|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.7M
|
+$637K
|
+16,464
|
+5%
|
|
|
2
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.81M
|
+$60.7K
|
+1,569
|
+1%
|
|
|
3
|
Inspire Advisors
Meridian,
Idaho
|
$5.27M
|
+$1.06M
|
+27,313
|
+24%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.25M
|
-$235K
|
-6,077
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.07M
|
+$39.5K
|
+1,021
|
+0.8%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.54M
|
+$4.74M
|
+122,612
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.09M
|
+$295K
|
+7,632
|
+7%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$3.27M
|
+$73.2K
|
+1,892
|
+2%
|
|
|
9
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.07M
|
-$23.8K
|
-616
|
-0.7%
|
|
|
10
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.71M
|
-$406K
|
-10,493
|
-13%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$2.19M
|
+$23.4K
|
+606
|
+1%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.98M
|
-$25.6K
|
-662
|
-1%
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$1.85M
|
+$1.94M
|
+50,068
|
New
|
|
|
14
|
Range Financial Group
Tigard,
Oregon
|
$1.56M
|
-$88.5K
|
-2,288
|
-5%
|
|
|
15
|
Keel Point
Huntsville,
Alabama
|
$1.56M
|
-$232K
|
-5,990
|
-12%
|
|
|
16
|
Inspire Investing
Meridian,
Idaho
|
$1.45M
|
-$26.1K
|
-674
|
-2%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.38M
|
-$271K
|
-7,014
|
-16%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.12M
|
+$1.17M
|
+30,355
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
-$36.2K
|
-937
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$200K
|
-5,170
|
-16%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$907K
|
+$948K
|
+24,524
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$701K
|
+$73.3K
|
+1,896
|
+11%
|
|
|
23
|
|
$700K
|
+$5.68K
|
+147
|
+0.8%
|
|
|
24
|
Ridgeline Wealth
Mesa,
Arizona
|
$700K
|
+$732K
|
+18,931
|
New
|
|
|
25
|
Christian Investment Advisors
New Braunfels,
Texas
|
$696K
|
+$727K
|
+18,810
|
New
|
|
