|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$55.2M
|
+$3.9K
|
+170
|
+0%
|
|
|
2
|
Socha Financial Group
Corning,
New York
|
$46.6M
|
+$3.52M
|
+153,378
|
+9%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$20.3M
|
+$9.82K
|
+428
|
+0.1%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$15.4M
|
-$830K
|
-36,175
|
-5%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.51M
|
+$116K
|
+5,058
|
+1%
|
|
|
6
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$6.92M
|
+$98.9K
|
+4,312
|
+2%
|
|
|
7
|
Csenge Advisory Group
Clearwater,
Florida
|
$4.78M
|
-$19.7K
|
-858
|
-0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.39M
|
+$331K
|
+14,429
|
+9%
|
|
|
9
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.74M
|
-$119K
|
-5,189
|
-3%
|
|
|
10
|
|
$3.19M
|
+$1.43M
|
+62,267
|
+92%
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.97M
|
-$22.6K
|
-987
|
-0.8%
|
|
|
12
|
HF Advisory Group
Annapolis,
Maryland
|
$2.37M
|
-$730K
|
-31,844
|
-25%
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$2.11M
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.19M
|
+$6.51K
|
+284
|
+0.6%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.17M
|
+$83.5K
|
+3,642
|
+8%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$887K
|
+$58.3K
|
+2,541
|
+8%
|
|
|
17
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$823K
|
–
|
–
|
–
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$747K
|
-$122K
|
-5,321
|
-15%
|
|
|
19
|
Argent Trust Co
Nashville,
Tennessee
|
$433K
|
–
|
–
|
–
|
|
|
20
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$423K
|
+$396K
|
+17,253
|
New
|
|
|
21
|
Golden State Equity Partners
South Coast Metro,
California
|
$309K
|
+$290K
|
+12,632
|
New
|
|
|
22
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$256K
|
+$4.56K
|
+199
|
+2%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$85K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$84.4K
|
-$3K
|
-131
|
-4%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$9.8K
|
–
|
–
|
–
|
|
