|
1
|
Inspire Advisors
Meridian,
Idaho
|
$27.5M
|
+$25M
|
+889,243
|
New
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$15M
|
-$11.8M
|
-420,053
|
-46%
|
|
|
3
|
Inspire Investing
Meridian,
Idaho
|
$11.9M
|
+$373K
|
+13,236
|
+4%
|
|
|
4
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$2.44M
|
+$2.22M
|
+78,844
|
New
|
|
|
5
|
|
$1.8M
|
+$957K
|
+33,978
|
+140%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.05M
|
-$13.5K
|
-478
|
-1%
|
|
|
7
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.05M
|
+$957K
|
+33,990
|
New
|
|
|
8
|
|
$923K
|
-$374K
|
-13,286
|
-31%
|
|
|
9
|
Keel Point
Huntsville,
Alabama
|
$905K
|
+$77.6K
|
+2,755
|
+10%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$503K
|
+$27.6K
|
+982
|
+6%
|
|
|
11
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$372K
|
+$56.1K
|
+1,992
|
+20%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$250K
|
+$41.7K
|
+1,481
|
+22%
|
|
|
13
|
PAX Financial Group
San Antonio,
Texas
|
$241K
|
+$219K
|
+7,782
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
+$154K
|
+5,467
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$106K
|
+3,776
|
+13,021%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$52K
|
+$21.7K
|
+770
|
+86%
|
|
|
17
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$37K
|
+$34K
|
+1,207
|
New
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$26K
|
+$14.1K
|
+500
|
+147%
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$239K
|
-9,450
|
Closed
|
|
