|
1
|
Castleview Partners
Dallas,
Texas
|
$25.2M
|
-$2.92M
|
-113,822
|
-10%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.92M
|
+$8.98M
|
+349,594
|
New
|
|
|
3
|
VisionPoint Advisory Group
Dallas,
Texas
|
$7.82M
|
-$1.21M
|
-47,022
|
-13%
|
|
|
4
|
Auour Investments
Woburn,
Massachusetts
|
$7.82M
|
+$30.7K
|
+1,197
|
+0.4%
|
|
|
5
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.74M
|
-$475K
|
-18,493
|
-7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.36M
|
+$4.27M
|
+166,069
|
+200%
|
|
|
7
|
CWC Advisors
Lake Oswego,
Oregon
|
$5.22M
|
+$86.8K
|
+3,379
|
+2%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.15M
|
+$210K
|
+8,193
|
+4%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$5.1M
|
–
|
–
|
–
|
|
|
10
|
United Asset Strategies
Garden City,
New York
|
$4.57M
|
+$1.95M
|
+75,828
|
+73%
|
|
|
11
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.3M
|
–
|
–
|
–
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.27M
|
+$2.03M
|
+78,918
|
+89%
|
|
|
13
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.16M
|
-$6.41M
|
-249,729
|
-67%
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.05M
|
+$18.5K
|
+721
|
+0.6%
|
|
|
15
|
Armis Advisers
Atlanta,
Georgia
|
$2.98M
|
+$168K
|
+6,543
|
+6%
|
|
|
16
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.86M
|
+$654K
|
+25,481
|
+29%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$1.81M
|
+70,572
|
+291%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.37M
|
+$549K
|
+21,360
|
+30%
|
|
|
19
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.17M
|
-$617K
|
-24,041
|
-22%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$2.04M
|
+$77.6K
|
+3,020
|
+4%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.01M
|
-$37.3K
|
-1,452
|
-2%
|
|
|
22
|
WESPAC Advisors
Orinda,
California
|
$1.89M
|
+$141K
|
+5,486
|
+8%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
+$1.48M
|
+57,500
|
New
|
|
|
24
|
|
$1.4M
|
–
|
–
|
–
|
|
|
25
|
Trust Company of Toledo
Holland,
Ohio
|
$1.18M
|
+$1.18M
|
+46,093
|
New
|
|
