| 1 | 1SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,585,8862.6M | $155M | — | NEW |
| 2 | 2AMERICAN CENTURY COMPANIES INC | 2,168,4352.2M | $130M | — | ADD 22% |
| 3 | 3ENVESTNET ASSET MANAGEMENT INC | 2,163,5582.2M | $130M | — | ADD 806% |
| 4 | 4First Command Advisory Services, Inc. | 1,777,3921.8M | $107M | — | NEW |
| 5 | 5Focus Partners Wealth | 737,513737,513 | $44M | — | — |
| 6 | 6Empowered Funds, LLC | 713,801713,801 | $43M | — | NEW |
| 7 | 7Symmetry Partners, LLC | 389,659389,659 | $23M | — | ADD 3% |
| 8 | 8Armbruster Capital Management, Inc. | 348,389348,389 | $21M | — | — |
| 9 | 9Pathstone Holdings, LLC | 303,699303,699 | $18M | — | — |
| 10 | 10Meredith Wealth Planning | 285,808285,808 | $17M | — | ADD 2% |
| 11 | 11HighTower Advisors, LLC | 245,163245,163 | $15M | — | — |
| 12 | 12Three Arch Wealth Management LLC | 239,921239,921 | $14M | — | ADD 3% |
| 13 | 13B&D White Capital Company, LLC | 230,797230,797 | $14M | — | TRIM -23% |
| 14 | 14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 220,843220,843 | $13M | — | — |
| 15 | 15CITADEL ADVISORS LLC | 211,607211,607 | $13M | — | ADD 281% |
| 16 | 16Allegiance Financial Group Advisory Services LLC | 196,445196,445 | $12M | — | ADD 6% |
| 17 | 17BSW Wealth Partners | 192,525192,525 | $12M | — | — |
| 18 | 18FIDELITY D & D BANCORP INC | 184,571184,571 | $11M | — | ADD 17% |
| 19 | 19ANDERSON HOAGLAND & CO | 164,057164,057 | $10M | — | ADD 7% |
| 20 | 20Perigon Wealth Management, LLC | 157,760157,760 | $9M | — | ADD 3% |
| 21 | 21Austin Wealth Management, LLC | 152,170152,170 | $9M | — | TRIM -26% |
| 22 | 22SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 148,465148,465 | $9M | — | ADD 7% |
| 23 | 23Apeiron RIA LLC | 147,702147,702 | $9M | — | TRIM -3% |
| 24 | 24Global Strategic Investment Solutions, LLC | 143,616143,616 | $9M | — | — |
| 25 | 25Golden Bell Financial Planning LLC | 134,484134,484 | $8M | — | TRIM -7% |
| 26 | 26BANK OF AMERICA CORP /DE/ | 123,381123,381 | $7M | — | ADD 298% |
| 27 | 27Cornerstone Wealth Partners, LLC | 118,009118,009 | $7M | — | ADD 15% |
| 28 | 28Summit Portfolio Management, LTD. | 109,000109,000 | $7M | — | NEW |
| 29 | 29Cascade Financial Partners, LLC | 108,720108,720 | $7M | — | ADD 24% |
| 30 | 30OLD MISSION CAPITAL LLC | 105,096105,096 | $6M | — | ADD 429% |
| 31 | 31Farther Finance Advisors, LLC | 104,576104,576 | $6M | — | TRIM -15% |
| 32 | 32ATLas Financial Planning LLC | 100,141100,141 | $6M | — | ADD 4% |
| 33 | 33AlphaCore Capital LLC | 95,22695,226 | $6M | — | TRIM -4% |
| 34 | 34Oceanside Advisors LLC | 93,49093,490 | $6M | — | — |
| 35 | 35BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 91,01791,017 | $5M | — | ADD 7% |
| 36 | 36Focus Partners Advisor Solutions, LLC | 87,78187,781 | $5M | — | TRIM -6% |
| 37 | 37BAYSHORE ASSET MANAGEMENT, LLC | 86,04486,044 | $5M | — | TRIM -6% |
| 38 | 38PARK AVENUE SECURITIES LLC | 80,17280,172 | $5M | — | ADD 10% |
| 39 | 39Greenspring Advisors, LLC | 78,15778,157 | $5M | — | ADD 4% |
| 40 | 40Simplicity Wealth,LLC | 71,63371,633 | $4M | — | — |
| 41 | 41Northland Capital Management LLC | 71,41271,412 | $4M | — | ADD 7% |
| 42 | 42MB Generational Wealth, LLC | 71,39771,397 | $4M | — | — |
| 43 | 43Tortoise Investment Management, LLC | 67,74367,743 | $4M | — | — |
| 44 | 44EJMK Ventures LLC | 66,61966,619 | $4M | — | ADD 109% |
| 45 | 45Corient Private Wealth LLC | 65,61065,610 | $4M | — | TRIM -49% |
| 46 | 46PFC CAPITAL GROUP, INC. | 64,76364,763 | $4M | — | ADD 5% |
| 47 | 47CSS LLC/IL | 62,97362,973 | $4M | — | — |
| 48 | 48MML INVESTORS SERVICES, LLC | 62,81362,813 | $4M | — | TRIM -11% |
| 49 | 49Trailhead Planners LLC | 55,22455,224 | $3M | — | ADD 3% |
