|
1
|
Asset Dedication LLC
San Francisco,
California
|
$56.2M
|
+$3.28M
|
+130,448
|
+6%
|
|
|
2
|
Ritholtz Wealth Management
New York
|
$24M
|
+$807K
|
+32,079
|
+4%
|
|
|
3
|
True Wealth Design
Akron,
Ohio
|
$19.9M
|
+$676K
|
+26,890
|
+4%
|
|
|
4
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16.1M
|
+$121K
|
+4,829
|
+0.8%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.9M
|
+$551K
|
+21,899
|
+4%
|
|
|
6
|
Sensible Money
Scottsdale,
Arizona
|
$12.2M
|
+$1.39M
|
+55,350
|
+13%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12M
|
-$86.5K
|
-3,441
|
-0.7%
|
|
|
8
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$11.4M
|
+$615K
|
+24,461
|
+6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
+$857K
|
+34,085
|
+9%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.9M
|
-$283K
|
-11,242
|
-3%
|
|
|
11
|
|
$10.3M
|
+$2.77M
|
+110,005
|
+38%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$9.8M
|
+$1.04M
|
+41,304
|
+12%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.04M
|
+$1.61M
|
+64,146
|
+23%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$8.54M
|
-$61.5K
|
-2,444
|
-0.7%
|
|
|
15
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.28M
|
+$200K
|
+7,960
|
+3%
|
|
|
16
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7M
|
+$842K
|
+33,469
|
+14%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.35M
|
+$709K
|
+28,204
|
+13%
|
|
|
18
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$6.08M
|
+$810K
|
+32,210
|
+16%
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$5.99M
|
+$133K
|
+5,303
|
+2%
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.5M
|
+$30.8K
|
+1,224
|
+0.6%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$4.77M
|
-$2.16M
|
-85,691
|
-32%
|
|
|
22
|
Heritage Financial Services
Westwood,
Massachusetts
|
$4.62M
|
-$38.1M
|
-1,514,816
|
-89%
|
|
|
23
|
Index Fund Advisors
Irvine,
California
|
$4.58M
|
+$791K
|
+31,440
|
+22%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$4.22M
|
+$620K
|
+24,657
|
+18%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.04M
|
+$596K
|
+23,703
|
+18%
|
|
