|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$60.7M
|
+$1.72M
|
+50,317
|
+3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.98M
|
-$358K
|
-10,503
|
-4%
|
|
|
3
|
Vista Finance
Clayton,
Missouri
|
$4.76M
|
-$419K
|
-12,281
|
-8%
|
|
|
4
|
Maia Wealth
Denver,
Colorado
|
$2.31M
|
+$272K
|
+7,969
|
+14%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$2.19M
|
+$1.1M
|
+32,245
|
+98%
|
|
|
6
|
Directional Asset Management
Arlington Heights,
Illinois
|
$1.02M
|
+$1.04M
|
+30,520
|
New
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$480K
|
–
|
–
|
–
|
|
|
8
|
Argent Capital Management
St Louis,
Missouri
|
$400K
|
–
|
–
|
–
|
|
|
9
|
Holistic Planning
Nacogdoches,
Texas
|
$268K
|
+$273K
|
+8,001
|
New
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$218K
|
+$222K
|
+6,512
|
New
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$91.8K
|
+$1.77K
|
+52
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.5K
|
-$2.8K
|
-82
|
-5%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$27K
|
+$27.4K
|
+804
|
New
|
|
|
14
|
Clark Wealth Partners
O'fallon,
Illinois
|
$19.8K
|
–
|
–
|
–
|
|
|
15
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.34K
|
–
|
–
|
–
|
|
|
16
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.7K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.47K
|
+$5.56K
|
+163
|
New
|
|
|
18
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
–
|
-$5.88M
|
-172,808
|
Closed
|
|
|
19
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$508K
|
-14,944
|
Closed
|
|
|
20
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$441K
|
-12,972
|
Closed
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$9.42K
|
-277
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$102
|
-3
|
Closed
|
|
