|
1
|
Acorns Advisers
Irvine,
California
|
$573M
|
+$13M
|
+266,815
|
+2%
|
|
|
2
|
|
$278M
|
+$9.66M
|
+198,243
|
+4%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$262M
|
+$4.99M
|
+102,400
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$124M
|
+$10.9M
|
+223,718
|
+10%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
+$3.23M
|
+66,272
|
+3%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$85.1M
|
+$16.2M
|
+331,963
|
+23%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$66.9M
|
-$197K
|
-4,043
|
-0.3%
|
|
|
8
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$65.7M
|
+$66.1M
|
+1,356,366
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$64M
|
+$1.77M
|
+36,275
|
+3%
|
|
|
10
|
Townsend & Associates
Westminster,
Colorado
|
$58.5M
|
+$1.89M
|
+38,846
|
+3%
|
|
|
11
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$57.4M
|
+$57.7M
|
+1,183,767
|
New
|
|
|
12
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$54.7M
|
+$3.13M
|
+64,238
|
+6%
|
|
|
13
|
Trust Point Inc
La Crosse,
Wisconsin
|
$53M
|
-$33.9M
|
-696,352
|
-39%
|
|
|
14
|
Prosperity Planning
Kansas City,
Missouri
|
$49.3M
|
–
|
–
|
–
|
|
|
15
|
|
$47.7M
|
-$4.11M
|
-84,303
|
-8%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$46.1M
|
+$6.53M
|
+134,093
|
+16%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$180K
|
-3,687
|
-0.4%
|
|
|
18
|
|
$45.2M
|
+$3.58M
|
+73,420
|
+9%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$44.6M
|
-$3.75M
|
-76,907
|
-8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$970K
|
+19,919
|
+2%
|
|
|
21
|
MBL Wealth
Charlotte,
North Carolina
|
$40.5M
|
+$2.94M
|
+60,258
|
+8%
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$35.9M
|
+$9.02M
|
+185,134
|
+33%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$35.4M
|
+$1.12M
|
+23,032
|
+3%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
+$721K
|
+14,796
|
+2%
|
|
|
25
|
FPC Investment Advisory
Petaluma,
California
|
$31.7M
|
+$2.35M
|
+48,206
|
+8%
|
|
