|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$23.4M
|
+$1.47M
|
+47,077
|
+6%
|
|
|
2
|
Cornerstone Management
Duluth,
Georgia
|
$15.1M
|
-$657K
|
-21,088
|
-4%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$12.3M
|
–
|
–
|
–
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$9.88M
|
–
|
–
|
–
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.48M
|
+$4.59M
|
+147,135
|
+207%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$4.21M
|
+$757K
|
+24,281
|
+21%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.65M
|
+$230K
|
+7,375
|
+15%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$1.5M
|
+$39.6K
|
+1,271
|
+3%
|
|
|
9
|
Keel Point
Huntsville,
Alabama
|
$1.46M
|
-$900K
|
-28,866
|
-37%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1M
|
+$117K
|
+3,762
|
+13%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1M
|
+$117K
|
+3,762
|
+13%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$962K
|
+$35.2K
|
+1,130
|
+4%
|
|
|
13
|
BOS Asset Management
Springfield,
Illinois
|
$910K
|
+$166K
|
+5,317
|
+21%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$745K
|
-$261K
|
-8,375
|
-25%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$515K
|
+$88.5K
|
+2,839
|
+20%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$418K
|
–
|
–
|
–
|
|
|
17
|
AIFG Consultants
Halfmoon,
New York
|
$417K
|
-$49.3K
|
-1,582
|
-10%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$309K
|
-$41.5K
|
-1,330
|
-11%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$283K
|
-$212K
|
-6,787
|
-42%
|
|
|
20
|
Silver Oak Securities
Jackson,
Tennessee
|
$67.1K
|
+$70.6K
|
+2,265
|
New
|
|
|
21
|
Bare Financial Services
Gap,
Pennsylvania
|
$29.4K
|
–
|
–
|
–
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$25.3K
|
+$26.5K
|
+850
|
New
|
|
|
23
|
|
$1.81K
|
+$1.9K
|
+61
|
New
|
|
|
24
|
Values First Advisors
Gray,
Tennessee
|
–
|
-$201K
|
-6,538
|
Closed
|
|
|
25
|
Lavaca Capital
Houston,
Texas
|
–
|
-$57.2K
|
-1,860
|
Closed
|
|
