|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$11.3M
|
-$1.25M
|
-52,355
|
-10%
|
|
|
2
|
Independent Wealth Network
Urbandale,
Iowa
|
$4.59M
|
+$930K
|
+38,870
|
+26%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.27M
|
+$350K
|
+14,648
|
+12%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.09M
|
-$64.3K
|
-2,689
|
-2%
|
|
|
5
|
Astoria Portfolio Advisors
New York
|
$1.49M
|
+$129K
|
+5,409
|
+10%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$779K
|
+$539K
|
+22,527
|
+236%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$594K
|
+$586K
|
+24,480
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$491K
|
+$483K
|
+20,204
|
New
|
|
|
9
|
Latitude Advisors
Vero Beach,
Florida
|
$271K
|
+$455
|
+19
|
+0.2%
|
|
|
10
|
|
$31.4K
|
+$30.9K
|
+1,293
|
+129,300%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$850
|
-$165K
|
-6,885
|
-99%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$121
|
–
|
–
|
–
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$18.9K
|
-791
|
Closed
|
|
|
14
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
–
|
-$14.5K
|
-609
|
Closed
|
|
|
15
|
Nova Wealth Management
Bonita Springs,
Florida
|
–
|
-$13.2K
|
-552
|
Closed
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$238
|
-10
|
Closed
|
|
