|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$19.6M
|
-$55.2K
|
-864
|
-0.3%
|
|
|
2
|
Empirical Wealth Management
Seattle,
Washington
|
$15.9M
|
-$158K
|
-2,475
|
-1%
|
|
|
3
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$15.8M
|
+$194K
|
+3,031
|
+1%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$5.47M
|
-$25.5K
|
-399
|
-0.5%
|
|
|
5
|
Fountainhead AM
Warren,
New Jersey
|
$3.99M
|
-$12.7K
|
-199
|
-0.3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.61M
|
–
|
–
|
–
|
|
|
7
|
Hilltop Holdings
Dallas,
Texas
|
$1.96M
|
+$1.96M
|
+30,700
|
New
|
|
|
8
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.91M
|
+$263K
|
+4,115
|
+16%
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
-$144K
|
-2,260
|
-9%
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.18M
|
+$101K
|
+1,575
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
14
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$996K
|
–
|
–
|
–
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$969K
|
-$1.47K
|
-23
|
-0.2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$837K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$674K
|
+$46.6K
|
+730
|
+7%
|
|
|
19
|
Mason & Associates (California)
Los Angeles,
California
|
$486K
|
–
|
–
|
–
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$473K
|
–
|
–
|
–
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$441K
|
-$76.4K
|
-1,197
|
-15%
|
|
|
22
|
SMART Wealth
Omaha,
Nebraska
|
$381K
|
-$128
|
-2
|
-0%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$372K
|
+$371K
|
+5,808
|
New
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$359K
|
–
|
–
|
–
|
|
|
25
|
Kingswood Wealth Advisors
San Diego,
California
|
$342K
|
–
|
–
|
–
|
|
