|
1
|
Straightline Group
Troy,
Michigan
|
$28.9M
|
-$2.74M
|
-84,553
|
-8%
|
|
|
2
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$25M
|
-$984K
|
-30,389
|
-4%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.6M
|
+$5.19M
|
+160,433
|
+28%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$15.1M
|
-$1.19M
|
-36,648
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$1.11M
|
+34,366
|
+9%
|
|
|
6
|
Waddell & Associates
Memphis,
Tennessee
|
$10.3M
|
-$57.1M
|
-1,763,388
|
-84%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$7.84M
|
+$45K
|
+1,389
|
+0.5%
|
|
|
8
|
HF Advisory Group
Annapolis,
Maryland
|
$4.25M
|
+$335K
|
+10,336
|
+8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$4.11M
|
+$3.41M
|
+105,426
|
+378%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.68M
|
-$5.5K
|
-170
|
-0.1%
|
|
|
11
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.03M
|
-$207K
|
-6,399
|
-6%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.91M
|
-$1.04M
|
-32,067
|
-25%
|
|
|
13
|
|
$2.65M
|
+$2.78M
|
+86,000
|
New
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$2.29M
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.95M
|
-$488K
|
-15,086
|
-19%
|
|
|
16
|
Socha Financial Group
Corning,
New York
|
$1.6M
|
-$253K
|
-7,826
|
-13%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.56M
|
+$38.5K
|
+1,188
|
+2%
|
|
|
18
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.03M
|
-$2.62K
|
-81
|
-0.2%
|
|
|
19
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.03M
|
-$6.12M
|
-188,943
|
-85%
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$894K
|
–
|
–
|
–
|
|
|
21
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$721K
|
-$5.38K
|
-166
|
-0.7%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$650K
|
+$682K
|
+21,068
|
New
|
|
|
23
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$646K
|
–
|
–
|
–
|
|
|
24
|
Sepio Capital
Salt Lake City,
Utah
|
$534K
|
–
|
–
|
–
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$476K
|
-$4.86K
|
-150
|
-1%
|
|
