| 1 | 1Focus Partners Wealth | 10,402,15010.4M | $353M | — | TRIM -3% |
| 2 | 2LPL Financial LLC | 8,590,9508.6M | $292M | — | ADD 6% |
| 3 | 3ALERUS FINANCIAL NA | 8,416,3148.4M | $286M | — | — |
| 4 | 4Geometric Wealth Advisors | 7,454,2437.5M | $253M | — | — |
| 5 | 5Allworth Financial LP | 7,258,7307.3M | $247M | — | ADD 10% |
| 6 | 6ENVESTNET ASSET MANAGEMENT INC | 6,604,7046.6M | $224M | — | — |
| 7 | 7MONOGRAPH WEALTH ADVISORS, LLC | 6,166,8556.2M | $209M | — | — |
| 8 | 8GLENMEDE TRUST CO NA | 5,208,8075.2M | $177M | — | — |
| 9 | 9Great Waters Wealth Management | 4,886,8524.9M | $166M | — | — |
| 10 | 10FACTORY MUTUAL INSURANCE CO | 4,806,6304.8M | $163M | — | — |
| 11 | 11COMMONWEALTH EQUITY SERVICES, LLC | 4,323,7414.3M | $147M | — | ADD 6% |
| 12 | 12Plancorp, LLC | 3,942,0653.9M | $142M | — | — |
| 13 | 13ROYAL BANK OF CANADA | 3,769,0133.8M | $128M | — | — |
| 14 | 14JFS WEALTH ADVISORS, LLC | 3,737,2873.7M | $127M | — | — |
| 15 | 15Focus Partners Advisor Solutions, LLC | 3,727,8323.7M | $127M | — | ADD 8% |
| 16 | 16Triune Financial Partners, LLC | 3,630,0003.6M | $123M | — | — |
| 17 | 17FIFTH THIRD BANCORP | 3,513,3093.5M | $119M | — | ADD 38911% |
| 18 | 18CAPTRUST FINANCIAL ADVISORS | 2,952,1213.0M | $100M | — | — |
| 19 | 19ASSETMARK, INC | 2,875,4902.9M | $98M | — | — |
| 20 | 20D.A. DAVIDSON & CO. | 2,783,7782.8M | $95M | — | — |
| 21 | 21Pathstone Holdings, LLC | 2,541,2012.5M | $86M | — | TRIM -4% |
| 22 | 22UBS Group AG | 2,518,7422.5M | $86M | — | ADD 15% |
| 23 | 23RAYMOND JAMES FINANCIAL INC | 2,497,0622.5M | $85M | — | ADD 7% |
| 24 | 24BANK OF AMERICA CORP /DE/ | 2,450,7082.5M | $83M | — | ADD 26% |
| 25 | 25Planning Center, Inc. | 2,434,0232.4M | $83M | — | TRIM -7% |
| 26 | 26Core Wealth Management, Inc. | 2,394,0432.4M | $81M | — | — |
| 27 | 27Morton Capital Management LLC/CA | 2,391,6452.4M | $81M | — | ADD 5% |
| 28 | 28GeoWealth Management, LLC | 2,390,5562.4M | $81M | — | — |
| 29 | 29New Capital Management LP | 2,387,8052.4M | $81M | — | — |
| 30 | 30Evanson Asset Management, LLC | 2,304,2262.3M | $78M | — | — |
| 31 | 31Creative Capital Management Investments LLC | 2,150,9752.2M | $73M | — | — |
| 32 | 32Tumwater Wealth Management, LLC | 2,148,1902.1M | $73M | — | TRIM -4% |
| 33 | 33Greenspring Advisors, LLC | 2,143,5872.1M | $73M | — | — |
| 34 | 34Capstone Financial Advisors, Inc. | 2,065,6742.1M | $70M | — | — |
| 35 | 35Glassman Wealth Services | 1,997,7552.0M | $68M | — | — |
| 36 | 36Cardinal Point Capital Management ULC | 1,949,0201.9M | $66M | — | ADD 6% |
| 37 | 37BetterWealth, LLC | 1,822,3281.8M | $62M | — | — |
| 38 | 38Confluence Wealth Services, Inc. | 1,764,0011.8M | $60M | — | — |
| 39 | 39BAKER BOYER NATIONAL BANK | 1,762,0661.8M | $60M | — | ADD 2% |
| 40 | 40Apella Capital, LLC | 1,612,8501.6M | $60M | — | ADD 45% |
| 41 | 41Asset Dedication, LLC | 1,697,8121.7M | $58M | — | TRIM -13% |
| 42 | 42Financial Symmetry Inc | 1,544,4501.5M | $57M | — | — |
| 43 | 43Trellis Wealth Advisors LLC | 1,621,2721.6M | $55M | — | — |
| 44 | 44MARS JEWETT FINANCIAL GROUP, INC. | 1,589,8201.6M | $54M | — | — |
| 45 | 45LRI Investments, LLC | 1,573,4581.6M | $53M | — | ADD 10% |
| 46 | 46HFM Investment Advisors, LLC | 1,565,1781.6M | $53M | — | — |
| 47 | 47JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,422,9041.4M | $51M | — | — |
| 48 | 48Strathmore Capital Advisors, Inc. | 1,401,5141.4M | $51M | — | ADD 3% |
| 49 | 49JPMORGAN CHASE & CO | 1,502,0181.5M | $50M | — | ADD 238% |
| 50 | 50Altiora Financial Group, LLC | 1,447,1561.4M | $49M | — | — |
| 51 | 51C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,416,8251.4M | $48M | — | TRIM -8% |
