|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$29.3M
|
+$12.2M
|
+479,464
|
+71%
|
|
|
2
|
Astoria Portfolio Advisors
New York
|
$8.52M
|
+$2.66M
|
+104,564
|
+46%
|
|
|
3
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$3.93M
|
+$361K
|
+14,220
|
+10%
|
|
|
4
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$874K
|
+$591K
|
+23,281
|
+204%
|
|
|
5
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$790K
|
-$150K
|
-5,915
|
-16%
|
|
|
6
|
Independent Wealth Network
Urbandale,
Iowa
|
$673K
|
+$74.6K
|
+2,935
|
+12%
|
|
|
7
|
Latitude Advisors
Vero Beach,
Florida
|
$598K
|
+$154K
|
+6,061
|
+34%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$524K
|
+$527K
|
+20,759
|
New
|
|
|
9
|
|
$366K
|
+$369K
|
+14,516
|
New
|
|
|
10
|
Silverlake Wealth Management
Williston,
Vermont
|
$296K
|
+$298K
|
+11,737
|
New
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$284K
|
+$286K
|
+11,269
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$177
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.08M
|
-42,693
|
Closed
|
|
|
14
|
|
–
|
-$442K
|
-17,383
|
Closed
|
|
