| 1 | 1Oak Root LLC | 2,351,4572.4M | $182M | — | TRIM -4% |
| 2 | 2Hills Bank & Trust Co | 1,188,7771.2M | $92M | — | ADD 8110% |
| 3 | 3Pacific Life Fund Advisors LLC | 800,365800,365 | $62M | — | TRIM -4% |
| 4 | 4Beaird Harris Wealth Management, LLC | 744,755744,755 | $58M | — | ADD 13% |
| 5 | 5ENVESTNET ASSET MANAGEMENT INC | 629,355629,355 | $49M | — | ADD 9% |
| 6 | 6Cypress Point Wealth Management, LLC | 497,372497,372 | $39M | — | ADD 9% |
| 7 | 7Ridgeline Wealth, LLC | 449,618449,618 | $35M | — | — |
| 8 | 8LPL Financial LLC | 446,321446,321 | $35M | — | ADD 7% |
| 9 | 9GRIMES & Co WEALTH MANAGEMENT, LLC | 443,964443,964 | $34M | — | ADD 14% |
| 10 | 10PARK AVENUE SECURITIES LLC | 425,109425,109 | $33M | — | ADD 11% |
| 11 | 11Simplicity Wealth,LLC | 371,421371,421 | $29M | — | — |
| 12 | 12JPMORGAN CHASE & CO | 361,785361,785 | $27M | — | ADD 5% |
| 13 | 13Well Done, LLC | 339,426339,426 | $26M | — | ADD 14% |
| 14 | 14Allworth Financial LP | 252,976252,976 | $20M | — | ADD 46% |
| 15 | 15Networth Advisors, LLC | 242,663242,663 | $19M | — | — |
| 16 | 16OneDigital Investment Advisors LLC | 226,149226,149 | $18M | — | — |
| 17 | 17Global Strategic Investment Solutions, LLC | 218,787218,787 | $17M | — | TRIM -5% |
| 18 | 18Buttonwood Financial Group, LLC | 176,093176,093 | $14M | — | TRIM -49% |
| 19 | 19AE Wealth Management LLC | 150,599150,599 | $12M | — | ADD 8% |
| 20 | 20Prosperity Planning, Inc. | 143,690143,690 | $11M | — | ADD 10% |
| 21 | 21Strategic Blueprint, LLC | 142,300142,300 | $11M | — | — |
| 22 | 22ARCADIA INVESTMENT ADVISORS LLC | 142,261142,261 | $11M | — | — |
| 23 | 23Cresset Asset Management, LLC | 140,443140,443 | $11M | — | ADD 23% |
| 24 | 24HighTower Advisors, LLC | 135,243135,243 | $10M | — | — |
| 25 | 25Western Reserve Capital Management, LLC | 131,178131,178 | $10M | — | — |
| 26 | 26Visionary Wealth Advisors | 121,283121,283 | $9M | — | TRIM -4% |
| 27 | 27Dogwood Wealth Management LLC | 115,853115,853 | $9M | — | ADD 2% |
| 28 | 28Haven Private, LLC | 96,04296,042 | $7M | — | ADD 2% |
| 29 | 29Mendota Financial Group, LLC | 92,62592,625 | $7M | — | ADD 25% |
| 30 | 30UPTICK PARTNERS, LLC | 91,31091,310 | $7M | — | ADD 45% |
| 31 | 31ShankerValleau Wealth Advisors, Inc. | 90,74390,743 | $7M | — | ADD 10% |
| 32 | 32Herold Advisors, Inc. | 90,58690,586 | $7M | — | ADD 17% |
| 33 | 33Canvas Wealth Advisors, LLC | 87,44087,440 | $7M | — | NEW |
| 34 | 34MERCER GLOBAL ADVISORS INC /ADV | 83,67283,672 | $6M | — | — |
| 35 | 35SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 83,56583,565 | $6M | — | NEW |
| 36 | 36MML INVESTORS SERVICES, LLC | 83,18283,182 | $6M | — | TRIM -16% |
| 37 | 37CoreCap Advisors, LLC | 81,57081,570 | $6M | — | ADD 4% |
| 38 | 38Private Wealth Asset Management, LLC | 55,90355,903 | $4M | — | ADD 98% |
| 39 | 39COMMONWEALTH EQUITY SERVICES, LLC | 48,62148,621 | $4M | — | ADD 40% |
| 40 | 40Waterfront Wealth Inc. | 44,54544,545 | $3M | — | ADD 10% |
| 41 | 41Plancorp, LLC | 36,26736,267 | $3M | — | ADD 3% |
| 42 | 42ENDEAVOR PRIVATE WEALTH, INC. | 33,76933,769 | $3M | — | ADD 3% |
| 43 | 43GOLDMAN SACHS GROUP INC | 32,22132,221 | $2M | — | NEW |
| 44 | 44WCG Wealth Advisors LLC | 30,74730,747 | $2M | — | TRIM -10% |
