|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$64M
|
-$1.65M
|
-47,351
|
-3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$10.2M
|
+$4.94M
|
+141,362
|
+102%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.27M
|
-$184K
|
-5,265
|
-2%
|
|
|
4
|
Maia Wealth
Denver,
Colorado
|
$3M
|
+$382K
|
+10,941
|
+15%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$2.65M
|
+$949K
|
+27,156
|
+59%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$691K
|
-$594
|
-17
|
-0.1%
|
|
|
7
|
Directional Asset Management
Arlington Heights,
Illinois
|
$657K
|
-$307K
|
-8,790
|
-33%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$539K
|
–
|
–
|
–
|
|
|
9
|
Argent Capital Management
St Louis,
Missouri
|
$434K
|
–
|
–
|
–
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$86.8K
|
+$83.3K
|
+2,383
|
New
|
|
|
11
|
|
$63.5K
|
+$61.8K
|
+1,768
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.8K
|
-$1.01K
|
-29
|
-2%
|
|
|
13
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.89K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.38K
|
-$125K
|
-3,571
|
-95%
|
|
|
15
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$6.2K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$328
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$269K
|
-8,366
|
Closed
|
|
|
18
|
Holistic Planning
Nacogdoches,
Texas
|
–
|
-$223K
|
-6,932
|
Closed
|
|
|
19
|
|
–
|
-$211K
|
-6,578
|
Closed
|
|
|
20
|
Clark Wealth Partners
O'fallon,
Illinois
|
–
|
-$15.4K
|
-479
|
Closed
|
|
|
21
|
Vision Retirement
Ridgewood,
New Jersey
|
–
|
-$1.99K
|
-62
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32
|
-1
|
Closed
|
|
