|
1
|
Inspire Advisors
Meridian,
Idaho
|
$30.1M
|
-$3.06M
|
-100,043
|
-10%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.9M
|
+$3.17M
|
+103,629
|
+44%
|
|
|
3
|
PAX Financial Group
San Antonio,
Texas
|
$8.15M
|
+$1.07M
|
+35,020
|
+16%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.02M
|
+$7.43M
|
+242,786
|
+3,539%
|
|
|
5
|
Inspire Investing
Meridian,
Idaho
|
$7.72M
|
+$552K
|
+18,033
|
+8%
|
|
|
6
|
Paradiem
Covington,
Louisiana
|
$7.21M
|
-$3.95K
|
-129
|
-0.1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.64M
|
+$883K
|
+28,847
|
+16%
|
|
|
8
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.83M
|
-$39.7K
|
-1,299
|
-1%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$3.49M
|
+$36.1K
|
+1,181
|
+1%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.58M
|
-$187K
|
-6,128
|
-7%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.03M
|
+$723K
|
+23,630
|
+60%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.01M
|
-$101K
|
-3,316
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2M
|
-$9.45K
|
-309
|
-0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.77M
|
+$96K
|
+3,139
|
+6%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$1.4M
|
+45,607
|
New
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.03M
|
+$15.8K
|
+518
|
+2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$988K
|
-$752K
|
-24,581
|
-44%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$972K
|
-$13.9K
|
-455
|
-1%
|
|
|
19
|
Keel Point
Huntsville,
Alabama
|
$897K
|
-$127K
|
-4,156
|
-13%
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$895K
|
+$660K
|
+21,565
|
+343%
|
|
|
21
|
|
$887K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$884K
|
+$390K
|
+12,758
|
+87%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$557K
|
+$196K
|
+6,414
|
+59%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$541K
|
+$183K
|
+5,972
|
+55%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$533K
|
–
|
–
|
–
|
|
