|
1
|
Acorns Advisers
Irvine,
California
|
$498M
|
+$22.9M
|
+476,305
|
+5%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$236M
|
–
|
–
|
–
|
|
|
3
|
Trust Point Inc
La Crosse,
Wisconsin
|
$153M
|
+$1.67M
|
+34,780
|
+1%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$149M
|
-$3.02M
|
-62,737
|
-2%
|
|
|
5
|
|
$108M
|
+$20.5M
|
+425,207
|
+24%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73M
|
+$43.7M
|
+908,863
|
+154%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$63M
|
+$2.31M
|
+47,921
|
+4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$52.2M
|
+$643K
|
+13,354
|
+1%
|
|
|
9
|
Townsend & Associates
Westminster,
Colorado
|
$48.3M
|
+$1.72M
|
+35,675
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$43.3M
|
-$25.2M
|
-523,327
|
-37%
|
|
|
11
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$42.9M
|
+$1.84M
|
+38,141
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$41.5M
|
-$3.38M
|
-70,235
|
-8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.2M
|
-$10.3M
|
-213,037
|
-20%
|
|
|
14
|
Prosperity Planning
Kansas City,
Missouri
|
$36.3M
|
-$35.4M
|
-736,408
|
Closed
|
|
|
15
|
|
$34.1M
|
+$373K
|
+7,741
|
+1%
|
|
|
16
|
MBL Wealth
Charlotte,
North Carolina
|
$33.3M
|
+$316K
|
+6,559
|
+1%
|
|
|
17
|
|
$30.3M
|
-$115K
|
-2,398
|
-0.4%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$30.2M
|
+$1.44M
|
+29,819
|
+5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
+$727K
|
+15,095
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$249K
|
+5,166
|
+0.9%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$27M
|
+$776K
|
+16,122
|
+3%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$26M
|
+$726K
|
+15,083
|
+3%
|
|
|
23
|
|
$25.3M
|
+$34.5K
|
+717
|
+0.1%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$24.5M
|
+$1.08M
|
+22,487
|
+5%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$24.5M
|
+$1.83M
|
+37,924
|
+8%
|
|
