|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$13.8M
|
-$1.25M
|
-43,522
|
-8%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.38M
|
-$407K
|
-14,112
|
-5%
|
|
|
3
|
LVZ Inc
Holland,
Michigan
|
$2.81M
|
+$178K
|
+6,166
|
+7%
|
|
|
4
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$2.26M
|
+$40.6K
|
+1,410
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.94M
|
+$1.92M
|
+66,478
|
New
|
|
|
6
|
|
$697K
|
-$342K
|
-11,877
|
-33%
|
|
|
7
|
Paradiem
Covington,
Louisiana
|
$628K
|
-$45K
|
-1,563
|
-6%
|
|
|
8
|
Polen Capital Management
Boca Raton,
Florida
|
$353K
|
+$6.97K
|
+242
|
+2%
|
|
|
9
|
|
$327K
|
-$88.4K
|
-3,069
|
-21%
|
|
|
10
|
J.W. Cole Advisors
Tampa,
Florida
|
$277K
|
+$274K
|
+9,516
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
+$103K
|
+3,575
|
New
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$55.8K
|
–
|
–
|
–
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$14K
|
+$13.9K
|
+481
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$10.2K
|
–
|
–
|
–
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$9K
|
+$9.08K
|
+315
|
New
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5K
|
+$29
|
+1
|
+0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$9.65K
|
-335
|
-83%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.5M
|
-52,832
|
Closed
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$487K
|
-17,159
|
Closed
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$58K
|
-2,036
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
+$29
|
+1
|
New
|
|
