|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.88M
|
+$760K
|
+26,219
|
+13%
|
|
|
2
|
Inspire Investing
Meridian,
Idaho
|
$6.53M
|
-$429K
|
-14,801
|
-6%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$6.36M
|
-$3.86M
|
-133,103
|
-39%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.68M
|
-$360K
|
-12,433
|
-7%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.59M
|
+$4K
|
+138
|
+0.1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.22M
|
+$92.4K
|
+3,190
|
+3%
|
|
|
7
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.2M
|
+$178K
|
+6,152
|
+9%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.16M
|
-$108K
|
-3,726
|
-5%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.09M
|
+$610K
|
+21,038
|
+44%
|
|
|
10
|
Values First Advisors
Gray,
Tennessee
|
$1.63M
|
+$1.55M
|
+53,554
|
New
|
|
|
11
|
LVZ Inc
Holland,
Michigan
|
$1.43M
|
+$24.3K
|
+839
|
+2%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.07M
|
+$86.5K
|
+2,985
|
+9%
|
|
|
13
|
OneAscent Financial Services
Birmingham,
Alabama
|
$973K
|
+$927K
|
+32,001
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$890K
|
+$202K
|
+6,960
|
+31%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$881K
|
+$120K
|
+4,127
|
+17%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$848K
|
-$9.04K
|
-312
|
-1%
|
|
|
17
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$734K
|
+$3.01K
|
+104
|
+0.4%
|
|
|
18
|
|
$706K
|
+$673K
|
+23,217
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$633K
|
+$132K
|
+4,556
|
+28%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$611K
|
+$127K
|
+4,372
|
+28%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$486K
|
+$8.69K
|
+300
|
+2%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$425K
|
+$405K
|
+13,971
|
New
|
|
|
23
|
Well Done LLC
Holland,
Michigan
|
$325K
|
–
|
–
|
–
|
|
|
24
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$204K
|
+$194K
|
+6,702
|
New
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$144K
|
–
|
–
|
–
|
|
