|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$22.8M
|
+$1.87M
|
+59,670
|
+9%
|
|
|
2
|
Cornerstone Management
Duluth,
Georgia
|
$16.3M
|
+$13.1M
|
+417,800
|
+370%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$12.7M
|
–
|
–
|
–
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$10.2M
|
–
|
–
|
–
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$3.61M
|
+$3.04M
|
+96,870
|
+472%
|
|
|
6
|
Keel Point
Huntsville,
Alabama
|
$2.39M
|
+$436K
|
+13,891
|
+22%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.18M
|
+$106K
|
+3,369
|
+5%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$1.51M
|
+$1.16M
|
+36,825
|
+301%
|
|
|
9
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.48M
|
+$447K
|
+14,225
|
+42%
|
|
|
10
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.02M
|
+$395K
|
+12,589
|
+60%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$961K
|
+$98.6K
|
+3,139
|
+11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$919K
|
+$939K
|
+29,900
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$919K
|
+$939K
|
+29,900
|
New
|
|
|
14
|
BOS Asset Management
Springfield,
Illinois
|
$778K
|
+$25.1K
|
+798
|
+3%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$501K
|
+$512K
|
+16,307
|
New
|
|
|
16
|
AIFG Consultants
Halfmoon,
New York
|
$481K
|
-$40.2K
|
-1,279
|
-8%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$446K
|
+$456K
|
+14,504
|
New
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
$433K
|
+$442K
|
+14,066
|
New
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$361K
|
+$2.73K
|
+87
|
+0.7%
|
|
|
20
|
Values First Advisors
Gray,
Tennessee
|
$201K
|
+$205K
|
+6,538
|
New
|
|
|
21
|
Lavaca Capital
Houston,
Texas
|
$57.2K
|
+$58.4K
|
+1,860
|
New
|
|
|
22
|
Bare Financial Services
Gap,
Pennsylvania
|
$30.4K
|
+$31.1K
|
+989
|
New
|
|
|
23
|
WR Wealth Planners
Columbia,
Missouri
|
$2.31K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$247K
|
-8,137
|
Closed
|
|
