|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$38.3M
|
+$2.92M
|
+117,120
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
+$1.47M
|
+58,967
|
New
|
|
|
3
|
|
$1.4M
|
+$1.4M
|
+56,026
|
New
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.22M
|
-$245K
|
-9,797
|
-17%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$837K
|
+$363K
|
+14,532
|
+77%
|
|
|
6
|
PFG Advisors
Phoenix,
Arizona
|
$744K
|
+$544K
|
+21,772
|
+272%
|
|
|
7
|
Independent Wealth Network
Urbandale,
Iowa
|
$678K
|
+$2.45K
|
+98
|
+0.4%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$541K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$260K
|
+$259K
|
+10,389
|
New
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$41K
|
+$41K
|
+1,642
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$175
|
–
|
–
|
–
|
|
|
12
|
Arax Advisory Partners
Denver,
Colorado
|
$100
|
+$100
|
+4
|
New
|
|
|
13
|
Astoria Portfolio Advisors
New York
|
–
|
-$6.09M
|
-242,189
|
Closed
|
|
|
14
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$3.97M
|
-158,549
|
Closed
|
|
|
15
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$626K
|
-25,005
|
Closed
|
|
|
16
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$371K
|
-14,820
|
Closed
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$303K
|
-12,114
|
Closed
|
|
|
18
|
|
–
|
-$243K
|
-9,699
|
Closed
|
|
|
19
|
|
–
|
-$97.9K
|
-3,910
|
Closed
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$23.3K
|
-932
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.48K
|
-59
|
Closed
|
|
