|
1
|
Acorns Advisers
Irvine,
California
|
$563M
|
+$27.4M
|
+562,194
|
+5%
|
|
|
2
|
|
$270M
|
-$48.7M
|
-996,988
|
-15%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$259M
|
+$3.48M
|
+71,400
|
+1%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$114M
|
-$1.12M
|
-22,897
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$108M
|
+$5.37M
|
+110,022
|
+5%
|
|
|
6
|
Trust Point Inc
La Crosse,
Wisconsin
|
$87.2M
|
+$3.21M
|
+65,856
|
+4%
|
|
|
7
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$70.7M
|
+$70.7M
|
+1,449,607
|
New
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$69.7M
|
+$12.4M
|
+253,734
|
+22%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$67.5M
|
+$1.87M
|
+38,402
|
+3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$62.6M
|
+$1.78M
|
+36,456
|
+3%
|
|
|
11
|
Townsend & Associates
Westminster,
Colorado
|
$56.9M
|
+$861K
|
+17,652
|
+2%
|
|
|
12
|
|
$52.2M
|
+$10.3M
|
+211,271
|
+25%
|
|
|
13
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$51.9M
|
+$3.27M
|
+66,931
|
+7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$48.6M
|
+$2.91M
|
+59,557
|
+6%
|
|
|
15
|
Prosperity Planning
Kansas City,
Missouri
|
$47.1M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$46.1M
|
+$3.94M
|
+80,748
|
+9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$42.2M
|
+$2.12M
|
+43,350
|
+5%
|
|
|
18
|
|
$41.9M
|
+$3.19M
|
+65,352
|
+8%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$39.7M
|
+$5.21M
|
+106,752
|
+15%
|
|
|
20
|
MBL Wealth
Charlotte,
North Carolina
|
$37.8M
|
+$1.36M
|
+27,948
|
+4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$34.4M
|
+$16.9M
|
+346,125
|
+96%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
+$1.06M
|
+21,631
|
+3%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$29.9M
|
+$1.59M
|
+32,589
|
+6%
|
|
|
24
|
FPC Investment Advisory
Petaluma,
California
|
$29.5M
|
+$2.03M
|
+41,546
|
+7%
|
|
|
25
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$27.7M
|
+$5.02M
|
+102,794
|
+22%
|
|
