| 1 | 1HB Wealth Management, LLC | 5,744,7065.7M | $639M | — | ADD 9% |
| 2 | 2AMERICAN CENTURY COMPANIES INC | 4,143,0114.1M | $461M | — | ADD 9% |
| 3 | 3Oak Root LLC | 2,905,9492.9M | $323M | — | — |
| 4 | 4LPL Financial LLC | 2,388,7132.4M | $266M | — | ADD 3% |
| 5 | 5MASECO LLP | 2,338,2772.3M | $260M | — | NEW |
| 6 | 6Focus Partners Wealth | 1,958,8992.0M | $233M | — | — |
| 7 | 7Annex Advisory Services, LLC | 1,929,0711.9M | $214M | — | TRIM -22% |
| 8 | 8ENVESTNET ASSET MANAGEMENT INC | 1,831,4421.8M | $204M | — | ADD 9% |
| 9 | 9HighTower Advisors, LLC | 1,612,7021.6M | $179M | — | TRIM -4% |
| 10 | 10Financial Plan, Inc. | 1,393,9581.4M | $155M | — | ADD 4% |
| 11 | 11COMMONWEALTH EQUITY SERVICES, LLC | 1,353,9721.4M | $151M | — | ADD 22% |
| 12 | 12Corient Private Wealth LLC | 1,338,3771.3M | $149M | — | TRIM -40% |
| 13 | 13Great Point Wealth Advisors, LLC | 1,144,8641.1M | $127M | — | ADD 2% |
| 14 | 14Beacon Pointe Advisors, LLC | 1,090,3781.1M | $121M | — | TRIM -2% |
| 15 | 15TRAPHAGEN INVESTMENT ADVISORS LLC | 1,053,7441.1M | $117M | — | TRIM -16% |
| 16 | 16Modera Wealth Management, LLC | 1,027,7031.0M | $114M | — | ADD 3% |
| 17 | 17MERCER GLOBAL ADVISORS INC /ADV | 994,329994,329 | $111M | — | TRIM -2% |
| 18 | 18MORGAN STANLEY | 973,398973,398 | $108M | — | TRIM -2% |
| 19 | 19Creative Planning | 969,480969,480 | $108M | — | — |
| 20 | 20Quantum Financial Advisors, LLC | 878,146878,146 | $98M | — | TRIM -29% |
| 21 | 21BANK OF AMERICA CORP /DE/ | 875,159875,159 | $97M | — | ADD 91% |
| 22 | 22Bridgewater Advisors Inc. | 762,310762,310 | $95M | — | ADD 9% |
| 23 | 23RAYMOND JAMES FINANCIAL INC | 829,852829,852 | $92M | — | ADD 25% |
| 24 | 24PARK AVENUE SECURITIES LLC | 806,679806,679 | $90M | — | ADD 11% |
| 25 | 25RVW Wealth, LLC | 802,554802,554 | $89M | — | TRIM -2% |
| 26 | 26Bank of New York Mellon Corp | 781,758781,758 | $87M | — | ADD 11% |
| 27 | 27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 753,152753,152 | $84M | — | ADD 22% |
| 28 | 28McLean Asset Management Corp | 741,463741,463 | $82M | — | ADD 9% |
| 29 | 29Werba Rubin Papier Wealth Management | 733,306733,306 | $82M | — | NEW |
| 30 | 30B&D White Capital Company, LLC | 732,440732,440 | $81M | — | TRIM -2% |
| 31 | 31BCR Wealth Strategies, LLC | 698,997698,997 | $78M | — | ADD 3% |
| 32 | 32Simplicity Wealth,LLC | 689,828689,828 | $77M | — | — |
| 33 | 33Cresset Asset Management, LLC | 651,947651,947 | $72M | — | — |
| 34 | 34SC&H Financial Advisors, Inc. | 635,792635,792 | $71M | — | — |
| 35 | 35Rockwood Wealth Management, LLC | 614,490614,490 | $68M | — | ADD 7% |
| 36 | 36Caliber Wealth Management, LLC / KS | 605,425605,425 | $67M | — | ADD 7% |
| 37 | 37Cetera Investment Advisers | 578,875578,875 | $64M | — | ADD 15% |
| 38 | 38Plancorp, LLC | 527,925527,925 | $61M | — | — |
| 39 | 39Savant Capital, LLC | 539,582539,582 | $60M | — | ADD 39% |
| 40 | 40McGlone Suttner Wealth Management, Inc. | 522,317522,317 | $58M | — | — |
| 41 | 41ACCREDITED INVESTOR SERVICES, LLC | 516,537516,537 | $57M | — | ADD 5% |
| 42 | 42WMG Financial Advisors, LLC | 501,509501,509 | $56M | — | — |
| 43 | 43CPC Advisors, LLC | 491,240491,240 | $55M | — | — |
| 44 | 44OneDigital Investment Advisors LLC | 487,207487,207 | $54M | — | — |
| 45 | 45Leo Wealth, LLC | 471,880471,880 | $52M | — | TRIM -2% |
| 46 | 46WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 455,156455,156 | $51M | — | TRIM -24% |
| 47 | 47Strategic Blueprint, LLC | 448,633448,633 | $50M | — | TRIM -4% |
| 48 | 48World Investment Advisors | 441,517441,517 | $49M | — | ADD 7% |
| 49 | 49Geometric Wealth Advisors | 436,101436,101 | $48M | — | ADD 13% |
| 50 | 50RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 433,053433,053 | $48M | — | — |
