|
1
|
Inspire Advisors
Meridian,
Idaho
|
$48.4M
|
+$1.05M
|
+23,236
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$1.32M
|
+29,265
|
+7%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$13.1M
|
+$7.5M
|
+166,507
|
+135%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$12M
|
+$1.5M
|
+33,334
|
+14%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.85M
|
+$423K
|
+9,390
|
+5%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$8.08M
|
-$1.25M
|
-27,839
|
-13%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$6.78M
|
-$12.4K
|
-275
|
-0.2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$6.67M
|
+$1.59M
|
+35,368
|
+31%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.19M
|
-$70.8K
|
-1,573
|
-1%
|
|
|
10
|
Moneywise Inc
Forest,
Virginia
|
$6.04M
|
+$3.19M
|
+70,899
|
+113%
|
|
|
11
|
Carlson Financial
Canby,
Oregon
|
$5.35M
|
+$5.33M
|
+118,465
|
New
|
|
|
12
|
Inspire Investing
Meridian,
Idaho
|
$4.99M
|
-$76.7K
|
-1,704
|
-2%
|
|
|
13
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.73M
|
-$877K
|
-19,484
|
-16%
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.95M
|
+$39.7K
|
+881
|
+1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.64M
|
+$352K
|
+7,809
|
+11%
|
|
|
16
|
PAX Financial Group
San Antonio,
Texas
|
$3.61M
|
+$68.2K
|
+1,516
|
+2%
|
|
|
17
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$3.4M
|
+$3.39M
|
+75,249
|
New
|
|
|
18
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.21M
|
+$73.9K
|
+1,641
|
+2%
|
|
|
19
|
Revisor Wealth Management
Akron,
Ohio
|
$3.1M
|
-$44.5K
|
-989
|
-2%
|
|
|
20
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.09M
|
+$544K
|
+12,093
|
+21%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.89M
|
+$208K
|
+4,625
|
+8%
|
|
|
22
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.62M
|
+$362K
|
+8,042
|
+16%
|
|
|
23
|
WorthPointe
La Jolla,
California
|
$2.4M
|
+$2.39M
|
+53,179
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
-$225K
|
-5,000
|
-9%
|
|
|
25
|
Two Sigma Investments
New York
|
$2.02M
|
+$932K
|
+20,700
|
+86%
|
|
