|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$22.9M
|
+$2.28M
|
+89,189
|
+11%
|
|
|
2
|
Inspire Investing
Meridian,
Idaho
|
$9.39M
|
-$634K
|
-24,749
|
-6%
|
|
|
3
|
|
$1.09M
|
+$142K
|
+5,557
|
+15%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$873K
|
-$539K
|
-21,053
|
-38%
|
|
|
5
|
Keel Point
Huntsville,
Alabama
|
$671K
|
+$287K
|
+11,191
|
+73%
|
|
|
6
|
|
$613K
|
+$337K
|
+13,149
|
+119%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$388K
|
+$27.1K
|
+1,057
|
+7%
|
|
|
8
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$254K
|
-$119K
|
-4,629
|
-32%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$239K
|
+$172K
|
+6,700
|
+244%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
–
|
–
|
–
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$23K
|
+$23K
|
+898
|
New
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$9K
|
-$19.2K
|
-751
|
-69%
|
|
|
13
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1K
|
+$487
|
+19
|
+100%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1K
|
+$743
|
+29
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.68M
|
-71,016
|
Closed
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.28M
|
-54,094
|
Closed
|
|
