|
1
|
Inspire Advisors
Meridian,
Idaho
|
$48.6M
|
+$12.1M
|
+390,741
|
+39%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.7M
|
+$174K
|
+5,614
|
+2%
|
|
|
3
|
Inspire Investing
Meridian,
Idaho
|
$10.1M
|
+$1.88M
|
+60,732
|
+26%
|
|
|
4
|
PAX Financial Group
San Antonio,
Texas
|
$9.72M
|
+$469K
|
+15,127
|
+6%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.96M
|
+$63.8K
|
+2,059
|
+0.8%
|
|
|
6
|
Paradiem
Covington,
Louisiana
|
$7.73M
|
-$30K
|
-967
|
-0.4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.64M
|
-$2.1M
|
-67,645
|
-29%
|
|
|
8
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.44M
|
+$198K
|
+6,392
|
+5%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$3.81M
|
+$46.8K
|
+1,511
|
+1%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.88M
|
+$217K
|
+6,998
|
+9%
|
|
|
11
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.84M
|
+$222K
|
+7,179
|
+10%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.34M
|
+$109K
|
+3,508
|
+5%
|
|
|
13
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.14M
|
+$1.91M
|
+61,754
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.77M
|
-$19.9K
|
-642
|
-1%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$1.43M
|
+$998K
|
+32,205
|
+359%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.38M
|
+$370K
|
+11,940
|
+43%
|
|
|
17
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.27M
|
+$808K
|
+26,065
|
+244%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.21M
|
-$931K
|
-30,067
|
-46%
|
|
|
19
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.12M
|
+$1M
|
+32,305
|
New
|
|
|
20
|
WorthPointe
La Jolla,
California
|
$1.12M
|
+$583K
|
+18,807
|
+140%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.09M
|
–
|
–
|
–
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.03M
|
+$11.1K
|
+358
|
+1%
|
|
|
23
|
Keel Point
Huntsville,
Alabama
|
$969K
|
–
|
–
|
–
|
|
|
24
|
|
$958K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$946K
|
+$127K
|
+4,098
|
+18%
|
|
