|
1
|
Inspire Advisors
Meridian,
Idaho
|
USD 97.5 M
|
-USD 5.37 M
|
-225,326
|
-5%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
USD 40.8 M
|
+USD 1.29 M
|
+54,195
|
+3%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
USD 23 M
|
-USD 2.1 M
|
-88,201
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
USD 19.6 M
|
+USD 4.96 M
|
+207,800
|
+34%
|
|
|
5
|
Bare Financial Services
Gap,
Pennsylvania
|
USD 18.9 M
|
+USD 601 k
|
+25,215
|
+3%
|
|
|
6
|
Inspire Investing
Meridian,
Idaho
|
USD 18.3 M
|
-USD 5.25 M
|
-220,128
|
-22%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
USD 13 M
|
-USD 2.74 M
|
-115,046
|
-17%
|
|
|
8
|
PAX Financial Group
San Antonio,
Texas
|
USD 8.29 M
|
+USD 111 k
|
+4,669
|
+1%
|
|
|
9
|
Plan A Wealth
Lincoln,
Nebraska
|
USD 7.65 M
|
+USD 589 k
|
+24,681
|
+8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
USD 6.35 M
|
+USD 990 k
|
+41,529
|
+18%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
USD 5.3 M
|
+USD 260 k
|
+10,891
|
+5%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
USD 4.7 M
|
+USD 55.5 k
|
+2,329
|
+1%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
USD 4.46 M
|
+USD 22.1 k
|
+926
|
+0.5%
|
|
|
14
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
USD 4.39 M
|
+USD 339 k
|
+14,223
|
+8%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
USD 4.3 M
|
+USD 795 k
|
+33,341
|
+23%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 4.28 M
|
+USD 573 k
|
+24,036
|
+15%
|
|
|
17
|
WorthPointe
La Jolla,
California
|
USD 3.66 M
|
-USD 1.26 M
|
-52,796
|
-26%
|
|
|
18
|
Range Financial Group
Tigard,
Oregon
|
USD 3.63 M
|
+USD 466 k
|
+19,528
|
+15%
|
|
|
19
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
USD 3.52 M
|
-USD 148 k
|
-6,216
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 3 M
|
+USD 804 k
|
+33,701
|
+36%
|
|
|
21
|
TrueWealth Advisors
Birmingham,
Alabama
|
USD 2.94 M
|
+USD 320 k
|
+13,411
|
+12%
|
|
|
22
|
|
USD 2.73 M
|
-USD 2.03 M
|
-85,266
|
-43%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
USD 2.53 M
|
+USD 17.1 k
|
+717
|
+0.7%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
USD 2.5 M
|
+USD 676 k
|
+28,326
|
+37%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
USD 2.33 M
|
-USD 3.12 M
|
-130,875
|
-57%
|
|
