|
1
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$20.7M
|
–
|
–
|
–
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$16.7M
|
-$4.19M
|
-48,320
|
-20%
|
|
|
3
|
Empirical Wealth Management
Seattle,
Washington
|
$12.5M
|
-$11M
|
-127,357
|
-47%
|
|
|
4
|
Bank of New York Mellon
New York
|
$9.17M
|
–
|
–
|
–
|
|
|
5
|
United Asset Strategies
Garden City,
New York
|
$8.28M
|
+$118K
|
+1,363
|
+1%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$7.1M
|
-$632K
|
-7,301
|
-8%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.71M
|
–
|
–
|
–
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$3.15M
|
–
|
–
|
–
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$2.44M
|
–
|
–
|
–
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.07M
|
–
|
–
|
–
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.05M
|
+$260K
|
+3,000
|
+14%
|
|
|
12
|
Fountainhead AM
Warren,
New Jersey
|
$2.03M
|
–
|
–
|
–
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.55M
|
-$91K
|
-1,050
|
-5%
|
|
|
14
|
Mason & Associates (California)
Los Angeles,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1M
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$643K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$596K
|
+$206K
|
+2,382
|
+52%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$448K
|
+$69.3K
|
+800
|
+18%
|
|
|
20
|
Synergy Asset Management
Vancouver,
Washington
|
$448K
|
+$453K
|
+5,225
|
New
|
|
|
21
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$428K
|
–
|
–
|
–
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$364K
|
+$2.86K
|
+33
|
+0.9%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
24
|
Fulton Bank
Lancaster,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
25
|
SMART Wealth
Omaha,
Nebraska
|
$337K
|
–
|
–
|
–
|
|
