|
1
|
Inspire Investing
Meridian,
Idaho
|
$9.13M
|
+$644K
|
+30,209
|
+8%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$6.77M
|
-$13.9M
|
-652,997
|
-69%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.24M
|
+$581K
|
+27,246
|
+13%
|
|
|
4
|
LVZ Inc
Holland,
Michigan
|
$1.84M
|
+$59.2K
|
+2,776
|
+4%
|
|
|
5
|
|
$1.72M
|
+$1.62M
|
+75,967
|
New
|
|
|
6
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.68M
|
-$10.9K
|
-510
|
-0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$1.52M
|
+71,487
|
New
|
|
|
8
|
Keel Point
Huntsville,
Alabama
|
$1.6M
|
+$296K
|
+13,877
|
+24%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$1.39M
|
+65,006
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.44M
|
-$265K
|
-12,453
|
-16%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.4M
|
+$274K
|
+12,859
|
+26%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
-$611K
|
-28,695
|
-38%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$979K
|
+$77.4K
|
+3,633
|
+9%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$887K
|
+$14.7K
|
+690
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$749K
|
-$2.12M
|
-99,338
|
-75%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$550K
|
+$61K
|
+2,865
|
+13%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$378K
|
–
|
–
|
–
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$374K
|
+$8.01K
|
+376
|
+2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$314K
|
+$11.5K
|
+542
|
+4%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$312K
|
+$15.2K
|
+713
|
+5%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$212K
|
+$199K
|
+9,335
|
New
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$88K
|
+$83.1K
|
+3,900
|
New
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$47K
|
–
|
–
|
–
|
|
|
24
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$31K
|
–
|
–
|
–
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$21K
|
+$19.4K
|
+909
|
New
|
|
