|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$17.4M
|
+$174K
|
+7,391
|
+1%
|
|
|
2
|
Independent Wealth Network
Urbandale,
Iowa
|
$6.67M
|
+$347K
|
+14,779
|
+6%
|
|
|
3
|
Astoria Portfolio Advisors
New York
|
$6.6M
|
+$1.7M
|
+72,456
|
+35%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$2.72M
|
+$846K
|
+36,031
|
+46%
|
|
|
5
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$2.52M
|
+$2.48M
|
+105,775
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.95M
|
+$236K
|
+10,041
|
+14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$904K
|
+$891K
|
+37,937
|
New
|
|
|
8
|
Latitude Advisors
Vero Beach,
Florida
|
$864K
|
+$368K
|
+15,694
|
+76%
|
|
|
9
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$796K
|
+$58.8K
|
+2,506
|
+8%
|
|
|
10
|
PFG Advisors
Phoenix,
Arizona
|
$691K
|
+$681K
|
+29,012
|
New
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$665K
|
+$13.6K
|
+579
|
+2%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$615K
|
+$611K
|
+26,030
|
New
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$352K
|
+$347K
|
+14,772
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$293K
|
+$288K
|
+12,286
|
New
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$220K
|
-$634
|
-27
|
-0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$155K
|
-$442K
|
-18,810
|
-74%
|
|
|
17
|
|
$47.6K
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$119
|
–
|
–
|
–
|
|
|
19
|
|
$60
|
+$47
|
+2
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$1.37M
|
-59,532
|
Closed
|
|
