|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$25.7M
|
+$1.87M
|
+64,460
|
+8%
|
|
|
2
|
Cornerstone Management
Duluth,
Georgia
|
$16.2M
|
+$838K
|
+28,867
|
+6%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$12.5M
|
+$2.52K
|
+87
|
+0%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$8.2M
|
–
|
–
|
–
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.93M
|
+$341K
|
+11,735
|
+5%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.27M
|
+$2.18M
|
+75,071
|
New
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.19M
|
+$498K
|
+17,175
|
+31%
|
|
|
8
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.09M
|
+$2.01M
|
+69,183
|
New
|
|
|
9
|
Keel Point
Huntsville,
Alabama
|
$1.86M
|
+$372K
|
+12,817
|
+26%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$1.62M
|
+$1.26M
|
+43,304
|
+416%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$1.55M
|
+$30K
|
+1,033
|
+2%
|
|
|
12
|
BOS Asset Management
Springfield,
Illinois
|
$1.27M
|
+$338K
|
+11,635
|
+38%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.07M
|
+$301K
|
+10,368
|
+41%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$970K
|
-$5.83K
|
-201
|
-0.6%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$684K
|
+$592K
|
+20,402
|
+901%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$683K
|
+$249K
|
+8,580
|
+61%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$560K
|
+$539K
|
+18,575
|
New
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$518K
|
-$4.76K
|
-164
|
-0.9%
|
|
|
19
|
AIFG Consultants
Halfmoon,
New York
|
$362K
|
-$59.3K
|
-2,045
|
-15%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$344K
|
+$54.6K
|
+1,881
|
+20%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$270K
|
+$260K
|
+8,949
|
New
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$270K
|
+$259K
|
+8,940
|
New
|
|
|
23
|
OneAscent Family Office
Birmingham,
Alabama
|
$225K
|
+$217K
|
+7,462
|
New
|
|
|
24
|
Bare Financial Services
Gap,
Pennsylvania
|
$29.8K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9K
|
+$20.1K
|
+694
|
New
|
|
