|
1
|
Inspire Investing
Meridian,
Idaho
|
$13.8M
|
-$2.9M
|
-103,661
|
-17%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.21M
|
+$949K
|
+33,931
|
+22%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.06M
|
+$2.58M
|
+92,206
|
+106%
|
|
|
4
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.57M
|
+$642K
|
+22,942
|
+34%
|
|
|
5
|
|
$2.32M
|
+$304K
|
+10,883
|
+15%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$2.23M
|
+$102K
|
+3,661
|
+5%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.04M
|
+$71.4K
|
+2,554
|
+4%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2M
|
+$1.98M
|
+70,941
|
New
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.93M
|
+$2.04M
|
+72,783
|
New
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$1.62M
|
-$26.9K
|
-963
|
-2%
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.62M
|
-$20.8K
|
-745
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.53M
|
+$535K
|
+19,134
|
+54%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.35M
|
+$59.6K
|
+2,132
|
+5%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$959K
|
+$51.8K
|
+1,853
|
+6%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$786K
|
+$37.9K
|
+1,356
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$486K
|
-$14.9K
|
-533
|
-3%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$434K
|
-$92.4K
|
-3,304
|
-18%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$404K
|
+$401K
|
+14,325
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$355K
|
+$137K
|
+4,896
|
+63%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$302K
|
+$71.7K
|
+2,563
|
+31%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$291K
|
-$293K
|
-10,476
|
-50%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
+$253K
|
+9,052
|
New
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$111K
|
+$110K
|
+3,935
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$30K
|
-$5.51K
|
-197
|
-16%
|
|
