|
1
|
Cornerstone Management
Duluth,
Georgia
|
$17.1M
|
+$1.22M
|
+41,858
|
+8%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.3M
|
-$8.36M
|
-287,697
|
-39%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$8.76M
|
-$3.39M
|
-116,765
|
-28%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$6.25M
|
-$3.44M
|
-118,199
|
-36%
|
|
|
5
|
Bare Financial Services
Gap,
Pennsylvania
|
$3.89M
|
+$762K
|
+26,202
|
+24%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.72M
|
+$1.64M
|
+56,311
|
+79%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.46M
|
+$3.36M
|
+115,671
|
New
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.53M
|
+$171K
|
+5,874
|
+7%
|
|
|
9
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.86M
|
-$494
|
-17
|
-0%
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$1.77M
|
+$2.73K
|
+94
|
+0.2%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$1.56M
|
+$154K
|
+5,310
|
+11%
|
|
|
12
|
BOS Asset Management
Springfield,
Illinois
|
$1.41M
|
+$144K
|
+4,967
|
+11%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.1M
|
-$40K
|
-1,377
|
-4%
|
|
|
14
|
Silver Oak Securities
Jackson,
Tennessee
|
$989K
|
+$35K
|
+1,204
|
+4%
|
|
|
15
|
Brown Advisory
Baltimore,
Maryland
|
$703K
|
+$161K
|
+5,526
|
+30%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$661K
|
–
|
–
|
–
|
|
|
17
|
Arete Wealth Advisors
Chicago,
Illinois
|
$574K
|
-$377K
|
-12,967
|
-40%
|
|
|
18
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$534K
|
+$532K
|
+18,300
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$452K
|
+$16.3K
|
+560
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$276K
|
+$44.8K
|
+1,543
|
+19%
|
|
|
21
|
Values First Advisors
Gray,
Tennessee
|
$263K
|
+$262K
|
+9,008
|
New
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$261K
|
–
|
–
|
–
|
|
|
23
|
OneAscent Family Office
Birmingham,
Alabama
|
$246K
|
+$50.1K
|
+1,722
|
+26%
|
|
|
24
|
AIFG Consultants
Halfmoon,
New York
|
$222K
|
+$221K
|
+7,610
|
New
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$122K
|
+$121K
|
+4,171
|
New
|
|
