|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$332M
|
+$40.5M
|
+1,350,052
|
+14%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$91M
|
+$8.11M
|
+270,446
|
+10%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.8M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.3M
|
+$33.8M
|
+1,125,413
|
+193%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$28.6M
|
+$2.56M
|
+85,236
|
+10%
|
|
|
6
|
|
$27.9M
|
+$714K
|
+23,799
|
+3%
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
$24.7M
|
+$2.63M
|
+87,849
|
+12%
|
|
|
8
|
Brouwer & Janachowski
Mill Valley,
California
|
$23.5M
|
+$277K
|
+9,243
|
+1%
|
|
|
9
|
Arax Advisory Partners
Denver,
Colorado
|
$19.6M
|
+$19.6M
|
+652,484
|
New
|
|
|
10
|
Allen Capital Group
Grand Island,
Nebraska
|
$16M
|
+$5.68M
|
+189,519
|
+55%
|
|
|
11
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$15.6M
|
+$265K
|
+8,845
|
+2%
|
|
|
12
|
|
$14.5M
|
+$14.5M
|
+484,521
|
New
|
|
|
13
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$13.5M
|
+$7.57M
|
+252,527
|
+128%
|
|
|
14
|
Focused Wealth Management
Newburgh,
New York
|
$12.5M
|
-$336K
|
-11,216
|
-3%
|
|
|
15
|
Relative Value Partners Group
|
$12M
|
-$224K
|
-7,464
|
-2%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11.5M
|
+$1.4M
|
+46,543
|
+14%
|
|
|
17
|
Hikari Power
Tokyo,
Japan
|
$11.3M
|
+$11.3M
|
+376,500
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$861K
|
+28,709
|
+9%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.4M
|
+$855K
|
+28,500
|
+9%
|
|
|
20
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.2M
|
-$822K
|
-27,406
|
-7%
|
|
|
21
|
TPG Financial Advisors
Portland,
Oregon
|
$10M
|
+$75.9K
|
+2,532
|
+0.8%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$9.71M
|
+$439K
|
+14,638
|
+5%
|
|
|
23
|
Aries Wealth Management
Portland,
Maine
|
$9.19M
|
+$8.23M
|
+274,250
|
+856%
|
|
|
24
|
Westover Capital Advisors
Wilmington,
Delaware
|
$8.26M
|
+$532K
|
+17,750
|
+7%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.17M
|
+$5.3M
|
+176,614
|
+185%
|
|
