| 1 | 1Northwest & Ethical Investments L.P. | 1,981,4002.0M | $146M | — | — |
| 2 | 2MASECO LLP | 701,841701,841 | $52M | — | NEW |
| 3 | 3Strategic Financial Planning, Inc. | 310,632310,632 | $17M | — | NEW |
| 4 | 4FMR LLC | 159,724159,724 | $12M | — | ADD 7% |
| 5 | 5Corient Private Wealth LLC | 137,807137,807 | $10M | — | TRIM -50% |
| 6 | 6HUB Investment Partners, LLC | 122,186122,186 | $9M | — | — |
| 7 | 7MENORA MIVTACHIM HOLDINGS LTD. | 116,360116,360 | $9M | — | NEW |
| 8 | 8Trailhead Planners LLC | 80,30480,304 | $6M | — | — |
| 9 | 9MERCER GLOBAL ADVISORS INC /ADV | 79,18979,189 | $6M | — | ADD 21% |
| 10 | 10Riverwater Partners LLC | 75,87375,873 | $6M | — | ADD 9% |
| 11 | 11COMMONWEALTH EQUITY SERVICES, LLC | 70,28370,283 | $5M | — | ADD 22% |
| 12 | 12Clarity Asset Management, Inc. | 63,83263,832 | $5M | — | TRIM -69% |
| 13 | 13LPL Financial LLC | 60,49860,498 | $4M | — | ADD 2% |
| 14 | 14HighTower Advisors, LLC | 54,15754,157 | $4M | — | TRIM -2% |
| 15 | 15EP Wealth Advisors, LLC | 53,15653,156 | $4M | — | NEW |
| 16 | 16CITADEL ADVISORS LLC | 49,99549,995 | $4M | — | TRIM -51% |
| 17 | 17Waverly Advisors, LLC | 40,32640,326 | $3M | — | — |
| 18 | 18Focus Partners Wealth | 40,07040,070 | $3M | — | — |
| 19 | 19Greenspring Advisors, LLC | 30,87530,875 | $2M | — | TRIM -3% |
| 20 | 20Mason & Associates Inc | 28,73428,734 | $2M | — | ADD 11% |
| 21 | 21Northland Capital Management LLC | 27,67027,670 | $2M | — | TRIM -3% |
| 22 | 22Highland Financial Advisors, LLC | 27,39627,396 | $2M | — | ADD 6% |
| 23 | 23ENVESTNET ASSET MANAGEMENT INC | 26,30126,301 | $2M | — | ADD 95% |
| 24 | 24Trellis Wealth Advisors LLC | 24,94524,945 | $2M | — | TRIM -4% |
| 25 | 25JANE STREET GROUP, LLC | 21,32621,326 | $2M | — | ADD 15% |
| 26 | 26Revolve Wealth Partners, LLC | 20,69720,697 | $2M | — | TRIM -4% |
| 27 | 27Capital Analysts, LLC | 19,99819,998 | $1M | — | NEW |
| 28 | 28MB Generational Wealth, LLC | 19,79119,791 | $1M | — | — |
| 29 | 29Vestment Financial LLC | 16,11116,111 | $1M | — | ADD 5% |
| 30 | 30Henrickson Nauta Wealth Advisors, Inc. | 17,01017,010 | $1M | — | TRIM -50% |
| 31 | 31Focus Partners Advisor Solutions, LLC | 16,03716,037 | $1M | — | ADD 18% |
| 32 | 32Burton Enright Welch | 15,19515,195 | $1M | — | ADD 143% |
| 33 | 33Mariner, LLC | 13,84713,847 | $1M | — | ADD 42% |
| 34 | 34Opes Wealth Management LLC | 12,63412,634 | $930,455 | — | ADD 4% |
| 35 | 35Savant Capital, LLC | 12,35112,351 | $909,639 | — | — |
| 36 | 36Bridgewater Advisors Inc. | 11,35111,351 | $903,676 | — | — |
| 37 | 37Team Hewins, LLC | 12,26912,269 | $903,595 | — | — |
| 38 | 38TRUIST FINANCIAL CORP | 11,96511,965 | $881,186 | — | ADD 9% |
| 39 | 39JOURNEY STRATEGIC WEALTH LLC | 11,02211,022 | $811,737 | — | TRIM -3% |
| 40 | 40Trademark Financial Management, LLC | 10,32110,321 | $760,110 | — | TRIM -53% |
| 41 | 41CALTON & ASSOCIATES, INC. | 10,17510,175 | $749,324 | — | TRIM -3% |
| 42 | 42Dynamic Advisor Solutions LLC | 9,3299,329 | $687,056 | — | — |
| 43 | 43Diversified Portfolios, Inc. | 9,3099,309 | $685,579 | — | — |
| 44 | 44Financial Plan, Inc. | 8,9528,952 | $659,287 | — | ADD 24% |
| 45 | 45Steward Partners Investment Advisory, LLC | 7,9927,992 | $588,586 | — | TRIM -3% |
