|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$16.5M
|
+$167K
|
+2,799
|
+1%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$15.2M
|
-$507K
|
-8,515
|
-3%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$13.8M
|
-$184K
|
-3,094
|
-1%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$5.13M
|
-$340K
|
-5,719
|
-6%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.18M
|
+$3.2M
|
+53,687
|
+4,089%
|
|
|
6
|
Fountainhead AM
Warren,
New Jersey
|
$2.43M
|
+$70.3K
|
+1,180
|
+3%
|
|
|
7
|
Wealth Alliance
Mellville,
New York
|
$1.65M
|
–
|
–
|
–
|
|
|
8
|
Atomi Financial Group
New York
|
$1.55M
|
+$485K
|
+8,139
|
+44%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.45M
|
-$51K
|
-857
|
-3%
|
|
|
10
|
REAP Financial Group
Austin,
Texas
|
$1.15M
|
-$81.4K
|
-1,368
|
-6%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$993K
|
+$1.02M
|
+17,158
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$979K
|
+$1.01M
|
+16,903
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$972K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$947K
|
–
|
–
|
–
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$901K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$754K
|
+$543K
|
+9,125
|
+234%
|
|
|
17
|
Mason & Associates (California)
Los Angeles,
California
|
$562K
|
–
|
–
|
–
|
|
|
18
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$560K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$461K
|
+$179K
|
+3,008
|
+61%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$435K
|
+$135K
|
+2,270
|
+43%
|
|
|
21
|
SMART Wealth
Omaha,
Nebraska
|
$345K
|
–
|
–
|
–
|
|
|
22
|
Synergy Asset Management
Vancouver,
Washington
|
$303K
|
–
|
–
|
–
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$288K
|
-$15.5K
|
-260
|
-5%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$259K
|
+$7.14K
|
+120
|
+3%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$243K
|
–
|
–
|
–
|
|
