|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$31.3M
|
+$14.9M
|
+565,800
|
+91%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$24.1M
|
+$3.84M
|
+145,371
|
+19%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$22.2M
|
+$1.5M
|
+56,592
|
+7%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$15.2M
|
+$1.12M
|
+42,473
|
+8%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.48M
|
-$975K
|
-36,904
|
-10%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.52M
|
+$1.57M
|
+59,242
|
+39%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99M
|
-$362K
|
-13,703
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.84M
|
+$143K
|
+5,411
|
+5%
|
|
|
9
|
|
$1.5M
|
-$910K
|
-34,448
|
-38%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.36M
|
+51,593
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.32M
|
-$23.9K
|
-905
|
-2%
|
|
|
12
|
Keel Point
Huntsville,
Alabama
|
$1.31M
|
+$241K
|
+9,126
|
+22%
|
|
|
13
|
LVZ Inc
Holland,
Michigan
|
$1.2M
|
-$19.5K
|
-737
|
-2%
|
|
|
14
|
Values First Advisors
Gray,
Tennessee
|
$1.1M
|
+$65.7K
|
+2,486
|
+6%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.02M
|
-$290K
|
-10,983
|
-22%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$971K
|
+$44.2K
|
+1,671
|
+5%
|
|
|
17
|
|
$718K
|
+$83.2K
|
+3,147
|
+13%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$639K
|
+$56.7K
|
+2,146
|
+10%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$604K
|
+$607K
|
+22,962
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$496K
|
-$9.35K
|
-354
|
-2%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$394K
|
+$395K
|
+14,948
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$351K
|
+$38.2K
|
+1,446
|
+12%
|
|
|
23
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$351K
|
+$41.4K
|
+1,568
|
+13%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$248K
|
-$13.4K
|
-508
|
-5%
|
|
|
25
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$213K
|
-$934K
|
-35,352
|
-81%
|
|
