|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$291M
|
+$165M
|
+5,534,058
|
+133%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$82.8M
|
+$6.88M
|
+230,880
|
+9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.8M
|
–
|
–
|
–
|
|
|
4
|
|
$27.2M
|
+$4.62M
|
+154,947
|
+21%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26M
|
+$2.06M
|
+69,061
|
+9%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$23.2M
|
+$245K
|
+8,222
|
+1%
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
$22.1M
|
+$21.9M
|
+735,342
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
+$3.1M
|
+103,933
|
+22%
|
|
|
9
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$15.3M
|
+$558K
|
+18,715
|
+4%
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
$12.8M
|
+$1.43M
|
+47,852
|
+13%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$12.6M
|
+$487K
|
+16,358
|
+4%
|
|
|
12
|
Relative Value Partners Group
|
$12.2M
|
+$752K
|
+25,244
|
+7%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11.1M
|
+$11M
|
+368,957
|
New
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
$11M
|
-$228K
|
-7,656
|
-2%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.3M
|
+$152K
|
+5,098
|
+2%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.1M
|
+$1.73M
|
+58,168
|
+21%
|
|
|
17
|
TPG Financial Advisors
Portland,
Oregon
|
$9.94M
|
+$308K
|
+10,328
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.6M
|
+$143K
|
+4,806
|
+2%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$9.51M
|
+$1.27M
|
+42,552
|
+15%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$9.26M
|
-$262K
|
-8,784
|
-3%
|
|
|
21
|
Westover Capital Advisors
Wilmington,
Delaware
|
$7.72M
|
+$869K
|
+29,153
|
+13%
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$7.14M
|
+$2.74M
|
+91,794
|
+63%
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$6.98M
|
-$23.9M
|
-801,732
|
-78%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.47M
|
+$6.43M
|
+215,807
|
New
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$5.91M
|
-$5.69K
|
-191
|
-0.1%
|
|
