|
1
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$109M
|
+$2.25M
|
+63,810
|
+2%
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.78M
|
+$179K
|
+5,078
|
+2%
|
|
|
3
|
United Advisor Group
Cincinnati,
Ohio
|
$7.54M
|
+$77.5K
|
+2,193
|
+1%
|
|
|
4
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$2.08M
|
+$170K
|
+4,810
|
+9%
|
|
|
5
|
|
$1.56M
|
–
|
–
|
–
|
|
|
6
|
WorthPointe
La Jolla,
California
|
$1.46M
|
-$59.8K
|
-1,693
|
-4%
|
|
|
7
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$976K
|
+$124K
|
+3,499
|
+14%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$642K
|
+$372K
|
+10,538
|
+131%
|
|
|
9
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$548K
|
+$4.98K
|
+141
|
+0.9%
|
|
|
10
|
Symphony Financial
Houston,
Texas
|
$497K
|
-$44.6K
|
-1,264
|
-8%
|
|
|
11
|
Signal Advisors Wealth
Detroit,
Michigan
|
$455K
|
-$43.5K
|
-1,232
|
-9%
|
|
|
12
|
Brookwood Investment Group
Phoenix,
Arizona
|
$262K
|
+$268K
|
+7,591
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$257K
|
+$263K
|
+7,437
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$240K
|
+$246K
|
+6,961
|
New
|
|
|
15
|
Kingswood Wealth Advisors
San Diego,
California
|
$232K
|
+$238K
|
+6,725
|
New
|
|
|
16
|
Sankala Group
Lyons,
Colorado
|
$154K
|
-$30.3K
|
-858
|
-16%
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$22.4K
|
+$22.9K
|
+649
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$14.3K
|
+405
|
New
|
|
|
19
|
|
$9.35K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$291K
|
-8,349
|
Closed
|
|
|
21
|
Wilian Securities
Vadnais Heights,
Minnesota
|
–
|
-$234K
|
-6,707
|
Closed
|
|
