|
1
|
Castleview Partners
Dallas,
Texas
|
$25.4M
|
+$43.2K
|
+1,683
|
+0.2%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$15.4M
|
+$10.3M
|
+400,000
|
+200%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.6M
|
+$2.64M
|
+102,914
|
+29%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
$10.9M
|
+$6.3M
|
+245,403
|
+137%
|
|
|
5
|
Auour Investments
Woburn,
Massachusetts
|
$8.74M
|
+$870K
|
+33,902
|
+11%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.47M
|
-$316K
|
-12,299
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.19M
|
-$203K
|
-7,918
|
-3%
|
|
|
8
|
CWC Advisors
Lake Oswego,
Oregon
|
$5.43M
|
+$175K
|
+6,823
|
+3%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.28M
|
+$93.6K
|
+3,647
|
+2%
|
|
|
10
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.53M
|
+$231K
|
+9,014
|
+5%
|
|
|
11
|
VisionPoint Advisory Group
Dallas,
Texas
|
$4.37M
|
-$3.51M
|
-136,647
|
-45%
|
|
|
12
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4M
|
-$329K
|
-12,805
|
-8%
|
|
|
13
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$3.22M
|
+$346K
|
+13,492
|
+12%
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.16M
|
+$93.8K
|
+3,654
|
+3%
|
|
|
15
|
Armis Advisers
Atlanta,
Georgia
|
$3.05M
|
+$62.3K
|
+2,426
|
+2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.62M
|
+$231K
|
+9,007
|
+10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.53M
|
+$97.9K
|
+3,813
|
+4%
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.53M
|
-$651K
|
-25,376
|
-20%
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
$2.51M
|
+$460K
|
+17,930
|
+22%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.12M
|
+$97K
|
+3,781
|
+5%
|
|
|
21
|
WESPAC Advisors
Orinda,
California
|
$1.95M
|
+$47K
|
+1,833
|
+2%
|
|
|
22
|
Trust Company of Toledo
Holland,
Ohio
|
$1.85M
|
+$665K
|
+25,913
|
+56%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.54M
|
+$66.2K
|
+2,578
|
+4%
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.38M
|
-$804K
|
-31,315
|
-37%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$1.28M
|
+$825K
|
+32,151
|
+182%
|
|
