|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$10.9M
|
-$277K
|
-5,614
|
-2%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$10.6M
|
-$280K
|
-5,687
|
-2%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$9.86M
|
-$437K
|
-8,858
|
-4%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26M
|
–
|
–
|
–
|
|
|
5
|
United Asset Strategies
Garden City,
New York
|
$4.02M
|
-$31.2K
|
-632
|
-0.7%
|
|
|
6
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.63M
|
-$92.5K
|
-1,876
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$447K
|
+9,064
|
+55%
|
|
|
8
|
Mason & Associates (California)
Los Angeles,
California
|
$1.12M
|
-$34.5K
|
-700
|
-3%
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$1.04M
|
-$2.02M
|
-40,912
|
-64%
|
|
|
11
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$987K
|
–
|
–
|
–
|
|
|
12
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$960K
|
–
|
–
|
–
|
|
|
13
|
Rockefeller Capital Management
New York
|
$832K
|
–
|
–
|
–
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$735K
|
–
|
–
|
–
|
|
|
15
|
Arax Advisory Partners
Denver,
Colorado
|
$720K
|
+$783K
|
+15,890
|
New
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$705K
|
–
|
–
|
–
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$677K
|
-$6.75K
|
-137
|
-0.9%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$673K
|
-$171K
|
-3,474
|
-19%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$592K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$542K
|
-$272K
|
-5,516
|
-32%
|
|
|
21
|
|
$348K
|
–
|
–
|
–
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$340K
|
–
|
–
|
–
|
|
|
23
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$284K
|
+$309K
|
+6,273
|
New
|
|
|
24
|
Lane Brothers & Co
Prescott,
Arizona
|
$280K
|
–
|
–
|
–
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$274K
|
-$96.7K
|
-1,962
|
-24%
|
|
