|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$19.8M
|
+$520K
|
+8,109
|
+3%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$16.2M
|
-$297K
|
-4,641
|
-2%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$15.7M
|
+$521K
|
+8,135
|
+3%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$5.55M
|
-$61.5K
|
-960
|
-1%
|
|
|
5
|
Fountainhead AM
Warren,
New Jersey
|
$3.84M
|
+$500K
|
+7,799
|
+15%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.83M
|
–
|
–
|
–
|
|
|
7
|
Brookwood Investment Group
Phoenix,
Arizona
|
$2.46M
|
+$2.45M
|
+38,205
|
New
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$1.84M
|
–
|
–
|
–
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.56M
|
-$233K
|
-3,636
|
-13%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.28M
|
+$955K
|
+14,898
|
+301%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.06M
|
-$6.41K
|
-100
|
-0.6%
|
|
|
14
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1M
|
–
|
–
|
–
|
|
|
16
|
Hilltop Holdings
Dallas,
Texas
|
$1,000K
|
+$256K
|
+4,000
|
+35%
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$978K
|
-$3.08K
|
-48
|
-0.3%
|
|
|
18
|
|
$667K
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$625K
|
+$224K
|
+3,503
|
+57%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$519K
|
+$153K
|
+2,386
|
+42%
|
|
|
21
|
Mason & Associates (California)
Los Angeles,
California
|
$490K
|
–
|
–
|
–
|
|
|
22
|
Kingswood Wealth Advisors
San Diego,
California
|
$404K
|
-$365K
|
-5,691
|
-50%
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
$384K
|
-$128
|
-2
|
-0%
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$362K
|
–
|
–
|
–
|
|
|
25
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$348K
|
-$384
|
-6
|
-0.1%
|
|
