| 1 | 1HB Wealth Management, LLC | 14,422,17914.4M | $676M | — | ADD 16% |
| 2 | 2MORGAN STANLEY | 8,362,4148.4M | $394M | — | ADD 30% |
| 3 | 3RAYMOND JAMES FINANCIAL INC | 6,705,1296.7M | $316M | — | ADD 41% |
| 4 | 4Betterment LLC | 6,234,6526.2M | $294M | — | ADD 5692% |
| 5 | 5FACTORY MUTUAL INSURANCE CO | 5,846,3145.8M | $275M | — | — |
| 6 | 6JPMORGAN CHASE & CO | 5,543,2815.5M | $260M | — | ADD 24% |
| 7 | 7BANK OF AMERICA CORP /DE/ | 5,376,6545.4M | $253M | — | TRIM -9% |
| 8 | 8OpenArc Corporate Advisory, LLC | 4,810,2724.8M | $226M | — | ADD 13% |
| 9 | 9Mariner, LLC | 4,727,6154.7M | $223M | — | ADD 30% |
| 10 | 10Dynasty Wealth Management, LLC | 4,440,7484.4M | $209M | — | ADD 19% |
| 11 | 11Legacy Wealth Management, LLC | 3,867,6343.9M | $182M | — | ADD 4% |
| 12 | 12Janney Montgomery Scott LLC | 3,568,8233.6M | $168M | — | ADD 27% |
| 13 | 13HighTower Advisors, LLC | 3,223,7443.2M | $152M | — | ADD 9% |
| 14 | 14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,072,6643.1M | $145M | — | ADD 8% |
| 15 | 15Valeo Financial Advisors, LLC | 2,906,0522.9M | $128M | — | ADD 11% |
| 16 | 16Summit Financial Strategies, Inc. | 2,639,3642.6M | $124M | — | ADD 8% |
| 17 | 17Moss Adams Wealth Advisors LLC | 2,625,4012.6M | $124M | — | ADD 2% |
| 18 | 18ENVESTNET ASSET MANAGEMENT INC | 2,614,8262.6M | $123M | — | ADD 17% |
| 19 | 19WELLS FARGO & COMPANY/MN | 2,405,0042.4M | $113M | — | — |
| 20 | 20Vestmark Advisory Solutions, Inc. | 2,339,1552.3M | $110M | — | ADD 13% |
| 21 | 21OSAIC HOLDINGS, INC. | 2,219,0072.2M | $104M | — | — |
| 22 | 22Modern Wealth Management, LLC | 2,186,2662.2M | $102M | — | ADD 19% |
| 23 | 23Cetera Investment Advisers | 2,096,4832.1M | $99M | — | ADD 11% |
| 24 | 24Savant Capital, LLC | 2,093,9382.1M | $99M | — | ADD 32% |
| 25 | 25First Pacific Financial | 2,005,6872.0M | $94M | — | ADD 4% |
| 26 | 26Alpine Bank Wealth Management | 1,923,6661.9M | $91M | — | TRIM -27% |
| 27 | 27Confluence Wealth Services, Inc. | 1,830,2461.8M | $86M | — | ADD 27% |
| 28 | 28CGN Advisors LLC | 1,801,4941.8M | $85M | — | ADD 6% |
| 29 | 29Grant Street Asset Management, Inc. | 1,759,6971.8M | $83M | — | ADD 3% |
| 30 | 30Avantax Planning Partners, Inc. | 1,674,6131.7M | $79M | — | ADD 3% |
| 31 | 31LPL Financial LLC | 1,673,6541.7M | $79M | — | ADD 446% |
| 32 | 32Bogart Wealth, LLC | 1,570,6321.6M | $74M | — | ADD 4% |
| 33 | 33Capital Analysts, LLC | 1,552,5151.6M | $73M | — | ADD 7% |
| 34 | 34First Washington CORP | 1,545,1691.5M | $73M | — | ADD 89% |
| 35 | 35D.B. Root & Company, LLC | 1,540,5281.5M | $73M | — | ADD 2% |
| 36 | 36Hughes Financial Services, LLC | 1,506,4981.5M | $71M | — | ADD 5% |
| 37 | 37CAPTRUST FINANCIAL ADVISORS | 1,490,2841.5M | $70M | — | ADD 11% |
| 38 | 38Allen Capital Group, LLC | 1,470,6951.5M | $69M | — | ADD 21% |
| 39 | 39COMMONWEALTH EQUITY SERVICES, LLC | 1,367,9131.4M | $64M | — | ADD 16% |
| 40 | 40McAdam, LLC | 1,311,9321.3M | $62M | — | ADD 5% |
| 41 | 41Wiser Wealth Management, Inc | 1,285,3541.3M | $61M | — | ADD 8% |
| 42 | 42SENTINEL PENSION ADVISORS, LLC | 1,263,5621.3M | $59M | — | ADD 5% |
| 43 | 43WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,186,9811.2M | $56M | — | TRIM -44% |
| 44 | 44Harbor Group, Inc. | 1,071,4381.1M | $50M | — | ADD 5% |
| 45 | 45Corient Private Wealth LLC | 1,032,1761.0M | $49M | — | TRIM -28% |
| 46 | 46Horizon Investments, LLC | 988,340988,340 | $46M | — | ADD 120% |
| 47 | 47PNC FINANCIAL SERVICES GROUP, INC. | 966,425966,425 | $45M | — | ADD 22% |
| 48 | 48JONES FINANCIAL COMPANIES LLLP | 939,980939,980 | $44M | — | ADD 34% |
| 49 | 49Bouchey Financial Group Ltd | 912,812912,812 | $43M | — | ADD 4% |
| 50 | 50Berger Financial Group, Inc | 875,258875,258 | $41M | — | — |
