| State | Program | Manager | Assets ($M) | |
|---|---|---|---|---|
| 1 | VA | CollegeAmerica | American Funds | $58,773.50 |
| 2 | NY | New York's 529 Program (direct-sold) | Ascensus | $21,637.70 |
| 3 | NH | UNIQUE College Investing Plan | Fidelity Investments | $11,847.40 |
| 4 | UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $10,840.30 |
| 5 | ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,841.00 |
| 6 | NV | The Vanguard 529 College Savings Plan | Ascensus | $7,940.80 |
| 7 | CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $7,825.70 |
| 8 | RI | CollegeBound 529 (adviser-sold) | Ascensus College Savings | $5,991.80 |
| 9 | MA | U.Fund College Investing Plan | Fidelity Investments | $5,662.40 |
| 10 | MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $5,244.00 |
| 11 | OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $5,081.90 |
| 12 | MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $5,031.90 |
| 13 | OH | CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | $4,929.50 |
| 14 | AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $4,818.20 |
| 15 | NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,688.10 |
| 16 | NY | New York's 529 Program (adviser-guided) | Ascensus | $4,671.80 |
| 17 | CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $4,045.70 |
| 18 | VA | Invest529 | Virginia College Savings Plan | $4,008.30 |
| 19 | NJ | Franklin Templeton 529 Coll Savings Plan | Franklin Templeton Distributors Inc. | $3,727.60 |
| 20 | NV | USAA College Savings Plan | Ascensus | $3,317.80 |
| 21 | CO | CollegeInvest Direct Portfolio | Ascensus | $3,202.50 |
| 22 | AK | University of Alaska Coll Savings Plan | T. Rowe Price Associates Inc. | $3,071.20 |
| 23 | MO | MOST Missouri's 529 Plan | Ascensus | $2,853.00 |
| 24 | CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,850.10 |
| 25 | WI | Edvest 529 Plan | TIAA Tuition Financing Inc. | $2,842.30 |
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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