|
1
|
Asset Dedication LLC
San Francisco,
California
|
$4534万
|
+$359万
|
+149,484
|
+9%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$3576万
|
+$44.4万
|
+18,484
|
+1%
|
|
|
3
|
|
$2281万
|
+$1798万
|
+749,250
|
+401%
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$2008万
|
+$115万
|
+47,763
|
+6%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$1412万
|
-$910万
|
-379,258
|
-40%
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
$1111万
|
-$96.8万
|
-40,332
|
-8%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1040万
|
+$171万
|
+71,450
|
+20%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$845万
|
+$4.14万
|
+1,725
|
+0.5%
|
|
|
9
|
Sensible Money
Scottsdale,
Arizona
|
$809万
|
+$177万
|
+73,681
|
+29%
|
|
|
10
|
Opes Wealth Management
Menlo Park,
California
|
$782万
|
+$93.1万
|
+38,809
|
+14%
|
|
|
11
|
True Wealth Design
Akron,
Ohio
|
$778万
|
+$102万
|
+42,702
|
+15%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$774万
|
-$229万
|
-95,500
|
-23%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$735万
|
+$33.5万
|
+13,959
|
+5%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$574万
|
-$260万
|
-108,283
|
-31%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$562万
|
+$118万
|
+49,178
|
+27%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$511万
|
+$74.7万
|
+31,125
|
+17%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$510万
|
+$55万
|
+22,913
|
+12%
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$489万
|
+$50万
|
+20,849
|
+12%
|
|
|
19
|
Bridgeworth
Birmingham,
Alabama
|
$414万
|
+$116万
|
+48,207
|
+40%
|
|
|
20
|
Blume Capital Management
Berkeley,
California
|
$361万
|
+$20.3万
|
+8,475
|
+6%
|
|
|
21
|
Del-Sette Capital Management
Schenectady,
New York
|
$322万
|
+$4.92万
|
+2,051
|
+2%
|
|
|
22
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$304万
|
+$6.98万
|
+2,909
|
+2%
|
|
|
23
|
Breakwater Capital Group
Paramus,
New Jersey
|
$299万
|
+$78.8万
|
+32,853
|
+37%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$282万
|
+$34.6万
|
+14,433
|
+14%
|
|
|
25
|
Retirement Solution
Redmond,
Washington
|
$235万
|
+$9.6万
|
+4,010
|
+4%
|
|
