|
1
|
Asset Dedication LLC
San Francisco,
California
|
51,2 Mio. $
|
+1,27 Mio. $
|
+53.182
|
+3 %
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
42,7 Mio. $
|
+3,85 Mio. $
|
+161.793
|
+11 %
|
|
|
3
|
Ritholtz Wealth Management
New York
|
22,5 Mio. $
|
+661.818 $
|
+27.791
|
+3 %
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
18,7 Mio. $
|
+6,93 Mio. $
|
+290.976
|
+65 %
|
|
|
5
|
Marquette Asset Management
Minneapolis,
Minnesota
|
15,5 Mio. $
|
+3,94 Mio. $
|
+165.329
|
+37 %
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
13,9 Mio. $
|
+243.380 $
|
+10.220
|
+2 %
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
11,7 Mio. $
|
-46.247 $
|
-1.942
|
-0,4 %
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
10,9 Mio. $
|
+10,3 Mio. $
|
+432.221
|
Neu
|
|
|
9
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
10,5 Mio. $
|
+9,9 Mio. $
|
+415.485
|
Neu
|
|
|
10
|
Sensible Money
Scottsdale,
Arizona
|
10,5 Mio. $
|
+737.189 $
|
+30.956
|
+8 %
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
10,1 Mio. $
|
+9,5 Mio. $
|
+399.308
|
Neu
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
8,47 Mio. $
|
+1,26 Mio. $
|
+52.903
|
+19 %
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
8,35 Mio. $
|
-49.295 $
|
-2.070
|
-0,6 %
|
|
|
14
|
|
7,26 Mio. $
|
+4,29 Mio. $
|
+180.253
|
+167 %
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
7,16 Mio. $
|
+1,41 Mio. $
|
+59.136
|
+26 %
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
6,63 Mio. $
|
+685.965 $
|
+28.805
|
+12 %
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
6,57 Mio. $
|
+684.512 $
|
+28.744
|
+12 %
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
5,95 Mio. $
|
+462.851 $
|
+19.436
|
+9 %
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
5,69 Mio. $
|
+1,09 Mio. $
|
+45.713
|
+25 %
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
5,45 Mio. $
|
+3,81 Mio. $
|
+159.801
|
+284 %
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
5,3 Mio. $
|
+5,01 Mio. $
|
+210.454
|
Neu
|
|
|
22
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
5,09 Mio. $
|
+4,81 Mio. $
|
+202.170
|
Neu
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
5,01 Mio. $
|
+4,74 Mio. $
|
+198.984
|
Neu
|
|
|
24
|
Bridgeworth
Birmingham,
Alabama
|
4,93 Mio. $
|
+83.802 $
|
+3.519
|
+2 %
|
|
|
25
|
Fischer Investment Strategies
Westlake Village,
California
|
3,74 Mio. $
|
+3,53 Mio. $
|
+148.259
|
Neu
|
|
