|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$16.1M
|
-$44K
|
-699
|
-0.3%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$16.1M
|
–
|
–
|
–
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$14.3M
|
-$5.48M
|
-87,150
|
-28%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$5.81M
|
+$248K
|
+3,935
|
+5%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$4.18M
|
+$4.04M
|
+64,223
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.66M
|
–
|
–
|
–
|
|
|
7
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.94M
|
-$2.58K
|
-41
|
-0.1%
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$1.85M
|
–
|
–
|
–
|
|
|
9
|
Mason & Associates (California)
Los Angeles,
California
|
$1.65M
|
+$1.12M
|
+17,840
|
+235%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.38M
|
-$13.9K
|
-221
|
-1%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.19M
|
+$858K
|
+13,630
|
+290%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.14M
|
-$276K
|
-4,390
|
-20%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
15
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$982K
|
-$2.83K
|
-45
|
-0.3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$851K
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$685K
|
–
|
–
|
–
|
|
|
20
|
Renaissance Technologies
New York
|
$559K
|
+$541K
|
+8,600
|
New
|
|
|
21
|
|
$499K
|
+$483K
|
+7,678
|
New
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$488K
|
–
|
–
|
–
|
|
|
23
|
Lane Brothers & Co
Prescott,
Arizona
|
$402K
|
+$389K
|
+6,187
|
New
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$401K
|
+$163K
|
+2,591
|
+73%
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$394K
|
-$53.2K
|
-845
|
-12%
|
|
