|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$112M
|
+$112M
|
+3,804,256
|
New
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$57.8M
|
+$2.42M
|
+81,941
|
+4%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
$20M
|
+$20M
|
+676,027
|
New
|
|
|
4
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$19.6M
|
+$19.6M
|
+664,714
|
New
|
|
|
5
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$18.3M
|
+$17.6M
|
+595,016
|
+2,536%
|
|
|
6
|
|
$14.9M
|
+$10.6M
|
+360,502
|
+251%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.9M
|
+$11.6M
|
+393,159
|
+521%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.62M
|
+$5.08M
|
+172,127
|
+201%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.38M
|
+$351K
|
+11,880
|
+5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$6.24M
|
-$864K
|
-29,248
|
-12%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$4.43M
|
+$1.3M
|
+44,120
|
+42%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.2M
|
+$190K
|
+6,420
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.85M
|
-$1.2M
|
-40,762
|
-24%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$3.52M
|
-$57.4K
|
-1,944
|
-2%
|
|
|
15
|
Insight 2811 Inc
Chicago,
Illinois
|
$3.43M
|
-$12.3K
|
-415
|
-0.4%
|
|
|
16
|
Strategic Wealth Partners
Independence,
Ohio
|
$2.83M
|
+$662K
|
+22,422
|
+31%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.82M
|
-$6.13M
|
-207,491
|
-69%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$2.28M
|
+$15.5K
|
+525
|
+0.7%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.66M
|
+$71.6K
|
+2,423
|
+5%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.54M
|
+$806K
|
+27,279
|
+110%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.39M
|
+$110K
|
+3,710
|
+9%
|
|
|
22
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.13M
|
+$1.13M
|
+38,356
|
New
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$951K
|
+$687K
|
+23,254
|
+261%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$889K
|
+$204K
|
+6,918
|
+30%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$838K
|
-$44.4K
|
-1,503
|
-5%
|
|
