|
1
|
UBS Group
Zurich,
Switzerland
|
$62.1M
|
+$2.33M
|
+86,583
|
+4%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$54.7M
|
-$1.34M
|
-49,698
|
-2%
|
|
|
3
|
Socha Financial Group
Corning,
New York
|
$53.5M
|
-$137K
|
-5,089
|
-0.3%
|
|
|
4
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$23.8M
|
+$143K
|
+5,321
|
+0.6%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$17M
|
-$266K
|
-9,891
|
-2%
|
|
|
6
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$8M
|
-$43.7K
|
-1,625
|
-0.6%
|
|
|
7
|
Clear Point Advisors
Melville,
New York
|
$7.42M
|
-$75.6K
|
-2,815
|
-1%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.93M
|
+$469K
|
+17,441
|
+9%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4M
|
-$10.5M
|
-391,307
|
-73%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$2.71M
|
+$18.7K
|
+695
|
+0.7%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.64M
|
+$608K
|
+22,613
|
+32%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.54M
|
+$359K
|
+13,364
|
+17%
|
|
|
13
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.41M
|
-$1.31M
|
-48,587
|
-36%
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$2.25M
|
-$5.37K
|
-200
|
-0.2%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.92M
|
+$1.84M
|
+68,605
|
New
|
|
|
16
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.62M
|
-$2.05M
|
-76,310
|
-57%
|
|
|
17
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$941K
|
–
|
–
|
–
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$777K
|
-$57.2K
|
-2,127
|
-7%
|
|
|
19
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$612K
|
+$37.1K
|
+1,380
|
+7%
|
|
|
20
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$589K
|
-$14.2K
|
-528
|
-2%
|
|
|
21
|
|
$572K
|
-$838K
|
-31,188
|
-60%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$368K
|
-$414K
|
-15,419
|
-54%
|
|
|
23
|
Transcend Capital Advisors
Madison,
New Jersey
|
$350K
|
+$42.5K
|
+1,582
|
+14%
|
|
|
24
|
Kingswood Wealth Advisors
San Diego,
California
|
$347K
|
+$83.3K
|
+3,100
|
+33%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$285K
|
+$23.2K
|
+865
|
+9%
|
|
