| 1 | 1Truepoint, Inc. | 13,062,75613.1M | $552M | — | ADD 4% |
| 2 | 2PRUDENTIAL FINANCIAL INC | 10,824,71310.8M | $457M | — | ADD 14% |
| 3 | 3Petersen Hastings Wealth Advisors Inc. | 4,571,3374.6M | $193M | — | ADD 4% |
| 4 | 4FACTORY MUTUAL INSURANCE CO | 4,538,3704.5M | $192M | — | — |
| 5 | 5Apella Capital, LLC | 4,408,4774.4M | $188M | — | ADD 69% |
| 6 | 6True Link Financial Advisors, LLC | 4,264,5324.3M | $180M | — | ADD 15% |
| 7 | 7Elser Financial Planning, Inc | 4,200,0254.2M | $178M | — | ADD 13685% |
| 8 | 8Beacon Pointe Advisors, LLC | 3,715,4403.7M | $157M | — | ADD 8% |
| 9 | 9Savant Capital, LLC | 3,530,1023.5M | $149M | — | TRIM -18% |
| 10 | 10Acropolis Investment Management, LLC | 3,471,7463.5M | $147M | — | ADD 20% |
| 11 | 11Great Waters Wealth Management | 3,471,4483.5M | $147M | — | ADD 11% |
| 12 | 12OneDigital Investment Advisors LLC | 3,337,8663.3M | $141M | — | ADD 3% |
| 13 | 13Allworth Financial LP | 3,257,4273.3M | $138M | — | ADD 73% |
| 14 | 14Root Financial Partners, LLC | 3,247,6853.2M | $137M | — | ADD 20% |
| 15 | 15Beaird Harris Wealth Management, LLC | 3,229,3943.2M | $136M | — | — |
| 16 | 16F/m Investments LLC | 3,036,0003.0M | $128M | — | NEW |
| 17 | 17PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,526,2772.5M | $107M | — | TRIM -4% |
| 18 | 18DiNuzzo Private Wealth, Inc. | 2,521,5712.5M | $106M | — | ADD 3% |
| 19 | 19Vise Technologies, Inc. | 2,458,3232.5M | $105M | — | — |
| 20 | 20Stratos Investment Management, LLC | 1,998,3922.0M | $84M | — | ADD 4% |
| 21 | 21WPWealth LLP | 1,997,3072.0M | $84M | — | — |
| 22 | 22COMMONWEALTH EQUITY SERVICES, LLC | 1,797,8301.8M | $76M | — | ADD 43% |
| 23 | 23Core Wealth Management, Inc. | 1,771,3201.8M | $75M | — | ADD 3% |
| 24 | 24HighTower Advisors, LLC | 1,764,5541.8M | $74M | — | ADD 4% |
| 25 | 25Rather & Kittrell, Inc. | 1,593,2871.6M | $67M | — | ADD 8% |
| 26 | 26MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,541,7221.5M | $65M | — | ADD 4% |
| 27 | 27Creative Capital Management Investments LLC | 1,374,8911.4M | $58M | — | ADD 11% |
| 28 | 28Pathstone Holdings, LLC | 1,369,3941.4M | $58M | — | — |
| 29 | 29GeoWealth Management, LLC | 1,332,7581.3M | $56M | — | ADD 8% |
| 30 | 30Graves Light Lenhart Wealth, Inc. | 1,287,9701.3M | $54M | — | ADD 11% |
| 31 | 31Betterment LLC | 1,256,5551.3M | $53M | — | ADD 7% |
| 32 | 32RW Investment Management LLC | 1,241,8441.2M | $52M | — | NEW |
| 33 | 33Strathmore Capital Advisors, Inc. | 1,203,5911.2M | $51M | — | ADD 7% |
| 34 | 34HEFFERNAN ADVISORY, INC | 1,171,5651.2M | $49M | — | — |
| 35 | 35LPL Financial LLC | 1,117,6501.1M | $47M | — | ADD 3% |
| 36 | 36RAYMOND JAMES FINANCIAL INC | 1,065,0291.1M | $45M | — | ADD 14% |
| 37 | 37Pure Financial Advisors, LLC | 1,047,5921.0M | $44M | — | ADD 5% |
| 38 | 38HBK Sorce Advisory LLC | 993,619993,619 | $42M | — | — |
| 39 | 39ENVESTNET ASSET MANAGEMENT INC | 944,499944,499 | $40M | — | ADD 45% |
| 40 | 40Ullmann Wealth Partners Group, LLC | 914,363914,363 | $39M | — | ADD 4% |
| 41 | 41Annandale Capital, LLC | 871,448871,448 | $37M | — | ADD 4% |
| 42 | 42Aspen Capital Management, LLC | 823,112823,112 | $35M | — | ADD 10% |
| 43 | 43GREAT OAK CAPITAL PARTNERS, LLC | 812,515812,515 | $35M | — | ADD 6% |
| 44 | 44Tencap Wealth Coaching, LLC | 790,708790,708 | $33M | — | ADD 3% |
| 45 | 45ROYAL BANK OF CANADA | 789,783789,783 | $33M | — | — |
| 46 | 46HFM Investment Advisors, LLC | 788,499788,499 | $33M | — | ADD 10% |
| 47 | 47Opus Capital Group, LLC | 764,694764,694 | $32M | — | ADD 4% |
| 48 | 48Focus Partners Advisor Solutions, LLC | 757,924757,924 | $32M | — | ADD 207% |
| 49 | 49BCR Wealth Strategies, LLC | 751,104751,104 | $32M | — | ADD 10% |
| 50 | 50Dynamic Advisor Solutions LLC | 738,954738,954 | $31M | — | — |
