|
1
|
Castleview Partners
Dallas,
Texas
|
$27.2M
|
+$4.97M
|
+194,937
|
+22%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.9M
|
+$581K
|
+22,763
|
+5%
|
|
|
3
|
VisionPoint Advisory Group
Dallas,
Texas
|
$10.3M
|
+$4.36K
|
+171
|
+0%
|
|
|
4
|
Auour Investments
Woburn,
Massachusetts
|
$6.97M
|
+$3.01M
|
+118,138
|
+76%
|
|
|
5
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.95M
|
-$258K
|
-10,103
|
-4%
|
|
|
6
|
HBW Advisory Services
Simi Valley,
California
|
$6.75M
|
-$1.61M
|
-63,028
|
-19%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.09M
|
–
|
–
|
–
|
|
|
8
|
CWC Advisors
Lake Oswego,
Oregon
|
$4.83M
|
-$1.79M
|
-70,164
|
-27%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.75M
|
+$97.2K
|
+3,811
|
+2%
|
|
|
10
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.2M
|
-$101K
|
-3,952
|
-2%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.17M
|
+$44.5K
|
+1,743
|
+1%
|
|
|
12
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.1M
|
+$28K
|
+1,097
|
+0.9%
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.76M
|
-$393K
|
-15,388
|
-12%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.36M
|
+$101K
|
+3,954
|
+4%
|
|
|
15
|
WESPAC Advisors
Orinda,
California
|
$2M
|
+$175K
|
+6,863
|
+10%
|
|
|
16
|
BlackDiamond Wealth Management
New York
|
$1.92M
|
-$53.4K
|
-2,093
|
-3%
|
|
|
17
|
Armis Advisers
Atlanta,
Georgia
|
$1.83M
|
-$353K
|
-13,823
|
-16%
|
|
|
18
|
|
$1.82M
|
+$1.82M
|
+71,335
|
New
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.64M
|
-$1.06M
|
-41,404
|
-39%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.51M
|
+$91K
|
+3,566
|
+6%
|
|
|
21
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.13M
|
+$243K
|
+9,521
|
+27%
|
|
|
22
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.1M
|
+$153K
|
+5,993
|
+16%
|
|
|
23
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.01M
|
+$370K
|
+14,521
|
+58%
|
|
|
24
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$949K
|
+$950K
|
+37,259
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$744K
|
+$169K
|
+6,616
|
+29%
|
|
