|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$35.5M
|
+$6.5M
|
+256,753
|
+22%
|
|
|
2
|
Astoria Portfolio Advisors
New York
|
$6.09M
|
-$2.28M
|
-89,919
|
-27%
|
|
|
3
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$3.97M
|
+$75.6K
|
+2,984
|
+2%
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.46M
|
+$689K
|
+27,203
|
+87%
|
|
|
5
|
Independent Wealth Network
Urbandale,
Iowa
|
$677K
|
+$9.09K
|
+359
|
+1%
|
|
|
6
|
Latitude Advisors
Vero Beach,
Florida
|
$626K
|
+$33.2K
|
+1,310
|
+6%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$541K
|
+$22K
|
+867
|
+4%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$475K
|
+$481K
|
+18,979
|
New
|
|
|
9
|
Silverlake Wealth Management
Williston,
Vermont
|
$371K
|
+$78.1K
|
+3,083
|
+26%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$303K
|
+$21.4K
|
+845
|
+7%
|
|
|
11
|
|
$243K
|
-$122K
|
-4,817
|
-33%
|
|
|
12
|
PFG Advisors
Phoenix,
Arizona
|
$200K
|
+$203K
|
+8,007
|
New
|
|
|
13
|
|
$97.9K
|
+$99K
|
+3,910
|
New
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$23.3K
|
+$23.6K
|
+932
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.48K
|
+$1.49K
|
+59
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$175
|
–
|
–
|
–
|
|
