|
1
|
Castleview Partners
Dallas,
Texas
|
$22.3M
|
+$373K
|
+14,648
|
+2%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.4M
|
+$1.41M
|
+55,556
|
+14%
|
|
|
3
|
VisionPoint Advisory Group
Dallas,
Texas
|
$10.3M
|
-$1.8M
|
-70,802
|
-15%
|
|
|
4
|
HBW Advisory Services
Simi Valley,
California
|
$8.37M
|
-$273K
|
-10,709
|
-3%
|
|
|
5
|
Biltmore Family Office
Charlotte,
North Carolina
|
$7.22M
|
-$364K
|
-14,310
|
-5%
|
|
|
6
|
CWC Advisors
Lake Oswego,
Oregon
|
$6.63M
|
+$80.1K
|
+3,148
|
+1%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.1M
|
+$5.09M
|
+200,000
|
New
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.66M
|
-$342K
|
-13,443
|
-7%
|
|
|
9
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.31M
|
-$352K
|
-13,832
|
-8%
|
|
|
10
|
Auour Investments
Woburn,
Massachusetts
|
$3.97M
|
+$2.09K
|
+82
|
+0.1%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$3.54M
|
+$3.53M
|
+138,604
|
New
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.15M
|
+$384K
|
+15,079
|
+14%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.13M
|
-$1.21M
|
-47,717
|
-28%
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.07M
|
+$162K
|
+6,363
|
+6%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.7M
|
+$802K
|
+31,491
|
+42%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.26M
|
+$320K
|
+12,565
|
+17%
|
|
|
17
|
Armis Advisers
Atlanta,
Georgia
|
$2.18M
|
+$50.4K
|
+1,980
|
+2%
|
|
|
18
|
BlackDiamond Wealth Management
New York
|
$1.97M
|
-$179K
|
-7,030
|
-8%
|
|
|
19
|
WESPAC Advisors
Orinda,
California
|
$1.83M
|
-$72.9K
|
-2,862
|
-4%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.42M
|
+$373K
|
+14,644
|
+36%
|
|
|
21
|
Beam Wealth Advisors
Covington,
Louisiana
|
$953K
|
+$278K
|
+10,925
|
+41%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$910K
|
+$908K
|
+35,649
|
New
|
|
|
23
|
Endeavor Private Wealth
Topeka,
Kansas
|
$893K
|
+$891K
|
+34,999
|
New
|
|
|
24
|
Kingswood Wealth Advisors
San Diego,
California
|
$742K
|
-$95.4K
|
-3,746
|
-11%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$724K
|
+$173K
|
+6,781
|
+31%
|
|
