|
1
|
Cornerstone Management
Duluth,
Georgia
|
$18.1M
|
+$79.4K
|
+2,794
|
+0.5%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.2M
|
-$5.45M
|
-191,687
|
-32%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$8.97M
|
+$28
|
+1
|
+0%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$6.37M
|
–
|
–
|
–
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.92M
|
+$658K
|
+23,155
|
+16%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$4.49M
|
+$165K
|
+5,804
|
+4%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.7M
|
-$93.2K
|
-3,279
|
-3%
|
|
|
8
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.2M
|
+$289K
|
+10,164
|
+16%
|
|
|
9
|
BOS Asset Management
Springfield,
Illinois
|
$1.62M
|
+$54.5K
|
+1,916
|
+4%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
11
|
Keel Point
Huntsville,
Alabama
|
$1.15M
|
-$710K
|
-24,963
|
-39%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$790K
|
-$321K
|
-11,287
|
-30%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$673K
|
–
|
–
|
–
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$651K
|
+$1.02K
|
+36
|
+0.2%
|
|
|
15
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$544K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$514K
|
+$118K
|
+4,141
|
+32%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$410K
|
-$257K
|
-9,053
|
-40%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$322K
|
+$94.9K
|
+3,339
|
+44%
|
|
|
19
|
OneAscent Family Office
Birmingham,
Alabama
|
$286K
|
+$46K
|
+1,618
|
+20%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$209K
|
+$200K
|
+7,035
|
New
|
|
|
21
|
Operose Advisors
Milwaukee,
Wisconsin
|
$59.9K
|
–
|
–
|
–
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.7K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.97K
|
–
|
–
|
–
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2K
|
+$1.14K
|
+40
|
New
|
|
|
25
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$654
|
+$625
|
+22
|
New
|
|
