|
1
|
Inspire Advisors
Meridian,
Idaho
|
$103M
|
+$23M
|
+956,063
|
+28%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$39.6M
|
+$1.65M
|
+68,270
|
+4%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$25.2M
|
+$1.67M
|
+69,293
|
+7%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$23.6M
|
+$6.17M
|
+256,075
|
+35%
|
|
|
5
|
Bare Financial Services
Gap,
Pennsylvania
|
$18.4M
|
+$1.33M
|
+55,146
|
+8%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.8M
|
+$603K
|
+25,010
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$4.71M
|
+195,292
|
+46%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.7M
|
+$13M
|
+538,354
|
+1,435%
|
|
|
9
|
PAX Financial Group
San Antonio,
Texas
|
$8.21M
|
+$128K
|
+5,300
|
+2%
|
|
|
10
|
Plan A Wealth
Lincoln,
Nebraska
|
$7.09M
|
+$362K
|
+15,017
|
+5%
|
|
|
11
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$6.98M
|
+$32.3K
|
+1,342
|
+0.5%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$5.46M
|
+$4.33M
|
+179,513
|
+364%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$5.37M
|
+$673K
|
+27,921
|
+14%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$5.06M
|
+$69.4K
|
+2,879
|
+1%
|
|
|
15
|
WorthPointe
La Jolla,
California
|
$4.94M
|
-$2.54M
|
-105,329
|
-34%
|
|
|
16
|
|
$4.77M
|
+$4.34M
|
+179,914
|
+896%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$4.66M
|
+$320K
|
+13,281
|
+7%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$4.45M
|
-$54.3K
|
-2,255
|
-1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.26M
|
+$587K
|
+24,374
|
+16%
|
|
|
20
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.07M
|
+$263K
|
+10,915
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.72M
|
+$4.43K
|
+184
|
+0.1%
|
|
|
22
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$3.68M
|
+$4.79K
|
+199
|
+0.1%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$3.52M
|
+$560K
|
+23,232
|
+19%
|
|
|
24
|
Range Financial Group
Tigard,
Oregon
|
$3.18M
|
-$100K
|
-4,166
|
-3%
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.63M
|
+$435K
|
+18,047
|
+20%
|
|
