|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$122M
|
+$9.95M
|
+337,529
|
+9%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$73M
|
+$15.5M
|
+525,166
|
+27%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.1M
|
+$12.3M
|
+418,089
|
+89%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$22.3M
|
+$2.4M
|
+81,363
|
+12%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$20.9M
|
+$1.3M
|
+44,065
|
+7%
|
|
|
6
|
|
$19.3M
|
+$4.43M
|
+150,203
|
+30%
|
|
|
7
|
Relative Value Partners Group
|
$9.74M
|
+$9.75M
|
+330,646
|
New
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.3M
|
+$954K
|
+32,370
|
+13%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$6.28M
|
+$63.6K
|
+2,158
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.03M
|
+$2.2M
|
+74,568
|
+57%
|
|
|
11
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.81M
|
+$5.83M
|
+197,608
|
New
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$5.56M
|
+$1.15M
|
+38,986
|
+26%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.15M
|
+$2.34M
|
+79,482
|
+83%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.69M
|
-$2.9M
|
-98,505
|
-38%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.31M
|
+$131K
|
+4,432
|
+3%
|
|
|
16
|
SigFig Wealth Management
San Francisco,
California
|
$3.6M
|
+$83.8K
|
+2,844
|
+2%
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
$3.55M
|
+$733K
|
+24,871
|
+26%
|
|
|
18
|
Lucia Wealth Services
San Diego,
California
|
$3.31M
|
+$3.32M
|
+112,458
|
New
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.21M
|
+$2.34M
|
+79,310
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$2.27M
|
+$5.99K
|
+203
|
+0.3%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.84M
|
+$1.84M
|
+62,499
|
New
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.79M
|
+$139K
|
+4,698
|
+8%
|
|
|
23
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.71M
|
+$580K
|
+19,687
|
+51%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$1.61M
|
+$80.6K
|
+2,735
|
+5%
|
|
|
25
|
Monument Capital Management
Alexandria,
Virginia
|
$1.53M
|
+$1.06M
|
+35,837
|
+222%
|
|
