|
1
|
Asset Dedication LLC
San Francisco,
California
|
35,6 Mio. $
|
+4,99 Mio. $
|
+227.513
|
+17 %
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
28,9 Mio. $
|
+28 Mio. $
|
+1.279.551
|
Neu
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
19,3 Mio. $
|
+18,7 Mio. $
|
+853.289
|
Neu
|
|
|
4
|
Ritholtz Wealth Management
New York
|
17 Mio. $
|
+16,5 Mio. $
|
+750.954
|
Neu
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
11,5 Mio. $
|
+61.065 $
|
+2.786
|
+0,6 %
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
7,66 Mio. $
|
+7,43 Mio. $
|
+338.899
|
Neu
|
|
|
7
|
Sentinel Trust
Houston,
Texas
|
6,47 Mio. $
|
+6,27 Mio. $
|
+286.000
|
Neu
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
6,2 Mio. $
|
+6,01 Mio. $
|
+274.096
|
Neu
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
6,05 Mio. $
|
+3,14 Mio. $
|
+143.417
|
+115 %
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
5,44 Mio. $
|
+4,07 Mio. $
|
+185.786
|
+339 %
|
|
|
11
|
True Wealth Design
Akron,
Ohio
|
5,34 Mio. $
|
+5,17 Mio. $
|
+236.061
|
Neu
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
4,96 Mio. $
|
+2,15 Mio. $
|
+98.101
|
+81 %
|
|
|
13
|
|
4,93 Mio. $
|
+3,79 Mio. $
|
+172.823
|
+383 %
|
|
|
14
|
Sensible Money
Scottsdale,
Arizona
|
4,38 Mio. $
|
+4,24 Mio. $
|
+193.546
|
Neu
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
3,93 Mio. $
|
+3,43 Mio. $
|
+156.293
|
+898 %
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
3,4 Mio. $
|
+2,49 Mio. $
|
+113.753
|
+312 %
|
|
|
17
|
Flow Traders U.S.
New York
|
3,12 Mio. $
|
+1,49 Mio. $
|
+68.178
|
+97 %
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
2,98 Mio. $
|
+523.394 $
|
+23.879
|
+22 %
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
2,34 Mio. $
|
+2,15 Mio. $
|
+98.285
|
+1.927 %
|
|
|
20
|
Verum Partners
Charlotte,
North Carolina
|
2,04 Mio. $
|
+1,97 Mio. $
|
+90.042
|
Neu
|
|
|
21
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
1,77 Mio. $
|
+1,04 Mio. $
|
+47.585
|
+156 %
|
|
|
22
|
LAM Group
Lake Oswego,
Oregon
|
1,67 Mio. $
|
+1,62 Mio. $
|
+73.855
|
Neu
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
1,63 Mio. $
|
+480.017 $
|
+21.900
|
+44 %
|
|
|
24
|
Maryland Capital Advisors
Chester,
Maryland
|
1,49 Mio. $
|
+590.816 $
|
+26.955
|
+69 %
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
1,48 Mio. $
|
+357.186 $
|
+16.296
|
+33 %
|
|
