|
1
|
Castleview Partners
Dallas,
Texas
|
$21.3M
|
+$1.09M
|
+42,733
|
+5%
|
|
|
2
|
HBW Advisory Services
Simi Valley,
California
|
$11.5M
|
+$10.9M
|
+427,324
|
+2,180%
|
|
|
3
|
VisionPoint Advisory Group
Dallas,
Texas
|
$11.3M
|
+$5.39M
|
+210,878
|
+92%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.51M
|
+$9.48M
|
+370,905
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.49M
|
+$6.9M
|
+269,871
|
+1,201%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.49M
|
+$6.9M
|
+269,871
|
+1,201%
|
|
|
7
|
Access Financial Services
Minneapolis,
Minnesota
|
$5.54M
|
-$58.3K
|
-2,280
|
-1%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.64M
|
+$1.13M
|
+44,173
|
+32%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.57M
|
+$1.17M
|
+45,674
|
+34%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.47M
|
+$4.46M
|
+174,469
|
New
|
|
|
11
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3.47M
|
+$3.31M
|
+129,436
|
+2,233%
|
|
|
12
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.98M
|
+$1.2M
|
+47,104
|
+68%
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.94M
|
+$2.93M
|
+114,763
|
New
|
|
|
14
|
Auour Investments
Woburn,
Massachusetts
|
$2.66M
|
+$450K
|
+17,587
|
+20%
|
|
|
15
|
WESPAC Advisors
Orinda,
California
|
$2.05M
|
+$162K
|
+6,334
|
+9%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.85M
|
+$1.84M
|
+72,124
|
New
|
|
|
17
|
Kingswood Wealth Advisors
San Diego,
California
|
$883K
|
-$511
|
-20
|
-0.1%
|
|
|
18
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$791K
|
+$46.8K
|
+1,831
|
+6%
|
|
|
19
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$724K
|
-$27.6K
|
-1,079
|
-4%
|
|
|
20
|
Iams Wealth Management
Omaha,
Nebraska
|
$718K
|
+$429K
|
+16,775
|
+149%
|
|
|
21
|
|
$632K
|
-$922K
|
-36,073
|
-59%
|
|
|
22
|
|
$560K
|
+$558K
|
+21,846
|
New
|
|
|
23
|
Stegent Equity Advisors
Houston,
Texas
|
$526K
|
+$233K
|
+9,119
|
+80%
|
|
|
24
|
BlackDiamond Wealth Management
New York
|
$364K
|
+$365K
|
+14,270
|
New
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$314K
|
+$313K
|
+12,245
|
New
|
|
