|
1
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$58M
|
-$194K
|
-5,678
|
-0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.47M
|
-$196K
|
-5,739
|
-2%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$4.46M
|
+$2.5M
|
+73,211
|
+112%
|
|
|
4
|
Maia Wealth
Denver,
Colorado
|
$2.29M
|
+$152K
|
+4,444
|
+7%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$1.58M
|
+$1.56M
|
+45,646
|
New
|
|
|
6
|
Directional Asset Management
Arlington Heights,
Illinois
|
$862K
|
-$126K
|
-3,690
|
-12%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$610K
|
+$425K
|
+12,472
|
+192%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$476K
|
+$17K
|
+500
|
+3%
|
|
|
9
|
Argent Capital Management
St Louis,
Missouri
|
$383K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$269K
|
+$285K
|
+8,366
|
New
|
|
|
11
|
Holistic Planning
Nacogdoches,
Texas
|
$223K
|
-$36.4K
|
-1,069
|
-13%
|
|
|
12
|
|
$211K
|
+$224K
|
+6,578
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$120K
|
+$122K
|
+3,583
|
+2,198%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.3K
|
+$921
|
+27
|
+2%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.4K
|
+$17.4K
|
+509
|
New
|
|
|
16
|
Clark Wealth Partners
O'fallon,
Illinois
|
$15.4K
|
-$3.75K
|
-110
|
-19%
|
|
|
17
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.08K
|
–
|
–
|
–
|
|
|
18
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.46K
|
–
|
–
|
–
|
|
|
19
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.99K
|
+$2.11K
|
+62
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$289
|
+$307
|
+9
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$32
|
+$34
|
+1
|
New
|
|
|
22
|
Vista Finance
Clayton,
Missouri
|
–
|
-$4.76M
|
-141,917
|
Closed
|
|
|
23
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$27K
|
-804
|
Closed
|
|
