| 1 | 1JONES FINANCIAL COMPANIES LLLP | 58,747,18658.7M | $1.9B | — | ADD 28% |
| 2 | 2Matson Money. Inc. | 11,919,62311.9M | $401M | — | — |
| 3 | 3NATIXIS ADVISORS, LLC | 11,385,42811.4M | $383M | — | ADD 18% |
| 4 | 4Envestnet Portfolio Solutions, Inc. | 3,300,1843.3M | $111M | — | TRIM -8% |
| 5 | 5FIRST CITIZENS BANK & TRUST CO | 3,207,8353.2M | $108M | — | TRIM -8% |
| 6 | 6Corient Private Wealth LLC | 2,791,4492.8M | $94M | — | TRIM -46% |
| 7 | 7Creative Planning | 2,426,8642.4M | $82M | — | — |
| 8 | 8ENVESTNET ASSET MANAGEMENT INC | 1,841,4821.8M | $62M | — | ADD 4% |
| 9 | 9PARK AVENUE SECURITIES LLC | 1,739,8331.7M | $59M | — | ADD 3% |
| 10 | 10MATHER GROUP, LLC. | 1,485,1301.5M | $50M | — | TRIM -5% |
| 11 | 11TCI Wealth Advisors, Inc. | 1,426,4001.4M | $48M | — | — |
| 12 | 12BANK OF MONTREAL /CAN/ | 1,417,7061.4M | $48M | — | — |
| 13 | 13Evanson Asset Management, LLC | 1,401,6531.4M | $47M | — | ADD 5% |
| 14 | 14Savant Capital, LLC | 1,301,2481.3M | $44M | — | ADD 7% |
| 15 | 15Composition Wealth, LLC | 1,296,9661.3M | $44M | — | ADD 7% |
| 16 | 16Modern Wealth Management, LLC | 1,262,7361.3M | $43M | — | ADD 9% |
| 17 | 17JANE STREET GROUP, LLC | 1,266,6241.3M | $43M | — | ADD 58% |
| 18 | 18Wescott Financial Advisory Group, LLC | 1,186,5431.2M | $40M | — | TRIM -8% |
| 19 | 19CWM, LLC | 1,133,6321.1M | $38M | — | ADD 8% |
| 20 | 20Root Financial Partners, LLC | 1,118,6431.1M | $38M | — | ADD 8% |
| 21 | 21Discipline Wealth Solutions, LLC | 961,790961,790 | $32M | — | ADD 63% |
| 22 | 22Vise Technologies, Inc. | 916,244916,244 | $30M | — | — |
| 23 | 23BANK OF AMERICA CORP /DE/ | 893,112893,112 | $30M | — | ADD 45% |
| 24 | 24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 845,290845,290 | $28M | — | ADD 22% |
| 25 | 25Focus Partners Wealth | 830,318830,318 | $28M | — | — |
| 26 | 26Cerity Partners LLC | 688,365688,365 | $23M | — | ADD 8% |
| 27 | 27Index Fund Advisors, Inc. | 676,877676,877 | $23M | — | ADD 6% |
| 28 | 28Janney Montgomery Scott LLC | 666,177666,177 | $22M | — | ADD 3% |
| 29 | 29SATOVSKY ASSET MANAGEMENT LLC | 641,157641,157 | $22M | — | ADD 6686% |
| 30 | 30TOBIAS FINANCIAL ADVISORS, INC. | 615,738615,738 | $21M | — | ADD 8% |
| 31 | 31Shore Point Advisors, LLC | 577,972577,972 | $19M | — | ADD 68% |
| 32 | 32ECLECTIC ASSOCIATES INC /ADV | 570,906570,906 | $19M | — | ADD 13% |
| 33 | 33Alesco Advisors, LLC, An ESL Co | 545,256545,256 | $18M | — | — |
| 34 | 34Wealth Management Nebraska | 530,360530,360 | $18M | — | ADD 9% |
| 35 | 35Tanager Wealth Management LLP | 499,562499,562 | $17M | — | — |
| 36 | 36Ballentine Capital Advisors, Inc | 493,037493,037 | $17M | — | — |
| 37 | 37AIRE ADVISORS, LLC | 457,264457,264 | $15M | — | — |
| 38 | 38LPL Financial LLC | 450,876450,876 | $15M | — | ADD 82% |
| 39 | 39Efficient Advisors, LLC | 447,277447,277 | $15M | — | TRIM -47% |
| 40 | 40Brand Asset Management Group, Inc. | 444,178444,178 | $15M | — | ADD 5% |
| 41 | 41Advisory Alpha, LLC | 422,760422,760 | $14M | — | ADD 8% |
| 42 | 42Planning Center, Inc. | 411,631411,631 | $14M | — | TRIM -5% |
| 43 | 43Factor Wealth Management LTD | 410,737410,737 | $14M | — | ADD 51% |
| 44 | 44Abacus Planning Group, Inc. | 374,134374,134 | $13M | — | ADD 6% |
| 45 | 45SVB WEALTH LLC | 361,836361,836 | $12M | — | ADD 4% |
| 46 | 46Guardian Wealth Management, LLC | 356,695356,695 | $12M | — | TRIM -3% |
| 47 | 47Three Arch Wealth Management LLC | 357,412357,412 | $12M | — | — |
| 48 | 48MERCER GLOBAL ADVISORS INC /ADV | 356,156356,156 | $12M | — | ADD 256% |
| 49 | 49Larson Financial Group LLC | 346,215346,215 | $12M | — | TRIM -5% |
| 50 | 50Tillman Hartley LLC | 341,301341,301 | $11M | — | ADD 3% |
