|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$60.2M
|
+$398K
|
+12,975
|
+0.7%
|
|
|
2
|
Straightline Group
Troy,
Michigan
|
$29.2M
|
-$1.5M
|
-48,850
|
-5%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$26.4M
|
+$53.4K
|
+1,742
|
+0.2%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$16.9M
|
-$738K
|
-24,090
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.42M
|
-$60M
|
-1,958,997
|
-86%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.68M
|
+$196K
|
+6,412
|
+2%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$7.83M
|
-$317K
|
-10,353
|
-4%
|
|
|
8
|
Clear Point Advisors
Melville,
New York
|
$5.08M
|
-$1.25M
|
-40,907
|
-20%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.73M
|
+$76.2K
|
+2,486
|
+2%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$3.46M
|
+$160K
|
+5,215
|
+5%
|
|
|
11
|
Socha Financial Group
Corning,
New York
|
$3.44M
|
-$3.52M
|
-114,978
|
-50%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.42M
|
+$3.45M
|
+112,439
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.1M
|
+$43.4K
|
+1,415
|
+1%
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.09M
|
-$3.35M
|
-109,169
|
-51%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.06M
|
+$161K
|
+5,251
|
+5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.84M
|
+$1.67M
|
+54,388
|
+140%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.57M
|
-$227K
|
-7,414
|
-8%
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$2.41M
|
-$63.1K
|
-2,060
|
-3%
|
|
|
19
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.02M
|
–
|
–
|
–
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$875K
|
-$1.44K
|
-47
|
-0.2%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$804K
|
-$46K
|
-1,500
|
-5%
|
|
|
22
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$734K
|
-$1.13K
|
-37
|
-0.2%
|
|
|
23
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$685K
|
-$8.7K
|
-284
|
-1%
|
|
|
24
|
Kingswood Wealth Advisors
San Diego,
California
|
$568K
|
-$322K
|
-10,500
|
-36%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$499K
|
–
|
–
|
–
|
|
