|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$25.8M
|
+$1.68M
|
+17,712
|
+7%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$24.2M
|
-$1.8M
|
-18,924
|
-7%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$23.8M
|
+$148K
|
+1,559
|
+0.7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$12.8M
|
+$109K
|
+1,153
|
+0.9%
|
|
|
5
|
Bank of New York Mellon
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
6
|
United Asset Strategies
Garden City,
New York
|
$9.63M
|
-$289K
|
-3,043
|
-3%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.5M
|
–
|
–
|
–
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$3.68M
|
–
|
–
|
–
|
|
|
9
|
Fountainhead AM
Warren,
New Jersey
|
$2.44M
|
–
|
–
|
–
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.41M
|
+$2.29M
|
+24,115
|
New
|
|
|
11
|
Wealth Alliance
Mellville,
New York
|
$2.3M
|
-$522K
|
-5,495
|
-19%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$2.17M
|
+$88.3K
|
+930
|
+4%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.78M
|
–
|
–
|
–
|
|
|
14
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.72M
|
–
|
–
|
–
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$1.65M
|
+$1.57M
|
+16,500
|
New
|
|
|
16
|
|
$1.58M
|
+$550K
|
+5,790
|
+58%
|
|
|
17
|
Keystone Wealth Services
Palm Desert,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
18
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.32M
|
+$627K
|
+6,609
|
+100%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
20
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.12M
|
–
|
–
|
–
|
|
|
21
|
MGO Private Wealth
Irvine,
California
|
$883K
|
-$1.14K
|
-12
|
-0.1%
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$766K
|
-$107K
|
-1,130
|
-13%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$750K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$747K
|
+$709K
|
+7,469
|
New
|
|
|
25
|
SMART Wealth
Omaha,
Nebraska
|
$655K
|
+$621K
|
+6,545
|
New
|
|
