|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$36.3M
|
+$2.5M
|
+73,752
|
+8%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.88M
|
+$9.49M
|
+279,470
|
New
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.88M
|
+$9.49M
|
+279,470
|
New
|
|
|
4
|
|
$6.63M
|
+$6.37M
|
+187,741
|
New
|
|
|
5
|
Maia Wealth
Denver,
Colorado
|
$925K
|
+$892K
|
+26,278
|
New
|
|
|
6
|
Argent Capital Management
St Louis,
Missouri
|
$641K
|
+$20K
|
+590
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$314K
|
+$302K
|
+8,881
|
+888,100%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$50.4K
|
+$48.4K
|
+1,427
|
New
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$28.2K
|
+$27.1K
|
+798
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.5K
|
+$18.7K
|
+551
|
New
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$8.13K
|
+$7.81K
|
+230
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$6.82K
|
+$4.82K
|
+142
|
+278%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.41K
|
-$2.72K
|
-80
|
-67%
|
|
|
14
|
GTS Securities
Miami,
Florida
|
–
|
-$1.85M
|
-57,199
|
Closed
|
|
