|
1
|
Castleview Partners
Dallas,
Texas
|
$20M
|
-$2.28M
|
-90,058
|
-10%
|
|
|
2
|
VisionPoint Advisory Group
Dallas,
Texas
|
$5.82M
|
+$1.64M
|
+64,563
|
+39%
|
|
|
3
|
Access Financial Services
Minneapolis,
Minnesota
|
$5.54M
|
+$5.54M
|
+218,506
|
New
|
|
|
4
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.47M
|
+$3.45M
|
+136,197
|
New
|
|
|
5
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.36M
|
+$259K
|
+10,216
|
+8%
|
|
|
6
|
|
$2.25M
|
+$2.25M
|
+88,685
|
New
|
|
|
7
|
Auour Investments
Woburn,
Massachusetts
|
$2.2M
|
+$257K
|
+10,128
|
+13%
|
|
|
8
|
WESPAC Advisors
Orinda,
California
|
$1.87M
|
-$78.5K
|
-3,098
|
-4%
|
|
|
9
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.75M
|
+$1.75M
|
+69,103
|
New
|
|
|
10
|
Family Management
New York
|
$1.65M
|
+$1.65M
|
+65,031
|
New
|
|
|
11
|
|
$1.54M
|
+$406K
|
+16,027
|
+36%
|
|
|
12
|
Kingswood Wealth Advisors
San Diego,
California
|
$874K
|
+$120K
|
+4,729
|
+16%
|
|
|
13
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$743K
|
+$418K
|
+16,488
|
+128%
|
|
|
14
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$735K
|
+$309K
|
+12,187
|
+72%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$569K
|
+$569K
|
+22,464
|
New
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$569K
|
+$569K
|
+22,464
|
New
|
|
|
17
|
HBW Advisory Services
Simi Valley,
California
|
$497K
|
+$497K
|
+19,600
|
New
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$378K
|
-$82.5K
|
-3,256
|
-18%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$302K
|
–
|
–
|
–
|
|
|
20
|
Stegent Equity Advisors
Houston,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
21
|
Iams Wealth Management
Omaha,
Nebraska
|
$285K
|
+$285K
|
+11,250
|
New
|
|
|
22
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$147K
|
+$147K
|
+5,796
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.2K
|
+$39.2K
|
+1,546
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$624K
|
-24,687
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$25
|
-1
|
Closed
|
|
