| 1 | 1Creative Planning | 20,195,49120.2M | $2.2B | — | ADD 7% |
| 2 | 2Focus Partners Wealth | 6,665,9906.7M | $737M | — | — |
| 3 | 3LPL Financial LLC | 6,527,8506.5M | $721M | — | ADD 19% |
| 4 | 4MORGAN STANLEY | 3,300,9153.3M | $365M | — | ADD 11% |
| 5 | 5Truepoint, Inc. | 2,871,9332.9M | $317M | — | — |
| 6 | 6Mason Investment Advisory Services, Inc. | 2,833,0982.8M | $313M | — | — |
| 7 | 7BANK OF AMERICA CORP /DE/ | 2,823,6322.8M | $312M | — | ADD 13% |
| 8 | 8ENVESTNET ASSET MANAGEMENT INC | 2,494,3052.5M | $276M | — | ADD 7% |
| 9 | 9Focus Partners Advisor Solutions, LLC | 2,484,5162.5M | $274M | — | ADD 24% |
| 10 | 10AMERIPRISE FINANCIAL INC | 2,480,1572.5M | $274M | — | ADD 19% |
| 11 | 11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,392,9562.4M | $264M | — | ADD 3% |
| 12 | 12WELLS FARGO & COMPANY/MN | 1,742,0861.7M | $192M | — | ADD 26% |
| 13 | 13Plancorp, LLC | 1,469,3261.5M | $169M | — | ADD 8% |
| 14 | 14RAYMOND JAMES FINANCIAL INC | 1,486,3331.5M | $164M | — | ADD 14% |
| 15 | 15UBS Group AG | 1,449,7901.4M | $160M | — | ADD 13% |
| 16 | 16HighTower Advisors, LLC | 1,412,3541.4M | $156M | — | ADD 7% |
| 17 | 17Waverly Advisors, LLC | 1,410,3311.4M | $156M | — | ADD 7% |
| 18 | 18OSAIC HOLDINGS, INC. | 1,366,0891.4M | $151M | — | ADD 2% |
| 19 | 19Unison Advisors LLC | 1,328,5331.3M | $147M | — | — |
| 20 | 20TCI Wealth Advisors, Inc. | 1,212,7621.2M | $134M | — | ADD 6% |
| 21 | 21Evensky & Katz LLC | 1,200,9011.2M | $133M | — | — |
| 22 | 22Sequoia Financial Advisors, LLC | 1,087,1421.1M | $120M | — | ADD 7% |
| 23 | 23Alesco Advisors, LLC, An ESL Co | 1,051,6671.1M | $116M | — | — |
| 24 | 24Savant Capital, LLC | 960,379960,379 | $106M | — | ADD 25% |
| 25 | 25COMMONWEALTH EQUITY SERVICES, LLC | 952,248952,248 | $105M | — | ADD 6% |
| 26 | 26RW Investment Management LLC | 914,627914,627 | $101M | — | NEW |
| 27 | 27ROYAL BANK OF CANADA | 885,613885,613 | $98M | — | ADD 11% |
| 28 | 28AMERICAN CENTURY COMPANIES INC | 875,683875,683 | $97M | — | ADD 10% |
| 29 | 29Avantax Planning Partners, Inc. | 862,566862,566 | $95M | — | — |
| 30 | 30JPMORGAN CHASE & CO | 867,864867,864 | $94M | — | ADD 2% |
| 31 | 31Cetera Investment Advisers | 755,647755,647 | $83M | — | ADD 15% |
| 32 | 32Beaird Harris Wealth Management, LLC | 748,037748,037 | $83M | — | — |
| 33 | 33Foster Group, Inc. | 702,392702,392 | $78M | — | TRIM -3% |
| 34 | 34Symmetry Partners, LLC | 677,534677,534 | $75M | — | ADD 2% |
| 35 | 35Moisand Fitzgerald Tamayo, LLC | 632,849632,849 | $70M | — | — |
| 36 | 36Cresset Asset Management, LLC | 623,763623,763 | $69M | — | TRIM -3% |
| 37 | 37SATOVSKY ASSET MANAGEMENT LLC | 619,938619,938 | $68M | — | — |
| 38 | 38Petersen Hastings Wealth Advisors Inc. | 610,884610,884 | $67M | — | ADD 2% |
| 39 | 39PDS Planning, Inc | 603,359603,359 | $67M | — | — |
| 40 | 40Meredith Wealth Planning | 591,966591,966 | $65M | — | — |
| 41 | 41Krilogy Financial LLC | 562,877562,877 | $65M | — | — |
| 42 | 42OXFORD FINANCIAL GROUP, LTD. LLC | 563,090563,090 | $62M | — | TRIM -16% |
| 43 | 43Farther Finance Advisors, LLC | 558,513558,513 | $62M | — | ADD 26% |
| 44 | 44ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 543,168543,168 | $60M | — | — |
| 45 | 45Envestnet Portfolio Solutions, Inc. | 540,480540,480 | $60M | — | TRIM -8% |
| 46 | 46Corient Private Wealth LLC | 532,605532,605 | $56M | — | TRIM -49% |
| 47 | 47Mariner, LLC | 499,530499,530 | $55M | — | ADD 28% |
| 48 | 48Burton Enright Welch | 487,601487,601 | $54M | — | ADD 3% |
| 49 | 49PNC FINANCIAL SERVICES GROUP, INC. | 470,834470,834 | $52M | — | ADD 7% |
| 50 | 50Cornerstone Wealth Partners, LLC | 467,881467,881 | $52M | — | ADD 15% |
| 51 | 51Parcion Private Wealth LLC | 460,638460,638 | $51M | — | ADD 15% |
