|
1
|
Acorns Advisers
Irvine,
California
|
$408M
|
+$16.6M
|
+354,632
|
+4%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$216M
|
–
|
–
|
–
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$178M
|
-$8.62M
|
-184,715
|
-5%
|
|
|
4
|
Trust Point Inc
La Crosse,
Wisconsin
|
$149M
|
+$147M
|
+3,138,447
|
New
|
|
|
5
|
|
$138M
|
+$74.2M
|
+1,589,533
|
+122%
|
|
|
6
|
|
$116M
|
+$15.2M
|
+325,275
|
+15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$84.5M
|
+$1.82M
|
+38,887
|
+2%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$57.6M
|
+$54.9M
|
+1,176,288
|
+3,450%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$55.2M
|
+$3.84M
|
+82,192
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$51.7M
|
-$31.4M
|
-673,233
|
-38%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$48.1M
|
+$1.24M
|
+26,518
|
+3%
|
|
|
12
|
Townsend & Associates
Westminster,
Colorado
|
$43.9M
|
+$19.3M
|
+413,561
|
+81%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$35.8M
|
-$2.08M
|
-44,505
|
-6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.4M
|
+$4.59M
|
+98,302
|
+16%
|
|
|
15
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$34.2M
|
+$1.7M
|
+36,499
|
+5%
|
|
|
16
|
Prosperity Planning
Kansas City,
Missouri
|
$30.9M
|
–
|
–
|
–
|
|
|
17
|
|
$30.2M
|
+$6.43M
|
+137,759
|
+28%
|
|
|
18
|
MBL Wealth
Charlotte,
North Carolina
|
$29.9M
|
-$707K
|
-15,150
|
-2%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$28.6M
|
-$1.95M
|
-41,801
|
-7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$1.15M
|
+24,555
|
+4%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.4M
|
-$1.14M
|
-24,510
|
-5%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$23.2M
|
-$447K
|
-9,566
|
-2%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$22.7M
|
-$1.3M
|
-27,892
|
-6%
|
|
|
24
|
|
$22.6M
|
+$1.51M
|
+32,390
|
+7%
|
|
|
25
|
|
$21.9M
|
+$1.42M
|
+30,359
|
+7%
|
|
