Atlanta Capital is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $25,734,837,139 of assets under management and employs about 37 people. Atlanta Capital uses a fee structure of a percentage of assets under your management and performance-based fees.

Angel Oak Capital Advisors, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $12,113,374,566 of assets under management and employs about 82 people. Angel Oak Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

HB Wealth Management, LLC, also known as Homrich Berg, is a Registered Investment Adviser based in Atlanta, GA. The firm succeeded the business of Homrich & Berg Inc., which was founded in 1989. Homrich & Berg Inc. sold a minority stake to NMSEF I Holdings V, L.P., an affiliate of New Mountain Capital, in September 2021. The firm primarily provides wealth management services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. HB's investment management services involve reviewing client portfolios, providing specific investment advice based on client objectives, and offering consolidated quarterly investment reports. The firm considers client goals, risk tolerance, and market outlook when directing assets to investments. Clients may impose restrictions on investing in certain securities. HB primarily uses custodians such as Charles Schwab & Co., Fidelity Investments, and Bank of New York Mellon "Pershing" for client transactions. The firm offers financial planning services, including cash flow planning, tax planning, retirement planning, estate planning, and investment planning. HB's fee structure for wealth management services is based on the value of assets under management, with a minimum annual fee of $12,500. The firm does not charge performance-based fees and acts as a fiduciary under ERISA and the IRC. HB has discretionary and non-discretionary asset management services, with a total RAUM of $18,591,404,091 as of 12/31/2024. The firm engages in cross transactions, principal transactions under specific circumstances, and has implied custody in certain situations. HB does not vote client securities proxies and has no financial conditions impairing its ability to meet commitments. The firm engages in legal proceedings monitoring for securities claims class action litigation on behalf of clients through a third-party service provider.

Vident Investment Advisory, LLC is an investment advisory firm established in March 2014, providing services since December 2014. The firm specializes in providing a range of investment solutions primarily as a sub-adviser to exchange-traded funds (ETFs), pooled investment vehicles, and separately managed accounts (SMAs). For SMAs, VIA offers discretionary sub-advisory services for laddered bond portfolios and equity strategy SMAs. The minimum investable assets required for SMAs are $300,000 for laddered bond portfolios and $500,000 for equity portfolios, with negotiable minimums. VIA charges asset-based fees for its services, with fee schedules varying based on the type of SMA. The firm does not participate in wrap fee programs and does not charge performance-based fees. VIA acts as a fiduciary and exercises investment discretion for client accounts, with a focus on best execution and client interests. The firm does not engage in principal trades with clients and has established a Code of Ethics to ensure ethical conduct. Proxy voting for ESMA accounts is overseen by VIA's affiliate, VA, with a focus on maximizing value for clients. VIA does not have custody of client assets and does not require prepayment of fees. The firm reviews client accounts regularly to assess investment objectives and diversification.

Vident Asset Management is a financial advisory firm based in Alpharetta, Georgia. It currently has approximately $6,477,766,269 of assets under management and employs about 20 people. Vident Asset Management uses a fee structure of a percentage of assets under your management, fixed fees and quarterly asset-based licensing fee.

Cortland Investment Management, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $5,959,125,031 of assets under management and employs about 117 people. Cortland Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Advisory Services Network, LLC (ASN) is an investment adviser firm based in Atlanta, Georgia, established in 2009 by Thomas C. Prescott and David E. Paulukaitis. ASN offers investment advisory services through a network of independent Investment Adviser Representatives (IARs) under the SEC registration. The firm sponsors a Wrap Fee Program providing individualized portfolio management, asset allocation, monitoring, and reporting. Clients pay a single fee covering management fees, transaction costs, and administrative expenses. Portfolios may include various investments like mutual funds, ETFs, stocks, bonds, and alternative investments. Clients can have discretionary or non-discretionary control over their accounts. ASN's fees are calculated as an annual percentage of the market value of assets, billed quarterly in advance. The fee structure can be tiered or floating flat rate. The firm manages approximately $8.5 billion in client assets on a discretionary basis. ASN does not charge performance-based fees. Investment strategies include fundamental and technical analysis, asset allocation, and long-term and short-term purchases. Clients are encouraged to communicate changes in financial circumstances to their IARs. The firm has a Code of Ethics to ensure fair and full disclosure and act in clients' best interests. ASN may compensate promoters for client referrals and receives benefits from custodians like Fidelity, Schwab, and Pershing. The firm has no financial commitments impairing its ability to meet obligations. No bankruptcy proceedings have involved ASN.

Signaturefd, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $5,570,102,904 of assets under management and employs about 99 people. Signaturefd, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Merit Financial Group, LLC is an SEC registered investment advisory firm established in 2007, offering services such as asset management, financial planning, retirement plan advice, and consulting. The firm sponsors a wrap fee program that includes investment advisory fees and transaction execution costs. Clients pay a consolidated fee based on a percentage of their account value. Merit provides discretionary and non-discretionary asset management services, tailoring portfolios to individual client needs and risk tolerance. The firm may recommend services of other wrap program sponsors, and fees are negotiable based on various factors. Clients may pay more or less in a wrap account compared to a traditional brokerage account. Merit acts as a fiduciary when providing investment advice for retirement accounts. The firm discloses conflicts of interest related to fees, compensation, and expense reimbursements. Clients can contact their investment adviser representative directly for inquiries. Merit serves individuals, high net worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm does not select third-party portfolio managers for wrap accounts. There are no disciplinary matters involving the firm or its management. For more detailed information, clients can refer to the firm's Form ADV Part 2A.