|
1
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$24.7M
|
–
|
–
|
–
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$23.1M
|
-$80.6K
|
-813
|
-0.3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$12.7M
|
+$1.39M
|
+14,000
|
+12%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$11.4M
|
+$11.5M
|
+116,467
|
New
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$10.4M
|
-$2.43M
|
-24,568
|
-19%
|
|
|
6
|
United Asset Strategies
Garden City,
New York
|
$9.94M
|
+$10.1M
|
+101,727
|
New
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.38M
|
–
|
–
|
–
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$2.78M
|
–
|
–
|
–
|
|
|
9
|
Ratio Wealth Group
Denver,
Colorado
|
$2.21M
|
–
|
–
|
–
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.83M
|
+$403K
|
+4,067
|
+28%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.68M
|
–
|
–
|
–
|
|
|
12
|
Keystone Wealth Services
Palm Desert,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
13
|
Fountainhead AM
Warren,
New Jersey
|
$1.24M
|
+$88.8K
|
+896
|
+8%
|
|
|
14
|
|
$1.17M
|
+$1.19M
|
+12,004
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.14M
|
–
|
–
|
–
|
|
|
16
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.09M
|
+$1.11M
|
+11,183
|
New
|
|
|
17
|
Mason & Associates (California)
Los Angeles,
California
|
$1.01M
|
+$715K
|
+7,213
|
+230%
|
|
|
18
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$749K
|
-$99
|
-1
|
-0%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$733K
|
+$743K
|
+7,500
|
New
|
|
|
20
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$646K
|
–
|
–
|
–
|
|
|
21
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$488K
|
–
|
–
|
–
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
23
|
Fulton Bank
Lancaster,
Pennsylvania
|
$397K
|
+$402K
|
+4,060
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$396K
|
-$55.5K
|
-560
|
-12%
|
|
|
25
|
Renaissance Technologies
New York
|
$342K
|
-$396K
|
-4,000
|
-53%
|
|
