|
1
|
Asset Dedication LLC
San Francisco,
California
|
$89.5M
|
+$1.8M
|
+54,595
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$54.8M
|
+$11.2M
|
+338,425
|
+26%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$45.2M
|
+$1.23M
|
+37,316
|
+3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$31.7M
|
+$1.22M
|
+37,100
|
+4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$31.5M
|
-$203K
|
-6,144
|
-0.7%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$28.1M
|
-$218K
|
-6,615
|
-0.8%
|
|
|
7
|
Sensible Money
Scottsdale,
Arizona
|
$24.7M
|
+$638K
|
+19,348
|
+3%
|
|
|
8
|
True Wealth Design
Akron,
Ohio
|
$23.8M
|
-$1.15M
|
-34,917
|
-5%
|
|
|
9
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$22.8M
|
+$3.36M
|
+101,953
|
+18%
|
|
|
10
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$22.8M
|
+$180K
|
+5,461
|
+0.8%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.4M
|
+$335K
|
+10,161
|
+2%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$18.6M
|
+$633K
|
+19,201
|
+4%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.6M
|
+$819K
|
+24,817
|
+5%
|
|
|
14
|
NorthAvenue LLC
Columbus,
Ohio
|
$18.5M
|
+$18.1M
|
+549,309
|
New
|
|
|
15
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$16.3M
|
+$146K
|
+4,413
|
+0.9%
|
|
|
16
|
Index Fund Advisors
Irvine,
California
|
$14.8M
|
+$1.02M
|
+31,045
|
+8%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$14.8M
|
+$1.6M
|
+48,435
|
+12%
|
|
|
18
|
Strata Wealth Advisors
Dallas,
Texas
|
$14.2M
|
-$1.95M
|
-59,155
|
-12%
|
|
|
19
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$13.6M
|
+$292K
|
+8,851
|
+2%
|
|
|
20
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$12.3M
|
+$12.1M
|
+365,694
|
New
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.9M
|
+$540K
|
+16,384
|
+5%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.8M
|
-$1.28M
|
-38,863
|
-10%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$11.2M
|
-$109K
|
-3,318
|
-1%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$9.16M
|
-$553K
|
-16,755
|
-6%
|
|
|
25
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$8.97M
|
+$189K
|
+5,730
|
+2%
|
|
