| 1 | 1Forum Financial Management, LP | 16,404,29016.4M | $567M | — | TRIM -7% |
| 2 | 2Focus Partners Wealth | 9,014,8729.0M | $312M | — | ADD 8% |
| 3 | 3Focus Partners Advisor Solutions, LLC | 7,702,5697.7M | $266M | — | ADD 10% |
| 4 | 4Corient Private Wealth LLC | 7,035,5467.0M | $243M | — | TRIM -50% |
| 5 | 5Sequoia Financial Advisors, LLC | 5,345,3925.3M | $185M | — | ADD 8% |
| 6 | 6Truepoint, Inc. | 5,286,4635.3M | $183M | — | ADD 6% |
| 7 | 7Savant Capital, LLC | 4,227,1724.2M | $146M | — | ADD 60% |
| 8 | 8HBK Sorce Advisory LLC | 3,249,5173.2M | $133M | — | ADD 4% |
| 9 | 9HighTower Advisors, LLC | 3,220,1823.2M | $111M | — | TRIM -14% |
| 10 | 10Forvis Mazars Wealth Advisors, LLC | 3,091,4833.1M | $107M | — | ADD 10% |
| 11 | 11Parcion Private Wealth LLC | 2,677,8502.7M | $93M | — | TRIM -3% |
| 12 | 12Asset Dedication, LLC | 2,484,0462.5M | $86M | — | TRIM -5% |
| 13 | 13Evensky & Katz LLC | 2,363,2052.4M | $82M | — | TRIM -2% |
| 14 | 14Greenspring Advisors, LLC | 2,314,4622.3M | $80M | — | — |
| 15 | 15JMG Financial Group, Ltd. | 2,312,1602.3M | $80M | — | ADD 9% |
| 16 | 16Rockwood Wealth Management, LLC | 2,254,3972.3M | $78M | — | ADD 8% |
| 17 | 17MASECO LLP | 2,245,7512.2M | $78M | — | ADD 8% |
| 18 | 18LPL Financial LLC | 2,055,1302.1M | $71M | — | ADD 3% |
| 19 | 19RW Investment Management LLC | 1,972,8532.0M | $68M | — | NEW |
| 20 | 20Apella Capital, LLC | 1,657,1781.7M | $64M | — | ADD 21% |
| 21 | 21CWM, LLC | 1,827,2691.8M | $63M | — | ADD 9% |
| 22 | 22AWM CAPITAL, LLC | 1,807,2611.8M | $62M | — | — |
| 23 | 23Beacon Pointe Advisors, LLC | 1,745,5541.7M | $60M | — | ADD 2% |
| 24 | 24BANK OF MONTREAL /CAN/ | 1,737,3961.7M | $60M | — | ADD 4% |
| 25 | 25Sageworth Trust Co | 1,649,4061.6M | $57M | — | ADD 7% |
| 26 | 26ENVESTNET ASSET MANAGEMENT INC | 1,494,9241.5M | $52M | — | ADD 36% |
| 27 | 27Symmetry Partners, LLC | 1,472,4781.5M | $51M | — | ADD 3% |
| 28 | 28Hill Investment Group Partners, LLC | 1,438,6291.4M | $50M | — | — |
| 29 | 29Mariner, LLC | 1,343,6431.3M | $46M | — | ADD 31% |
| 30 | 30EnRich Financial Partners LLC | 1,272,4791.3M | $44M | — | — |
| 31 | 31Plancorp, LLC | 1,100,8631.1M | $41M | — | ADD 14% |
| 32 | 32GREAT OAK CAPITAL PARTNERS, LLC | 1,102,2851.1M | $40M | — | — |
| 33 | 33BRIGHTON JONES LLC | 1,127,1311.1M | $39M | — | ADD 5% |
| 34 | 34Oakwell Private Wealth Management, LLC | 1,119,1161.1M | $39M | — | ADD 5% |
| 35 | 35PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,107,9681.1M | $38M | — | TRIM -9% |
| 36 | 36JANE STREET GROUP, LLC | 1,100,8201.1M | $38M | — | NEW |
| 37 | 37OneDigital Investment Advisors LLC | 1,081,2451.1M | $37M | — | — |
| 38 | 38MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,062,0871.1M | $37M | — | — |
| 39 | 39MERCER GLOBAL ADVISORS INC /ADV | 1,054,2291.1M | $36M | — | ADD 8% |
| 40 | 40Elser Financial Planning, Inc | 1,043,9911.0M | $36M | — | NEW |
| 41 | 41Burton Enright Welch | 1,031,6281.0M | $36M | — | — |
| 42 | 42Rather & Kittrell, Inc. | 1,030,4281.0M | $36M | — | — |
| 43 | 43Vestmark Advisory Solutions, Inc. | 999,519999,519 | $35M | — | ADD 96% |
| 44 | 44Kooman & Associates | 999,510999,510 | $35M | — | — |
| 45 | 45Seaside Wealth Management, Inc. | 965,195965,195 | $33M | — | — |
| 46 | 46Rockbridge Investment Management, LCC | 941,289941,289 | $33M | — | TRIM -3% |
| 47 | 47Betterment LLC | 925,468925,468 | $32M | — | ADD 4% |
| 48 | 48FIRST FINANCIAL BANK - TRUST DIVISION | 906,047906,047 | $31M | — | ADD 9% |
| 49 | 49Miramar Fiduciary Corp | 902,483902,483 | $31M | — | TRIM -8% |
| 50 | 50MONOGRAPH WEALTH ADVISORS, LLC | 902,335902,335 | $31M | — | ADD 3% |
| 51 | 51Your Advocates Ltd., LLP | 877,152877,152 | $30M | — | — |
