|
1
|
Asset Dedication LLC
San Francisco,
California
|
$76.7M
|
+$866K
|
+31,186
|
+1%
|
|
|
2
|
Ritholtz Wealth Management
New York
|
$37.4M
|
+$6.65M
|
+239,385
|
+24%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$36.2M
|
+$21.1M
|
+758,884
|
+167%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$28.3M
|
+$960K
|
+34,575
|
+4%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$26.3M
|
+$1.19M
|
+42,913
|
+5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4M
|
-$80.3M
|
-2,892,064
|
-77%
|
|
|
7
|
True Wealth Design
Akron,
Ohio
|
$22.4M
|
-$1.64M
|
-59,031
|
-7%
|
|
|
8
|
Sensible Money
Scottsdale,
Arizona
|
$20.7M
|
+$1.43M
|
+51,648
|
+8%
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$19.6M
|
+$330K
|
+11,904
|
+2%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.4M
|
-$147K
|
-5,312
|
-1%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.2M
|
+$1.35M
|
+48,730
|
+10%
|
|
|
12
|
Strata Wealth Advisors
Dallas,
Texas
|
$16.1M
|
+$1.71M
|
+61,444
|
+13%
|
|
|
13
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$15.3M
|
+$1.42M
|
+51,094
|
+11%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$14.3M
|
+$516K
|
+18,599
|
+4%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.2M
|
+$364K
|
+13,127
|
+3%
|
|
|
16
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$14.1M
|
-$42.5K
|
-1,532
|
-0.3%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.6M
|
+$6.06M
|
+218,181
|
+108%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.1M
|
-$653K
|
-23,534
|
-6%
|
|
|
19
|
Index Fund Advisors
Irvine,
California
|
$11M
|
+$890K
|
+32,047
|
+10%
|
|
|
20
|
Opes Wealth Management
Menlo Park,
California
|
$10.1M
|
+$124K
|
+4,449
|
+1%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.77M
|
+$6.87M
|
+247,507
|
+317%
|
|
|
22
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9.7M
|
+$248K
|
+8,950
|
+3%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$9.62M
|
+$1.11M
|
+39,948
|
+14%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$9.04M
|
+$944K
|
+33,994
|
+13%
|
|
|
25
|
Blume Capital Management
Berkeley,
California
|
$7.82M
|
+$102K
|
+3,660
|
+1%
|
|
