|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
122 Mio. $
|
+10 Mio. $
|
+337.529
|
+9 %
|
|
|
2
|
State Street
Boston,
Massachusetts
|
73 Mio. $
|
+15,5 Mio. $
|
+525.166
|
+27 %
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
26,1 Mio. $
|
+12,3 Mio. $
|
+418.089
|
+89 %
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
22,3 Mio. $
|
+2,4 Mio. $
|
+81.363
|
+12 %
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
20,9 Mio. $
|
+1,3 Mio. $
|
+44.065
|
+7 %
|
|
|
6
|
|
19,3 Mio. $
|
+4,43 Mio. $
|
+150.203
|
+30 %
|
|
|
7
|
Relative Value Partners Group
|
9,7 Mio. $
|
+9,7 Mio. $
|
+330.646
|
Neu
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
8,3 Mio. $
|
+954.345 $
|
+32.370
|
+13 %
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
6,28 Mio. $
|
+63.623 $
|
+2.158
|
+1 %
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,03 Mio. $
|
+2,2 Mio. $
|
+74.568
|
+57 %
|
|
|
11
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
5,81 Mio. $
|
+5,83 Mio. $
|
+197.608
|
Neu
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
5,56 Mio. $
|
+1,15 Mio. $
|
+38.986
|
+26 %
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
5,15 Mio. $
|
+2,34 Mio. $
|
+79.482
|
+83 %
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
4,69 Mio. $
|
-2,9 Mio. $
|
-98.505
|
-38 %
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
4,31 Mio. $
|
+130.666 $
|
+4.432
|
+3 %
|
|
|
16
|
SigFig Wealth Management
San Francisco,
California
|
3,6 Mio. $
|
+83.848 $
|
+2.844
|
+2 %
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
3,55 Mio. $
|
+733.257 $
|
+24.871
|
+26 %
|
|
|
18
|
Lucia Wealth Services
San Diego,
California
|
3,31 Mio. $
|
+3,32 Mio. $
|
+112.458
|
Neu
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
3,21 Mio. $
|
+2,34 Mio. $
|
+79.310
|
Neu
|
|
|
20
|
AssetMark Inc
Concord,
California
|
2,28 Mio. $
|
+5.985 $
|
+203
|
+0,3 %
|
|
|
21
|
Flow Traders U.S.
New York
|
1,84 Mio. $
|
+1,84 Mio. $
|
+62.499
|
Neu
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
1,8 Mio. $
|
+138.508 $
|
+4.698
|
+8 %
|
|
|
23
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
1,71 Mio. $
|
+580.420 $
|
+19.687
|
+51 %
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
1,62 Mio. $
|
+80.634 $
|
+2.735
|
+5 %
|
|
|
25
|
Monument Capital Management
Alexandria,
Virginia
|
1,53 Mio. $
|
+1,06 Mio. $
|
+35.837
|
+222 %
|
|
