| 1 | 1Focus Partners Wealth | 1,164,8961.2M | $51M | — | — |
| 2 | 2MASECO LLP | 987,534987,534 | $42M | — | ADD 4% |
| 3 | 3AWM CAPITAL, LLC | 931,193931,193 | $39M | — | ADD 8% |
| 4 | 4Quantum Financial Advisors, LLC | 840,411840,411 | $36M | — | — |
| 5 | 5Pathstone Holdings, LLC | 795,001795,001 | $34M | — | ADD 10% |
| 6 | 6Francis Financial, Inc. | 759,106759,106 | $32M | — | ADD 2% |
| 7 | 7Abacus Wealth Partners, LLC | 586,104586,104 | $25M | — | — |
| 8 | 8EP Wealth Advisors, LLC | 416,169416,169 | $18M | — | ADD 7364% |
| 9 | 9Five Oceans Advisors | 403,966403,966 | $17M | — | ADD 4% |
| 10 | 10Citrine Capital LLC | 389,981389,981 | $17M | — | ADD 9% |
| 11 | 11Retirement Solution LLC | 350,032350,032 | $15M | — | — |
| 12 | 12Apella Capital, LLC | 289,911289,911 | $13M | — | ADD 36% |
| 13 | 13JANE STREET GROUP, LLC | 275,277275,277 | $12M | — | ADD 883% |
| 14 | 14Savant Capital, LLC | 270,790270,790 | $11M | — | ADD 185% |
| 15 | 15Forum Financial Management, LP | 263,782263,782 | $11M | — | TRIM -8% |
| 16 | 16Elser Financial Planning, Inc | 233,159233,159 | $10M | — | NEW |
| 17 | 17Balanced Rock Investment Advisors LLC | 213,685213,685 | $9M | — | — |
| 18 | 18Greenspring Advisors, LLC | 212,964212,964 | $9M | — | — |
| 19 | 19Allodium Investment Consultants, LLC | 194,032194,032 | $8M | — | — |
| 20 | 20HILL ISLAND FINANCIAL LLC | 193,609193,609 | $8M | — | TRIM -2% |
| 21 | 21MERCER GLOBAL ADVISORS INC /ADV | 182,884182,884 | $8M | — | ADD 48% |
| 22 | 22Planning Center, Inc. | 181,791181,791 | $8M | — | TRIM -5% |
| 23 | 23New Capital Management LP | 180,145180,145 | $8M | — | — |
| 24 | 24Pure Financial Advisors, LLC | 155,658155,658 | $7M | — | — |
| 25 | 25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 151,856151,856 | $7M | — | TRIM -12% |
| 26 | 26Wealth Architects, LLC | 151,947151,947 | $6M | — | TRIM -2% |
| 27 | 27Focus Partners Advisor Solutions, LLC | 136,336136,336 | $6M | — | ADD 4% |
| 28 | 28Beacon Pointe Advisors, LLC | 131,783131,783 | $6M | — | ADD 10% |
| 29 | 29QUARRY HILL ADVISORS, LLC | 120,223120,223 | $6M | — | — |
| 30 | 30RAM Investment Partners, LLC | 125,123125,123 | $5M | — | ADD 3% |
| 31 | 31Betterment LLC | 114,853114,853 | $5M | — | — |
| 32 | 32OneDigital Investment Advisors LLC | 111,707111,707 | $5M | — | — |
| 33 | 33Perigon Wealth Management, LLC | 111,418111,418 | $5M | — | — |
| 34 | 34Triune Financial Partners, LLC | 110,286110,286 | $5M | — | — |
| 35 | 35Angeles Investment Advisors, LLC | 110,007110,007 | $5M | — | ADD 4% |
| 36 | 36TCI Wealth Advisors, Inc. | 108,155108,155 | $5M | — | — |
| 37 | 37RAYMOND JAMES FINANCIAL INC | 104,202104,202 | $4M | — | ADD 21% |
| 38 | 38Donalies Financial Planning, LLC | 101,989101,989 | $4M | — | — |
| 39 | 39Corient Private Wealth LLC | 127,028127,028 | $4M | — | TRIM -31% |
| 40 | 40BROWN ADVISORY INC | 97,80397,803 | $4M | — | ADD 1085% |
| 41 | 41Laurel Wealth Planning LLC | 94,89494,894 | $4M | — | NEW |
| 42 | 42Garde Capital, Inc. | 93,25493,254 | $4M | — | ADD 8% |
| 43 | 43Addison Advisors LLC | 92,90192,901 | $4M | — | TRIM -3% |
| 44 | 44Asset Dedication, LLC | 92,74992,749 | $4M | — | TRIM -15% |
| 45 | 45Aspen Capital Management, LLC | 91,59091,590 | $4M | — | — |
| 46 | 46RW Investment Management LLC | 85,03685,036 | $4M | — | NEW |
| 47 | 47Sequoia Financial Advisors, LLC | 84,72384,723 | $4M | — | — |
| 48 | 48Simplicity Wealth,LLC | 76,05676,056 | $3M | — | TRIM -8% |
| 49 | 49Momentous Wealth Management, Inc. | 74,68474,684 | $3M | — | — |
| 50 | 50Cardinal Point Capital Management ULC | 73,25273,252 | $3M | — | TRIM -2% |
