|
1
|
Cornerstone Management
Duluth,
Georgia
|
US$1806萬
|
+US$7.94萬
|
+2,794
|
+0.5%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$1215萬
|
-US$545萬
|
-191,687
|
-32%
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
US$897萬
|
+US$28
|
+1
|
+0%
|
|
|
4
|
Iconiq Capital
San Francisco,
California
|
US$637萬
|
–
|
–
|
–
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$492萬
|
+US$65.8萬
|
+23,155
|
+16%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
US$449萬
|
+US$16.5萬
|
+5,804
|
+4%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
US$270萬
|
-US$9.32萬
|
-3,279
|
-3%
|
|
|
8
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$220萬
|
+US$28.9萬
|
+10,164
|
+16%
|
|
|
9
|
BOS Asset Management
Springfield,
Illinois
|
US$162萬
|
+US$5.45萬
|
+1,916
|
+4%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
US$162萬
|
–
|
–
|
–
|
|
|
11
|
Keel Point
Huntsville,
Alabama
|
US$115萬
|
-US$71萬
|
-24,963
|
-39%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
US$79萬
|
-US$32.1萬
|
-11,287
|
-30%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
US$67.3萬
|
–
|
–
|
–
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$65.1萬
|
+US$1,024
|
+36
|
+0.2%
|
|
|
15
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
US$54.4萬
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$51.4萬
|
+US$11.8萬
|
+4,141
|
+32%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
US$41萬
|
-US$25.7萬
|
-9,053
|
-40%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
US$32.2萬
|
+US$9.49萬
|
+3,339
|
+44%
|
|
|
19
|
OneAscent Family Office
Birmingham,
Alabama
|
US$28.6萬
|
+US$4.6萬
|
+1,618
|
+20%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$20.9萬
|
+US$20萬
|
+7,035
|
新
|
|
|
21
|
Operose Advisors
Milwaukee,
Wisconsin
|
US$5.99萬
|
–
|
–
|
–
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
US$1.46萬
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
US$2,972
|
–
|
–
|
–
|
|
|
24
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
US$654
|
+US$625
|
+22
|
新
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-US$463萬
|
-172,561
|
已平倉
|
|
