|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$24M
|
+$354K
|
+3,604
|
+2%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$23.2M
|
+$54.6K
|
+555
|
+0.2%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$20M
|
+$12.8M
|
+130,227
|
+122%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$10.7M
|
+$1M
|
+10,181
|
+9%
|
|
|
5
|
Bank of New York Mellon
New York
|
$9.04M
|
-$2.25M
|
-22,900
|
-18%
|
|
|
6
|
United Asset Strategies
Garden City,
New York
|
$8.38M
|
-$239K
|
-2,433
|
-2%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.64M
|
–
|
–
|
–
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$3.11M
|
+$1.4M
|
+14,206
|
+63%
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$2.4M
|
–
|
–
|
–
|
|
|
10
|
Fountainhead AM
Warren,
New Jersey
|
$2.06M
|
+$1.16M
|
+11,760
|
+93%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.75M
|
+$202K
|
+2,058
|
+11%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.51M
|
+$1.75M
|
+17,835
|
New
|
|
|
13
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.45M
|
–
|
–
|
–
|
|
|
14
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.36M
|
+$74.4K
|
+757
|
+10%
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$986K
|
–
|
–
|
–
|
|
|
17
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$944K
|
–
|
–
|
–
|
|
|
18
|
|
$845K
|
+$983K
|
+10,000
|
New
|
|
|
19
|
MGO Private Wealth
Irvine,
California
|
$747K
|
+$869K
|
+8,842
|
New
|
|
|
20
|
Mason & Associates (California)
Los Angeles,
California
|
$743K
|
-$153K
|
-1,559
|
-15%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$633K
|
–
|
–
|
–
|
|
|
22
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$558K
|
–
|
–
|
–
|
|
|
23
|
|
$473K
|
+$551K
|
+5,602
|
New
|
|
|
24
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$355K
|
–
|
–
|
–
|
|
