|
1
|
Inspire Advisors
Meridian,
Idaho
|
$50.6M
|
+$1.04M
|
+27,011
|
+2%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.5M
|
+$1.36M
|
+35,311
|
+14%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$9.71M
|
+$9.97M
|
+258,814
|
New
|
|
|
4
|
PAX Financial Group
San Antonio,
Texas
|
$9.02M
|
-$576K
|
-14,945
|
-6%
|
|
|
5
|
Inspire Investing
Meridian,
Idaho
|
$8.8M
|
+$796K
|
+20,652
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.21M
|
+$274K
|
+7,098
|
+4%
|
|
|
7
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.35M
|
-$12.6K
|
-327
|
-0.2%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$2.96M
|
+$14.1K
|
+366
|
+0.5%
|
|
|
9
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.42M
|
-$71.6K
|
-1,859
|
-3%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.27M
|
+$201K
|
+5,223
|
+9%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$2.16M
|
+$621K
|
+16,128
|
+39%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.03M
|
+$12.1K
|
+313
|
+0.6%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$1.56M
|
+$618K
|
+16,040
|
+63%
|
|
|
14
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.51M
|
-$49K
|
-1,271
|
-3%
|
|
|
15
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.47M
|
+$101K
|
+2,621
|
+7%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$1.38M
|
+35,872
|
New
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.21M
|
-$137K
|
-3,567
|
-10%
|
|
|
18
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.2M
|
-$39.1K
|
-1,016
|
-3%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.14M
|
+$18.4K
|
+477
|
+2%
|
|
|
20
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.09M
|
-$226K
|
-5,868
|
-17%
|
|
|
21
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.09M
|
+$1.12M
|
+29,021
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
-$692K
|
-17,952
|
-38%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$1.07M
|
+$944K
|
+24,494
|
+603%
|
|
|
24
|
|
$1.04M
|
–
|
–
|
–
|
|
|
25
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$926K
|
-$60.5K
|
-1,569
|
-6%
|
|