| 46 | 46HB Wealth Management, LLC | 7,3957,395 | $544,619 | — | TRIM -23% |
| 47 | 47Bank of New York Mellon Corp | 6,8086,808 | $501,361 | — | NEW |
| 48 | 48Signature Resources Capital Management, LLC | 6,4806,480 | $477,266 | — | — |
| 49 | 49SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,4316,431 | $473,623 | — | NEW |
| 50 | 50Plancorp, LLC | 5,8405,840 | $455,482 | — | — |
| 51 | 51Tortoise Investment Management, LLC | 6,0706,070 | $447,037 | — | — |
| 52 | 52NewEdge Advisors, LLC | 25,88625,886 | $443,916 | — | NEW |
| 53 | 53Kelman-Lazarov, Inc. | 5,6875,687 | $418,830 | — | ADD 31% |
| 54 | 54TCI Wealth Advisors, Inc. | 5,6205,620 | $413,896 | — | — |
| 55 | 55FMB WEALTH MANAGEMENT | 5,5295,529 | $407,194 | — | — |
| 56 | 56Tarbox Family Office, Inc. | 5,4795,479 | $403,509 | — | — |
| 57 | 57VERUS WEALTH MANAGEMENT, LLC | 5,3005,300 | $390,329 | — | — |
| 58 | 58Torren Management, LLC | 4,9734,973 | $366,280 | — | TRIM -4% |
| 59 | 59North Ridge Wealth Advisors, Inc. | 4,7874,787 | $352,550 | — | — |
| 60 | 60Pathstone Holdings, LLC | 4,7474,747 | $349,602 | — | — |
| 61 | 61GTS FINANCIAL, LLC | 5,8275,827 | $349,503 | — | NEW |
| 62 | 62OSAIC HOLDINGS, INC. | 4,7114,711 | $346,955 | — | ADD 1035% |
| 63 | 63Kestra Advisory Services, LLC | 4,4564,456 | $328,179 | — | ADD 346% |
| 64 | 64RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,4094,409 | $324,745 | — | — |
| 65 | 65Oak Wealth Advisors LLC | 4,1754,175 | $307,476 | — | TRIM -6% |
| 66 | 66Evanson Asset Management, LLC | 4,0774,077 | $300,223 | — | — |
| 67 | 67Pacific Asset Management, LLC | 3,8943,894 | $286,759 | — | — |
| 68 | 68Sprinkle Financial Consultants LLC | 3,6653,665 | $269,866 | — | — |
| 69 | 69Caliber Wealth Management, LLC / KS | 3,4463,446 | $253,784 | — | — |
| 70 | 70PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 3,2123,212 | $236,531 | — | TRIM -3% |
| 71 | 71Addison Advisors LLC | 3,0303,030 | $223,151 | — | — |
| 72 | 72MORGAN STANLEY | 2,9772,977 | $219,247 | — | — |
| 73 | 73Goepper Burkhardt LLC | 2,9252,925 | $215,417 | — | ADD 4% |
| 74 | 74Austin Asset Management Co Inc | 2,8802,880 | $212,103 | — | TRIM -17% |
| 75 | 75EnRich Financial Partners LLC | 2,8302,830 | $208,421 | — | — |
| 76 | 76GRAND WEALTH MANAGEMENT, LLC | 2,8002,800 | $206,211 | — | — |
| 77 | 77Orion Capital Management LLC | 2,2782,278 | $167,768 | — | — |
| 78 | 78WealthCollab, LLC | 2,1592,159 | $159,004 | — | ADD 48% |
| 79 | 79CWM, LLC | 1,7871,787 | $131,607 | — | — |
| 80 | 80True Wealth Design, LLC | 1,5111,511 | $111,281 | — | ADD 11% |
| 81 | 81Sankala Group LLC | 1,0081,008 | $72,566 | — | NEW |
| 82 | 82CURIO WEALTH, LLC | 746746 | $54,941 | — | — |
| 83 | 83Milestone Investment Advisors LLC | 518518 | $38,183 | — | NEW |
| 84 | 84ELEVATION WEALTH PARTNERS, LLC | 476476 | $35,033 | — | — |
| 85 | 85HARBOUR INVESTMENTS, INC. | 293293 | $21,579 | — | TRIM -66% |
| 86 | 86Asset Dedication, LLC | 159159 | $11,710 | — | — |
| 87 | 87SJS Investment Consulting Inc. | 5353 | $3,904 | — | NEW |
| 88 | 88MORRIS FINANCIAL CONCEPTS, INC. | 3737 | $2,725 | — | — |
| 89 | 89Western Wealth Management, LLC | 88 | $589 | — | NEW |
| 90 | 90Atlantic Union Bankshares Corp | 11 | $68 | — | NEW |
