|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$54.1M
|
+$7.41M
|
+231,329
|
+17%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.64M
|
+$117K
|
+3,661
|
+1%
|
|
|
3
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$6.08M
|
+$1.36M
|
+42,530
|
+30%
|
|
|
4
|
Vista Finance
Clayton,
Missouri
|
$5.31M
|
-$303K
|
-9,470
|
-6%
|
|
|
5
|
Maia Wealth
Denver,
Colorado
|
$1.33M
|
-$838K
|
-26,155
|
-40%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$768K
|
+$740K
|
+23,096
|
New
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$736K
|
+$709K
|
+22,124
|
New
|
|
|
8
|
Crossmark Global Holdings
Houston,
Texas
|
$497K
|
+$50.7K
|
+1,581
|
+12%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$476K
|
+$54.5K
|
+1,700
|
+13%
|
|
|
10
|
Argent Capital Management
St Louis,
Missouri
|
$396K
|
–
|
–
|
–
|
|
|
11
|
Clark Wealth Partners
O'fallon,
Illinois
|
$93.6K
|
+$13.2K
|
+412
|
+17%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$86K
|
+$82.9K
|
+2,586
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.9K
|
+$34.6K
|
+1,079
|
New
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$33.1K
|
+$31.9K
|
+994
|
New
|
|
|
15
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.29K
|
–
|
–
|
–
|
|
|
16
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.65K
|
–
|
–
|
–
|
|
|
17
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.16K
|
+$2.08K
|
+65
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$100
|
-$37.4K
|
-1,167
|
-100%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$470K
|
-14,917
|
Closed
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$45.1K
|
-1,421
|
Closed
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$2.39K
|
-76
|
Closed
|
|
