|
1
|
Inspire Advisors
Meridian,
Idaho
|
$20M
|
+$380K
|
+11,866
|
+2%
|
|
|
2
|
PAX Financial Group
San Antonio,
Texas
|
$5.48M
|
-$254K
|
-7,927
|
-4%
|
|
|
3
|
Inspire Investing
Meridian,
Idaho
|
$4.18M
|
+$635K
|
+19,854
|
+16%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.29M
|
+$2.49M
|
+77,718
|
New
|
|
|
5
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.42M
|
+$46.6K
|
+1,456
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1,000K
|
+$135K
|
+4,211
|
+14%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$495K
|
+$537K
|
+16,791
|
New
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$430K
|
-$40.3K
|
-1,259
|
-8%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$131K
|
+$38.9K
|
+1,215
|
+38%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$93.1K
|
+$7.3K
|
+228
|
+8%
|
|
|
11
|
|
$53K
|
+$57.6K
|
+1,799
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.3K
|
+$50.2K
|
+1,569
|
New
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$42.9K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.45K
|
+$3.74K
|
+117
|
New
|
|
|
15
|
|
$51
|
+$32
|
+1
|
New
|
|
|
16
|
|
–
|
-$1.67M
|
-53,211
|
Closed
|
|
|
17
|
GTS Securities
Miami,
Florida
|
–
|
-$748K
|
-23,807
|
Closed
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$461K
|
-14,661
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$295K
|
-9,374
|
Closed
|
|
|
20
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$23.5K
|
-747
|
Closed
|
|
|
21
|
Mattson Financial Services
Kentwood,
Michigan
|
–
|
-$6.03K
|
-204
|
Closed
|
|
