|
1
|
Acorns Advisers
Irvine,
California
|
$528M
|
+$9.34M
|
+194,526
|
+2%
|
|
|
2
|
|
$266M
|
+$112M
|
+2,337,033
|
+74%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$244M
|
+$14.4K
|
+300
|
+0%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$144M
|
-$4.01M
|
-83,563
|
-3%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$96.5M
|
+$4.65M
|
+96,937
|
+5%
|
|
|
6
|
Trust Point Inc
La Crosse,
Wisconsin
|
$87.9M
|
-$76.1M
|
-1,584,990
|
-47%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$66.6M
|
-$6.07M
|
-126,440
|
-8%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$54.8M
|
+$68.3K
|
+1,423
|
+0.1%
|
|
|
9
|
Townsend & Associates
Westminster,
Colorado
|
$52.7M
|
+$3.23M
|
+67,352
|
+7%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$47.5M
|
+$23.7M
|
+492,900
|
+101%
|
|
|
11
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$46.7M
|
+$1.94M
|
+40,380
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$43.2M
|
+$754K
|
+15,699
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.2M
|
+$11.7M
|
+244,395
|
+40%
|
|
|
14
|
Prosperity Planning
Kansas City,
Missouri
|
$40.3M
|
–
|
–
|
–
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$40.1M
|
+$6.69M
|
+139,369
|
+20%
|
|
|
16
|
|
$36.2M
|
-$834K
|
-17,364
|
-2%
|
|
|
17
|
MBL Wealth
Charlotte,
North Carolina
|
$34.6M
|
+$173K
|
+3,611
|
+0.5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
-$3.17M
|
-66,020
|
-9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$32.5M
|
+$787K
|
+16,382
|
+2%
|
|
|
20
|
|
$31.7M
|
-$17M
|
-354,276
|
-35%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
-$1.1M
|
-22,886
|
-4%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$27M
|
-$1.92M
|
-39,888
|
-7%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$26.8M
|
+$795K
|
+16,550
|
+3%
|
|
|
24
|
|
$26.6M
|
+$659K
|
+13,733
|
+3%
|
|
|
25
|
Renaissance Technologies
New York
|
$25.5M
|
+$14.6M
|
+303,388
|
+135%
|
|