| 51 | 51Parkshore Wealth Management, Inc. | 732,420732,420 | $31M | — | ADD 29% |
| 52 | 52Hiley Hunt Wealth Management | 717,971717,971 | $30M | — | ADD 4% |
| 53 | 53Ferguson Johnson Wealth Management Inc | 699,262699,262 | $30M | — | ADD 6% |
| 54 | 54LIBERTY WEALTH MANAGEMENT LLC | 681,228681,228 | $29M | — | ADD 3% |
| 55 | 55Tassel Capital Management, Inc. | 678,253678,253 | $29M | — | ADD 3% |
| 56 | 56Tillman Hartley LLC | 671,991671,991 | $28M | — | — |
| 57 | 57REGIMEN WEALTH, LLC | 650,484650,484 | $27M | — | NEW |
| 58 | 58Cambridge Investment Research Advisors, Inc. | 648,206648,206 | $27M | — | ADD 155% |
| 59 | 59Leading Edge Financial Planning LLC | 636,067636,067 | $27M | — | ADD 6% |
| 60 | 60TruNorth Capital Management, LLC | 634,352634,352 | $27M | — | ADD 4% |
| 61 | 61Pioneer Wealth Management Group | 633,465633,465 | $27M | — | ADD 6% |
| 62 | 62DecisionPoint Financial, LLC | 632,396632,396 | $27M | — | — |
| 63 | 63SNS Financial Group, LLC | 631,454631,454 | $27M | — | ADD 13% |
| 64 | 64Farther Finance Advisors, LLC | 629,547629,547 | $27M | — | ADD 133% |
| 65 | 65Krilogy Financial LLC | 612,486612,486 | $26M | — | ADD 3% |
| 66 | 66Sterling Wealth Management, Inc. | 603,533603,533 | $25M | — | ADD 10% |
| 67 | 67JPMORGAN CHASE & CO | 561,318561,318 | $24M | — | ADD 11% |
| 68 | 68ASSETMARK, INC | 552,144552,144 | $23M | — | TRIM -3% |
| 69 | 69Alpha Financial Advisors, LLC | 546,749546,749 | $23M | — | ADD 10% |
| 70 | 70CFS Investment Advisory Services, LLC | 528,522528,522 | $23M | — | ADD 5% |
| 71 | 71AE Wealth Management LLC | 533,410533,410 | $23M | — | ADD 3% |
| 72 | 72DAVENPORT & Co LLC | 530,394530,394 | $22M | — | ADD 15% |
| 73 | 73Verisail Partners, LLC | 524,811524,811 | $22M | — | ADD 4% |
| 74 | 74Physician Wealth Solutions Inc. | 522,702522,702 | $22M | — | ADD 2% |
| 75 | 75BCO Wealth Management LLC | 516,253516,253 | $22M | — | ADD 3% |
| 76 | 76Financial Plan, Inc. | 508,596508,596 | $21M | — | ADD 13% |
| 77 | 77DIVERSIFY WEALTH MANAGEMENT, LLC | 507,335507,335 | $21M | — | ADD 30% |
| 78 | 78Vermillion Wealth Management, Inc. | 493,452493,452 | $21M | — | TRIM -5% |
| 79 | 79HARBOUR INVESTMENTS, INC. | 486,481486,481 | $21M | — | ADD 75% |
| 80 | 80Aurelius Family Office LLC | 481,164481,164 | $20M | — | ADD 5% |
| 81 | 81MOLLER WEALTH PARTNERS | 477,655477,655 | $20M | — | ADD 10% |
| 82 | 82Note Advisors, LLC | 476,577476,577 | $20M | — | ADD 8% |
| 83 | 83Babb Wealth Advisors LLC | 462,863462,863 | $20M | — | ADD 7% |
| 84 | 8449 WEALTH MANAGEMENT, LLC | 459,894459,894 | $19M | — | NEW |
| 85 | 85Blume Capital Management, Inc. | 456,530456,530 | $19M | — | ADD 7% |
| 86 | 86Momentous Wealth Management, Inc. | 454,368454,368 | $19M | — | ADD 2% |
| 87 | 87Revolve Wealth Partners, LLC | 433,572433,572 | $18M | — | — |
| 88 | 88Chicago Partners Investment Group LLC | 430,624430,624 | $18M | — | ADD 5% |
| 89 | 89Sequoia Financial Advisors, LLC | 429,342429,342 | $18M | — | TRIM -12% |
| 90 | 90RCS Financial Planning, LLC | 412,228412,228 | $17M | — | ADD 2% |
| 91 | 91RHL GROUP, LLC | 404,401404,401 | $17M | — | ADD 59023% |
| 92 | 92Guardian Wealth Management, LLC | 403,625403,625 | $17M | — | ADD 10% |
| 93 | 93Vermillion & White Wealth Management Group, LLC | 399,244399,244 | $17M | — | — |
| 94 | 94OSAIC HOLDINGS, INC. | 398,428398,428 | $17M | — | TRIM -22% |
| 95 | 95RIVERCHASE WEALTH MANAGEMENT, LLC | 394,689394,689 | $17M | — | ADD 10% |
| 96 | 96BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 390,925390,925 | $17M | — | — |
| 97 | 97BANK OF AMERICA CORP /DE/ | 384,820384,820 | $16M | — | ADD 43% |
| 98 | 98INTEGRITY ALLIANCE, LLC. | 373,245373,245 | $16M | — | TRIM -5% |
| 99 | 99RATIONAL ADVISORS, INC. | 369,265369,265 | $16M | — | — |
| 100 | 100TRUIST FINANCIAL CORP | 369,048369,048 | $16M | — | ADD 12% |