| 1 | 1Retirement Solution LLC | 5,466,3685.5M | $225M | — | — |
| 2 | 2AWM CAPITAL, LLC | 3,280,9513.3M | $135M | — | ADD 8% |
| 3 | 3Quantum Financial Advisors, LLC | 2,401,5642.4M | $99M | — | — |
| 4 | 4MASECO LLP | 2,024,3552.0M | $83M | — | ADD 4% |
| 5 | 5Focus Partners Wealth | 1,932,5611.9M | $82M | — | ADD 3% |
| 6 | 6Citrine Capital LLC | 1,379,1421.4M | $57M | — | ADD 7% |
| 7 | 7Abacus Wealth Partners, LLC | 1,281,7121.3M | $53M | — | ADD 3% |
| 8 | 8Pathstone Holdings, LLC | 1,232,2781.2M | $51M | — | ADD 20% |
| 9 | 9EP Wealth Advisors, LLC | 704,102704,102 | $29M | — | NEW |
| 10 | 10Five Oceans Advisors | 467,329467,329 | $19M | — | ADD 7% |
| 11 | 11Savant Capital, LLC | 457,115457,115 | $19M | — | ADD 532% |
| 12 | 12Forum Financial Management, LP | 449,583449,583 | $18M | — | ADD 2% |
| 13 | 13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 429,942429,942 | $18M | — | TRIM -11% |
| 14 | 14Apella Capital, LLC | 395,443395,443 | $18M | — | ADD 34% |
| 15 | 15Pure Financial Advisors, LLC | 409,228409,228 | $17M | — | — |
| 16 | 16Focus Partners Advisor Solutions, LLC | 404,666404,666 | $17M | — | — |
| 17 | 17MERCER GLOBAL ADVISORS INC /ADV | 383,194383,194 | $16M | — | ADD 32% |
| 18 | 18Gibson Capital, LLC | 375,765375,765 | $15M | — | — |
| 19 | 19Beacon Pointe Advisors, LLC | 337,037337,037 | $14M | — | ADD 17% |
| 20 | 20Simplicity Wealth,LLC | 297,206297,206 | $12M | — | TRIM -7% |
| 21 | 21Triune Financial Partners, LLC | 281,713281,713 | $12M | — | ADD 3% |
| 22 | 22TCI Wealth Advisors, Inc. | 270,992270,992 | $11M | — | ADD 6% |
| 23 | 23Wealth Architects, LLC | 267,085267,085 | $11M | — | — |
| 24 | 24QUARRY HILL ADVISORS, LLC | 243,936243,936 | $11M | — | ADD 8% |
| 25 | 25Betterment LLC | 261,727261,727 | $11M | — | ADD 3% |
| 26 | 26New Capital Management LP | 247,490247,490 | $10M | — | TRIM -7% |
| 27 | 27OneDigital Investment Advisors LLC | 228,918228,918 | $9M | — | ADD 6% |
| 28 | 28Elser Financial Planning, Inc | 226,039226,039 | $9M | — | NEW |
| 29 | 29SJS Investment Consulting Inc. | 210,344210,344 | $9M | — | — |
| 30 | 30NWAM LLC | 209,350209,350 | $9M | — | — |
| 31 | 31Momentous Wealth Management, Inc. | 194,063194,063 | $8M | — | ADD 5% |
| 32 | 32Planning Center, Inc. | 184,743184,743 | $8M | — | — |
| 33 | 33Cardinal Point Capital Management ULC | 182,814182,814 | $8M | — | TRIM -4% |
| 34 | 34Corient Private Wealth LLC | 213,774213,774 | $7M | — | TRIM -37% |
| 35 | 35Broadhurst Jeffrey B | 168,250168,250 | $7M | — | ADD 10% |
| 36 | 36LPL Financial LLC | 167,718167,718 | $7M | — | ADD 14% |
| 37 | 37Sequoia Financial Advisors, LLC | 151,398151,398 | $6M | — | — |
| 38 | 38Allodium Investment Consultants, LLC | 145,937145,937 | $6M | — | ADD 11% |
| 39 | 39ELEVATION WEALTH PARTNERS, LLC | 144,120144,120 | $6M | — | — |
| 40 | 40Donalies Financial Planning, LLC | 135,124135,124 | $6M | — | — |
| 41 | 41Composition Wealth, LLC | 132,540132,540 | $5M | — | TRIM -7% |
| 42 | 42RAM Investment Partners, LLC | 128,615128,615 | $5M | — | ADD 6% |
| 43 | 43Rockbridge Investment Management, LCC | 128,008128,008 | $5M | — | — |
| 44 | 44Wealth Management Strategies, Inc. | 124,143124,143 | $5M | — | — |
| 45 | 45BROWN ADVISORY INC | 122,131122,131 | $5M | — | ADD 221% |
| 46 | 46Equita Financial Network, Inc. | 119,102119,102 | $5M | — | ADD 19% |
| 47 | 47Foster Group, Inc. | 117,845117,845 | $5M | — | — |
| 48 | 48Aspen Capital Management, LLC | 114,276114,276 | $5M | — | TRIM -4% |
| 49 | 49Root Financial Partners, LLC | 114,109114,109 | $5M | — | ADD 103% |
| 50 | 50MB Generational Wealth, LLC | 104,960104,960 | $4M | — | ADD 6% |
