|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$21.3M
|
+$9.31M
|
+128,932
|
+88%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$18.6M
|
-$29.8K
|
-412
|
-0.2%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$15.3M
|
+$195K
|
+2,700
|
+1%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$7.55M
|
+$79.5K
|
+1,101
|
+1%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$4.51M
|
-$972K
|
-13,461
|
-16%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.25M
|
–
|
–
|
–
|
|
|
7
|
REAP Financial Group
Austin,
Texas
|
$3.53M
|
+$3.3M
|
+45,654
|
New
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$2.84M
|
–
|
–
|
–
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$2.2M
|
–
|
–
|
–
|
|
|
10
|
Fountainhead AM
Warren,
New Jersey
|
$2.16M
|
+$306K
|
+4,233
|
+18%
|
|
|
11
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.86M
|
–
|
–
|
–
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.85M
|
–
|
–
|
–
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
14
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.33M
|
+$1.24M
|
+17,158
|
New
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1.2M
|
+$165K
|
+2,286
|
+17%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.09M
|
+$180K
|
+2,490
|
+21%
|
|
|
17
|
Mason & Associates (California)
Los Angeles,
California
|
$749K
|
-$286K
|
-3,963
|
-29%
|
|
|
18
|
Atomi Financial Group
New York
|
$744K
|
+$508K
|
+7,041
|
+272%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$741K
|
+$692K
|
+9,588
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$588K
|
+$550K
|
+7,611
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$579K
|
–
|
–
|
–
|
|
|
22
|
SMART Wealth
Omaha,
Nebraska
|
$460K
|
+$146K
|
+2,025
|
+51%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$404K
|
–
|
–
|
–
|
|
|
24
|
Synergy Asset Management
Vancouver,
Washington
|
$404K
|
–
|
–
|
–
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$386K
|
–
|
–
|
–
|
|
