|
1
|
UBS Group
Zurich,
Switzerland
|
$68M
|
+$72.6K
|
+2,379
|
+0.1%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$59M
|
-$141K
|
-4,620
|
-0.2%
|
|
|
3
|
Straightline Group
Troy,
Michigan
|
$30.3M
|
+$30.8M
|
+1,009,918
|
New
|
|
|
4
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$26M
|
+$384K
|
+12,572
|
+1%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$17.4M
|
-$359K
|
-11,774
|
-2%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.37M
|
+$4.24M
|
+138,991
|
+99%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$8.03M
|
+$98.9K
|
+3,241
|
+1%
|
|
|
8
|
Socha Financial Group
Corning,
New York
|
$6.84M
|
-$49.5M
|
-1,623,516
|
-88%
|
|
|
9
|
Csenge Advisory Group
Clearwater,
Florida
|
$6.46M
|
-$22.2K
|
-729
|
-0.3%
|
|
|
10
|
Clear Point Advisors
Melville,
New York
|
$6.23M
|
-$280K
|
-9,165
|
-4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.61M
|
+$185K
|
+6,053
|
+5%
|
|
|
12
|
HF Advisory Group
Annapolis,
Maryland
|
$3.26M
|
+$98.2K
|
+3,217
|
+3%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.02M
|
+$2.42M
|
+79,147
|
+368%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.86M
|
-$39.2K
|
-1,285
|
-1%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.75M
|
+$117K
|
+3,820
|
+4%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$2.42M
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
-$1.53M
|
-50,114
|
-56%
|
|
|
18
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.01M
|
–
|
–
|
–
|
|
|
19
|
Kingswood Wealth Advisors
San Diego,
California
|
$875K
|
+$491K
|
+16,100
|
+123%
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$866K
|
+$214
|
+7
|
+0%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$837K
|
+$266K
|
+8,700
|
+45%
|
|
|
22
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$725K
|
+$4.33K
|
+142
|
+0.6%
|
|
|
23
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$684K
|
+$63.1K
|
+2,068
|
+10%
|
|
|
24
|
Old National Bancorp
Evansville,
Indiana
|
$629K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$492K
|
+$36.6K
|
+1,200
|
+8%
|
|
