|
1
|
Inspire Advisors
Meridian,
Idaho
|
$42.4M
|
+$3.16M
|
+81,643
|
+9%
|
|
|
2
|
Bare Financial Services
Gap,
Pennsylvania
|
$16.9M
|
-$625K
|
-16,152
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$1.47M
|
-38,052
|
-9%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.35M
|
+$7.32M
|
+189,094
|
+510%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.66M
|
+$186K
|
+4,803
|
+3%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$6.24M
|
-$195K
|
-5,052
|
-3%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.76M
|
-$1.29M
|
-33,300
|
-19%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.59M
|
+$972K
|
+25,137
|
+23%
|
|
|
9
|
Strategic Equity Management
Tucson,
Arizona
|
$5.27M
|
-$806K
|
-20,841
|
-14%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.21M
|
+$1.63M
|
+42,094
|
+50%
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.15M
|
+$132K
|
+3,400
|
+3%
|
|
|
12
|
Inspire Investing
Meridian,
Idaho
|
$4.77M
|
+$42.9K
|
+1,108
|
+1%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$3.72M
|
+$1.56M
|
+40,248
|
+81%
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.46M
|
-$54.7K
|
-1,414
|
-2%
|
|
|
15
|
PAX Financial Group
San Antonio,
Texas
|
$3.39M
|
-$784K
|
-20,261
|
-20%
|
|
|
16
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.97M
|
+$2.77M
|
+71,720
|
New
|
|
|
17
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.79M
|
+$49.8K
|
+1,287
|
+2%
|
|
|
18
|
Revisor Wealth Management
Akron,
Ohio
|
$2.67M
|
+$18.1K
|
+468
|
+0.7%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$2.56M
|
-$401K
|
-10,371
|
-14%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.46M
|
-$361K
|
-9,319
|
-14%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.4M
|
+$1.05M
|
+27,108
|
+87%
|
|
|
22
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.32M
|
+$867K
|
+22,415
|
+67%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$2.21M
|
+$27.6K
|
+713
|
+1%
|
|
|
24
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$2.18M
|
+$41.9K
|
+1,083
|
+2%
|
|
|
25
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.09M
|
+$1.49M
|
+38,590
|
+321%
|
|
