|
1
|
Inspire Advisors
Meridian,
Idaho
|
$31.9M
|
+$802K
|
+22,465
|
+3%
|
|
|
2
|
Inspire Investing
Meridian,
Idaho
|
$15.8M
|
+$1.91M
|
+53,525
|
+14%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.2M
|
+$1.02M
|
+28,659
|
+9%
|
|
|
4
|
Paradiem
Covington,
Louisiana
|
$6.77M
|
-$32.5K
|
-912
|
-0.5%
|
|
|
5
|
Keel Point
Huntsville,
Alabama
|
$6.11M
|
-$140K
|
-3,925
|
-2%
|
|
|
6
|
PAX Financial Group
San Antonio,
Texas
|
$4.72M
|
+$2.36M
|
+66,200
|
+102%
|
|
|
7
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.29M
|
+$288K
|
+8,062
|
+7%
|
|
|
8
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.9M
|
+$84.8K
|
+2,377
|
+2%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.5M
|
-$243K
|
-6,823
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.46M
|
+$2.45M
|
+68,579
|
+248%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.36M
|
+$3.32M
|
+93,128
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.92M
|
+$1.05M
|
+29,518
|
+57%
|
|
|
13
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.21M
|
-$293K
|
-8,208
|
-12%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$223K
|
+6,246
|
+13%
|
|
|
15
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.25M
|
-$63.5K
|
-1,781
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$128K
|
-3,576
|
-11%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$872K
|
+$865K
|
+24,245
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$862K
|
+$47.2K
|
+1,323
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$792K
|
-$96.2K
|
-2,697
|
-11%
|
|
|
20
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$741K
|
-$10.2K
|
-287
|
-1%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$633K
|
+$628K
|
+17,597
|
New
|
|
|
22
|
Amarillo National Bank
Amarillo,
Texas
|
$616K
|
-$16.6K
|
-465
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$546K
|
+$208K
|
+5,817
|
+62%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$530K
|
+$102K
|
+2,870
|
+24%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$509K
|
+$24.9K
|
+698
|
+5%
|
|
