|
1
|
Asset Dedication LLC
San Francisco,
California
|
$65.1M
|
+$2.65M
|
+96,629
|
+4%
|
|
|
2
|
Ritholtz Wealth Management
New York
|
$26.7M
|
+$1.44M
|
+52,444
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$24M
|
-$1.99M
|
-72,615
|
-7%
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$21.2M
|
+$577K
|
+21,050
|
+3%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$20.2M
|
+$21.1M
|
+769,651
|
New
|
|
|
6
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16.9M
|
+$167K
|
+6,084
|
+1%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.5M
|
-$109K
|
-3,977
|
-0.6%
|
|
|
8
|
Sensible Money
Scottsdale,
Arizona
|
$15.7M
|
+$410K
|
+14,949
|
+3%
|
|
|
9
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$12.4M
|
+$236K
|
+8,602
|
+2%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$12.2M
|
+$825K
|
+30,097
|
+7%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.2M
|
-$72.8K
|
-2,656
|
-0.6%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.6M
|
+$728K
|
+26,548
|
+6%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.3M
|
-$58.3K
|
-2,125
|
-0.5%
|
|
|
14
|
Root Financial Partners
Encinitas,
California
|
$10.9M
|
+$3.94M
|
+143,569
|
+53%
|
|
|
15
|
Family Investment Center
Saint Joseph,
Missouri
|
$9.55M
|
-$964K
|
-35,160
|
-9%
|
|
|
16
|
|
$9.09M
|
+$3.73M
|
+136,068
|
+65%
|
|
|
17
|
Opes Wealth Management
Menlo Park,
California
|
$8.85M
|
+$330K
|
+12,031
|
+4%
|
|
|
18
|
Index Fund Advisors
Irvine,
California
|
$8.15M
|
+$713K
|
+25,991
|
+9%
|
|
|
19
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.87M
|
+$138K
|
+5,029
|
+2%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.87M
|
+$6.09M
|
+222,171
|
+555%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$6.76M
|
+$586K
|
+21,375
|
+9%
|
|
|
22
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.63M
|
-$659K
|
-24,049
|
-9%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.61M
|
+$3.07M
|
+111,914
|
+80%
|
|
|
24
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$6.5M
|
+$242K
|
+8,830
|
+4%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$6.41M
|
+$774K
|
+28,217
|
+13%
|
|
