|
1
|
Cornerstone Management
Duluth,
Georgia
|
$1806万
|
+$7.94万
|
+2,794
|
+0.5%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1215万
|
-$545万
|
-191,687
|
-32%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$897万
|
+$28
|
+1
|
+0%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$637万
|
–
|
–
|
–
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$492万
|
+$65.8万
|
+23,155
|
+16%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$449万
|
+$16.5万
|
+5,804
|
+4%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$270万
|
-$9.32万
|
-3,279
|
-3%
|
|
|
8
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$220万
|
+$28.9万
|
+10,164
|
+16%
|
|
|
9
|
BOS Asset Management
Springfield,
Illinois
|
$162万
|
+$5.45万
|
+1,916
|
+4%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$162万
|
–
|
–
|
–
|
|
|
11
|
Keel Point
Huntsville,
Alabama
|
$115万
|
-$71万
|
-24,963
|
-39%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$79万
|
-$32.1万
|
-11,287
|
-30%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$67.3万
|
–
|
–
|
–
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$65.1万
|
+$1,024
|
+36
|
+0.2%
|
|
|
15
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$54.4万
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.4万
|
+$11.8万
|
+4,141
|
+32%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$41万
|
-$25.7万
|
-9,053
|
-40%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$32.2万
|
+$9.49万
|
+3,339
|
+44%
|
|
|
19
|
OneAscent Family Office
Birmingham,
Alabama
|
$28.6万
|
+$4.6万
|
+1,618
|
+20%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$20.9万
|
+$20万
|
+7,035
|
新規
|
|
|
21
|
Operose Advisors
Milwaukee,
Wisconsin
|
$5.99万
|
–
|
–
|
–
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.46万
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2,972
|
–
|
–
|
–
|
|
|
24
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$654
|
+$625
|
+22
|
新規
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$463万
|
-172,561
|
解消
|
|
