|
1
|
UBS Group
Zurich,
Switzerland
|
$56.6M
|
+$45.1M
|
+1,831,768
|
+611%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$53.2M
|
-$6.72M
|
-272,931
|
-12%
|
|
|
3
|
Socha Financial Group
Corning,
New York
|
$50.8M
|
-$648K
|
-26,300
|
-1%
|
|
|
4
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$22.4M
|
+$332K
|
+13,467
|
+2%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$16.4M
|
-$93.4K
|
-3,792
|
-0.6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.2M
|
+$226K
|
+9,160
|
+2%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$7.63M
|
-$117K
|
-4,756
|
-2%
|
|
|
8
|
Clear Point Advisors
Melville,
New York
|
$7.11M
|
+$6.59M
|
+267,665
|
New
|
|
|
9
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.16M
|
-$37.4K
|
-1,518
|
-0.8%
|
|
|
10
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.57M
|
+$1.92M
|
+78,011
|
+137%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.55M
|
-$315K
|
-12,771
|
-9%
|
|
|
12
|
HF Advisory Group
Annapolis,
Maryland
|
$2.55M
|
-$5.62K
|
-228
|
-0.2%
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$2.16M
|
-$62.7K
|
-2,545
|
-3%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.07M
|
+$675K
|
+27,410
|
+55%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.9M
|
+$374K
|
+15,185
|
+27%
|
|
|
16
|
|
$1.37M
|
+$24K
|
+973
|
+2%
|
|
|
17
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$891K
|
–
|
–
|
–
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$792K
|
+$514K
|
+20,873
|
+232%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$757K
|
+$265K
|
+10,761
|
+60%
|
|
|
20
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$572K
|
+$17.4K
|
+708
|
+3%
|
|
|
21
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$543K
|
+$159K
|
+6,460
|
+46%
|
|
|
22
|
Golden State Equity Partners
South Coast Metro,
California
|
$334K
|
-$1.13K
|
-46
|
-0.4%
|
|
|
23
|
Transcend Capital Advisors
Madison,
New Jersey
|
$290K
|
+$58.3K
|
+2,369
|
+28%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$256K
|
+$238K
|
+9,658
|
New
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$247K
|
+$197K
|
+7,997
|
+612%
|
|