| 51 | 51Ritter Daniher Financial Advisory LLC / DE | 316,752316,752 | $11M | — | ADD 3% |
| 52 | 52GEN Financial Management, INC. | 315,001315,001 | $11M | — | ADD 3% |
| 53 | 53Quent Capital, LLC | 308,787308,787 | $10M | — | ADD 8% |
| 54 | 54Allodium Investment Consultants, LLC | 299,323299,323 | $10M | — | — |
| 55 | 55Beacon Pointe Advisors, LLC | 291,808291,808 | $10M | — | — |
| 56 | 56Forvis Mazars Wealth Advisors, LLC | 289,438289,438 | $10M | — | ADD 2% |
| 57 | 57Rothschild Wealth LLC | 287,946287,946 | $10M | — | ADD 2% |
| 58 | 58KELLY FINANCIAL GROUP LLC | 286,288286,288 | $10M | — | TRIM -3% |
| 59 | 59JPMORGAN CHASE & CO | 294,678294,678 | $10M | — | TRIM -2% |
| 60 | 60Allworth Financial LP | 278,608278,608 | $9M | — | — |
| 61 | 61Level Financial Advisors | 270,057270,057 | $9M | — | ADD 5% |
| 62 | 62Disciplined Investments, LLC | 262,018262,018 | $9M | — | ADD 6% |
| 63 | 63OSAIC HOLDINGS, INC. | 261,496261,496 | $9M | — | ADD 59% |
| 64 | 64WEBSTERROGERS FINANCIAL ADVISORS, LLC | 257,948257,948 | $9M | — | ADD 2% |
| 65 | 65Capital Analysts, LLC | 241,872241,872 | $8M | — | ADD 17% |
| 66 | 66AMI INVESTMENT MANAGEMENT INC | 241,373241,373 | $8M | — | — |
| 67 | 67COLLECTIVE FAMILY OFFICE LLC | 240,669240,669 | $8M | — | ADD 2% |
| 68 | 68RAYMOND JAMES FINANCIAL INC | 221,417221,417 | $7M | — | ADD 111% |
| 69 | 69Sequoia Financial Advisors, LLC | 213,112213,112 | $7M | — | TRIM -10% |
| 70 | 70Focus Partners Advisor Solutions, LLC | 204,640204,640 | $7M | — | ADD 10% |
| 71 | 71First Pacific Financial | 203,134203,134 | $7M | — | — |
| 72 | 72Addison Advisors LLC | 199,094199,094 | $7M | — | — |
| 73 | 73Equitable Holdings, Inc. | 202,108202,108 | $7M | — | ADD 15% |
| 74 | 74DAVENPORT & Co LLC | 191,008191,008 | $6M | — | ADD 3% |
| 75 | 75SUSQUEHANNA INTERNATIONAL GROUP, LLP | 178,455178,455 | $6M | — | NEW |
| 76 | 76Syverson Strege & Co | 176,946176,946 | $6M | — | — |
| 77 | 77HARBOR INVESTMENT ADVISORY, LLC | 171,652171,652 | $6M | — | ADD 9% |
| 78 | 78Apella Capital, LLC | 144,506144,506 | $5M | — | NEW |
| 79 | 79Tilson Financial Group, Inc. | 155,292155,292 | $5M | — | ADD 3% |
| 80 | 80MORRIS FINANCIAL CONCEPTS, INC. | 151,009151,009 | $5M | — | ADD 7% |
| 81 | 81COMMONWEALTH EQUITY SERVICES, LLC | 149,331149,331 | $5M | — | — |
| 82 | 82Dynamic Advisor Solutions LLC | 147,869147,869 | $5M | — | — |
| 83 | 83ACORN CREEK CAPITAL LLC | 147,664147,664 | $5M | — | TRIM -10% |
| 84 | 84Integrity Wealth Solutions LLC | 144,003144,003 | $5M | — | TRIM -3% |
| 85 | 85Trinity Financial Advisors LLC | 139,832139,832 | $5M | — | ADD 6% |
| 86 | 86Waverly Advisors, LLC | 136,163136,163 | $5M | — | ADD 8% |
| 87 | 87Broadway Wealth Solutions, Inc. | 135,630135,630 | $5M | — | — |
| 88 | 88CROBAN | 134,743134,743 | $5M | — | — |
| 89 | 89Willow Financial LLC | 134,670134,670 | $5M | — | ADD 12% |
| 90 | 90OLD MISSION CAPITAL LLC | 132,971132,971 | $4M | — | TRIM -19% |
| 91 | 91PINNEY & SCOFIELD, INC. | 132,850132,850 | $4M | — | — |
| 92 | 92Private Advisor Group, LLC | 129,015129,015 | $4M | — | ADD 6% |
| 93 | 93M Holdings Securities, Inc. | 110,781110,781 | $4M | — | — |
| 94 | 94SACHEM HILL LLC | 118,479118,479 | $4M | — | TRIM -3% |
| 95 | 95LAM GROUP, INC. | 114,235114,235 | $4M | — | TRIM -4% |
| 96 | 96Spire Wealth Management | 114,069114,069 | $4M | — | — |
| 97 | 97Williams Financial, LLC | 110,976110,976 | $4M | — | — |
| 98 | 98WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 115,603115,603 | $4M | — | TRIM -27% |
| 99 | 99Avior Wealth Management, LLC | 104,455104,455 | $4M | — | ADD 3% |
| 100 | 100IAG Wealth Partners, LLC | 101,229101,229 | $3M | — | ADD 6% |
