|
1
|
Inspire Advisors
Meridian,
Idaho
|
$27.5M
|
+$1.68M
|
+47,715
|
+7%
|
|
|
2
|
Inspire Investing
Meridian,
Idaho
|
$14.9M
|
+$393K
|
+11,190
|
+3%
|
|
|
3
|
Paradiem
Covington,
Louisiana
|
$7.63M
|
-$10.5M
|
-299,216
|
-60%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.21M
|
+$493K
|
+14,030
|
+8%
|
|
|
5
|
Keel Point
Huntsville,
Alabama
|
$5.86M
|
+$693K
|
+19,724
|
+14%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.38M
|
-$319K
|
-9,090
|
-9%
|
|
|
7
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$3.38M
|
-$319K
|
-9,090
|
-9%
|
|
|
8
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.31M
|
+$93.2K
|
+2,653
|
+3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.07M
|
-$287K
|
-8,157
|
-9%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.03M
|
+$132K
|
+3,755
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.82M
|
+$109K
|
+3,115
|
+4%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.05M
|
+$345K
|
+9,831
|
+21%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.75M
|
+$1.7M
|
+48,345
|
New
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.57M
|
-$2.15M
|
-61,260
|
-59%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.51M
|
+$266K
|
+7,586
|
+22%
|
|
|
16
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$831K
|
-$678K
|
-19,306
|
-46%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$803K
|
-$136K
|
-3,882
|
-15%
|
|
|
18
|
|
$787K
|
+$492K
|
+13,999
|
+182%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$678K
|
+$236K
|
+6,705
|
+56%
|
|
|
20
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$540K
|
-$87.7K
|
-2,495
|
-14%
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$520K
|
+$504K
|
+14,333
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$495K
|
-$31.6K
|
-900
|
-6%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$456K
|
-$172K
|
-4,900
|
-28%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$379K
|
-$62.7K
|
-1,786
|
-15%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$367K
|
+$36.4K
|
+1,035
|
+11%
|
|
