|
1
|
Inspire Advisors
Meridian,
Idaho
|
$30.7M
|
+$2.32M
|
+71,628
|
+8%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.1M
|
-$188K
|
-5,825
|
-2%
|
|
|
3
|
PAX Financial Group
San Antonio,
Texas
|
$8.32M
|
+$644K
|
+19,923
|
+8%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.79M
|
+$211K
|
+6,531
|
+3%
|
|
|
5
|
Inspire Investing
Meridian,
Idaho
|
$7.04M
|
-$282K
|
-8,735
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.99M
|
+$754K
|
+23,332
|
+11%
|
|
|
7
|
Paradiem
Covington,
Louisiana
|
$6.8M
|
-$20.4K
|
-632
|
-0.3%
|
|
|
8
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.7M
|
+$77.7K
|
+2,404
|
+2%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$3.29M
|
-$13.9K
|
-430
|
-0.4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.31M
|
+$439K
|
+13,567
|
+22%
|
|
|
11
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.27M
|
-$178K
|
-5,498
|
-7%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.97M
|
+$1.1M
|
+34,047
|
+111%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.94M
|
+$25.6K
|
+793
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$110K
|
-3,403
|
-6%
|
|
|
15
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$954K
|
-$25K
|
-772
|
-2%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$894K
|
-$27.6K
|
-853
|
-3%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
$849K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$848K
|
+$12.7K
|
+392
|
+1%
|
|
|
19
|
|
$839K
|
–
|
–
|
–
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$832K
|
-$16.2K
|
-500
|
-2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$704K
|
-$1.26M
|
-39,116
|
-63%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$681K
|
+$337K
|
+10,413
|
+87%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$616K
|
+$95.3K
|
+2,948
|
+17%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$578K
|
+$71K
|
+2,197
|
+13%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$569K
|
+$69K
|
+2,135
|
+13%
|
|
