|
1
|
Acorns Advisers
Irvine,
California
|
$496M
|
-$34.9M
|
-723,895
|
-7%
|
|
|
2
|
|
$341M
|
+$72.6M
|
+1,504,125
|
+27%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$250M
|
+$3.99M
|
+82,700
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$117M
|
-$28.2M
|
-584,289
|
-20%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$97.1M
|
-$71.2K
|
-1,475
|
-0.1%
|
|
|
6
|
Trust Point Inc
La Crosse,
Wisconsin
|
$82.2M
|
-$6.22M
|
-128,962
|
-7%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$65.1M
|
-$1.93M
|
-39,982
|
-3%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$56.3M
|
+$1.09M
|
+22,637
|
+2%
|
|
|
9
|
Townsend & Associates
Westminster,
Colorado
|
$53.9M
|
+$839K
|
+17,378
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$49.8M
|
+$17M
|
+352,556
|
+52%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$47.8M
|
+$7.44M
|
+154,085
|
+19%
|
|
|
12
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$46.3M
|
-$699K
|
-14,474
|
-1%
|
|
|
13
|
|
$45.3M
|
+$8.76M
|
+181,524
|
+24%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.3M
|
-$1.19M
|
-24,754
|
-3%
|
|
|
15
|
Prosperity Planning
Kansas City,
Missouri
|
$41.6M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
+$3.08M
|
+63,867
|
+9%
|
|
|
17
|
|
$35.5M
|
+$3.57M
|
+74,038
|
+11%
|
|
|
18
|
MBL Wealth
Charlotte,
North Carolina
|
$34.6M
|
-$268K
|
-5,556
|
-0.8%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$3.27M
|
+67,778
|
+12%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
-$175K
|
-3,616
|
-0.6%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$27.5M
|
+$520K
|
+10,771
|
+2%
|
|
|
22
|
|
$27.4M
|
+$614K
|
+12,714
|
+2%
|
|
|
23
|
FPC Investment Advisory
Petaluma,
California
|
$26.5M
|
+$1.92M
|
+39,835
|
+8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.4M
|
-$15.9M
|
-329,791
|
-39%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$25M
|
+$9.29M
|
+192,418
|
+60%
|
|
