|
1
|
Asset Dedication LLC
San Francisco,
California
|
$40M
|
+$3.17M
|
+135,117
|
+9%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$33.9M
|
+$3.97M
|
+169,214
|
+13%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$22.4M
|
+$2.48M
|
+105,522
|
+12%
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$18.1M
|
+$588K
|
+25,069
|
+3%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$11.6M
|
-$270K
|
-11,521
|
-2%
|
|
|
6
|
Sentinel Trust
Houston,
Texas
|
$9.65M
|
+$2.98M
|
+127,000
|
+44%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.3M
|
+$3.19M
|
+135,832
|
+62%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.07M
|
+$144K
|
+6,130
|
+2%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$8.04M
|
+$1.79M
|
+76,279
|
+28%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$6.72M
|
+$1.1M
|
+46,975
|
+20%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$6.59M
|
+$185K
|
+7,903
|
+3%
|
|
|
12
|
True Wealth Design
Akron,
Ohio
|
$6.46M
|
+$948K
|
+40,390
|
+17%
|
|
|
13
|
Sensible Money
Scottsdale,
Arizona
|
$6.04M
|
+$1.52M
|
+64,830
|
+33%
|
|
|
14
|
|
$4.37M
|
-$730K
|
-31,114
|
-14%
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.36M
|
+$296K
|
+12,620
|
+7%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$4.24M
|
+$728K
|
+31,032
|
+21%
|
|
|
17
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.2M
|
+$1.12M
|
+47,870
|
+36%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$4.18M
|
+$2.66M
|
+113,245
|
+173%
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$3.26M
|
+$850K
|
+36,214
|
+35%
|
|
|
20
|
Del-Sette Capital Management
Schenectady,
New York
|
$3.04M
|
+$3.05M
|
+129,990
|
New
|
|
|
21
|
Bridgeworth
Birmingham,
Alabama
|
$2.85M
|
+$2.86M
|
+121,841
|
New
|
|
|
22
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.85M
|
+$1.02M
|
+43,580
|
+56%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$2.37M
|
+$684K
|
+29,130
|
+40%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.2M
|
-$1.03M
|
-44,032
|
-32%
|
|
|
25
|
Retirement Solution
Redmond,
Washington
|
$2.16M
|
+$2.17M
|
+92,299
|
New
|
|
