|
1
|
Cornerstone Management
Duluth,
Georgia
|
$16.2M
|
+$529K
|
+18,404
|
+3%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$16.1M
|
+$4.18M
|
+145,551
|
+32%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$8.1M
|
+$52.4K
|
+1,825
|
+0.6%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
$5.74M
|
–
|
–
|
–
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.63M
|
+$4.96M
|
+172,561
|
New
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$3.89M
|
+$341K
|
+11,860
|
+9%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.82M
|
+$431K
|
+15,011
|
+12%
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.52M
|
+$210K
|
+7,327
|
+8%
|
|
|
9
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.71M
|
+$5.57K
|
+194
|
+0.3%
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$1.71M
|
+$89.7K
|
+3,122
|
+5%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$1.62M
|
+$194K
|
+6,751
|
+13%
|
|
|
12
|
BOS Asset Management
Springfield,
Illinois
|
$1.41M
|
+$126K
|
+4,374
|
+9%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.02M
|
+$8.47K
|
+295
|
+0.8%
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$613K
|
-$35.7K
|
-1,243
|
-5%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$607K
|
–
|
–
|
–
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$587K
|
+$63.4K
|
+2,209
|
+11%
|
|
|
17
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$491K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$352K
|
+$106K
|
+3,688
|
+39%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$262K
|
-$164K
|
-5,708
|
-37%
|
|
|
20
|
|
$216K
|
+$231K
|
+8,044
|
New
|
|
|
21
|
OneAscent Family Office
Birmingham,
Alabama
|
$215K
|
-$11.7K
|
-407
|
-5%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$201K
|
+$98.3K
|
+3,423
|
+82%
|
|
|
23
|
Operose Advisors
Milwaukee,
Wisconsin
|
$54K
|
–
|
–
|
–
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.2K
|
-$43.7K
|
-1,521
|
-76%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$2.68K
|
–
|
–
|
–
|
|
