|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$124M
|
+$16.9M
|
+570,443
|
+16%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$75.3M
|
+$13.6M
|
+460,122
|
+22%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.8M
|
+$34.2M
|
+1,153,811
|
+103%
|
|
|
4
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$30.8M
|
-$31.1M
|
-1,050,113
|
-50%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$23.8M
|
+$1.23M
|
+41,469
|
+5%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$22.7M
|
+$98.5K
|
+3,325
|
+0.4%
|
|
|
7
|
|
$22.4M
|
+$891K
|
+30,074
|
+4%
|
|
|
8
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.7M
|
-$28.9K
|
-977
|
-0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
+$5.09M
|
+171,660
|
+56%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$12M
|
+$474K
|
+15,993
|
+4%
|
|
|
11
|
Relative Value Partners Group
|
$11.4M
|
-$337K
|
-11,386
|
-3%
|
|
|
12
|
Focused Wealth Management
Newburgh,
New York
|
$11.3M
|
+$2.46M
|
+82,984
|
+28%
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$11.1M
|
+$4.59M
|
+154,896
|
+70%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$10M
|
+$1.73M
|
+58,365
|
+21%
|
|
|
15
|
TPG Financial Advisors
Portland,
Oregon
|
$9.54M
|
-$229K
|
-7,722
|
-2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.45M
|
-$6.23M
|
-210,305
|
-40%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9.38M
|
+$4.66M
|
+157,322
|
+100%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.25M
|
+$881K
|
+29,738
|
+12%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$8.16M
|
+$1.01M
|
+34,183
|
+14%
|
|
|
20
|
Renaissance Technologies
New York
|
$7.79M
|
+$797K
|
+26,900
|
+11%
|
|
|
21
|
Westover Capital Advisors
Wilmington,
Delaware
|
$6.79M
|
+$4.24M
|
+143,116
|
+168%
|
|
|
22
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$5.87M
|
-$53.9K
|
-1,818
|
-0.9%
|
|
|
23
|
Strategic Wealth Partners
Independence,
Ohio
|
$5.37M
|
-$736K
|
-24,827
|
-12%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$5.25M
|
-$1.37M
|
-46,360
|
-21%
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
$5.02M
|
-$570K
|
-19,256
|
-10%
|
|
