|
1
|
Acorns Advisers
Irvine,
California
|
$382M
|
+$11.9M
|
+254,941
|
+3%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$211M
|
–
|
–
|
–
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$183M
|
+$75.9M
|
+1,631,572
|
+71%
|
|
|
4
|
|
$98.3M
|
+$17.9M
|
+385,574
|
+22%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$81.7M
|
-$414K
|
-8,885
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$80.6M
|
-$41.4M
|
-888,804
|
-34%
|
|
|
7
|
|
$60.6M
|
-$6.35M
|
-136,526
|
-9%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$50.1M
|
-$10.3M
|
-221,035
|
-17%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$45.7M
|
-$2.66M
|
-57,086
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$36.9M
|
-$4.64M
|
-99,767
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
-$4.29M
|
-92,118
|
-11%
|
|
|
12
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$31.6M
|
+$2.48M
|
+53,213
|
+8%
|
|
|
13
|
Prosperity Planning
Kansas City,
Missouri
|
$30.3M
|
–
|
–
|
–
|
|
|
14
|
MBL Wealth
Charlotte,
North Carolina
|
$29.8M
|
+$842K
|
+18,086
|
+3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.8M
|
-$3.1M
|
-66,527
|
-9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.9M
|
-$2.86M
|
-61,485
|
-9%
|
|
|
17
|
Symmetry Partners
Glastonbury,
Connecticut
|
$28.8M
|
-$1.17M
|
-25,080
|
-4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$26.5M
|
-$1.23M
|
-26,466
|
-4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.9M
|
-$6.91M
|
-148,418
|
-22%
|
|
|
20
|
Townsend & Associates
Westminster,
Colorado
|
$23.6M
|
+$9.97M
|
+214,261
|
+72%
|
|
|
21
|
Courage Miller Partners
Norfolk,
Virginia
|
$23.5M
|
+$1.52M
|
+32,648
|
+7%
|
|
|
22
|
|
$23.1M
|
+$7.49M
|
+161,007
|
+48%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$23.1M
|
+$665K
|
+14,287
|
+3%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22.4M
|
-$529K
|
-11,370
|
-2%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.6M
|
+$840K
|
+18,054
|
+4%
|
|
