|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$42.2M
|
+$7.52M
|
+209,627
|
+20%
|
|
|
2
|
|
$11.6M
|
+$5.46M
|
+152,336
|
+81%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.98M
|
-$582K
|
-16,231
|
-6%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.98M
|
-$582K
|
-16,231
|
-6%
|
|
|
5
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$4.79M
|
+$5.03M
|
+140,266
|
New
|
|
|
6
|
Vista Finance
Clayton,
Missouri
|
$4.71M
|
+$4.95M
|
+138,037
|
New
|
|
|
7
|
Maia Wealth
Denver,
Colorado
|
$2.32M
|
+$1.38M
|
+38,576
|
+147%
|
|
|
8
|
Argent Capital Management
St Louis,
Missouri
|
$619K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$303K
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$276K
|
+$291K
|
+8,100
|
New
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$73.9K
|
+$70.8K
|
+1,973
|
+1,022%
|
|
|
12
|
Clark Wealth Partners
O'fallon,
Illinois
|
$68K
|
+$71.5K
|
+1,992
|
New
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$48.5K
|
+$22.3K
|
+623
|
+78%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.2K
|
+$5.67K
|
+158
|
+29%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24.1K
|
-$25.9K
|
-723
|
-51%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$7.85K
|
–
|
–
|
–
|
|
|
17
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.45K
|
+$6.78K
|
+189
|
New
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$2.39K
|
+$2.51K
|
+70
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$307
|
-$1.11K
|
-31
|
-78%
|
|
|
20
|
|
$62
|
+$36
|
+1
|
New
|
|