| 45 | 45Rockefeller Capital Management L.P. | 29,38729,387 | $2M | — | ADD 18% |
| 46 | 46SEEDS INVESTOR LLC | 23,20423,204 | $2M | — | ADD 24% |
| 47 | 47Chicago Partners Investment Group LLC | 20,53320,533 | $2M | — | — |
| 48 | 48Armbruster Capital Management, Inc. | 21,00021,000 | $2M | — | — |
| 49 | 49BFI Wealth Solutions, LLC | 20,24720,247 | $2M | — | TRIM -31% |
| 50 | 50World Investment Advisors | 19,36019,360 | $2M | — | ADD 70% |
| 51 | 51Vestmark Advisory Solutions, Inc. | 19,36019,360 | $2M | — | ADD 70% |
| 52 | 52Kestra Advisory Services, LLC | 18,06718,067 | $1M | — | ADD 243% |
| 53 | 53COMMERCE BANK | 17,60417,604 | $1M | — | NEW |
| 54 | 54SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,90516,905 | $1M | — | TRIM -56% |
| 55 | 55MAI Capital Management | 15,77315,773 | $1M | — | ADD 35% |
| 56 | 56LEGACY FINANCIAL GROUP, INC. | 15,52415,524 | $1M | — | ADD 46% |
| 57 | 57Betterment LLC | 13,97413,974 | $1M | — | NEW |
| 58 | 58O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11,93411,934 | $925,482 | — | — |
| 59 | 59DIXON FNANCIAL SERVICES, INC. | 11,93311,933 | $925,404 | — | — |
| 60 | 60JANE STREET GROUP, LLC | 10,43510,435 | $809,234 | — | NEW |
| 61 | 61Bison Wealth, LLC | 9,1319,131 | $801,134 | — | — |
| 62 | 62UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,6288,628 | $668,861 | — | NEW |
| 63 | 63NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,7757,775 | $602,957 | — | ADD 150% |
| 64 | 64Corient Private Wealth LLC | 6,9126,912 | $555,600 | — | TRIM -50% |
| 65 | 65Farther Finance Advisors, LLC | 6,3446,344 | $496,926 | — | ADD 6% |
| 66 | 66Cambridge Investment Research Advisors, Inc. | 5,5865,586 | $433,000 | — | — |
| 67 | 67Allegiance Financial Group Advisory Services LLC | 5,5655,565 | $431,546 | — | ADD 4% |
| 68 | 68CITADEL ADVISORS LLC | 4,9214,921 | $381,624 | — | TRIM -5% |
| 69 | 69Pacific Asset Management, LLC | 4,6354,635 | $359,439 | — | ADD 3% |
| 70 | 70GREAT VALLEY ADVISOR GROUP, INC. | 3,9733,973 | $308,000 | — | — |
| 71 | 71MONTAG A & ASSOCIATES INC | 3,8053,805 | $295,078 | — | ADD 17% |
| 72 | 72Private Advisor Group, LLC | 3,5163,516 | $272,630 | — | NEW |
| 73 | 73MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,2763,276 | $254,054 | — | NEW |
| 74 | 74KMG FIDUCIARY PARTNERS, LLC | 3,0533,053 | $236,760 | — | NEW |
| 75 | 75DIVERSIFY WEALTH MANAGEMENT, LLC | 2,8002,800 | $236,198 | — | NEW |
| 76 | 76Team Financial Group, LLC | 3,0233,023 | $234,410 | — | NEW |
| 77 | 77Compound Planning, Inc. | 2,7482,748 | $213,122 | — | — |
| 78 | 78Acropolis Investment Management, LLC | 2,1402,140 | $165,957 | — | NEW |
| 79 | 79Burk Holdings LLC | 1,9181,918 | $148,741 | — | NEW |
| 80 | 80Lloyd Advisory Services, LLC. | 1,0541,054 | $81,741 | — | TRIM -86% |
| 81 | 81Kingdom Financial Group LLC. | 1,0541,054 | $81,741 | — | — |
| 82 | 82Nemes Rush Group LLC | 823823 | $63,824 | — | — |
| 83 | 83Rossby Financial, LCC | 426426 | $33,369 | — | ADD 8% |
| 84 | 84Asset Dedication, LLC | 399399 | $30,943 | — | ADD 28% |
| 85 | 85Strategic Wealth Partners, Ltd. | 9696 | $7,445 | — | ADD 8% |
| 86 | 86McIlrath & Eck, LLC | 7777 | $5,971 | — | — |
| 87 | 87Activest Wealth Management | 7676 | $5,918 | — | — |
| 88 | 88REAP Financial Group, LLC | 3636 | $2,825 | — | — |
