| State | Program | Manager | Assets ($M) |
|---|---|---|---|
| VA | CollegeAmerica | American Funds | $51,950.0 |
| NY | New York's 529 Program (Direct) | Ascensus | $19,046.8 |
| NV | The Vanguard 529 College Savings Plan | Ascensus | $13,202.3 |
| NH | UNIQUE College Investing Plan | Fidelity Investments | $10,676.9 |
| UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $9,322.8 |
| ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,210.4 |
| CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $6,901.8 |
| MA | U.Fund College Investing Plan | Fidelity Investments | $5,156.6 |
| OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $4,779.3 |
| MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $4,552.5 |
| MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $4,512.5 |
| AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $4,413.1 |
| NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,397.4 |
| OH | CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | $4,384.3 |
| IA | College Savings Iowa 529 Plan | Vanguard Group Inc. | $4,263.1 |
| IL | Bright Start College Savings (Direct) | OFI Private Investments Inc. | $4,214.1 |
| NY | New York's 529 Program (Advisor-Guided) | Ascensus | $3,899.9 |
| CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $3,766.5 |
| VA | Virginia529 inVEST | Virginia College Savings Plan | $3,419.0 |
| NJ | Franklin Templeton 529 College Savings Plan | Franklin Templeton Distributors Inc. | $3,328.3 |
| KS | Schwab 529 College Savings Plan | American Century Inv Mgmt Inc. | $3,096.1 |
| NV | USAA College Savings Plan | Ascensus | $2,785.5 |
| CO | CollegeInvest Direct Portfolio | Ascensus | $2,760.5 |
| AK | University of Alaska Coll Savings Plan | T. Rowe Price Associates Inc. | $2,667.4 |
| CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,526.6 |
| Rank | Direct-sold | Adviser-sold | RIA-sold |
|---|---|---|---|
| 1 | District of ColumbiaDC 529 College Savings Program | District of ColumbiaDC 529 College Savings Program | NevadaSSGA Upromise 529 Plan |
| 2 | New YorkNew York's 529 College Savings Program | VirginiaCollegeAmerica | VirginiaCollegeAmerica (Class 529-F) |
| 3 | TennesseeTNStars College Savings 529 Program | IndianaCollegeChoice Advisor 529 Savings Plan | South CarolinaFuture Scholar 529 College Savings Plan (Class Z) |
| 4 | MichiganMichigan Education Savings Program | South CarolinaFuture Scholar 529 College Savings Plan | WisconsinTomorrow's Scholar 529 Plan (Class W) |
| 5 | CaliforniaThe ScholarShare College Savings Plan | WisconsinTomorrow's Scholar 529 Plan | NebraskaTD Ameritrade 529 College Savings Plan |
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
Certain foreign banking agreements could force borrowers to absorb Section 899's potential impact, putting some lending relationships at risk.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
