|
1
|
Asset Dedication LLC
San Francisco,
California
|
45,3 Mio. $
|
+3,59 Mio. $
|
+149.484
|
+9 %
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
35,8 Mio. $
|
+443.583 $
|
+18.484
|
+1 %
|
|
|
3
|
|
22,8 Mio. $
|
+18 Mio. $
|
+749.250
|
+401 %
|
|
|
4
|
Ritholtz Wealth Management
New York
|
20,1 Mio. $
|
+1,15 Mio. $
|
+47.763
|
+6 %
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
14,1 Mio. $
|
-9,1 Mio. $
|
-379.258
|
-40 %
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
11,1 Mio. $
|
-967.895 $
|
-40.332
|
-8 %
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
10,4 Mio. $
|
+1,71 Mio. $
|
+71.450
|
+20 %
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
8,45 Mio. $
|
+41.397 $
|
+1.725
|
+0,5 %
|
|
|
9
|
Sensible Money
Scottsdale,
Arizona
|
8,09 Mio. $
|
+1,77 Mio. $
|
+73.681
|
+29 %
|
|
|
10
|
Opes Wealth Management
Menlo Park,
California
|
7,82 Mio. $
|
+931.346 $
|
+38.809
|
+14 %
|
|
|
11
|
True Wealth Design
Akron,
Ohio
|
7,78 Mio. $
|
+1,02 Mio. $
|
+42.702
|
+15 %
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
7,74 Mio. $
|
-2,29 Mio. $
|
-95.500
|
-23 %
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
7,35 Mio. $
|
+334.991 $
|
+13.959
|
+5 %
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
5,74 Mio. $
|
-2,6 Mio. $
|
-108.283
|
-31 %
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
5,62 Mio. $
|
+1,18 Mio. $
|
+49.178
|
+27 %
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
5,11 Mio. $
|
+746.944 $
|
+31.125
|
+17 %
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
5,1 Mio. $
|
+549.871 $
|
+22.913
|
+12 %
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
4,89 Mio. $
|
+500.338 $
|
+20.849
|
+12 %
|
|
|
19
|
Bridgeworth
Birmingham,
Alabama
|
4,14 Mio. $
|
+1,16 Mio. $
|
+48.207
|
+40 %
|
|
|
20
|
Blume Capital Management
Berkeley,
California
|
3,61 Mio. $
|
+203.385 $
|
+8.475
|
+6 %
|
|
|
21
|
Del-Sette Capital Management
Schenectady,
New York
|
3,22 Mio. $
|
+49.220 $
|
+2.051
|
+2 %
|
|
|
22
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
3,04 Mio. $
|
+69.811 $
|
+2.909
|
+2 %
|
|
|
23
|
Breakwater Capital Group
Paramus,
New Jersey
|
2,99 Mio. $
|
+788.413 $
|
+32.853
|
+37 %
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
2,82 Mio. $
|
+346.366 $
|
+14.433
|
+14 %
|
|
|
25
|
Retirement Solution
Redmond,
Washington
|
2,35 Mio. $
|
+96.233 $
|
+4.010
|
+4 %
|
|
