|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$25.7M
|
-$3.74M
|
-135,300
|
-14%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$22.3M
|
+$11M
|
+397,774
|
+115%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.24M
|
+$1.46M
|
+52,901
|
+243%
|
|
|
4
|
Inspire Advisors
Meridian,
Idaho
|
$909K
|
+$62.3K
|
+2,252
|
+8%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$551K
|
+$508K
|
+18,349
|
New
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$451K
|
-$355K
|
-12,841
|
-46%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$388K
|
+$41.7K
|
+1,506
|
+13%
|
|
|
8
|
Synergy Asset Management
Vancouver,
Washington
|
$274K
|
-$34.3K
|
-1,241
|
-12%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$106K
|
-$11.5K
|
-415
|
-11%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.7K
|
+$7.47K
|
+270
|
+46%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$23.8K
|
+$21.9K
|
+791
|
New
|
|
|
12
|
|
$21.6K
|
+$19.9K
|
+719
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$2.88K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.74K
|
-$28.4K
|
-1,026
|
-92%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$803
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$235K
|
-8,878
|
Closed
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$217K
|
-8,136
|
Closed
|
|
