|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$20.7M
|
+$1.11M
|
+37,215
|
+6%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$12.5M
|
+$9.94M
|
+332,447
|
+410%
|
|
|
3
|
Iconiq Capital
San Francisco,
California
|
$10.1M
|
+$9.94M
|
+332,447
|
New
|
|
|
4
|
Cornerstone Management
Duluth,
Georgia
|
$3.43M
|
+$77.3K
|
+2,588
|
+2%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.05M
|
+$540K
|
+18,075
|
+36%
|
|
|
6
|
Keel Point
Huntsville,
Alabama
|
$1.94M
|
+$151K
|
+5,059
|
+9%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$973K
|
+$221K
|
+7,404
|
+28%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$853K
|
+$837K
|
+28,005
|
+28,005%
|
|
|
9
|
BOS Asset Management
Springfield,
Illinois
|
$744K
|
+$732K
|
+24,502
|
New
|
|
|
10
|
Arete Wealth Advisors
Chicago,
Illinois
|
$630K
|
+$155K
|
+5,176
|
+33%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$623K
|
+$613K
|
+20,524
|
New
|
|
|
12
|
AIFG Consultants
Halfmoon,
New York
|
$513K
|
-$75.9K
|
-2,541
|
-13%
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$372K
|
+$366K
|
+12,245
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$353K
|
+$22.4K
|
+751
|
+7%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$247K
|
+$243K
|
+8,137
|
New
|
|
|
16
|
WR Wealth Planners
Columbia,
Missouri
|
$2.28K
|
–
|
–
|
–
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$456K
|
-15,917
|
Closed
|
|
