|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$15M
|
+$3.9M
|
+163,014
|
+35%
|
|
|
2
|
Independent Wealth Network
Urbandale,
Iowa
|
$5.12M
|
+$601K
|
+25,089
|
+13%
|
|
|
3
|
Astoria Portfolio Advisors
New York
|
$2.85M
|
+$1.32M
|
+54,929
|
+89%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.87M
|
-$1.39M
|
-58,227
|
-43%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$1.46M
|
+$690K
|
+28,809
|
+90%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$927K
|
+$445K
|
+18,562
|
+92%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$585K
|
-$407
|
-17
|
-0.1%
|
|
|
8
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$555K
|
+$554K
|
+23,133
|
New
|
|
|
9
|
Latitude Advisors
Vero Beach,
Florida
|
$457K
|
+$190K
|
+7,935
|
+71%
|
|
|
10
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$188K
|
+$188K
|
+7,847
|
New
|
|
|
11
|
|
$47.8K
|
+$47.9K
|
+2,000
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$120
|
–
|
–
|
–
|
|
|
13
|
|
$43
|
-$31K
|
-1,293
|
-100%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$3.09M
|
-127,115
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$850
|
-35
|
Closed
|
|
