|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44M
|
+$5.37M
|
+159,487
|
+13%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.06M
|
-$243K
|
-7,225
|
-3%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.06M
|
-$243K
|
-7,225
|
-3%
|
|
|
4
|
Vista Finance
Clayton,
Missouri
|
$5.33M
|
+$1.05M
|
+31,072
|
+23%
|
|
|
5
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$4.42M
|
+$2.22K
|
+66
|
+0%
|
|
|
6
|
Maia Wealth
Denver,
Colorado
|
$2.06M
|
+$41.3K
|
+1,225
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$470K
|
+$502K
|
+14,917
|
New
|
|
|
8
|
Crossmark Global Holdings
Houston,
Texas
|
$421K
|
+$450K
|
+13,373
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$397K
|
+$152K
|
+4,500
|
+56%
|
|
|
10
|
Argent Capital Management
St Louis,
Missouri
|
$375K
|
-$210K
|
-6,224
|
-34%
|
|
|
11
|
Clark Wealth Partners
O'fallon,
Illinois
|
$75.7K
|
+$13.8K
|
+411
|
+21%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$45.1K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$36.8K
|
+$39.1K
|
+1,161
|
+12,900%
|
|
|
14
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$5.95K
|
–
|
–
|
–
|
|
|
15
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.35K
|
+$5.73K
|
+170
|
New
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.39K
|
+$2.56K
|
+76
|
New
|
|
|
17
|
|
–
|
-$11.6M
|
-340,077
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$303K
|
-8,882
|
Closed
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$24.2K
|
-709
|
Closed
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$24.1K
|
-704
|
Closed
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$7.85K
|
-230
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$2.39K
|
-70
|
Closed
|
|
|
23
|
|
–
|
-$62
|
-1
|
Closed
|
|
