|
1
|
Castleview Partners
Dallas,
Texas
|
$28.2M
|
+$834K
|
+32,598
|
+3%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.58M
|
-$2.41M
|
-94,015
|
-20%
|
|
|
3
|
VisionPoint Advisory Group
Dallas,
Texas
|
$9.07M
|
-$1.31M
|
-51,385
|
-13%
|
|
|
4
|
Auour Investments
Woburn,
Massachusetts
|
$7.83M
|
+$811K
|
+31,702
|
+12%
|
|
|
5
|
Biltmore Family Office
Charlotte,
North Carolina
|
$7.25M
|
+$249K
|
+9,731
|
+4%
|
|
|
6
|
Diesslin Group
Fort Worth,
Texas
|
$6.1M
|
+$6.08M
|
+237,709
|
New
|
|
|
7
|
CWC Advisors
Lake Oswego,
Oregon
|
$5.16M
|
+$294K
|
+11,484
|
+6%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.13M
|
–
|
–
|
–
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.97M
|
+$184K
|
+7,209
|
+4%
|
|
|
10
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.32M
|
+$88.6K
|
+3,461
|
+2%
|
|
|
11
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.05M
|
-$68.3K
|
-2,669
|
-2%
|
|
|
12
|
Armis Advisers
Atlanta,
Georgia
|
$2.83M
|
+$973K
|
+38,021
|
+53%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.8M
|
-$389K
|
-15,194
|
-12%
|
|
|
14
|
United Asset Strategies
Garden City,
New York
|
$2.65M
|
+$2.64M
|
+103,262
|
New
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.27M
|
-$503K
|
-19,665
|
-18%
|
|
|
16
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.22M
|
+$1.62M
|
+63,150
|
+269%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$2.13M
|
+83,100
|
New
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.06M
|
-$314K
|
-12,270
|
-13%
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
$1.98M
|
+$39.7K
|
+1,552
|
+2%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.83M
|
+$318K
|
+12,423
|
+21%
|
|
|
21
|
WESPAC Advisors
Orinda,
California
|
$1.76M
|
-$255K
|
-9,961
|
-13%
|
|
|
22
|
|
$1.41M
|
+$1.4M
|
+54,875
|
New
|
|
|
23
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.33M
|
+$184K
|
+7,172
|
+16%
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$1.28M
|
-$5.5M
|
-214,866
|
-81%
|
|
|
25
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.01M
|
-$105K
|
-4,091
|
-9%
|
|
