|
1
|
SMI Advisory Services
Columbus,
Indiana
|
$226M
|
-$363K
|
-12,295
|
-0.2%
|
|
|
2
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15.9M
|
+$1.22M
|
+41,423
|
+8%
|
|
|
3
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.79M
|
+$880K
|
+29,836
|
+97%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$1.52M
|
+$12.7K
|
+430
|
+0.8%
|
|
|
5
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.18M
|
+$1.18M
|
+40,075
|
New
|
|
|
6
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.14M
|
-$117K
|
-3,972
|
-9%
|
|
|
7
|
|
$573K
|
+$573K
|
+19,420
|
New
|
|
|
8
|
Straight Path Wealth Management
Jenison,
Michigan
|
$548K
|
–
|
–
|
–
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$535K
|
+$207
|
+7
|
+0%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$329K
|
+$1.09K
|
+37
|
+0.3%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$307K
|
+$307K
|
+10,416
|
New
|
|
|
12
|
|
$213K
|
-$937K
|
-31,742
|
-81%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$115K
|
+$115K
|
+3,906
|
New
|
|
|
14
|
Evolution Wealth Management
Fort Myers,
Florida
|
$64.6K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$29
|
+$30
|
+1
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$728K
|
-26,371
|
Closed
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$283K
|
-10,173
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$270K
|
-9,778
|
Closed
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$49.9K
|
-1,809
|
Closed
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$13.4K
|
-484
|
Closed
|
|
