|
1
|
Asset Dedication LLC
San Francisco,
California
|
$46.9M
|
+$2.91M
|
+118,578
|
+6%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$36.2M
|
+$1.56M
|
+63,573
|
+4%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$20.5M
|
+$996K
|
+40,532
|
+5%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.8M
|
+$2.8M
|
+113,921
|
+27%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11M
|
+$2.94M
|
+119,567
|
+34%
|
|
|
6
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$10.7M
|
+$11.1M
|
+450,193
|
New
|
|
|
7
|
True Wealth Design
Akron,
Ohio
|
$10.6M
|
+$3.2M
|
+130,194
|
+41%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$10.5M
|
-$301K
|
-12,242
|
-3%
|
|
|
9
|
Sensible Money
Scottsdale,
Arizona
|
$9.1M
|
+$1.29M
|
+52,425
|
+16%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$8.13M
|
+$1.03M
|
+42,033
|
+14%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$7.89M
|
+$308K
|
+12,535
|
+4%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$7.46M
|
-$59K
|
-2,400
|
-0.8%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$6.71M
|
+$1.3M
|
+52,933
|
+23%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$5.7M
|
+$757K
|
+30,796
|
+15%
|
|
|
15
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.49M
|
-$94.1K
|
-3,828
|
-2%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.32M
|
+$385K
|
+15,681
|
+7%
|
|
|
17
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.08M
|
+$393K
|
+16,009
|
+8%
|
|
|
18
|
Bridgeworth
Birmingham,
Alabama
|
$4.54M
|
+$539K
|
+21,916
|
+13%
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$4.26M
|
+$782K
|
+31,824
|
+21%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.49M
|
+$3.62M
|
+147,260
|
New
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.47M
|
-$10.6M
|
-432,910
|
-75%
|
|
|
22
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.31M
|
+$538K
|
+21,881
|
+18%
|
|
|
23
|
Del-Sette Capital Management
Schenectady,
New York
|
$3.12M
|
-$5.04K
|
-205
|
-0.2%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$3.03M
|
+$3.15M
|
+128,055
|
New
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$2.95M
|
+$217K
|
+8,817
|
+8%
|
|
