|
1
|
Inspire Advisors
Meridian,
Idaho
|
$44.7M
|
-$1.24M
|
-35,822
|
-3%
|
|
|
2
|
PAX Financial Group
San Antonio,
Texas
|
$9.3M
|
-$323K
|
-9,289
|
-3%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.4M
|
+$2.77M
|
+79,775
|
+49%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.17M
|
-$883K
|
-25,439
|
-10%
|
|
|
5
|
Inspire Investing
Meridian,
Idaho
|
$7.21M
|
-$2.23M
|
-64,145
|
-24%
|
|
|
6
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.91M
|
+$181K
|
+5,214
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.7M
|
+$1.94M
|
+55,962
|
+70%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.68M
|
+$310K
|
+8,917
|
+9%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$2.79M
|
-$96.9K
|
-2,790
|
-3%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.5M
|
-$273K
|
-7,872
|
-10%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.93M
|
+$439K
|
+12,643
|
+34%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
+$111K
|
+3,183
|
+7%
|
|
|
13
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.62M
|
-$2.19M
|
-62,991
|
-60%
|
|
|
14
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.33M
|
+$1.34M
|
+38,472
|
New
|
|
|
15
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.25M
|
-$25.8K
|
-742
|
-2%
|
|
|
16
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.2M
|
+$1.2M
|
+34,528
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$170K
|
+4,893
|
+17%
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.09M
|
+$1.09M
|
+31,376
|
New
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.03M
|
-$2.33K
|
-67
|
-0.2%
|
|
|
20
|
|
$956K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$753K
|
+$12.3K
|
+355
|
+2%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$655K
|
+$657K
|
+18,923
|
New
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$629K
|
-$374K
|
-10,765
|
-37%
|
|
|
24
|
Well Done LLC
Holland,
Michigan
|
$598K
|
–
|
–
|
–
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$586K
|
-$566K
|
-16,300
|
-49%
|
|
