|
1
|
Asset Dedication LLC
San Francisco,
California
|
$63M
|
+$3.48M
|
+129,280
|
+6%
|
|
|
2
|
Ritholtz Wealth Management
New York
|
$25.6M
|
+$218K
|
+8,100
|
+0.9%
|
|
|
3
|
True Wealth Design
Akron,
Ohio
|
$21.1M
|
-$5.62K
|
-209
|
-0%
|
|
|
4
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$17.4M
|
+$289K
|
+10,766
|
+2%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.3M
|
+$554K
|
+20,598
|
+4%
|
|
|
6
|
Sensible Money
Scottsdale,
Arizona
|
$15.2M
|
+$2.24M
|
+83,209
|
+18%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$1.34M
|
+49,880
|
+12%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.8M
|
+$135K
|
+5,035
|
+1%
|
|
|
9
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$12.4M
|
+$294K
|
+10,953
|
+2%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.6M
|
-$18.4K
|
-683
|
-0.2%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$11.2M
|
+$818K
|
+30,436
|
+8%
|
|
|
12
|
Family Investment Center
Saint Joseph,
Missouri
|
$10.6M
|
+$8.48M
|
+315,299
|
+448%
|
|
|
13
|
|
$10.5M
|
-$403K
|
-15,008
|
-4%
|
|
|
14
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$10.2M
|
+$630K
|
+23,421
|
+7%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$8.97M
|
-$66.5K
|
-2,473
|
-0.8%
|
|
|
16
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.75M
|
+$320K
|
+11,888
|
+4%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.47M
|
+$80.8K
|
+3,005
|
+1%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$6.92M
|
+$4.14M
|
+154,071
|
+158%
|
|
|
19
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$6.57M
|
+$127K
|
+4,710
|
+2%
|
|
|
20
|
Blume Capital Management
Berkeley,
California
|
$6.36M
|
+$8.06K
|
+300
|
+0.1%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$6.32M
|
+$1.44M
|
+53,572
|
+30%
|
|
|
22
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.88M
|
+$57.1K
|
+2,124
|
+1%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$5.78M
|
+$5.65M
|
+210,329
|
New
|
|
|
24
|
Retirement Solution
Redmond,
Washington
|
$5.77M
|
+$2.83M
|
+105,368
|
+101%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$5.4M
|
+$905K
|
+33,675
|
+21%
|
|
