|
1
|
Inspire Investing
Meridian,
Idaho
|
$27.5M
|
-$450K
|
-17,475
|
-2%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$17.4M
|
-$11.4M
|
-441,132
|
-39%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.3M
|
+$15.3M
|
+594,452
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$14.6M
|
+$1.13M
|
+43,985
|
+8%
|
|
|
5
|
|
$4.83M
|
+$2.9M
|
+112,814
|
+151%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.78M
|
-$32.3K
|
-1,254
|
-0.7%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.31M
|
+$697K
|
+27,066
|
+27%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.19M
|
+$139K
|
+5,404
|
+7%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$2.06M
|
+$250K
|
+9,710
|
+14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$463
|
+18
|
+0%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$1.38M
|
+$38.9K
|
+1,511
|
+3%
|
|
|
12
|
Values First Advisors
Gray,
Tennessee
|
$1.11M
|
+$1.11M
|
+43,225
|
New
|
|
|
13
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.05M
|
-$28.2K
|
-1,096
|
-3%
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.03M
|
-$22K
|
-853
|
-2%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$917K
|
+$88.6K
|
+3,443
|
+11%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$905K
|
+$255K
|
+9,896
|
+39%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$641K
|
+$642K
|
+24,941
|
New
|
|
|
18
|
Keel Point
Huntsville,
Alabama
|
$442K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$279K
|
+$36.5K
|
+1,418
|
+15%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$278K
|
+$35.6K
|
+1,384
|
+15%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$276K
|
+$18.8K
|
+732
|
+7%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$240K
|
+$240K
|
+9,334
|
New
|
|
|
23
|
|
$233K
|
+$233K
|
+9,064
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
-$47.2K
|
-1,833
|
-17%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$143K
|
–
|
–
|
–
|
|
