|
1
|
Asset Dedication LLC
San Francisco,
California
|
$27.7M
|
+$7.57M
|
+330,610
|
+33%
|
|
|
2
|
3D/L Capital Management
Hartford,
Connecticut
|
$10.4M
|
+$447K
|
+19,504
|
+4%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$8.22M
|
–
|
–
|
–
|
|
|
4
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.55M
|
+$1.01M
|
+43,887
|
+55%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.49M
|
+$1.62M
|
+70,918
|
+141%
|
|
|
6
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.22M
|
+$1.35M
|
+58,956
|
+120%
|
|
|
7
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.04M
|
+$208K
|
+9,076
|
+10%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.44M
|
+$1.6M
|
+69,984
|
New
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$1.4M
|
+$1.48M
|
+64,654
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
-$4.35K
|
-190
|
-0.3%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.13M
|
-$986K
|
-43,058
|
-44%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$1.03M
|
+$632K
|
+27,574
|
+122%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$1.01M
|
+$1.13M
|
+49,218
|
New
|
|
|
14
|
Applied Capital
Little Rock,
Arkansas
|
$972K
|
+$395K
|
+17,249
|
+57%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$943K
|
+$1.05M
|
+45,924
|
New
|
|
|
16
|
|
$927K
|
+$1.03M
|
+45,126
|
New
|
|
|
17
|
Maryland Capital Advisors
Chester,
Maryland
|
$799K
|
+$544K
|
+23,731
|
+156%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$749K
|
+$279K
|
+12,195
|
+50%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$627K
|
+$700K
|
+30,542
|
New
|
|
|
20
|
Sterling Financial Planning
Sparta,
New Jersey
|
$583K
|
+$650K
|
+28,392
|
New
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$573K
|
+$608K
|
+26,557
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$553K
|
+$617K
|
+26,917
|
New
|
|
|
23
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$541K
|
+$604K
|
+26,344
|
New
|
|
|
24
|
Unison Advisors
Washington,
District of Columbia
|
$460K
|
+$28.8K
|
+1,257
|
+6%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$456K
|
+$414K
|
+18,064
|
+941%
|
|
