|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6403万
|
-$165万
|
-47,351
|
-3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$1020万
|
+$494万
|
+141,362
|
+102%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$827万
|
-$18.4万
|
-5,265
|
-2%
|
|
|
4
|
Maia Wealth
Denver,
Colorado
|
$300万
|
+$38.2万
|
+10,941
|
+15%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$265万
|
+$94.9万
|
+27,156
|
+59%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$69.1万
|
-$594
|
-17
|
-0.1%
|
|
|
7
|
Directional Asset Management
Arlington Heights,
Illinois
|
$65.7万
|
-$30.7万
|
-8,790
|
-33%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$53.9万
|
–
|
–
|
–
|
|
|
9
|
Argent Capital Management
St Louis,
Missouri
|
$43.4万
|
–
|
–
|
–
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$8.68万
|
+$8.33万
|
+2,383
|
新規
|
|
|
11
|
|
$6.35万
|
+$6.18万
|
+1,768
|
新規
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.38万
|
-$1,013
|
-29
|
-2%
|
|
|
13
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6,888
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6,378
|
-$12.5万
|
-3,571
|
-95%
|
|
|
15
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$6,196
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$328
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$26.9万
|
-8,366
|
解消
|
|
|
18
|
Holistic Planning
Nacogdoches,
Texas
|
–
|
-$22.3万
|
-6,932
|
解消
|
|
|
19
|
|
–
|
-$21.1万
|
-6,578
|
解消
|
|
|
20
|
Clark Wealth Partners
O'fallon,
Illinois
|
–
|
-$1.54万
|
-479
|
解消
|
|
|
21
|
Vision Retirement
Ridgewood,
New Jersey
|
–
|
-$1,993
|
-62
|
解消
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32
|
-1
|
解消
|
|
