|
1
|
Inspire Investing
Meridian,
Idaho
|
$5.67M
|
+$395K
|
+13,537
|
+6%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.93M
|
+$216K
|
+7,413
|
+5%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.82M
|
-$3.23M
|
-110,681
|
-49%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$178K
|
+6,120
|
+6%
|
|
|
5
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.9M
|
+$216K
|
+7,410
|
+11%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.85M
|
+$102K
|
+3,485
|
+5%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$1.69M
|
+$607K
|
+20,812
|
+44%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
-$2.71M
|
-92,842
|
-60%
|
|
|
9
|
Values First Advisors
Gray,
Tennessee
|
$1.04M
|
-$338K
|
-11,585
|
-22%
|
|
|
10
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$895K
|
-$5.05M
|
-173,107
|
-83%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$848K
|
+$142K
|
+4,855
|
+17%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$847K
|
+$60.6K
|
+2,078
|
+6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$840K
|
+$986K
|
+33,792
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$759K
|
+$77.4K
|
+2,653
|
+10%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$733K
|
+$453K
|
+15,526
|
+111%
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$702K
|
+$74.9K
|
+2,568
|
+11%
|
|
|
17
|
|
$577K
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$516K
|
-$729
|
-25
|
-0.1%
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$495K
|
-$5.37K
|
-184
|
-0.9%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$454K
|
+$66.3K
|
+2,275
|
+14%
|
|
|
21
|
Well Done LLC
Holland,
Michigan
|
$351K
|
+$100K
|
+3,439
|
+32%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$117K
|
–
|
–
|
–
|
|
|
23
|
Firestone Capital Management
Coral Gables,
Florida
|
$89K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
25
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$41K
|
+$7K
|
+240
|
+18%
|
|
