
|
+909
|
+12%
|
|
|
35
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$21.6K
|
-$28.7K
|
-3,314
|
-57%
|
|
|
36
|
|
$3.06K
|
–
|
–
|
–
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$1.5K
|
-$35
|
-4
|
-2%
|
|
|
38
|
Triumph Capital Management
Denver,
Colorado
|
$785
|
+$659
|
+76
|
+507%
|
|
|
39
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$659K
|
-76,178
|
Closed
|
|
|
40
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$310K
|
-35,800
|
Closed
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$51K
|
-5,897
|
Closed
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$33.2K
|
-3,835
|
Closed
|
|
|
43
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$242
|
-28
|
Closed
|
|
