|
1
|
Inspire Advisors
Meridian,
Idaho
|
$32.2M
|
+$8.74M
|
+273,937
|
+36%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.27M
|
-$124K
|
-3,886
|
-2%
|
|
|
3
|
Paradiem
Covington,
Louisiana
|
$6.97M
|
-$7.75K
|
-243
|
-0.1%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$6.9M
|
-$5.23M
|
-163,973
|
-42%
|
|
|
5
|
PAX Financial Group
San Antonio,
Texas
|
$6.79M
|
+$1.27M
|
+39,947
|
+22%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.52M
|
+$640K
|
+20,069
|
+13%
|
|
|
7
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.74M
|
+$3.38K
|
+106
|
+0.1%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$3.34M
|
-$298K
|
-9,346
|
-8%
|
|
|
9
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.68M
|
-$116K
|
-3,650
|
-4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.04M
|
+$25.3K
|
+792
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$20.5K
|
+643
|
+1%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.72M
|
-$9.19K
|
-288
|
-0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$80.9K
|
+2,535
|
+5%
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.23M
|
+$180K
|
+5,652
|
+17%
|
|
|
15
|
Keel Point
Huntsville,
Alabama
|
$996K
|
-$21.8K
|
-682
|
-2%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$982K
|
–
|
–
|
–
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$953K
|
-$2.87K
|
-90
|
-0.3%
|
|
|
18
|
|
$857K
|
–
|
–
|
–
|
|
|
19
|
Well Done LLC
Holland,
Michigan
|
$515K
|
–
|
–
|
–
|
|
|
20
|
Atria Wealth Solutions
New York
|
$465K
|
+$35.9K
|
+1,126
|
+8%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$458K
|
-$106K
|
-3,319
|
-18%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$415K
|
–
|
–
|
–
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$372K
|
–
|
–
|
–
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$339K
|
+$348K
|
+10,913
|
New
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$337K
|
-$75.3K
|
-2,359
|
-18%
|
|