| 51 | 51Destiny Wealth Partners, LLC | 868,586868,586 | $41M | — | — |
| 52 | 52SNS Financial Group, LLC | 830,813830,813 | $39M | — | ADD 17% |
| 53 | 53Joseph Group Capital Management | 825,177825,177 | $39M | — | ADD 4% |
| 54 | 54MML INVESTORS SERVICES, LLC | 798,274798,274 | $38M | — | ADD 53% |
| 55 | 55Tradition Wealth Management, LLC | 796,523796,523 | $38M | — | ADD 4% |
| 56 | 56VOISARD ASSET MANAGEMENT GROUP, INC. | 784,246784,246 | $37M | — | ADD 20% |
| 57 | 57STIFEL FINANCIAL CORP | 782,995782,995 | $37M | — | ADD 2% |
| 58 | 58Avidian Wealth Enterprises, LLC | 771,998771,998 | $36M | — | ADD 10% |
| 59 | 59Aspen Wealth Management LLC | 767,937767,937 | $36M | — | ADD 9% |
| 60 | 60DAYMARK WEALTH PARTNERS, LLC | 749,446749,446 | $35M | — | ADD 30% |
| 61 | 61ROYAL BANK OF CANADA | 733,242733,242 | $35M | — | ADD 15% |
| 62 | 62Focus Partners Wealth | 100,487100,487 | $34M | — | TRIM -86% |
| 63 | 63Continuum Advisory, LLC | 713,740713,740 | $34M | — | ADD 8% |
| 64 | 64Hartford Financial Management Inc. | 706,122706,122 | $33M | — | TRIM -3% |
| 65 | 65Forum Private Client Group LLC | 678,514678,514 | $32M | — | ADD 6% |
| 66 | 66KINTRA WEALTH, LLC | 663,236663,236 | $31M | — | ADD 6% |
| 67 | 67KELLY FINANCIAL GROUP LLC | 653,344653,344 | $31M | — | ADD 3% |
| 68 | 68Crusonia Wealth Advisors LLC | 651,759651,759 | $31M | — | ADD 5% |
| 69 | 69Apella Capital, LLC | 646,732646,732 | $31M | — | ADD 147% |
| 70 | 70Cerity Partners LLC | 637,695637,695 | $30M | — | TRIM -27% |
| 71 | 71Mach-1 Financial Group, LLC | 618,151618,151 | $29M | — | ADD 12% |
| 72 | 72Aptus Capital Advisors, LLC | 614,474614,474 | $29M | — | ADD 7% |
| 73 | 73GUARDIAN WEALTH ADVISORS, LLC / NC | 614,474614,474 | $29M | — | ADD 6% |
| 74 | 7446 Peaks LLC | 610,925610,925 | $29M | — | ADD 2% |
| 75 | 75TRUIST FINANCIAL CORP | 608,329608,329 | $29M | — | — |
| 76 | 76Tarbox Family Office, Inc. | 597,818597,818 | $28M | — | — |
| 77 | 77VERUS CAPITAL PARTNERS, LLC | 592,576592,576 | $28M | — | ADD 10% |
| 78 | 78Walkner Condon Financial Advisors LLC | 587,402587,402 | $28M | — | ADD 12% |
| 79 | 79CWM, LLC | 582,362582,362 | $27M | — | ADD 35% |
| 80 | 80IMA Advisory Services, Inc. | 579,129579,129 | $27M | — | ADD 2% |
| 81 | 81Bank of New York Mellon Corp | 577,757577,757 | $27M | — | ADD 352% |
| 82 | 82Johnson Financial Group, Inc. | 576,938576,938 | $27M | — | ADD 8% |
| 83 | 83AlphaCore Capital LLC | 562,109562,109 | $26M | — | TRIM -2% |
| 84 | 84Mascoma Wealth Management LLC | 561,371561,371 | $26M | — | ADD 15% |
| 85 | 85UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 543,683543,683 | $26M | — | NEW |
| 86 | 86D.A. DAVIDSON & CO. | 540,435540,435 | $25M | — | ADD 26% |
| 87 | 87Kestra Advisory Services, LLC | 532,813532,813 | $25M | — | TRIM -32% |
| 88 | 88Spire Wealth Management | 531,041531,041 | $25M | — | ADD 27% |
| 89 | 89KICKSTAND VENTURES, LLC. | 510,234510,234 | $24M | — | ADD 3% |
| 90 | 90FOUNDERS FINANCIAL SECURITIES LLC | 505,209505,209 | $24M | — | ADD 12% |
| 91 | 91Magnus Financial Group LLC | 493,777493,777 | $23M | — | ADD 17% |
| 92 | 92Steele Capital Management, Inc. | 483,143483,143 | $23M | — | TRIM -4% |
| 93 | 93Baird Financial Group, Inc. | 467,250467,250 | $22M | — | ADD 117% |
| 94 | 94STEPHENS INC /AR/ | 464,349464,349 | $22M | — | TRIM -3% |
| 95 | 95Bond & Devick Financial Network, Inc. | 457,321457,321 | $22M | — | ADD 3% |
| 96 | 96Blue Water Asset Management | 453,035453,035 | $21M | — | ADD 6% |
| 97 | 97LeClair Wealth Partners LLC | 453,035453,035 | $21M | — | NEW |
| 98 | 98American Money Management, LLC | 451,616451,616 | $21M | — | — |
| 99 | 99Peterson Wealth Advisors, LLC | 450,648450,648 | $21M | — | — |
| 100 | 100Waterloo Capital, L.P. | 449,902449,902 | $21M | — | — |