|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$107M
|
-$15.9M
|
-540,875
|
-13%
|
|
|
2
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$61.7M
|
+$60.5M
|
+2,056,342
|
+7,334%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$61.2M
|
-$12.1M
|
-409,665
|
-17%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.2M
|
+$6.97M
|
+236,717
|
+27%
|
|
|
5
|
Flow Traders U.S.
New York
|
$27.6M
|
+$25.6M
|
+870,936
|
+1,394%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$22.5M
|
+$97.6K
|
+3,317
|
+0.4%
|
|
|
7
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$22.4M
|
+$1.42M
|
+48,139
|
+7%
|
|
|
8
|
|
$21.4M
|
+$2M
|
+67,782
|
+10%
|
|
|
9
|
Strategic Wealth Partners
Independence,
Ohio
|
$16M
|
+$2.51M
|
+85,138
|
+71%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$10.4M
|
+353,032
|
+202%
|
|
|
11
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.6M
|
+$14.5M
|
+493,893
|
New
|
|
|
12
|
Relative Value Partners Group
|
$11.6M
|
+$1.86M
|
+63,169
|
+19%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$11.4M
|
+$11.4M
|
+386,359
|
New
|
|
|
14
|
TPG Financial Advisors
Portland,
Oregon
|
$9.73M
|
+$9.69M
|
+329,099
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.08M
|
+$3.01M
|
+102,326
|
+50%
|
|
|
16
|
Focused Wealth Management
Newburgh,
New York
|
$8.79M
|
+$8.74M
|
+297,088
|
New
|
|
|
17
|
Allen Capital Group
Grand Island,
Nebraska
|
$8.22M
|
+$2.64M
|
+89,536
|
+47%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7.32M
|
+$6.31M
|
+214,464
|
+647%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.12M
|
+$1.27M
|
+43,151
|
+22%
|
|
|
20
|
Renaissance Technologies
New York
|
$6.95M
|
+$6.92M
|
+235,000
|
New
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.59M
|
-$1.74M
|
-59,090
|
-21%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$6.51M
|
+$6.36M
|
+216,216
|
+5,526%
|
|
|
23
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6.09M
|
+$6.06M
|
+205,827
|
New
|
|
|
24
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$5.89M
|
+$5.86M
|
+198,969
|
New
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
$5.56M
|
+$4.39M
|
+149,230
|
+384%
|
|
