|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$13.1M
|
-$75.6K
|
-1,450
|
-0.6%
|
|
|
2
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$12.8M
|
-$327K
|
-6,273
|
-3%
|
|
|
3
|
Belpointe Asset Management
Reno,
Nevada
|
$12M
|
+$378K
|
+7,241
|
+3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5M
|
+$1.97M
|
+37,730
|
+67%
|
|
|
5
|
United Asset Strategies
Garden City,
New York
|
$4.75M
|
–
|
–
|
–
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$3.4M
|
-$20.9K
|
-400
|
-0.6%
|
|
|
7
|
Brookwood Investment Group
Phoenix,
Arizona
|
$2.01M
|
+$419K
|
+8,036
|
+27%
|
|
|
8
|
Mason & Associates (California)
Los Angeles,
California
|
$1.31M
|
-$5.21K
|
-100
|
-0.4%
|
|
|
9
|
Wealth Alliance
Mellville,
New York
|
$1.22M
|
-$287K
|
-5,495
|
-19%
|
|
|
10
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.16M
|
+$1.14M
|
+21,783
|
New
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
12
|
Rockefeller Capital Management
New York
|
$977K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$975K
|
–
|
–
|
–
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$930K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$875K
|
-$1.3K
|
-25
|
-0.2%
|
|
|
16
|
Navis Wealth Advisors
Rye Brook,
New York
|
$863K
|
+$846K
|
+16,226
|
New
|
|
|
17
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$845K
|
–
|
–
|
–
|
|
|
18
|
Keystone Wealth Services
Palm Desert,
California
|
$828K
|
–
|
–
|
–
|
|
|
19
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$803K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$696K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$561K
|
–
|
–
|
–
|
|
|
22
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$479K
|
-$26.1K
|
-500
|
-5%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$426K
|
+$102K
|
+1,962
|
+32%
|
|
|
24
|
|
$408K
|
–
|
–
|
–
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$399K
|
–
|
–
|
–
|
|