| 51 | 51Rockbridge Investment Management, LCC | 69,15369,153 | $3M | — | — |
| 52 | 52Equita Financial Network, Inc. | 65,81965,819 | $3M | — | ADD 34% |
| 53 | 53Truepoint, Inc. | 64,06764,067 | $3M | — | TRIM -4% |
| 54 | 54Revolve Wealth Partners, LLC | 63,41363,413 | $3M | — | TRIM -4% |
| 55 | 55Bank of New York Mellon Corp | 58,63058,630 | $2M | — | NEW |
| 56 | 56Wealthspire Advisors, LLC | 58,38658,386 | $2M | — | — |
| 57 | 57FLOW TRADERS U.S. LLC | 53,66653,666 | $2M | — | ADD 308% |
| 58 | 58Broadhurst Jeffrey B | 52,79452,794 | $2M | — | ADD 5% |
| 59 | 59COMMONWEALTH EQUITY SERVICES, LLC | 51,27551,275 | $2M | — | ADD 8% |
| 60 | 60Foster Group, Inc. | 49,13449,134 | $2M | — | TRIM -3% |
| 61 | 61Cambridge Financial Group, LLC | 46,68346,683 | $2M | — | — |
| 62 | 62Henrickson Nauta Wealth Advisors, Inc. | 46,66946,669 | $2M | — | TRIM -49% |
| 63 | 63Creative Capital Management Investments LLC | 46,43346,433 | $2M | — | ADD 61% |
| 64 | 64HUTCHINSON CAPITAL MANAGEMENT/CA | 45,88745,887 | $2M | — | — |
| 65 | 65LPL Financial LLC | 43,60643,606 | $2M | — | ADD 12% |
| 66 | 66Cerity Partners LLC | 43,49943,499 | $2M | — | — |
| 67 | 67Syverson Strege & Co | 43,12043,120 | $2M | — | — |
| 68 | 68Parkside Financial Bank & Trust | 39,37139,371 | $2M | — | — |
| 69 | 69Trellis Wealth Advisors LLC | 38,93438,934 | $2M | — | TRIM -19% |
| 70 | 70MB Generational Wealth, LLC | 38,48038,480 | $2M | — | ADD 3% |
| 71 | 71Northland Capital Management LLC | 38,01938,019 | $2M | — | TRIM -26% |
| 72 | 72Level Financial Advisors | 34,67934,679 | $1M | — | ADD 10% |
| 73 | 73Premier Financial Group | 33,42733,427 | $1M | — | — |
| 74 | 74Wheels Up Wealth, Inc. | 33,55633,556 | $1M | — | TRIM -3% |
| 75 | 75Longview Financial Advisors LLC | 32,65032,650 | $1M | — | ADD 9% |
| 76 | 76NWAM LLC | 32,15832,158 | $1M | — | TRIM -4% |
| 77 | 77CAHILL FINANCIAL ADVISORS INC | 30,65030,650 | $1M | — | — |
| 78 | 78MML INVESTORS SERVICES, LLC | 30,16330,163 | $1M | — | TRIM -54% |
| 79 | 79FIDUCIARY FINANCIAL GROUP, LLC | 30,10030,100 | $1M | — | ADD 5% |
| 80 | 80Cordant, Inc. | 30,04530,045 | $1M | — | ADD 44% |
| 81 | 81HighTower Advisors, LLC | 29,47729,477 | $1M | — | ADD 78% |
| 82 | 82Modern Wealth Management, LLC | 28,40028,400 | $1M | — | NEW |
| 83 | 83Root Financial Partners, LLC | 28,59028,590 | $1M | — | ADD 64% |
| 84 | 84DiNuzzo Private Wealth, Inc. | 28,57928,579 | $1M | — | ADD 5% |
| 85 | 85Chicago Partners Investment Group LLC | 26,39926,399 | $1M | — | ADD 3% |
| 86 | 86SOL Capital Management CO | 32,24532,245 | $1M | — | NEW |
| 87 | 87Farther Finance Advisors, LLC | 27,24927,249 | $1M | — | ADD 6% |
| 88 | 88BetterWealth, LLC | 26,24326,243 | $1M | — | — |
| 89 | 89Wealth Management Strategies, Inc. | 25,07525,075 | $1M | — | — |
| 90 | 90Corus Family Wealth Advisors | 24,90424,904 | $1M | — | — |
| 91 | 91Babb Wealth Advisors LLC | 24,80624,806 | $1M | — | — |
| 92 | 92CGN Advisors LLC | 24,31724,317 | $1M | — | ADD 7% |
| 93 | 93Financial Connections Group, Inc. | 22,86822,868 | $969,000 | — | ADD 3% |
| 94 | 94Bridgewater Advisors Inc. | 19,80419,804 | $894,165 | — | ADD 7% |
| 95 | 95Vise Technologies, Inc. | 19,33619,336 | $828,455 | — | — |
| 96 | 96Kestra Advisory Services, LLC | 19,50519,505 | $827,029 | — | — |
| 97 | 97Flagstone Financial Management | 19,13119,131 | $811,160 | — | — |
| 98 | 98GRAND WEALTH MANAGEMENT, LLC | 19,13119,131 | $811,135 | — | ADD 11% |
| 99 | 99Clearstead Advisors, LLC | 18,56318,563 | $787,077 | — | ADD 545% |
| 100 | 100North Ridge Wealth Advisors, Inc. | 17,92917,929 | $760,162 | — | — |
