|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$121M
|
+$33.7M
|
+823,241
|
+40%
|
|
|
2
|
Asset Dedication LLC
San Francisco,
California
|
$105M
|
-$3.41M
|
-83,329
|
-3%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$62.3M
|
+$1.47M
|
+35,906
|
+3%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$54.1M
|
+$45.9M
|
+1,121,494
|
+765%
|
|
|
5
|
Vise Technologies
New York
|
$53.8M
|
+$43.3M
|
+1,059,296
|
+528%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$43.9M
|
+$36.6M
|
+893,991
|
+545%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$43.7M
|
+$1.53M
|
+37,414
|
+4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$41.7M
|
+$961K
|
+23,502
|
+2%
|
|
|
9
|
B&D White Capital Company
Lakeway,
Texas
|
$34.5M
|
+$9M
|
+220,143
|
+37%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.1M
|
+$5.95M
|
+145,554
|
+24%
|
|
|
11
|
Sensible Money
Scottsdale,
Arizona
|
$31.9M
|
-$441K
|
-10,779
|
-1%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$29.9M
|
-$1.33M
|
-32,438
|
-4%
|
|
|
13
|
True Wealth Design
Akron,
Ohio
|
$29.6M
|
-$288K
|
-7,047
|
-1%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$28.7M
|
-$95.6K
|
-2,337
|
-0.3%
|
|
|
15
|
Family Investment Center
Saint Joseph,
Missouri
|
$25.8M
|
+$1.42M
|
+34,614
|
+6%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$25.2M
|
+$439K
|
+10,736
|
+2%
|
|
|
17
|
Evanson Financial
Mclean,
Virginia
|
$24.7M
|
+$23.7M
|
+579,631
|
New
|
|
|
18
|
NorthAvenue LLC
Columbus,
Ohio
|
$23M
|
-$443K
|
-10,840
|
-2%
|
|
|
19
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$21.6M
|
-$47.9K
|
-1,171
|
-0.2%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$21.4M
|
+$528K
|
+12,912
|
+3%
|
|
|
21
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$20.6M
|
-$195K
|
-4,767
|
-1%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$19.9M
|
+$790K
|
+19,328
|
+4%
|
|
|
23
|
Strata Wealth Advisors
Dallas,
Texas
|
$19.4M
|
+$1.76M
|
+43,100
|
+10%
|
|
|
24
|
Penserra Capital Management
Orinda,
California
|
$17.6M
|
-$3.41M
|
-83,382
|
-17%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$2.67M
|
+65,382
|
+21%
|
|