| 52 | 52Leading Edge Financial Planning LLC | 868,700868,700 | $30M | — | ADD 5% |
| 53 | 53BANK OF AMERICA CORP /DE/ | 804,302804,302 | $28M | — | ADD 7% |
| 54 | 54Sensible Money, LLC | 752,742752,742 | $26M | — | ADD 4% |
| 55 | 55Syverson Strege & Co | 747,068747,068 | $26M | — | — |
| 56 | 56DiNuzzo Private Wealth, Inc. | 740,196740,196 | $26M | — | — |
| 57 | 57Financial Plan, Inc. | 730,190730,190 | $25M | — | ADD 9% |
| 58 | 58Stratos Investment Management, LLC | 717,137717,137 | $25M | — | — |
| 59 | 59PEAPACK GLADSTONE FINANCIAL CORP | 706,356706,356 | $24M | — | ADD 16% |
| 60 | 60Peterson Wealth Advisors, LLC | 700,249700,249 | $24M | — | — |
| 61 | 61AdvisorNet Financial, Inc | 688,384688,384 | $24M | — | ADD 6% |
| 62 | 62RS CRUM INC. | 678,243678,243 | $23M | — | — |
| 63 | 63Integris Wealth Management, LLC | 676,592676,592 | $23M | — | — |
| 64 | 64Eaton-Cambridge Inc. | 655,618655,618 | $23M | — | — |
| 65 | 65Financial Engines Advisors L.L.C. | 653,812653,812 | $23M | — | TRIM -2% |
| 66 | 66RFG Advisory, LLC | 637,968637,968 | $22M | — | ADD 95% |
| 67 | 67Premier Financial Group | 608,840608,840 | $21M | — | — |
| 68 | 68Stordahl Capital Management, Inc. | 614,698614,698 | $21M | — | TRIM -5% |
| 69 | 69Tencap Wealth Coaching, LLC | 600,108600,108 | $21M | — | TRIM -2% |
| 70 | 70COMMONWEALTH EQUITY SERVICES, LLC | 598,414598,414 | $21M | — | — |
| 71 | 71KEB ASSET MANAGEMENT, LLC | 589,730589,730 | $20M | — | ADD 4% |
| 72 | 72BCR Wealth Strategies, LLC | 587,683587,683 | $20M | — | ADD 3% |
| 73 | 73Evanson Asset Management, LLC | 586,553586,553 | $20M | — | — |
| 74 | 74Pinnacle Financial Group, LLC / IL | 580,417580,417 | $20M | — | TRIM -14% |
| 75 | 75Heritage Investment Group, Inc. | 569,197569,197 | $20M | — | — |
| 76 | 76Private Wealth Management Group, LLC | 561,409561,409 | $19M | — | — |
| 77 | 77Emprise Bank | 544,566544,566 | $19M | — | ADD 11% |
| 78 | 78Ballentine Capital Advisors, Inc | 543,826543,826 | $19M | — | — |
| 79 | 79Cambridge Financial Group, LLC | 541,634541,634 | $19M | — | — |
| 80 | 80Creative Planning | 540,748540,748 | $19M | — | ADD 9% |
| 81 | 81Arax Advisory Partners | 535,848535,848 | $19M | — | TRIM -11% |
| 82 | 82Aspen Capital Management, LLC | 534,371534,371 | $18M | — | — |
| 83 | 83CAPSTONE CAPITAL LLC | 524,272524,272 | $18M | — | — |
| 84 | 84SACHEM HILL LLC | 514,846514,846 | $18M | — | — |
| 85 | 85Concurrent Investment Advisors, LLC | 507,422507,422 | $18M | — | NEW |
| 86 | 86Leonard Rickey Investment Advisors P.L.L.C. | 505,934505,934 | $17M | — | — |
| 87 | 87Henrickson Nauta Wealth Advisors, Inc. | 495,857495,857 | $17M | — | TRIM -46% |
| 88 | 88Flagstone Financial Management | 487,786487,786 | $17M | — | — |
| 89 | 89von Borstel & Associates, Inc. | 483,300483,300 | $17M | — | TRIM -6% |
| 90 | 90Planning Center, Inc. | 481,746481,746 | $17M | — | — |
| 91 | 91Squire Investment Management Company, LLC | 480,638480,638 | $17M | — | ADD 8% |
| 92 | 92Financial Planning Navigators CORP | 479,758479,758 | $17M | — | — |
| 93 | 93Peirce Capital Management, LLC | 477,032477,032 | $16M | — | TRIM -3% |
| 94 | 94Discipline Wealth Solutions, LLC | 472,869472,869 | $16M | — | ADD 11% |
| 95 | 95Allworth Financial LP | 466,637466,637 | $16M | — | ADD 37% |
| 96 | 96Equita Financial Network, Inc. | 463,400463,400 | $16M | — | TRIM -8% |
| 97 | 97Financial Symmetry Inc | 410,023410,023 | $16M | — | ADD 6% |
| 98 | 98Verisail Partners, LLC | 460,927460,927 | $16M | — | — |
| 99 | 99Straight Path Wealth Management | 458,952458,952 | $16M | — | ADD 5% |
| 100 | 100Kondo Wealth Advisors, Inc. | 458,758458,758 | $16M | — | — |
