|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$20.6M
|
+$865K
|
+13,252
|
+5%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$18.1M
|
-$12.7K
|
-195
|
-0.1%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$16.3M
|
-$114K
|
-1,744
|
-0.7%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$6.11M
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.8M
|
–
|
–
|
–
|
|
|
6
|
Fountainhead AM
Warren,
New Jersey
|
$3.19M
|
+$280K
|
+4,285
|
+10%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.98M
|
+$2.82M
|
+43,221
|
New
|
|
|
8
|
Atomi Financial Group
New York
|
$2.12M
|
+$265K
|
+4,064
|
+15%
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$1.97M
|
–
|
–
|
–
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.73M
|
–
|
–
|
–
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.48M
|
+$1.4M
|
+21,424
|
New
|
|
|
12
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.18M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.17M
|
-$979
|
-15
|
-0.1%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
15
|
REAP Financial Group
Austin,
Texas
|
$1.15M
|
-$207K
|
-3,167
|
-16%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
17
|
Laidlaw Wealth Management
New York City,
New York
|
$1.1M
|
+$1.04M
|
+15,890
|
New
|
|
|
18
|
Keystone Wealth Services
Palm Desert,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
19
|
Mason & Associates (California)
Los Angeles,
California
|
$669K
|
–
|
–
|
–
|
|
|
20
|
SMART Wealth
Omaha,
Nebraska
|
$411K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$394K
|
+$372K
|
+5,705
|
New
|
|
|
22
|
Synergy Asset Management
Vancouver,
Washington
|
$361K
|
–
|
–
|
–
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$342K
|
-$196K
|
-3,008
|
-38%
|
|
|
25
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$339K
|
+$321K
|
+4,913
|
New
|
|