| 51 | 51WCG Wealth Advisors LLC | 431,250431,250 | $48M | — | — |
| 52 | 52Disciplina Capital Management LLC | 428,123428,123 | $48M | — | TRIM -2% |
| 53 | 53AWM CAPITAL, LLC | 425,360425,360 | $47M | — | — |
| 54 | 54Waverly Advisors, LLC | 412,735412,735 | $46M | — | ADD 3% |
| 55 | 55Rockefeller Capital Management L.P. | 410,745410,745 | $46M | — | ADD 5% |
| 56 | 56Tortoise Investment Management, LLC | 392,287392,287 | $44M | — | ADD 9% |
| 57 | 57Focus Partners Advisor Solutions, LLC | 380,902380,902 | $42M | — | ADD 24% |
| 58 | 58Vestmark Advisory Solutions, Inc. | 380,203380,203 | $42M | — | ADD 8% |
| 59 | 59Mattern Wealth Management LLC | 367,705367,705 | $41M | — | — |
| 60 | 60BSW Wealth Partners | 365,474365,474 | $41M | — | — |
| 61 | 61LEGACY FINANCIAL GROUP, INC. | 363,360363,360 | $40M | — | ADD 4% |
| 62 | 62CORRECT CAPITAL WEALTH MANAGEMENT | 362,493362,493 | $40M | — | ADD 1248% |
| 63 | 63Indivisible Partners | 360,670360,670 | $40M | — | ADD 4% |
| 64 | 64Arcadia Wealth Management, Inc. | 359,269359,269 | $40M | — | ADD 7% |
| 65 | 65Gradient Investments LLC | 357,756357,756 | $40M | — | ADD 20% |
| 66 | 66Glenview Trust Co | 350,326350,326 | $39M | — | TRIM -6% |
| 67 | 67RETIREMENT FINANCIAL SOLUTIONS, LLC | 335,974335,974 | $37M | — | — |
| 68 | 68Highland Financial Advisors, LLC | 335,193335,193 | $37M | — | ADD 8% |
| 69 | 69Align Financial, LLC | 333,253333,253 | $37M | — | TRIM -99% |
| 70 | 70CVA Family Office, LLC | 310,746310,746 | $35M | — | ADD 19% |
| 71 | 71Signature Resources Capital Management, LLC | 310,523310,523 | $35M | — | ADD 14% |
| 72 | 72JRM Investment Counsel, LLC | 310,296310,296 | $34M | — | TRIM -3% |
| 73 | 73Hutchens & Kramer Investment Management Group, LLC | 299,681299,681 | $33M | — | ADD 9% |
| 74 | 74MML INVESTORS SERVICES, LLC | 299,518299,518 | $33M | — | TRIM -10% |
| 75 | 75AMERIPRISE FINANCIAL INC | 284,129284,129 | $32M | — | ADD 96% |
| 76 | 76HTG Investment Advisors, Inc. | 276,823276,823 | $31M | — | ADD 15% |
| 77 | 77Gateway Wealth Partners, LLC | 272,522272,522 | $30M | — | ADD 131% |
| 78 | 78Kestra Advisory Services, LLC | 269,036269,036 | $30M | — | ADD 17% |
| 79 | 79JPMORGAN CHASE & CO | 275,082275,082 | $30M | — | ADD 14% |
| 80 | 80Burton Enright Welch | 265,535265,535 | $30M | — | ADD 6% |
| 81 | 81CONTINUUM WEALTH ADVISORS, LLC | 261,916261,916 | $29M | — | TRIM -3% |
| 82 | 82EP Wealth Advisors, LLC | 249,495249,495 | $28M | — | ADD 7656% |
| 83 | 83Zhang Financial LLC | 242,233242,233 | $27M | — | ADD 14% |
| 84 | 84Chicago Partners Investment Group LLC | 222,642222,642 | $27M | — | ADD 2% |
| 85 | 85TANDEMGROWTH FINANCIAL ADVISORS LLC | 240,833240,833 | $27M | — | TRIM -23% |
| 86 | 86Sensenig Capital Advisors, Inc | 238,838238,838 | $27M | — | — |
| 87 | 87WEBSTERROGERS FINANCIAL ADVISORS, LLC | 237,607237,607 | $26M | — | TRIM -7% |
| 88 | 88OSAIC HOLDINGS, INC. | 237,152237,152 | $26M | — | ADD 12% |
| 89 | 89WorthPointe, LLC | 226,547226,547 | $25M | — | TRIM -16% |
| 90 | 90Oak Wealth Advisors LLC | 223,453223,453 | $25M | — | ADD 6% |
| 91 | 91LexAurum Advisors, LLC | 214,512214,512 | $24M | — | NEW |
| 92 | 92Trellis Wealth Advisors LLC | 205,746205,746 | $23M | — | — |
| 93 | 93Torren Management, LLC | 197,066197,066 | $22M | — | — |
| 94 | 94Henrickson Nauta Wealth Advisors, Inc. | 195,625195,625 | $22M | — | TRIM -50% |
| 95 | 95CARDIFF PARK ADVISORS, LLC | 195,220195,220 | $22M | — | ADD 10% |
| 96 | 96Greenspring Advisors, LLC | 192,256192,256 | $21M | — | — |
| 97 | 97Passive Capital Management, LLC. | 187,708187,708 | $21M | — | — |
| 98 | 98Apella Capital, LLC | 172,697172,697 | $21M | — | — |
| 99 | 99ARQ WEALTH ADVISORS, LLC | 179,647179,647 | $20M | — | ADD 11% |
| 100 | 100Tanager Wealth Management LLP | 178,650178,650 | $20M | — | — |