|
1
|
Acorns Advisers
Irvine,
California
|
$537M
|
+$38.6M
|
+793,589
|
+8%
|
|
|
2
|
|
$319M
|
-$23.6M
|
-485,510
|
-7%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$256M
|
+$5.48M
|
+112,600
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$116M
|
-$1.58M
|
-32,398
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$103M
|
+$5.74M
|
+117,977
|
+6%
|
|
|
6
|
Trust Point Inc
La Crosse,
Wisconsin
|
$84.2M
|
+$1.69M
|
+34,772
|
+2%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$65.7M
|
+$366K
|
+7,529
|
+0.6%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$61M
|
+$4.45M
|
+91,459
|
+8%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$57.4M
|
+$9.39M
|
+193,124
|
+20%
|
|
|
10
|
Townsend & Associates
Westminster,
Colorado
|
$56.2M
|
+$1.87M
|
+38,543
|
+3%
|
|
|
11
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$48.7M
|
+$2.25M
|
+46,350
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
+$8.43M
|
+173,303
|
+23%
|
|
|
13
|
Prosperity Planning
Kansas City,
Missouri
|
$44.2M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
-$221K
|
-4,544
|
-0.5%
|
|
|
15
|
|
$42M
|
-$3.45M
|
-71,008
|
-8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$40.2M
|
-$9.81M
|
-201,623
|
-20%
|
|
|
17
|
|
$38.8M
|
+$3.15M
|
+64,784
|
+9%
|
|
|
18
|
MBL Wealth
Charlotte,
North Carolina
|
$36.5M
|
+$1.76M
|
+36,110
|
+5%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$34.6M
|
+$15.4M
|
+317,066
|
+81%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
+$1.09M
|
+22,347
|
+4%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$28.3M
|
+$697K
|
+14,336
|
+3%
|
|
|
22
|
FPC Investment Advisory
Petaluma,
California
|
$27.5M
|
+$898K
|
+18,457
|
+3%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$26.9M
|
+$1.96M
|
+40,216
|
+8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
+$638K
|
+13,110
|
+3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
-$1.78M
|
-36,498
|
-6%
|
|
