|
1
|
Independent Financial Group
San Diego,
California
|
$12M
|
+$5.09M
|
+176,743
|
+81%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$10.7M
|
+$9.84M
|
+341,600
|
+2,760%
|
|
|
3
|
Reyes Financial Architecture
San Diego,
California
|
$9.42M
|
+$8.95M
|
+310,415
|
New
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$5.91M
|
+$5.61M
|
+194,753
|
New
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.22M
|
+$4.74M
|
+164,361
|
New
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$3.66M
|
-$89K
|
-3,088
|
-2%
|
|
|
7
|
MGO One Seven
Beachwood,
Ohio
|
$2.97M
|
-$20.7K
|
-719
|
-0.7%
|
|
|
8
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.54M
|
+$986K
|
+34,232
|
+69%
|
|
|
9
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.28M
|
–
|
–
|
–
|
|
|
10
|
|
$1.19M
|
+$410K
|
+14,216
|
+57%
|
|
|
11
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$646K
|
+$613K
|
+21,284
|
New
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$548K
|
+$233K
|
+8,070
|
+81%
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$533K
|
+$506K
|
+17,558
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$466K
|
-$267K
|
-9,265
|
-38%
|
|
|
15
|
Measured Risk Portfolios
San Diego,
California
|
$377K
|
+$358K
|
+12,436
|
New
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$352K
|
+$334K
|
+11,593
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$37.2K
|
+$35.3K
|
+1,225
|
New
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$9.2K
|
+$8.73K
|
+303
|
New
|
|
|
19
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$9.17K
|
+$8.7K
|
+302
|
New
|
|
