|
1
|
Acorns Advisers
Irvine,
California
|
$438M
|
+$30.8M
|
+650,396
|
+8%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$226M
|
+$10.5M
|
+222,125
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$153M
|
-$25.2M
|
-531,107
|
-14%
|
|
|
4
|
Trust Point Inc
La Crosse,
Wisconsin
|
$147M
|
-$1.71M
|
-35,987
|
-1%
|
|
|
5
|
|
$90.3M
|
+$60.1M
|
+1,267,504
|
+199%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$68.7M
|
-$15.6M
|
-328,730
|
-18%
|
|
|
7
|
|
$62.2M
|
-$53.7M
|
-1,132,954
|
-46%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$58.7M
|
+$1.28M
|
+26,994
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$57M
|
+$1.85M
|
+39,123
|
+3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$49.4M
|
+$1.46M
|
+30,787
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$44.8M
|
-$6.82M
|
-143,849
|
-13%
|
|
|
12
|
Townsend & Associates
Westminster,
Colorado
|
$44.4M
|
+$989K
|
+20,866
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.2M
|
+$18.6M
|
+392,714
|
+86%
|
|
|
14
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$36.3M
|
+$2.26M
|
+47,612
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$35M
|
-$630K
|
-13,292
|
-2%
|
|
|
16
|
Prosperity Planning
Kansas City,
Missouri
|
$33.6M
|
–
|
–
|
–
|
|
|
17
|
MBL Wealth
Charlotte,
North Carolina
|
$31.4M
|
+$1.56M
|
+32,811
|
+5%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.1M
|
-$3.2M
|
-67,568
|
-9%
|
|
|
19
|
|
$30.6M
|
-$107M
|
-2,252,590
|
-78%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.7M
|
-$585K
|
-12,332
|
-2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$27.4M
|
-$1.12M
|
-23,612
|
-4%
|
|
|
22
|
|
$26.3M
|
+$3.74M
|
+78,930
|
+17%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$25.8M
|
+$25.6M
|
+540,442
|
+15,245%
|
|
|
24
|
|
$24.8M
|
+$5.58M
|
+117,604
|
+29%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$24.3M
|
+$1.2M
|
+25,290
|
+5%
|
|
