|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
291 Mio. $
|
+165 Mio. $
|
+5.534.058
|
+133 %
|
|
|
2
|
State Street
Boston,
Massachusetts
|
82,8 Mio. $
|
+6,88 Mio. $
|
+230.880
|
+9 %
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
69,8 Mio. $
|
–
|
–
|
–
|
|
|
4
|
|
27,2 Mio. $
|
+4,62 Mio. $
|
+154.947
|
+21 %
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
26 Mio. $
|
+2,06 Mio. $
|
+69.061
|
+9 %
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
23,2 Mio. $
|
+245.002 $
|
+8.222
|
+1 %
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
22,1 Mio. $
|
+21,9 Mio. $
|
+735.342
|
Neu
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
17,5 Mio. $
|
+3,1 Mio. $
|
+103.933
|
+22 %
|
|
|
9
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
15,3 Mio. $
|
+557.675 $
|
+18.715
|
+4 %
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
12,8 Mio. $
|
+1,43 Mio. $
|
+47.852
|
+13 %
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
12,6 Mio. $
|
+487.441 $
|
+16.358
|
+4 %
|
|
|
12
|
Relative Value Partners Group
|
12,2 Mio. $
|
+752.228 $
|
+25.244
|
+7 %
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
11,1 Mio. $
|
+11 Mio. $
|
+368.957
|
Neu
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
11 Mio. $
|
-228.136 $
|
-7.656
|
-2 %
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
10,3 Mio. $
|
+151.912 $
|
+5.098
|
+2 %
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
10,1 Mio. $
|
+1,73 Mio. $
|
+58.168
|
+21 %
|
|
|
17
|
TPG Financial Advisors
Portland,
Oregon
|
9,9 Mio. $
|
+307.757 $
|
+10.328
|
+3 %
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
9,6 Mio. $
|
+143.211 $
|
+4.806
|
+2 %
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
9,5 Mio. $
|
+1,27 Mio. $
|
+42.552
|
+15 %
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
9,26 Mio. $
|
-261.748 $
|
-8.784
|
-3 %
|
|
|
21
|
Westover Capital Advisors
Wilmington,
Delaware
|
7,72 Mio. $
|
+868.710 $
|
+29.153
|
+13 %
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
7,14 Mio. $
|
+2,74 Mio. $
|
+91.794
|
+63 %
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
6,98 Mio. $
|
-23,9 Mio. $
|
-801.732
|
-78 %
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
6,47 Mio. $
|
+6,43 Mio. $
|
+215.807
|
Neu
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
5,91 Mio. $
|
-5.691 $
|
-191
|
-0,1 %
|
|
