|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$53.9M
|
+$540K
|
+21,867
|
+1%
|
|
|
2
|
Socha Financial Group
Corning,
New York
|
$46M
|
+$1.01M
|
+40,908
|
+2%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$19.7M
|
+$127K
|
+5,140
|
+0.6%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$14.7M
|
-$180K
|
-7,280
|
-1%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$3.37M
|
+136,659
|
+35%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.1M
|
+$2.98M
|
+120,624
|
+67%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$6.92M
|
+$239K
|
+9,684
|
+3%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$4.64M
|
+$19.5K
|
+790
|
+0.4%
|
|
|
9
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.48M
|
-$155K
|
-6,272
|
-4%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$2.28M
|
-$12.9K
|
-524
|
-0.5%
|
|
|
11
|
International Assets Investment Management
Orlando,
Florida
|
$1.98M
|
-$51K
|
-2,065
|
-2%
|
|
|
12
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.34M
|
-$1.6M
|
-64,725
|
-53%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.33M
|
+$212K
|
+8,571
|
+18%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.25M
|
+$41.1K
|
+1,666
|
+3%
|
|
|
15
|
|
$1.2M
|
-$1.96M
|
-79,563
|
-61%
|
|
|
16
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
17
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$493K
|
+$88.6K
|
+3,587
|
+21%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$421K
|
-$455K
|
-18,421
|
-51%
|
|
|
19
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$332K
|
+$87.9K
|
+3,560
|
+34%
|
|
|
20
|
Golden State Equity Partners
South Coast Metro,
California
|
$299K
|
+$49
|
+2
|
+0%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$213K
|
-$531K
|
-21,514
|
-71%
|
|
|
22
|
Transcend Capital Advisors
Madison,
New Jersey
|
$202K
|
+$211K
|
+8,548
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$139K
|
+$59.9K
|
+2,426
|
+70%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$30.9K
|
+$32.3K
|
+1,307
|
New
|
|