| 51 | 51COMMONWEALTH EQUITY SERVICES, LLC | 98,81098,810 | $4M | — | ADD 2% |
| 52 | 52Northland Capital Management LLC | 98,16098,160 | $4M | — | TRIM -25% |
| 53 | 53Addison Advisors LLC | 97,61897,618 | $4M | — | ADD 2% |
| 54 | 54Truepoint, Inc. | 92,37792,377 | $4M | — | — |
| 55 | 55Chicago Partners Investment Group LLC | 83,25183,251 | $4M | — | — |
| 56 | 56Syverson Strege & Co | 87,84287,842 | $4M | — | — |
| 57 | 57Perigon Wealth Management, LLC | 86,78686,786 | $4M | — | ADD 32% |
| 58 | 58RAYMOND JAMES FINANCIAL INC | 85,43685,436 | $4M | — | ADD 9% |
| 59 | 59Wheels Up Wealth, Inc. | 83,71883,718 | $3M | — | — |
| 60 | 60Longview Financial Advisors LLC | 71,29871,298 | $3M | — | ADD 14% |
| 61 | 61Burton Enright Welch | 70,27770,277 | $3M | — | ADD 18% |
| 62 | 62Level Financial Advisors | 68,10168,101 | $3M | — | — |
| 63 | 63Premier Financial Group | 67,12267,122 | $3M | — | — |
| 64 | 64Asset Dedication, LLC | 64,98864,988 | $3M | — | TRIM -23% |
| 65 | 65Babb Wealth Advisors LLC | 63,66463,664 | $3M | — | ADD 8% |
| 66 | 66Foundation Wealth Management, LLC\PA | 60,55060,550 | $2M | — | — |
| 67 | 67Vise Technologies, Inc. | 56,58956,589 | $2M | — | — |
| 68 | 68Sensenig Capital Advisors, Inc | 59,79559,795 | $2M | — | TRIM -12% |
| 69 | 69COMPASS CAPITAL CORP /MA/ /ADV | 50,10750,107 | $2M | — | ADD 2% |
| 70 | 70DiNuzzo Private Wealth, Inc. | 55,35255,352 | $2M | — | ADD 10% |
| 71 | 71BetterWealth, LLC | 55,18455,184 | $2M | — | — |
| 72 | 72Flagstone Financial Management | 53,94953,949 | $2M | — | ADD 4% |
| 73 | 73Private Advisor Group, LLC | 53,63453,634 | $2M | — | ADD 23% |
| 74 | 74United Wealth Management, LLC | 51,73251,732 | $2M | — | — |
| 75 | 75RW Investment Management LLC | 50,39150,391 | $2M | — | NEW |
| 76 | 76Petersen Hastings Wealth Advisors Inc. | 49,40149,401 | $2M | — | — |
| 77 | 77JANE STREET GROUP, LLC | 49,28949,289 | $2M | — | ADD 356% |
| 78 | 78VISTA CAPITAL PARTNERS, INC. | 49,00449,004 | $2M | — | — |
| 79 | 79Joel Adams & Associates, Inc. | 47,59747,597 | $2M | — | ADD 100% |
| 80 | 80XY Planning Network, Inc. | 47,20347,203 | $2M | — | — |
| 81 | 81D.A. DAVIDSON & CO. | 46,64346,643 | $2M | — | TRIM -5% |
| 82 | 82Farther Finance Advisors, LLC | 45,97645,976 | $2M | — | ADD 28% |
| 83 | 83Financial Connections Group, Inc. | 46,35946,359 | $2M | — | ADD 3% |
| 84 | 84Strategic Investment Solutions, Inc. /IL | 46,23446,234 | $2M | — | TRIM -14% |
| 85 | 85Creative Capital Management Investments LLC | 42,57142,571 | $2M | — | ADD 153% |
| 86 | 86North Ridge Wealth Advisors, Inc. | 42,29042,290 | $2M | — | ADD 4% |
| 87 | 87Sellwood Investment Partners LLC | 40,83840,838 | $2M | — | — |
| 88 | 88Wealth Advisors Northwest LLC | 40,57940,579 | $2M | — | ADD 8% |
| 89 | 89Morling Financial Advisors, LLC | 39,42939,429 | $2M | — | — |
| 90 | 90Monument Group Wealth Advisors, LLC | 39,12239,122 | $2M | — | ADD 34% |
| 91 | 91Trellis Wealth Advisors LLC | 39,03139,031 | $2M | — | TRIM -23% |
| 92 | 92Modera Wealth Management, LLC | 37,21437,214 | $2M | — | TRIM -3% |
| 93 | 93Wolfstich Capital, LLC | 38,31938,319 | $2M | — | — |
| 94 | 94Caprock Group, LLC | 36,87636,876 | $2M | — | — |
| 95 | 95STIFEL FINANCIAL CORP | 35,92835,928 | $1M | — | TRIM -2% |
| 96 | 96Cambridge Financial Group, LLC | 34,95634,956 | $1M | — | ADD 12% |
| 97 | 97Greenspring Advisors, LLC | 34,47434,474 | $1M | — | ADD 13% |
| 98 | 98CAHILL FINANCIAL ADVISORS INC | 34,31934,319 | $1M | — | — |
| 99 | 99MORRIS FINANCIAL CONCEPTS, INC. | 33,51733,517 | $1M | — | ADD 188% |
| 100 | 100von Borstel & Associates, Inc. | 33,41533,415 | $1M | — | ADD 37% |
