|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$101M
|
+$100M
|
+3,739,291
|
+373,929,100%
|
|
|
2
|
Asset Dedication LLC
San Francisco,
California
|
$68.3M
|
+$1.14M
|
+42,256
|
+2%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$27.3M
|
-$249K
|
-9,270
|
-0.9%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$24.6M
|
-$200K
|
-7,440
|
-0.8%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$22.6M
|
+$1.73M
|
+64,524
|
+8%
|
|
|
6
|
True Wealth Design
Akron,
Ohio
|
$21.8M
|
-$40.2K
|
-1,496
|
-0.2%
|
|
|
7
|
|
$18.2M
|
+$8.77M
|
+326,440
|
+94%
|
|
|
8
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$17.4M
|
-$6.47K
|
-241
|
-0%
|
|
|
9
|
Sensible Money
Scottsdale,
Arizona
|
$17.2M
|
+$1.06M
|
+39,528
|
+7%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$15.9M
|
+$15.3M
|
+571,016
|
+3,756%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15M
|
-$2.01M
|
-74,727
|
-12%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.3M
|
+$1.32M
|
+48,964
|
+11%
|
|
|
13
|
Strata Wealth Advisors
Dallas,
Texas
|
$12.9M
|
+$11.8M
|
+439,512
|
+1,191%
|
|
|
14
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$12.8M
|
+$12.7M
|
+471,548
|
New
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.5M
|
-$122K
|
-4,550
|
-1%
|
|
|
16
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$12.4M
|
-$335K
|
-12,464
|
-3%
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$12.4M
|
-$235K
|
-8,753
|
-2%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.3M
|
+$5.19M
|
+193,154
|
+74%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.6M
|
-$54.8K
|
-2,041
|
-0.5%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$10.3M
|
-$892K
|
-33,209
|
-8%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$9.01M
|
+$594K
|
+22,107
|
+7%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$8.94M
|
-$188K
|
-6,984
|
-2%
|
|
|
23
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.5M
|
+$383K
|
+14,246
|
+5%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$7.6M
|
+$612K
|
+22,766
|
+9%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$7.23M
|
+$612K
|
+22,775
|
+9%
|
|
