|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$51.1M
|
-$74.1K
|
-3,309
|
-0.1%
|
|
|
2
|
Socha Financial Group
Corning,
New York
|
$39.6M
|
+$685K
|
+30,604
|
+2%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$18.7M
|
+$18.5M
|
+826,747
|
New
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$15M
|
-$2.9M
|
-129,371
|
-16%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.69M
|
+$6.78M
|
+303,039
|
+378%
|
|
|
6
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$6.31M
|
+$1.52M
|
+67,771
|
+32%
|
|
|
7
|
Csenge Advisory Group
Clearwater,
Florida
|
$4.44M
|
-$138K
|
-6,147
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
-$1.36M
|
-60,568
|
-27%
|
|
|
9
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.59M
|
+$738K
|
+32,975
|
+26%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$2.92M
|
+$301K
|
+13,431
|
+12%
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.78M
|
-$3.07M
|
-137,095
|
-53%
|
|
|
12
|
International Assets Investment Management
Orlando,
Florida
|
$1.95M
|
-$1.08M
|
-48,226
|
-36%
|
|
|
13
|
|
$1.54M
|
-$35.2K
|
-1,574
|
-2%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
+$20.5K
|
+917
|
+2%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1M
|
+$111K
|
+4,950
|
+13%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$890K
|
-$2.36M
|
-105,552
|
-73%
|
|
|
17
|
Arete Wealth Advisors
Chicago,
Illinois
|
$812K
|
-$6.76K
|
-302
|
-0.8%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$763K
|
-$724K
|
-32,337
|
-49%
|
|
|
19
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$762K
|
–
|
–
|
–
|
|
|
20
|
Argent Trust Co
Nashville,
Tennessee
|
$400K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$291K
|
-$4.61M
|
-205,897
|
-94%
|
|
|
22
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$232K
|
+$229K
|
+10,251
|
New
|
|
|
23
|
|
$229K
|
+$226K
|
+10,111
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.1K
|
-$64K
|
-2,860
|
-44%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
