|
1
|
Acorns Advisers
Irvine,
California
|
$512M
|
+$23.9M
|
+497,728
|
+5%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$241M
|
+$9.85M
|
+205,300
|
+4%
|
|
|
3
|
Trust Point Inc
La Crosse,
Wisconsin
|
$163M
|
+$12.8M
|
+266,050
|
+8%
|
|
|
4
|
|
$151M
|
+$46.1M
|
+961,084
|
+43%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$147M
|
+$541K
|
+11,280
|
+0.4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$90.8M
|
+$91.2M
|
+1,899,925
|
New
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$71.9M
|
+$10.1M
|
+210,364
|
+16%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$54.1M
|
+$2.88M
|
+59,977
|
+6%
|
|
|
9
|
Townsend & Associates
Westminster,
Colorado
|
$49.1M
|
+$985K
|
+20,517
|
+2%
|
|
|
10
|
|
$48.2M
|
+$18.6M
|
+386,996
|
+62%
|
|
|
11
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$44.2M
|
+$2.07M
|
+43,176
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$41.9M
|
+$1.2M
|
+25,006
|
+3%
|
|
|
13
|
Prosperity Planning
Kansas City,
Missouri
|
$37.9M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
-$5.87M
|
-122,400
|
-14%
|
|
|
15
|
|
$36.6M
|
+$3.17M
|
+65,969
|
+9%
|
|
|
16
|
MBL Wealth
Charlotte,
North Carolina
|
$34M
|
+$1.33M
|
+27,767
|
+4%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$33M
|
+$3.36M
|
+69,913
|
+11%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$31.3M
|
+$4.3M
|
+89,607
|
+16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29M
|
-$11.5M
|
-239,693
|
-28%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$28.6M
|
+$2.05M
|
+42,812
|
+8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.5M
|
+$872K
|
+18,171
|
+3%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$25.7M
|
+$198K
|
+4,132
|
+0.8%
|
|
|
23
|
|
$25.6M
|
+$824K
|
+17,172
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$25.1M
|
+$3.93M
|
+81,968
|
+18%
|
|
|
25
|
Courage Miller Partners
Norfolk,
Virginia
|
$24.8M
|
+$689K
|
+14,359
|
+3%
|
|
