|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$19.8M
|
-$416K
|
-5,879
|
-2%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$19.2M
|
–
|
–
|
–
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$18.3M
|
-$49.2K
|
-695
|
-0.3%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$6.73M
|
-$113K
|
-1,598
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26M
|
–
|
–
|
–
|
|
|
6
|
Fountainhead AM
Warren,
New Jersey
|
$4.01M
|
+$395K
|
+5,591
|
+12%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.4M
|
+$50.9K
|
+719
|
+2%
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$2.2M
|
–
|
–
|
–
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$2.15M
|
+$187K
|
+2,647
|
+11%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.33M
|
–
|
–
|
–
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.28M
|
-$21.9K
|
-310
|
-2%
|
|
|
14
|
Laidlaw Wealth Management
New York City,
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
15
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.23M
|
+$1.12M
|
+15,890
|
New
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
17
|
REAP Financial Group
Austin,
Texas
|
$1.19M
|
-$90.9K
|
-1,285
|
-8%
|
|
|
18
|
Armis Advisers
Atlanta,
Georgia
|
$1.19M
|
+$1.09M
|
+15,425
|
New
|
|
|
19
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.18M
|
+$1.08M
|
+15,212
|
New
|
|
|
20
|
Hilltop Holdings
Dallas,
Texas
|
$890K
|
+$813K
|
+11,500
|
New
|
|
|
21
|
Kingswood Wealth Advisors
San Diego,
California
|
$881K
|
+$805K
|
+11,382
|
New
|
|
|
22
|
|
$800K
|
+$731K
|
+10,341
|
New
|
|
|
23
|
Mason & Associates (California)
Los Angeles,
California
|
$588K
|
-$149K
|
-2,100
|
-22%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$479K
|
-$719K
|
-10,163
|
-62%
|
|
|
25
|
SMART Wealth
Omaha,
Nebraska
|
$461K
|
–
|
–
|
–
|
|
