|
1
|
Asset Dedication LLC
San Francisco,
California
|
$45.3M
|
+$3.59M
|
+149,484
|
+9%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$35.8M
|
+$444K
|
+18,484
|
+1%
|
|
|
3
|
|
$22.8M
|
+$18M
|
+749,250
|
+401%
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$20.1M
|
+$1.15M
|
+47,763
|
+6%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$14.1M
|
-$9.1M
|
-379,258
|
-40%
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
$11.1M
|
-$968K
|
-40,332
|
-8%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.4M
|
+$1.71M
|
+71,450
|
+20%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.45M
|
+$41.4K
|
+1,725
|
+0.5%
|
|
|
9
|
Sensible Money
Scottsdale,
Arizona
|
$8.09M
|
+$1.77M
|
+73,681
|
+29%
|
|
|
10
|
Opes Wealth Management
Menlo Park,
California
|
$7.82M
|
+$931K
|
+38,809
|
+14%
|
|
|
11
|
True Wealth Design
Akron,
Ohio
|
$7.78M
|
+$1.02M
|
+42,702
|
+15%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$7.74M
|
-$2.29M
|
-95,500
|
-23%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$7.35M
|
+$335K
|
+13,959
|
+5%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.74M
|
-$2.6M
|
-108,283
|
-31%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$5.62M
|
+$1.18M
|
+49,178
|
+27%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$5.11M
|
+$747K
|
+31,125
|
+17%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.1M
|
+$550K
|
+22,913
|
+12%
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.89M
|
+$500K
|
+20,849
|
+12%
|
|
|
19
|
Bridgeworth
Birmingham,
Alabama
|
$4.14M
|
+$1.16M
|
+48,207
|
+40%
|
|
|
20
|
Blume Capital Management
Berkeley,
California
|
$3.61M
|
+$203K
|
+8,475
|
+6%
|
|
|
21
|
Del-Sette Capital Management
Schenectady,
New York
|
$3.22M
|
+$49.2K
|
+2,051
|
+2%
|
|
|
22
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.04M
|
+$69.8K
|
+2,909
|
+2%
|
|
|
23
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.99M
|
+$788K
|
+32,853
|
+37%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$2.82M
|
+$346K
|
+14,433
|
+14%
|
|
|
25
|
Retirement Solution
Redmond,
Washington
|
$2.35M
|
+$96.2K
|
+4,010
|
+4%
|
|
