|
1
|
Asset Dedication LLC
San Francisco,
California
|
$51.2M
|
+$1.27M
|
+53,182
|
+3%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$42.7M
|
+$3.85M
|
+161,793
|
+11%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$22.5M
|
+$662K
|
+27,791
|
+3%
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$18.7M
|
+$6.93M
|
+290,976
|
+65%
|
|
|
5
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$15.5M
|
+$3.94M
|
+165,329
|
+37%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.9M
|
+$243K
|
+10,220
|
+2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
-$46.2K
|
-1,942
|
-0.4%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.9M
|
+$10.3M
|
+432,221
|
New
|
|
|
9
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$10.5M
|
+$9.89M
|
+415,485
|
New
|
|
|
10
|
Sensible Money
Scottsdale,
Arizona
|
$10.5M
|
+$737K
|
+30,956
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$9.51M
|
+399,308
|
New
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$8.47M
|
+$1.26M
|
+52,903
|
+19%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$8.35M
|
-$49.3K
|
-2,070
|
-0.6%
|
|
|
14
|
|
$7.26M
|
+$4.29M
|
+180,253
|
+167%
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.16M
|
+$1.41M
|
+59,136
|
+26%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$6.63M
|
+$686K
|
+28,805
|
+12%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.57M
|
+$685K
|
+28,744
|
+12%
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.95M
|
+$463K
|
+19,436
|
+9%
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$5.69M
|
+$1.09M
|
+45,713
|
+25%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.45M
|
+$3.81M
|
+159,801
|
+284%
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.3M
|
+$5.01M
|
+210,454
|
New
|
|
|
22
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$5.09M
|
+$4.81M
|
+202,170
|
New
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.01M
|
+$4.74M
|
+198,984
|
New
|
|
|
24
|
Bridgeworth
Birmingham,
Alabama
|
$4.93M
|
+$83.8K
|
+3,519
|
+2%
|
|
|
25
|
Fischer Investment Strategies
Westlake Village,
California
|
$3.74M
|
+$3.53M
|
+148,259
|
New
|
|
