|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$59.8M
|
+$4.51M
|
+132,180
|
+8%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.45M
|
-$382K
|
-11,191
|
-4%
|
|
|
3
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$5.88M
|
-$343K
|
-10,054
|
-5%
|
|
|
4
|
Vista Finance
Clayton,
Missouri
|
$5.24M
|
-$186K
|
-5,441
|
-3%
|
|
|
5
|
Maia Wealth
Denver,
Colorado
|
$2.02M
|
+$648K
|
+18,988
|
+48%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.12M
|
+$337K
|
+9,882
|
+43%
|
|
|
7
|
Crossmark Global Holdings
Houston,
Texas
|
$508K
|
-$341
|
-10
|
-0.1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$486K
|
–
|
–
|
–
|
|
|
9
|
Clayton Financial Group
St. Louis,
Missouri
|
$441K
|
+$442K
|
+12,972
|
New
|
|
|
10
|
Argent Capital Management
St Louis,
Missouri
|
$405K
|
–
|
–
|
–
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$91.4K
|
+$3.44K
|
+101
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$53K
|
+$16.4K
|
+480
|
+44%
|
|
|
13
|
Clark Wealth Partners
O'fallon,
Illinois
|
$19.8K
|
-$75.9K
|
-2,226
|
-79%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.42K
|
-$24.5K
|
-717
|
-72%
|
|
|
15
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.43K
|
–
|
–
|
–
|
|
|
16
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.78K
|
–
|
–
|
–
|
|
|
17
|
Binnacle Investments
Urbandale,
Iowa
|
$3.77K
|
+$3.79K
|
+111
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$102
|
–
|
–
|
–
|
|
|
19
|
GTS Securities
Miami,
Florida
|
–
|
-$736K
|
-22,124
|
Closed
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
–
|
-$2.16K
|
-65
|
Closed
|
|
