|
1
|
Asset Dedication LLC
San Francisco,
California
|
$91.3M
|
-$3.63M
|
-99,566
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$71.8M
|
+$15.8M
|
+432,344
|
+27%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$51M
|
+$3.04M
|
+83,306
|
+6%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$35.3M
|
+$1.76M
|
+48,194
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$34.2M
|
+$796K
|
+21,842
|
+2%
|
|
|
6
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$29.8M
|
+$5.73M
|
+157,256
|
+23%
|
|
|
7
|
Sensible Money
Scottsdale,
Arizona
|
$27.2M
|
+$1.02M
|
+27,932
|
+4%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$26.3M
|
-$3.55M
|
-97,282
|
-12%
|
|
|
9
|
True Wealth Design
Akron,
Ohio
|
$25.1M
|
-$121K
|
-3,312
|
-0.5%
|
|
|
10
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$24.2M
|
+$47.8K
|
+1,310
|
+0.2%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21.7M
|
-$7.76K
|
-213
|
-0%
|
|
|
12
|
B&D White Capital Company
Lakeway,
Texas
|
$21M
|
+$18.9M
|
+519,119
|
+757%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$20.9M
|
+$1.25M
|
+34,277
|
+6%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.7M
|
+$1.07M
|
+29,267
|
+5%
|
|
|
15
|
Family Investment Center
Saint Joseph,
Missouri
|
$20.4M
|
+$16.8M
|
+461,271
|
+426%
|
|
|
16
|
NorthAvenue LLC
Columbus,
Ohio
|
$19.6M
|
-$5.8K
|
-159
|
-0%
|
|
|
17
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$18.1M
|
+$56.2K
|
+1,541
|
+0.3%
|
|
|
18
|
|
$17.9M
|
+$18.2M
|
+500,000
|
New
|
|
|
19
|
Penserra Capital Management
Orinda,
California
|
$17.7M
|
+$18M
|
+495,000
|
New
|
|
|
20
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$17.5M
|
+$200K
|
+5,483
|
+1%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$17.5M
|
+$1.77M
|
+48,424
|
+11%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$16M
|
+$298K
|
+8,180
|
+2%
|
|
|
23
|
Strata Wealth Advisors
Dallas,
Texas
|
$14.7M
|
-$360K
|
-9,871
|
-2%
|
|
|
24
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$12.4M
|
-$701K
|
-19,232
|
-5%
|
|
|
25
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$12.4M
|
-$293K
|
-8,049
|
-2%
|
|
