|
1
|
Inspire Investing
Meridian,
Idaho
|
$6.62M
|
-$1.68M
|
-61,282
|
-20%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.15M
|
+$151K
|
+5,491
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.62M
|
+$88.9K
|
+3,245
|
+2%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.25M
|
+$773K
|
+28,218
|
+23%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
+$131K
|
+4,781
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$987K
|
+36,019
|
+103%
|
|
|
7
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.74M
|
+$227K
|
+8,285
|
+15%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$1.55M
|
+$164K
|
+5,987
|
+12%
|
|
|
9
|
|
$1.22M
|
+$176K
|
+6,436
|
+17%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$894K
|
+$884K
|
+32,236
|
New
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$774K
|
+$779K
|
+28,413
|
New
|
|
|
12
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$623K
|
+$616K
|
+22,463
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$595K
|
+$77.3K
|
+2,822
|
+15%
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$552K
|
+$337K
|
+12,295
|
+162%
|
|
|
15
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$484K
|
+$47.8K
|
+1,744
|
+11%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$443K
|
+$48.3K
|
+1,761
|
+12%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$435K
|
+$430K
|
+15,681
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$420K
|
+$415K
|
+15,128
|
New
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$405K
|
+$114K
|
+4,159
|
+40%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$259K
|
-$19.5K
|
-711
|
-7%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$131K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$26K
|
+$20.5K
|
+747
|
+439%
|
|
|
24
|
|
$9K
|
+$9.07K
|
+331
|
New
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$1.62M
|
-59,017
|
Closed
|
|
