|
1
|
Inspire Advisors
Meridian,
Idaho
|
$70M
|
-$704K
|
-29,810
|
-1%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$33.9M
|
-$360K
|
-15,245
|
-1%
|
|
|
3
|
Christian Investment Advisors
New Braunfels,
Texas
|
$20.9M
|
+$442K
|
+18,729
|
+2%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$16M
|
-$166K
|
-7,009
|
-1%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.6M
|
-$294K
|
-12,464
|
-2%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$14.6M
|
+$1.85M
|
+78,308
|
+15%
|
|
|
7
|
Inspire Investing
Meridian,
Idaho
|
$13.9M
|
+$839K
|
+35,496
|
+6%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$10.5M
|
-$770K
|
-32,610
|
-7%
|
|
|
9
|
PAX Financial Group
San Antonio,
Texas
|
$9.96M
|
-$280K
|
-11,863
|
-3%
|
|
|
10
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$7.59M
|
-$451K
|
-19,078
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.32M
|
+$1.38M
|
+58,370
|
+23%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$4.45M
|
+$47.5K
|
+2,011
|
+1%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$3.55M
|
-$13.1M
|
-554,729
|
-79%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$3.48M
|
+$360K
|
+15,229
|
+12%
|
|
|
15
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$3.41M
|
+$3.4M
|
+143,713
|
New
|
|
|
16
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.39M
|
+$46.9K
|
+1,987
|
+1%
|
|
|
17
|
Plan A Wealth
Lincoln,
Nebraska
|
$3.24M
|
+$1.11M
|
+47,150
|
+53%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$94.3K
|
+3,991
|
+3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.71M
|
+$377K
|
+15,968
|
+16%
|
|
|
20
|
Range Financial Group
Tigard,
Oregon
|
$2.54M
|
+$206K
|
+8,735
|
+9%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$2.2M
|
+$19.8K
|
+838
|
+0.9%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.13M
|
+$605K
|
+25,615
|
+40%
|
|
|
23
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.9M
|
+$933K
|
+39,501
|
+97%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$1.82M
|
+$923K
|
+39,074
|
+104%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$1.78M
|
+$18.7K
|
+792
|
+1%
|
|
