| 1 | 1Wealthfront Advisers LLC | 52,556,13852.6M | $1.3B | — | — |
| 2 | 2UBS Group AG | 48,514,35548.5M | $1.2B | — | ADD 3330% |
| 3 | 3Betterment LLC | 15,717,85415.7M | $395M | — | TRIM -3% |
| 4 | 4REBALANCE, LLC | 15,082,48715.1M | $379M | — | — |
| 5 | 5SCS Capital Management LLC | 11,970,12012.0M | $300M | — | — |
| 6 | 6UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,836,98911.8M | $297M | — | ADD 301% |
| 7 | 7HighTower Advisors, LLC | 8,967,3409.0M | $225M | — | ADD 4% |
| 8 | 8Strid Group, LLC | 8,648,9468.6M | $217M | — | — |
| 9 | 9Evensky & Katz LLC | 8,165,4998.2M | $205M | — | — |
| 10 | 10HENGEHOLD CAPITAL MANAGEMENT LLC | 7,722,4657.7M | $194M | — | — |
| 11 | 11Hanson & Doremus Investment Management | 7,041,1537.0M | $177M | — | — |
| 12 | 12HB Wealth Management, LLC | 6,595,2216.6M | $166M | — | — |
| 13 | 13Evergreen Advisors, LLC | 6,280,1526.3M | $158M | — | — |
| 14 | 14Forvis Mazars Wealth Advisors, LLC | 6,230,0066.2M | $156M | — | — |
| 15 | 15HT Partners LLC | 6,181,4536.2M | $155M | — | — |
| 16 | 16AlphaCore Capital LLC | 5,353,7045.4M | $134M | — | TRIM -8% |
| 17 | 17TruNorth Capital Management, LLC | 5,210,7395.2M | $131M | — | ADD 2% |
| 18 | 18HHM Wealth Advisors, LLC | 5,146,5915.1M | $129M | — | ADD 2% |
| 19 | 19Mariner, LLC | 4,996,5105.0M | $125M | — | ADD 12% |
| 20 | 20Accredited Investors Inc. | 4,607,3374.6M | $116M | — | TRIM -2% |
| 21 | 21CAPTRUST FINANCIAL ADVISORS | 4,047,4834.0M | $102M | — | TRIM -4% |
| 22 | 22Morton Brown Family Wealth, LLC | 4,017,8684.0M | $101M | — | ADD 4% |
| 23 | 23Compass Financial Group, INC/SD | 3,869,2363.9M | $97M | — | ADD 6% |
| 24 | 24HBK Sorce Advisory LLC | 3,130,4583.1M | $89M | — | — |
| 25 | 25MANCHESTER FINANCIAL INC | 3,426,8293.4M | $86M | — | — |
| 26 | 26MORGAN STANLEY | 3,370,3683.4M | $85M | — | ADD 5% |
| 27 | 27Ballentine Partners, LLC | 3,257,6923.3M | $82M | — | — |
| 28 | 28Creative Planning | 3,197,0653.2M | $80M | — | TRIM -16% |
| 29 | 29BANK OF AMERICA CORP /DE/ | 3,194,2283.2M | $80M | — | — |
| 30 | 30Waverly Advisors, LLC | 3,061,2323.1M | $77M | — | — |
| 31 | 31Savant Capital, LLC | 2,969,8743.0M | $75M | — | ADD 6% |
| 32 | 32LPL Financial LLC | 2,908,0362.9M | $73M | — | ADD 2% |
| 33 | 33ROYAL BANK OF CANADA | 2,881,7862.9M | $72M | — | ADD 5% |
| 34 | 34Quantinno Capital Management LP | 2,783,2582.8M | $70M | — | ADD 40% |
| 35 | 35Asset Advisors Investment Management, LLC | 2,762,2732.8M | $69M | — | — |
| 36 | 36BROWN ADVISORY INC | 2,711,0772.7M | $68M | — | — |
| 37 | 37NORTH STAR ASSET MANAGEMENT INC | 2,680,6112.7M | $67M | — | — |
| 38 | 38Summit Financial Strategies, Inc. | 2,672,1152.7M | $67M | — | TRIM -16% |
| 39 | 39Focus Partners Wealth | 2,654,1592.7M | $67M | — | — |
| 40 | 40Circle Wealth Management, LLC | 2,636,2372.6M | $66M | — | — |
| 41 | 41Legacy Financial Strategies, LLC | 2,614,5872.6M | $66M | — | — |