| 52 | 52Marquette Asset Management, LLC | 454,662454,662 | $50M | — | — |
| 53 | 53QUARRY HILL ADVISORS, LLC | 415,067415,067 | $49M | — | — |
| 54 | 54Prime Capital Investment Advisors, LLC | 439,214439,214 | $49M | — | TRIM -40% |
| 55 | 55Werba Rubin Papier Wealth Management | 432,808432,808 | $48M | — | NEW |
| 56 | 56KEB ASSET MANAGEMENT, LLC | 428,174428,174 | $47M | — | ADD 15% |
| 57 | 57Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 414,659414,659 | $46M | — | ADD 5% |
| 58 | 58Team Hewins, LLC | 413,588413,588 | $46M | — | ADD 6% |
| 59 | 59FIRST CITIZENS BANK & TRUST CO | 410,476410,476 | $45M | — | TRIM -9% |
| 60 | 60WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 406,905406,905 | $45M | — | TRIM -2% |
| 61 | 61JONES FINANCIAL COMPANIES LLLP | 411,029411,029 | $45M | — | ADD 41% |
| 62 | 62AlphaCore Capital LLC | 404,540404,540 | $45M | — | — |
| 63 | 63FIFTH THIRD BANCORP | 396,193396,193 | $44M | — | — |
| 64 | 64Independent Advisor Alliance | 395,340395,340 | $44M | — | ADD 765% |
| 65 | 65MEANS INVESTMENT CO., INC. | 394,029394,029 | $44M | — | — |
| 66 | 66Financial Partners Group, Inc | 391,650391,650 | $43M | — | — |
| 67 | 67HB Wealth Management, LLC | 361,409361,409 | $40M | — | — |
| 68 | 68BWM Planning, LLC | 350,329350,329 | $39M | — | ADD 2% |
| 69 | 69Three Arch Wealth Management LLC | 343,505343,505 | $38M | — | ADD 3% |
| 70 | 70TruWealth Advisors, LLC | 341,689341,689 | $38M | — | ADD 2% |
| 71 | 71CWM, LLC | 340,064340,064 | $38M | — | — |
| 72 | 72Summit Portfolio Management, LTD. | 333,964333,964 | $37M | — | NEW |
| 73 | 73Glenview Trust Co | 332,823332,823 | $37M | — | ADD 3% |
| 74 | 74Savvy Advisors, Inc. | 330,824330,824 | $37M | — | ADD 1720% |
| 75 | 75RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 329,700329,700 | $36M | — | — |
| 76 | 76MAI Capital Management | 329,451329,451 | $36M | — | — |
| 77 | 77ORRSTOWN FINANCIAL SERVICES INC | 327,517327,517 | $36M | — | TRIM -4% |
| 78 | 78Greenline Partners, LLC | 326,413326,413 | $36M | — | ADD 3% |
| 79 | 79Cambridge Investment Research Advisors, Inc. | 320,240320,240 | $35M | — | ADD 19% |
| 80 | 80Wealthcare Advisory Partners LLC | 315,036315,036 | $35M | — | TRIM -6% |
| 81 | 813EDGE Asset Management, LP | 314,694314,694 | $35M | — | NEW |
| 82 | 82Bare Financial Services, Inc | 311,497311,497 | $34M | — | ADD 3% |
| 83 | 83ENZI WEALTH | 311,148311,148 | $34M | — | ADD 7% |
| 84 | 84Venturi Wealth Management, LLC | 307,061307,061 | $34M | — | ADD 12% |
| 85 | 85Kondo Wealth Advisors, Inc. | 306,161306,161 | $34M | — | — |
| 86 | 86Sherrill & Hutchins Financial Advisory, Inc | 306,117306,117 | $34M | — | — |
| 87 | 87Creative Capital Management Investments LLC | 299,879299,879 | $33M | — | — |
| 88 | 88FINANCIAL MANAGEMENT NETWORK INC | 286,201286,201 | $33M | — | ADD 3% |
| 89 | 89WMG Financial Advisors, LLC | 289,163289,163 | $32M | — | TRIM -3% |
| 90 | 90Valued Wealth Advisors LLC | 288,962288,962 | $32M | — | ADD 3% |
| 91 | 91N.E.W. Advisory Services LLC | 285,372285,372 | $32M | — | TRIM -7% |
| 92 | 92High Probability Advisors, LLC | 280,293280,293 | $31M | — | TRIM -10% |
| 93 | 93Avior Wealth Management, LLC | 279,586279,586 | $31M | — | TRIM -5% |
| 94 | 94KESTRA PRIVATE WEALTH SERVICES, LLC | 274,923274,923 | $30M | — | — |
| 95 | 95Apollon Wealth Management, LLC | 274,846274,846 | $30M | — | — |
| 96 | 96ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 274,735274,735 | $30M | — | ADD 4% |
| 97 | 97Hill Investment Group Partners, LLC | 271,433271,433 | $30M | — | ADD 7% |
| 98 | 98Quent Capital, LLC | 267,405267,405 | $30M | — | ADD 6% |
| 99 | 99SNS Financial Group, LLC | 267,027267,027 | $29M | — | — |
| 100 | 100EAGLE WEALTH STRATEGIES LLC | 266,876266,876 | $29M | — | — |
