| 1 | 1CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 419,422,622419.4M | $11.7B | — | — |
| 2 | 2CAPTRUST FINANCIAL ADVISORS | 27,495,48727.5M | $766M | — | ADD 29% |
| 3 | 3KEYBANK NATIONAL ASSOCIATION/OH | 12,454,47212.5M | $347M | — | ADD 50% |
| 4 | 4Boulay Financial Advisors, LLC | 9,567,8679.6M | $266M | — | ADD 5% |
| 5 | 5McAdam, LLC | 9,370,2739.4M | $261M | — | ADD 2% |
| 6 | 6SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,425,6718.4M | $235M | — | ADD 5% |
| 7 | 7AMERIPRISE FINANCIAL INC | 8,164,3848.2M | $227M | — | TRIM -4% |
| 8 | 8ENVESTNET ASSET MANAGEMENT INC | 6,622,4436.6M | $184M | — | ADD 28% |
| 9 | 9Steele Capital Management, Inc. | 6,300,1546.3M | $175M | — | ADD 3% |
| 10 | 10LPL Financial LLC | 5,825,2155.8M | $162M | — | ADD 13% |
| 11 | 11MORGAN STANLEY | 5,436,3355.4M | $151M | — | ADD 4% |
| 12 | 12Glassman Wealth Services | 4,671,9044.7M | $130M | — | — |
| 13 | 13Northwest Bancshares, Inc. | 3,974,5164.0M | $111M | — | TRIM -3% |
| 14 | 14Cetera Investment Advisers | 3,891,4383.9M | $108M | — | ADD 3% |
| 15 | 15Charles Schwab Trust Co | 3,218,7793.2M | $90M | — | ADD 4% |
| 16 | 16BANK OF AMERICA CORP /DE/ | 3,144,2223.1M | $88M | — | — |
| 17 | 17AlphaCore Capital LLC | 3,050,3853.1M | $85M | — | TRIM -13% |
| 18 | 18QUADRANT CAPITAL GROUP LLC | 2,704,6852.7M | $75M | — | TRIM -14% |
| 19 | 19Gemmer Asset Management LLC | 2,683,6022.7M | $75M | — | — |
| 20 | 20Bank of New York Mellon Corp | 2,629,7172.6M | $73M | — | ADD 4% |
| 21 | 21Clark Capital Management Group, Inc. | 2,494,6692.5M | $69M | — | — |
| 22 | 22Kelman-Lazarov, Inc. | 2,371,1882.4M | $66M | — | — |
| 23 | 23RESTON WEALTH MANAGEMENT LLC | 2,329,5902.3M | $65M | — | TRIM -2% |
| 24 | 24Lee Financial Co | 2,183,6792.2M | $61M | — | TRIM -6% |
| 25 | 25Bell Investment Advisors, Inc | 2,178,5552.2M | $61M | — | ADD 8% |
| 26 | 26Cambridge Investment Research Advisors, Inc. | 2,175,3642.2M | $61M | — | ADD 18% |
| 27 | 27Creative Planning | 2,169,1722.2M | $60M | — | ADD 2% |
| 28 | 28UBS Group AG | 2,145,7762.1M | $60M | — | TRIM -8% |
| 29 | 29True North Advisors, LLC | 2,073,8392.1M | $58M | — | NEW |
| 30 | 30Private Advisor Group, LLC | 2,031,7472.0M | $57M | — | — |
| 31 | 31HighTower Advisors, LLC | 2,024,7762.0M | $56M | — | ADD 5% |
| 32 | 32Prairiewood Capital, LLC | 1,914,7771.9M | $53M | — | ADD 5% |
| 33 | 33Cornerstone Planning Group LLC | 1,696,2121.7M | $51M | — | ADD 9% |
| 34 | 34Ashford Advisors, LLC | 1,835,3931.8M | $51M | — | — |
| 35 | 35Koesten, Hirschmann & Crabtree, INC. | 1,704,7541.7M | $47M | — | — |
| 36 | 36Tanglewood Wealth Management, Inc. | 1,702,5541.7M | $47M | — | ADD 29% |
| 37 | 37KAVAR CAPITAL PARTNERS GROUP, LLC | 1,594,2981.6M | $44M | — | — |
| 38 | 38Leonard Rickey Investment Advisors P.L.L.C. | 1,500,0031.5M | $42M | — | — |
| 39 | 39Focus Partners Wealth | 1,475,7271.5M | $41M | — | — |
| 40 | 40Resonant Capital Advisors, LLC | 1,465,2551.5M | $41M | — | ADD 7% |
| 41 | 41OSAIC HOLDINGS, INC. | 1,300,9701.3M | $36M | — | TRIM -37% |
| 42 | 42Mariner, LLC | 1,256,7201.3M | $35M | — | ADD 4% |
| 43 | 43COMMONWEALTH EQUITY SERVICES, LLC | 1,205,6101.2M | $34M | — | — |
| 44 | 44Belpointe Asset Management LLC | 1,144,4161.1M | $32M | — | TRIM -15% |
| 45 | 45Fortis Capital Advisors, LLC | 1,144,4161.1M | $32M | — | TRIM -15% |
| 46 | 46GREAT VALLEY ADVISOR GROUP, INC. | 1,138,2431.1M | $32M | — | ADD 3% |
| 47 | 47OLD NATIONAL BANCORP /IN/ | 1,127,4011.1M | $31M | — | NEW |
| 48 | 48DAVENPORT & Co LLC | 1,105,0981.1M | $31M | — | ADD 21% |
| 49 | 49Urban Financial Advisory Corp | 1,078,2141.1M | $30M | — | ADD 36% |
| 50 | 50PTM WEALTH MANAGEMENT, LLC | 1,051,9001.1M | $30M | — | TRIM -20% |
| 51 | 51Eagle Strategies LLC | 1,047,7511.0M | $29M | — | — |
