|
1
|
Castleview Partners
Dallas,
Texas
|
25,4 Mio. $
|
+43.190 $
|
+1.683
|
+0,2 %
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
15,4 Mio. $
|
+10,3 Mio. $
|
+400.000
|
+200 %
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
11,6 Mio. $
|
+2,64 Mio. $
|
+102.914
|
+29 %
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
10,9 Mio. $
|
+6,3 Mio. $
|
+245.403
|
+137 %
|
|
|
5
|
Auour Investments
Woburn,
Massachusetts
|
8,74 Mio. $
|
+870.007 $
|
+33.902
|
+11 %
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
6,47 Mio. $
|
-315.622 $
|
-12.299
|
-5 %
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,19 Mio. $
|
-203.195 $
|
-7.918
|
-3 %
|
|
|
8
|
CWC Advisors
Lake Oswego,
Oregon
|
5,43 Mio. $
|
+175.095 $
|
+6.823
|
+3 %
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
5,28 Mio. $
|
+93.591 $
|
+3.647
|
+2 %
|
|
|
10
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
4,53 Mio. $
|
+231.321 $
|
+9.014
|
+5 %
|
|
|
11
|
VisionPoint Advisory Group
Dallas,
Texas
|
4,37 Mio. $
|
-3,51 Mio. $
|
-136.647
|
-45 %
|
|
|
12
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
4 Mio. $
|
-328.607 $
|
-12.805
|
-8 %
|
|
|
13
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
3,22 Mio. $
|
+346.237 $
|
+13.492
|
+12 %
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
3,16 Mio. $
|
+93.770 $
|
+3.654
|
+3 %
|
|
|
15
|
Armis Advisers
Atlanta,
Georgia
|
3,05 Mio. $
|
+62.257 $
|
+2.426
|
+2 %
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
2,62 Mio. $
|
+231.141 $
|
+9.007
|
+10 %
|
|
|
17
|
LPL Financial
San Diego,
California
|
2,53 Mio. $
|
+97.851 $
|
+3.813
|
+4 %
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
2,53 Mio. $
|
-651.209 $
|
-25.376
|
-20 %
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
2,51 Mio. $
|
+460.127 $
|
+17.930
|
+22 %
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
2,12 Mio. $
|
+97.030 $
|
+3.781
|
+5 %
|
|
|
21
|
WESPAC Advisors
Orinda,
California
|
1,95 Mio. $
|
+47.039 $
|
+1.833
|
+2 %
|
|
|
22
|
Trust Company of Toledo
Holland,
Ohio
|
1,85 Mio. $
|
+664.990 $
|
+25.913
|
+56 %
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
1,54 Mio. $
|
+66.158 $
|
+2.578
|
+4 %
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
1,38 Mio. $
|
-803.618 $
|
-31.315
|
-37 %
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
1,28 Mio. $
|
+825.072 $
|
+32.151
|
+182 %
|
|