| 50 | 50ENTREWEALTH, LLC | 55,16055,160 | $3M | — | ADD 9% |
| 51 | 51SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,80154,801 | $3M | — | ADD 60% |
| 52 | 52NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 54,35554,355 | $3M | — | ADD 564% |
| 53 | 53Parkshore Wealth Management, Inc. | 51,22251,222 | $3M | — | — |
| 54 | 54Wedmont Private Capital | 46,09446,094 | $3M | — | — |
| 55 | 55Creative Planning | 46,91846,918 | $3M | — | TRIM -5% |
| 56 | 56LPL Financial LLC | 46,41146,411 | $3M | — | ADD 27% |
| 57 | 57OneDigital Investment Advisors LLC | 44,15444,154 | $3M | — | — |
| 58 | 58GOLDMAN SACHS GROUP INC | 41,44241,442 | $2M | — | NEW |
| 59 | 59Gibson Capital, LLC | 36,62036,620 | $2M | — | — |
| 60 | 60AQR CAPITAL MANAGEMENT LLC | 32,42632,426 | $2M | — | ADD 53% |
| 61 | 61JONES FINANCIAL COMPANIES LLLP | 32,19132,191 | $2M | — | ADD 50% |
| 62 | 62HRT FINANCIAL LP | 30,68430,684 | $2M | — | NEW |
| 63 | 63UMB Bank, n.a. | 30,39530,395 | $2M | — | ADD 41% |
| 64 | 64Kestra Advisory Services, LLC | 29,07629,076 | $2M | — | ADD 11% |
| 65 | 65Quantinno Capital Management LP | 28,30628,306 | $2M | — | ADD 19% |
| 66 | 66SHUFRO ROSE & CO LLC | 25,10325,103 | $2M | — | ADD 7% |
| 67 | 67COMMONWEALTH EQUITY SERVICES, LLC | 24,01224,012 | $1M | — | ADD 17% |
| 68 | 68Cypress Point Wealth Management, LLC | 23,65023,650 | $1M | — | TRIM -2% |
| 69 | 69ENZI WEALTH | 22,47622,476 | $1M | — | TRIM -11% |
| 70 | 70Jacobi Capital Management LLC | 21,27921,279 | $1M | — | ADD 21% |
| 71 | 71Capital Investment Advisory Services, LLC | 20,76020,760 | $1M | — | ADD 7% |
| 72 | 72Asset Dedication, LLC | 20,44820,448 | $1M | — | — |
| 73 | 73Cresset Asset Management, LLC | 20,35020,350 | $1M | — | TRIM -9% |
| 74 | 74NCM Capital Management, LLC | 19,08119,081 | $1M | — | ADD 3% |
| 75 | 75Mariner, LLC | 18,78818,788 | $1M | — | NEW |
| 76 | 76Fifth Third Securities, Inc. | 17,94817,948 | $1M | — | ADD 230% |
| 77 | 77Strategic Blueprint, LLC | 17,37817,378 | $1M | — | TRIM -6% |
| 78 | 78Mraz, Amerine & Associates, Inc. | 17,16517,165 | $1M | — | — |
| 79 | 79WorthPointe, LLC | 16,61916,619 | $996,808 | — | ADD 188% |
| 80 | 80LAM GROUP, INC. | 16,36016,360 | $981,273 | — | ADD 21% |
| 81 | 81Sensible Money, LLC | 16,33916,339 | $980,003 | — | — |
| 82 | 82True Wealth Design, LLC | 16,25016,250 | $974,675 | — | ADD 3% |
| 83 | 83CoreCap Advisors, LLC | 15,07915,079 | $904,438 | — | ADD 3% |
| 84 | 84Forum Financial Management, LP | 14,59614,596 | $875,469 | — | TRIM -4% |
| 85 | 85Breakwater Capital Group | 14,31114,311 | $858,374 | — | ADD 8% |
| 86 | 86Accurate Wealth Management, LLC | 13,04713,047 | $827,049 | — | ADD 173% |
| 87 | 87Brand Asset Management Group, Inc. | 12,43812,438 | $746,032 | — | — |
| 88 | 88Versant Capital Management, Inc | 12,33412,334 | $739,785 | — | — |
| 89 | 89Cloud Capital Management, LLC | 12,11612,116 | $726,000 | — | ADD 36% |
| 90 | 90Haven Private, LLC | 11,74711,747 | $704,585 | — | ADD 32% |
| 91 | 91Werba Rubin Papier Wealth Management | 11,26311,263 | $675,583 | — | NEW |
| 92 | 92GUIDANCE CAPITAL, INC | 9,6749,674 | $640,980 | — | — |
| 93 | 93Savant Capital, LLC | 10,57510,575 | $634,269 | — | — |
| 94 | 94RAYMOND JAMES FINANCIAL INC | 10,41810,418 | $624,871 | — | NEW |
| 95 | 95Merit Financial Group, LLC | 10,37110,371 | $622,051 | — | NEW |
| 96 | 96Waverly Advisors, LLC | 10,34510,345 | $620,488 | — | — |
| 97 | 97Betterment LLC | 10,25510,255 | $615,000 | — | ADD 21% |
| 98 | 98Vestment Financial LLC | 8,3858,385 | $549,026 | — | TRIM -5% |
| 99 | 99marrick wealth, LLC | 9,0989,098 | $545,698 | — | — |
| 100 | 100HB Wealth Management, LLC | 8,8118,811 | $528,514 | — | — |