| 52 | 52Planned Solutions, Inc. | 1,043,4671.0M | $29M | — | — |
| 53 | 53Richardson Capital Management LLC | 1,006,8251.0M | $28M | — | ADD 24% |
| 54 | 54Corient Private Wealth LLC | 1,002,2831.0M | $28M | — | TRIM -49% |
| 55 | 55Berman McAleer LLC | 987,609987,609 | $28M | — | — |
| 56 | 56Financial Strategies Group, Inc. | 927,402927,402 | $27M | — | ADD 5% |
| 57 | 57Solitude Financial Services | 935,707935,707 | $27M | — | — |
| 58 | 58ALLEN WEALTH MANAGEMENT, LLC | 962,107962,107 | $27M | — | ADD 5% |
| 59 | 59MOLLER WEALTH PARTNERS | 961,046961,046 | $27M | — | ADD 4% |
| 60 | 60Wealthspire Retirement, LLC | 954,774954,774 | $27M | — | ADD 22% |
| 61 | 61BARTLETT & CO. WEALTH MANAGEMENT LLC | 873,539873,539 | $26M | — | TRIM -6% |
| 62 | 62Haverford Trust Co | 900,180900,180 | $25M | — | ADD 3% |
| 63 | 63TruNorth Capital Management, LLC | 888,910888,910 | $25M | — | ADD 2% |
| 64 | 64Certified Advisory Corp | 882,278882,278 | $25M | — | ADD 5% |
| 65 | 65Pasadena Private Wealth, LLC | 873,054873,054 | $24M | — | TRIM -5% |
| 66 | 66CPC Advisors, LLC | 837,371837,371 | $23M | — | — |
| 67 | 67BlueStem Wealth Partners, LLC | 819,334819,334 | $23M | — | TRIM -58% |
| 68 | 68NorthCoast Asset Management LLC | 813,606813,606 | $23M | — | NEW |
| 69 | 69Firestone Capital Management | 776,713776,713 | $22M | — | — |
| 70 | 70OXFORD FINANCIAL GROUP, LTD. LLC | 769,432769,432 | $21M | — | TRIM -20% |
| 71 | 71Your Advocates Ltd., LLP | 768,156768,156 | $21M | — | ADD 3% |
| 72 | 72Merit Financial Group, LLC | 750,213750,213 | $21M | — | TRIM -14% |
| 73 | 73NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 742,041742,041 | $21M | — | ADD 4% |
| 74 | 74ELEVATION WEALTH PARTNERS, LLC | 741,202741,202 | $21M | — | — |
| 75 | 75Washington Trust Advisors, Inc. | 739,590739,590 | $21M | — | — |
| 76 | 76CABOT WEALTH MANAGEMENT INC | 734,136734,136 | $20M | — | ADD 4% |
| 77 | 77MAI Capital Management | 705,882705,882 | $20M | — | ADD 15% |
| 78 | 78ROYAL BANK OF CANADA | 693,270693,270 | $19M | — | TRIM -8% |
| 79 | 79RAYMOND JAMES FINANCIAL INC | 688,232688,232 | $19M | — | ADD 5% |
| 80 | 80Aufman Associates Inc | 678,694678,694 | $19M | — | ADD 18% |
| 81 | 81PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 675,288675,288 | $19M | — | — |
| 82 | 82Quantinno Capital Management LP | 672,060672,060 | $19M | — | ADD 60% |
| 83 | 83U.S. Capital Wealth Advisors, LLC | 652,918652,918 | $18M | — | ADD 3% |
| 84 | 84Cerity Partners LLC | 649,070649,070 | $18M | — | ADD 23% |
| 85 | 85Envision Financial LLC | 644,177644,177 | $18M | — | — |
| 86 | 86VVR Holdings LLC | 643,199643,199 | $18M | — | — |
| 87 | 87Johnson Bixby & Associates, LLC | 637,515637,515 | $18M | — | ADD 603% |
| 88 | 88CAHILL FINANCIAL ADVISORS INC | 615,469615,469 | $17M | — | TRIM -28% |
| 89 | 89Tradition Wealth Management, LLC | 615,116615,116 | $17M | — | ADD 7% |
| 90 | 90Sellwood Investment Partners LLC | 608,089608,089 | $17M | — | — |
| 91 | 91White Pine Investment CO | 605,014605,014 | $17M | — | ADD 3% |
| 92 | 92PRINCIPAL SECURITIES, INC. | 603,952603,952 | $17M | — | ADD 3% |
| 93 | 93Northland Capital Management LLC | 601,226601,226 | $17M | — | TRIM -16% |
| 94 | 94Strata Wealth Advisors, LLC | 594,200594,200 | $17M | — | ADD 7% |
| 95 | 95Gotham Asset Management, LLC | 585,044585,044 | $16M | — | ADD 21% |
| 96 | 96Asset Allocation Strategies LLC | 563,449563,449 | $16M | — | — |
| 97 | 97Wealth Forward, LLC | 561,949561,949 | $16M | — | ADD 2% |
| 98 | 98HIGHLINE WEALTH PARTNERS LLC | 548,912548,912 | $15M | — | ADD 42% |
| 99 | 99MML INVESTORS SERVICES, LLC | 544,387544,387 | $15M | — | ADD 22% |
| 100 | 100EP Wealth Advisors, LLC | 538,839538,839 | $15M | — | TRIM -8% |
