|
1
|
Acorns Advisers
Irvine,
California
|
$372M
|
+$20.8M
|
+442,153
|
+6%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$212M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
-$11.5M
|
-243,675
|
-8%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$107M
|
-$2.2M
|
-46,816
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$82.6M
|
-$6.76M
|
-143,878
|
-8%
|
|
|
6
|
|
$80.9M
|
+$1.61M
|
+34,302
|
+2%
|
|
|
7
|
|
$67.4M
|
+$7.09M
|
+150,894
|
+12%
|
|
|
8
|
|
$62.7M
|
-$17.3M
|
-367,510
|
-21%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$60.6M
|
+$210K
|
+4,469
|
+0.3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$48.6M
|
-$332K
|
-7,058
|
-0.7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$41.8M
|
+$7.75K
|
+165
|
+0%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$37.7M
|
-$88.1M
|
-1,875,759
|
-70%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$33.1M
|
-$4.1M
|
-87,163
|
-11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$32M
|
+$548K
|
+11,660
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31M
|
-$5.47M
|
-116,332
|
-15%
|
|
|
16
|
Symmetry Partners
Glastonbury,
Connecticut
|
$30.2M
|
–
|
–
|
–
|
|
|
17
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$29.3M
|
+$1.72M
|
+36,508
|
+6%
|
|
|
18
|
Prosperity Planning
Kansas City,
Missouri
|
$29.3M
|
–
|
–
|
–
|
|
|
19
|
MBL Wealth
Charlotte,
North Carolina
|
$29.2M
|
+$2.15M
|
+45,725
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$683K
|
+14,528
|
+2%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$23.1M
|
-$1.01M
|
-21,455
|
-4%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$22.5M
|
+$335K
|
+7,132
|
+1%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$22.2M
|
-$1.85M
|
-39,423
|
-8%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$22.1M
|
-$35.8K
|
-762
|
-0.2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$2.62M
|
+55,850
|
+14%
|
|
