|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$22.5M
|
-$3.31M
|
-109,032
|
-13%
|
|
|
2
|
Cornerstone Management
Duluth,
Georgia
|
$16.5M
|
+$185K
|
+6,098
|
+1%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$12.6M
|
+$102K
|
+3,352
|
+0.8%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$10.1M
|
+$30
|
+1
|
+0%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.01M
|
+$50.7K
|
+1,670
|
+0.7%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$3.24M
|
+$3.22M
|
+106,135
|
+10,732%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.45M
|
+$249K
|
+8,199
|
+11%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.15M
|
-$119K
|
-3,931
|
-5%
|
|
|
9
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.93M
|
-$166K
|
-5,465
|
-8%
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$1.83M
|
-$43.5K
|
-1,432
|
-2%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$1.46M
|
-$95.8K
|
-3,154
|
-6%
|
|
|
12
|
BOS Asset Management
Springfield,
Illinois
|
$1.31M
|
+$34.5K
|
+1,136
|
+3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.18M
|
-$448K
|
-14,747
|
-27%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$987K
|
-$84.4K
|
-2,777
|
-8%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$983K
|
+$298K
|
+9,803
|
+43%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$686K
|
–
|
–
|
–
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$575K
|
+$54.8K
|
+1,805
|
+11%
|
|
|
18
|
Brown Advisory
Baltimore,
Maryland
|
$563K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$452K
|
+$107K
|
+3,525
|
+31%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$271K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$240K
|
+$240K
|
+7,915
|
New
|
|
|
22
|
OneAscent Family Office
Birmingham,
Alabama
|
$203K
|
-$23K
|
-758
|
-10%
|
|
|
23
|
|
$201K
|
+$201K
|
+6,621
|
New
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$59.6K
|
+$59.8K
|
+1,967
|
New
|
|
|
25
|
Operose Advisors
Milwaukee,
Wisconsin
|
$46.8K
|
+$46.9K
|
+1,544
|
New
|
|
