|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$26.4M
|
+$2.31M
|
+24,025
|
+9%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$22.7M
|
–
|
–
|
–
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$20.9M
|
-$1.52M
|
-15,774
|
-7%
|
|
|
4
|
Bank of New York Mellon
New York
|
$10M
|
–
|
–
|
–
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$9.83M
|
-$2.21M
|
-22,991
|
-18%
|
|
|
6
|
United Asset Strategies
Garden City,
New York
|
$8.93M
|
-$96K
|
-998
|
-1%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.16M
|
–
|
–
|
–
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$2.67M
|
+$529K
|
+5,495
|
+24%
|
|
|
9
|
Fountainhead AM
Warren,
New Jersey
|
$2.29M
|
–
|
–
|
–
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.26M
|
–
|
–
|
–
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.03M
|
–
|
–
|
–
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
13
|
Mason & Associates (California)
Los Angeles,
California
|
$1.28M
|
+$577K
|
+6,000
|
+78%
|
|
|
14
|
Keystone Wealth Services
Palm Desert,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$1.17M
|
-$385K
|
-4,000
|
-24%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
17
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.05M
|
–
|
–
|
–
|
|
|
18
|
|
$1.05M
|
-$447K
|
-4,644
|
-29%
|
|
|
19
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$960K
|
+$923K
|
+9,596
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$704K
|
–
|
–
|
–
|
|
|
21
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$469K
|
–
|
–
|
–
|
|
|
22
|
|
$463K
|
+$475K
|
+4,933
|
New
|
|
|
23
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$425K
|
+$439K
|
+4,558
|
New
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$416K
|
–
|
–
|
–
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$394K
|
–
|
–
|
–
|
|
