|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.5M
|
+$1.26M
|
+34,061
|
+12%
|
|
|
2
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.63M
|
+$181K
|
+4,916
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.05M
|
+$2.28M
|
+61,754
|
+81%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.01M
|
+$377K
|
+10,227
|
+8%
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.2M
|
+$33.5K
|
+907
|
+0.8%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.83M
|
+$2.33M
|
+63,203
|
+152%
|
|
|
7
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.28M
|
-$384K
|
-10,411
|
-10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
+$161K
|
+4,366
|
+5%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.2M
|
-$107K
|
-2,887
|
-3%
|
|
|
10
|
Inspire Advisors
Meridian,
Idaho
|
$2.83M
|
-$45.5M
|
-1,234,285
|
-94%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$2.01M
|
+$17.4K
|
+472
|
+0.9%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.99M
|
-$57.5K
|
-1,558
|
-3%
|
|
|
13
|
Keel Point
Huntsville,
Alabama
|
$1.79M
|
-$2.86M
|
-77,420
|
-62%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.76M
|
+$740K
|
+20,069
|
+71%
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.68M
|
-$98.6K
|
-2,673
|
-6%
|
|
|
16
|
Range Financial Group
Tigard,
Oregon
|
$1.65M
|
-$23.6K
|
-640
|
-1%
|
|
|
17
|
Inspire Investing
Meridian,
Idaho
|
$1.48M
|
-$10.7M
|
-289,490
|
-88%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
-$100K
|
-2,707
|
-7%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
+$652K
|
+17,675
|
+139%
|
|
|
20
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$819K
|
+$164K
|
+4,453
|
+26%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$778K
|
+$9.6K
|
+259
|
+1%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$766K
|
+$413K
|
+11,190
|
+114%
|
|
|
23
|
Amarillo National Bank
Amarillo,
Texas
|
$644K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$576K
|
+$178K
|
+4,826
|
+44%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$572K
|
-$765K
|
-20,727
|
-57%
|
|
