|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.9M
|
+$436K
|
+11,528
|
+4%
|
|
|
2
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$6.14M
|
+$53.1K
|
+1,405
|
+0.9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.85M
|
+$411K
|
+10,854
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.38M
|
-$85.3K
|
-2,254
|
-2%
|
|
|
5
|
Inspire Advisors
Meridian,
Idaho
|
$4.55M
|
+$1.42M
|
+37,438
|
+48%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.06M
|
+$558K
|
+14,757
|
+17%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$3.42M
|
-$42.5K
|
-1,124
|
-1%
|
|
|
8
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.31M
|
-$233K
|
-6,151
|
-7%
|
|
|
9
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.31M
|
-$802K
|
-21,196
|
-20%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$2.2M
|
+$22.1K
|
+584
|
+1%
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.15M
|
-$9.3K
|
-246
|
-0.5%
|
|
|
12
|
Keel Point
Huntsville,
Alabama
|
$1.9M
|
-$1.74K
|
-46
|
-0.1%
|
|
|
13
|
Range Financial Group
Tigard,
Oregon
|
$1.76M
|
-$20.4K
|
-539
|
-1%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.75M
|
-$147K
|
-3,883
|
-8%
|
|
|
15
|
Inspire Investing
Meridian,
Idaho
|
$1.58M
|
-$19K
|
-501
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
-$206K
|
-5,451
|
-14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
-$56.2K
|
-1,485
|
-5%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$850K
|
-$2.19K
|
-58
|
-0.3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$827K
|
-$13.9K
|
-368
|
-2%
|
|
|
20
|
|
$742K
|
+$216K
|
+5,722
|
+44%
|
|
|
21
|
Amarillo National Bank
Amarillo,
Texas
|
$697K
|
–
|
–
|
–
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$674K
|
+$48.4K
|
+1,279
|
+8%
|
|
|
23
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$573K
|
-$17.2K
|
-455
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$522K
|
+$16.2K
|
+428
|
+3%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$520K
|
-$296K
|
-7,832
|
-37%
|
|