| 52 | 52MASTER'S WEALTH MANAGEMENT INC. | 1,394,8161.4M | $47M | — | — |
| 53 | 53Johnson Wealth Management, LLC | 1,327,6811.3M | $45M | — | — |
| 54 | 54N.E.W. Advisory Services LLC | 1,323,6261.3M | $45M | — | — |
| 55 | 55Warburton Capital Management, LLC | 1,236,6461.2M | $44M | — | ADD 12% |
| 56 | 56DEMMING FINANCIAL SERVICES CORP /ADV | 1,287,7141.3M | $44M | — | — |
| 57 | 57ShankerValleau Wealth Advisors, Inc. | 1,276,5021.3M | $43M | — | TRIM -3% |
| 58 | 58Financial Engines Advisors L.L.C. | 1,221,4141.2M | $41M | — | TRIM -5% |
| 59 | 59Babb Wealth Advisors LLC | 1,206,9241.2M | $41M | — | — |
| 60 | 60CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,184,7941.2M | $40M | — | TRIM -5% |
| 61 | 61Onyx Financial Advisors, LLC | 1,160,5481.2M | $39M | — | — |
| 62 | 62Private Advisor Group, LLC | 1,153,0551.2M | $39M | — | — |
| 63 | 63HighTower Advisors, LLC | 1,143,8421.1M | $39M | — | TRIM -3% |
| 64 | 64MERCER GLOBAL ADVISORS INC /ADV | 1,124,4161.1M | $38M | — | ADD 58% |
| 65 | 65CARDIFF PARK ADVISORS, LLC | 1,120,6951.1M | $38M | — | TRIM -4% |
| 66 | 66VANCE WEALTH, LLC | 1,111,6281.1M | $38M | — | — |
| 67 | 67Forum Financial Management, LP | 1,055,4971.1M | $36M | — | TRIM -3% |
| 68 | 68CAHILL FINANCIAL ADVISORS INC | 1,018,5591.0M | $35M | — | ADD 6% |
| 69 | 69Shearwater Capital LLC | 903,646903,646 | $31M | — | ADD 6% |
| 70 | 70OneDigital Investment Advisors LLC | 888,337888,337 | $30M | — | ADD 4% |
| 71 | 71Cambridge Investment Research Advisors, Inc. | 876,378876,378 | $30M | — | ADD 18% |
| 72 | 72ACCREDITED INVESTOR SERVICES, LLC | 866,264866,264 | $29M | — | — |
| 73 | 73Cetera Investment Advisers | 855,795855,795 | $29M | — | TRIM -4% |
| 74 | 74Meridian Wealth Partners, LLC | 852,469852,469 | $29M | — | TRIM -4% |
| 75 | 75TCI Wealth Advisors, Inc. | 839,456839,456 | $29M | — | TRIM -4% |
| 76 | 76Destiny Wealth Partners, LLC | 811,078811,078 | $28M | — | — |
| 77 | 77Savant Capital, LLC | 809,746809,746 | $28M | — | TRIM -4% |
| 78 | 78RFG Advisory, LLC | 800,588800,588 | $27M | — | TRIM -16% |
| 79 | 79Sensible Money, LLC | 733,377733,377 | $25M | — | TRIM -5% |
| 80 | 80Financial Plan, Inc. | 731,319731,319 | $25M | — | — |
| 81 | 81Glassy Mountain Advisors, Inc. | 730,621730,621 | $25M | — | — |
| 82 | 82Momentous Wealth Management, Inc. | 728,287728,287 | $25M | — | TRIM -6% |
| 83 | 83ASPIRIANT, LLC | 727,702727,702 | $25M | — | — |
| 84 | 84Conrad Siegel Investment Advisors, Inc. | 720,463720,463 | $24M | — | — |
| 85 | 85Wolfstich Capital, LLC | 740,511740,511 | $24M | — | TRIM -7% |
| 86 | 86Kestra Advisory Services, LLC | 715,224715,224 | $24M | — | ADD 6% |
| 87 | 87Old Peak Finance LLC | 712,295712,295 | $24M | — | ADD 3% |
| 88 | 88Chicago Partners Investment Group LLC | 643,051643,051 | $23M | — | — |
| 89 | 89CHERRYDALE WEALTH MANAGEMENT, LLC | 681,936681,936 | $23M | — | — |
| 90 | 90MilWealth Group LLC | 674,680674,680 | $23M | — | TRIM -2% |
| 91 | 91Mariner, LLC | 654,649654,649 | $22M | — | ADD 59% |
| 92 | 92marrick wealth, LLC | 653,050653,050 | $22M | — | — |
| 93 | 93LEGACY FINANCIAL GROUP, INC. | 645,085645,085 | $22M | — | — |
| 94 | 94CONQUIS FINANCIAL LLC | 600,657600,657 | $22M | — | — |
| 95 | 95HTG Investment Advisors, Inc. | 629,397629,397 | $21M | — | — |
| 96 | 96GOLDMAN SACHS GROUP INC | 625,195625,195 | $21M | — | NEW |
| 97 | 97Farther Finance Advisors, LLC | 611,688611,688 | $21M | — | ADD 11% |
| 98 | 98BRIGHTON JONES LLC | 608,449608,449 | $21M | — | TRIM -9% |
| 99 | 99Generations Wealth, LLC | 605,775605,775 | $21M | — | — |
| 100 | 100Corient Private Wealth LLC | 606,817606,817 | $21M | — | TRIM -50% |
