|
1
|
Acorns Advisers
Irvine,
California
|
$462M
|
+$24.6M
|
+521,224
|
+6%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$229M
|
+$3.49M
|
+74,000
|
+2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$148M
|
-$4.75M
|
-100,779
|
-3%
|
|
|
4
|
Trust Point Inc
La Crosse,
Wisconsin
|
$147M
|
-$34.8K
|
-737
|
-0%
|
|
|
5
|
|
$84.5M
|
+$22.3M
|
+472,845
|
+36%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
-$1.69M
|
-35,841
|
-2%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$59M
|
+$429K
|
+9,105
|
+0.7%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$55.4M
|
-$1.5M
|
-31,727
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.2M
|
+$10M
|
+213,074
|
+25%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$50.2M
|
+$804K
|
+17,052
|
+2%
|
|
|
11
|
Townsend & Associates
Westminster,
Colorado
|
$46.3M
|
+$1.16M
|
+24,532
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$43.7M
|
-$993K
|
-21,061
|
-2%
|
|
|
13
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$40M
|
+$3.68M
|
+77,986
|
+10%
|
|
|
14
|
Prosperity Planning
Kansas City,
Missouri
|
$34.9M
|
+$34.7M
|
+736,408
|
New
|
|
|
15
|
|
$32.8M
|
-$57.1M
|
-1,210,066
|
-64%
|
|
|
16
|
MBL Wealth
Charlotte,
North Carolina
|
$32.1M
|
+$801K
|
+16,989
|
+3%
|
|
|
17
|
|
$29.6M
|
-$941K
|
-19,961
|
-3%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$28M
|
+$646K
|
+13,687
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28M
|
+$7.17M
|
+152,038
|
+35%
|
|
|
20
|
|
$27.1M
|
+$904K
|
+19,165
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
-$4.27M
|
-90,541
|
-14%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$26.6M
|
-$1.08M
|
-22,832
|
-4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
-$9.39M
|
-199,198
|
-27%
|
|
|
24
|
|
$25.1M
|
+$1.28M
|
+27,104
|
+6%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$24.6M
|
+$299K
|
+6,337
|
+1%
|
|
