|
1
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$26M
|
+$16.9M
|
+182,013
|
+233%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$23.7M
|
+$1.05M
|
+11,305
|
+5%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$13.1M
|
+$1.74M
|
+18,805
|
+17%
|
|
|
4
|
Bank of New York Mellon
New York
|
$11.6M
|
+$8.07M
|
+87,000
|
+301%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.5M
|
–
|
–
|
–
|
|
|
6
|
Wealth Alliance
Mellville,
New York
|
$2.85M
|
–
|
–
|
–
|
|
|
7
|
Ratio Wealth Group
Denver,
Colorado
|
$2.26M
|
+$201K
|
+2,164
|
+11%
|
|
|
8
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.71M
|
–
|
–
|
–
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.46M
|
-$27.3K
|
-294
|
-2%
|
|
|
10
|
Keystone Wealth Services
Palm Desert,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
11
|
Fountainhead AM
Warren,
New Jersey
|
$1.18M
|
+$78.9K
|
+850
|
+8%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
13
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$779K
|
+$723K
|
+7,795
|
New
|
|
|
14
|
Renaissance Technologies
New York
|
$749K
|
-$1.93M
|
-20,843
|
-74%
|
|
|
15
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$660K
|
–
|
–
|
–
|
|
|
16
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$499K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$461K
|
+$428K
|
+4,610
|
New
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$420K
|
–
|
–
|
–
|
|
|
19
|
|
$383K
|
+$356K
|
+3,833
|
New
|
|
|
20
|
Lokken Investment Group
Lewes,
Delaware
|
$338K
|
–
|
–
|
–
|
|
|
21
|
Integrated Advisors Network
Dallas,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$314K
|
+$291K
|
+3,139
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$259K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Trust
Cambridge,
Massachusetts
|
$59K
|
+$55K
|
+593
|
New
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
–
|
–
|
–
|
|
