|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$19.7M
|
+$47.1K
|
+737
|
+0.2%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$16.1M
|
-$28.3K
|
-443
|
-0.2%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$15.6M
|
–
|
–
|
–
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$5.49M
|
-$9.91K
|
-155
|
-0.2%
|
|
|
5
|
Fountainhead AM
Warren,
New Jersey
|
$4M
|
+$190K
|
+2,964
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.61M
|
+$3.6M
|
+56,347
|
New
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.81M
|
–
|
–
|
–
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
9
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.65M
|
-$796K
|
-12,444
|
-33%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.55M
|
–
|
–
|
–
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
-$135K
|
-2,105
|
-11%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
15
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$996K
|
–
|
–
|
–
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$971K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$837K
|
+$836K
|
+13,080
|
New
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$628K
|
+$7.67K
|
+120
|
+1%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$518K
|
+$3.13K
|
+49
|
+0.6%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$495K
|
+$480K
|
+7,500
|
New
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$486K
|
–
|
–
|
–
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
$381K
|
–
|
–
|
–
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$365K
|
–
|
–
|
–
|
|
|
25
|
Kingswood Wealth Advisors
San Diego,
California
|
$342K
|
-$22.6K
|
-354
|
-6%
|
|
