|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$66.9M
|
+$2.11M
|
+65,712
|
+3%
|
|
|
2
|
Straightline Group
Troy,
Michigan
|
$32.8M
|
+$1.38M
|
+42,959
|
+4%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$27.3M
|
-$1.17M
|
-36,341
|
-4%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$17.3M
|
-$629K
|
-19,564
|
-4%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.8M
|
+$5.2M
|
+161,575
|
+46%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$946K
|
+29,395
|
+9%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$8.22M
|
-$117K
|
-3,626
|
-1%
|
|
|
8
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$7.36M
|
+$6.72M
|
+208,954
|
+1,228%
|
|
|
9
|
Clear Point Advisors
Melville,
New York
|
$5.13M
|
-$438K
|
-13,618
|
-8%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$3.89M
|
-$18.5K
|
-574
|
-0.5%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.61M
|
+$359K
|
+11,145
|
+11%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.6M
|
-$477K
|
-14,821
|
-12%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.43M
|
-$26.1K
|
-812
|
-0.8%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.31M
|
+$28.6K
|
+890
|
+0.9%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.89M
|
-$157K
|
-4,886
|
-5%
|
|
|
16
|
Socha Financial Group
Corning,
New York
|
$2.73M
|
-$426K
|
-13,245
|
-14%
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
$2.52M
|
–
|
–
|
–
|
|
|
18
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.09M
|
–
|
–
|
–
|
|
|
19
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$940K
|
+$804
|
+25
|
+0.1%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$901K
|
-$25.7K
|
-800
|
-3%
|
|
|
21
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$786K
|
-$30.9K
|
-959
|
-4%
|
|
|
22
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$765K
|
-$6.37K
|
-198
|
-0.8%
|
|
|
23
|
Kingswood Wealth Advisors
San Diego,
California
|
$653K
|
+$48.3K
|
+1,500
|
+8%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
25
|
Sepio Capital
Salt Lake City,
Utah
|
$564K
|
+$557K
|
+17,321
|
New
|
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