|
1
|
Asset Dedication LLC
San Francisco,
California
|
$82.9M
|
+$1.29M
|
+41,786
|
+2%
|
|
|
2
|
Ritholtz Wealth Management
New York
|
$41.6M
|
+$1.74M
|
+56,010
|
+4%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$40.6M
|
+$2.17M
|
+70,176
|
+6%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$29.9M
|
-$119K
|
-3,838
|
-0.4%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$28.8M
|
+$788K
|
+25,431
|
+3%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$26.7M
|
-$286K
|
-9,241
|
-1%
|
|
|
7
|
True Wealth Design
Akron,
Ohio
|
$23.6M
|
-$231K
|
-7,467
|
-1%
|
|
|
8
|
Sensible Money
Scottsdale,
Arizona
|
$22.7M
|
+$711K
|
+22,941
|
+3%
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.3M
|
+$448K
|
+14,444
|
+2%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19M
|
+$1.47M
|
+47,479
|
+9%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.3M
|
+$1.04M
|
+33,449
|
+6%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$17M
|
+$1.71M
|
+55,129
|
+12%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.8M
|
+$1.59M
|
+51,354
|
+11%
|
|
|
14
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$15.8M
|
-$442K
|
-14,276
|
-3%
|
|
|
15
|
Strata Wealth Advisors
Dallas,
Texas
|
$15.3M
|
-$1.76M
|
-56,911
|
-11%
|
|
|
16
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$15.3M
|
+$265K
|
+8,552
|
+2%
|
|
|
17
|
Index Fund Advisors
Irvine,
California
|
$13M
|
+$1.35M
|
+43,525
|
+12%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$12.5M
|
+$2.18M
|
+70,419
|
+22%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.4M
|
-$428K
|
-13,808
|
-3%
|
|
|
20
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.8M
|
+$433K
|
+13,964
|
+4%
|
|
|
21
|
Opes Wealth Management
Menlo Park,
California
|
$10.6M
|
-$40.2K
|
-1,298
|
-0.4%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$9.19M
|
-$411K
|
-13,261
|
-4%
|
|
|
23
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.62M
|
+$130K
|
+4,207
|
+2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.56M
|
-$1.78M
|
-57,303
|
-18%
|
|
|
25
|
Blume Capital Management
Berkeley,
California
|
$8.36M
|
+$43.4K
|
+1,400
|
+0.5%
|
|
