|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$23.5M
|
-$755K
|
-8,202
|
-3%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$20.9M
|
+$1.91M
|
+20,732
|
+9%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$20.8M
|
–
|
–
|
–
|
|
|
4
|
Bank of New York Mellon
New York
|
$9.31M
|
–
|
–
|
–
|
|
|
5
|
United Asset Strategies
Garden City,
New York
|
$8.2M
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$7.76M
|
-$1.35M
|
-14,620
|
-14%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.73M
|
–
|
–
|
–
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$3.17M
|
+$3.39M
|
+36,790
|
New
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$2.45M
|
–
|
–
|
–
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.07M
|
–
|
–
|
–
|
|
|
11
|
Fountainhead AM
Warren,
New Jersey
|
$2.04M
|
-$69K
|
-750
|
-3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.8M
|
-$72.2K
|
-785
|
-4%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.53M
|
+$145K
|
+1,575
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$1.42M
|
+15,440
|
New
|
|
|
15
|
Mason & Associates (California)
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$1M
|
–
|
–
|
–
|
|
|
18
|
Atomi Financial Group
New York
|
$925K
|
+$752K
|
+8,166
|
+316%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$645K
|
–
|
–
|
–
|
|
|
20
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$470K
|
-$381K
|
-4,135
|
-43%
|
|
|
21
|
Peak Planning Group
Centennial,
Colorado
|
$434K
|
-$686K
|
-7,454
|
-60%
|
|
|
22
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$430K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$393K
|
+$47.7K
|
+518
|
+13%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$381K
|
–
|
–
|
–
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$361K
|
–
|
–
|
–
|
|