| 42 | 42D L CARLSON INVESTMENT GROUP INC | 2,591,9242.6M | $65M | — | — |
| 43 | 43JONES FINANCIAL COMPANIES LLLP | 2,639,0962.6M | $65M | — | ADD 10% |
| 44 | 44CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,568,1212.6M | $64M | — | ADD 9% |
| 45 | 45Bouchey Financial Group Ltd | 2,451,7932.5M | $64M | — | TRIM -4% |
| 46 | 46MYECFO, LLC | 2,557,7232.6M | $64M | — | ADD 3% |
| 47 | 47MERCER GLOBAL ADVISORS INC /ADV | 2,531,5642.5M | $64M | — | TRIM -5% |
| 48 | 48Winthrop Advisory Group LLC | 2,395,0342.4M | $60M | — | ADD 4% |
| 49 | 49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,320,3832.3M | $57M | — | TRIM -16% |
| 50 | 50Aptus Capital Advisors, LLC | 2,232,9612.2M | $56M | — | ADD 2% |
| 51 | 51Sunburst Financial Group, LLC | 2,174,2882.2M | $55M | — | ADD 2% |
| 52 | 52WBH ADVISORY INC | 2,119,6402.1M | $54M | — | ADD 4% |
| 53 | 53Caprock Group, LLC | 2,090,8462.1M | $52M | — | — |
| 54 | 54WELLS FARGO & COMPANY/MN | 2,062,9162.1M | $52M | — | ADD 6% |
| 55 | 55Ethos Financial Group, LLC | 2,026,3332.0M | $51M | — | ADD 4% |
| 56 | 56SNS Financial Group, LLC | 1,804,4651.8M | $45M | — | — |
| 57 | 57Capital Management Associates, Inc | 1,785,5621.8M | $45M | — | — |
| 58 | 58Cambridge Investment Research Advisors, Inc. | 1,715,6931.7M | $43M | — | TRIM -4% |
| 59 | 59Allworth Financial LP | 1,703,3091.7M | $43M | — | ADD 21% |
| 60 | 60CWM, LLC | 1,693,1221.7M | $42M | — | ADD 3% |
| 61 | 61Roundview Capital LLC | 1,681,2931.7M | $42M | — | — |
| 62 | 62BOYUM WEALTH ARCHITECTS LLC | 1,502,0921.5M | $42M | — | ADD 8% |
| 63 | 63Leading Edge Financial Planning LLC | 1,640,8821.6M | $41M | — | ADD 8% |
| 64 | 64TRUIST FINANCIAL CORP | 1,639,6221.6M | $41M | — | ADD 4% |
| 65 | 65Genesee Capital Advisors, LLC | 1,629,5241.6M | $41M | — | — |
| 66 | 66Boulder Wealth Advisors, LLC | 1,617,5551.6M | $41M | — | — |
| 67 | 67Cape Investment Advisory, Inc. | 1,584,1941.6M | $40M | — | — |
| 68 | 68Members Advisory Group LLC | 1,583,3121.6M | $40M | — | — |
| 69 | 69Appalachian Capital Management Ltd | 1,573,6531.6M | $39M | — | — |
| 70 | 70Modern Wealth Management, LLC | 1,529,6381.5M | $39M | — | ADD 3% |
| 71 | 71Tanglewood Wealth Management, Inc. | 1,534,8911.5M | $39M | — | ADD 91% |
| 72 | 72GOLDMAN SACHS GROUP INC | 1,381,9991.4M | $35M | — | ADD 18% |
| 73 | 73Jaffetilchin Investment Partners, LLC | 1,351,9211.4M | $34M | — | TRIM -13% |
| 74 | 74Cerity Partners LLC | 1,301,6321.3M | $33M | — | ADD 16% |
| 75 | 75Legacy Private Trust Co. | 1,282,0881.3M | $32M | — | TRIM -4% |
| 76 | 76JUNCTURE WEALTH STRATEGIES, LLC | 1,266,8811.3M | $32M | — | — |
| 77 | 77Facet Wealth, Inc. | 1,249,7501.2M | $31M | — | ADD 22% |
| 78 | 78MAI Capital Management | 1,240,2621.2M | $31M | — | ADD 6% |
| 79 | 79SYM FINANCIAL Corp | 1,192,0081.2M | $30M | — | — |
| 80 | 80WT Wealth Management | 1,173,6351.2M | $29M | — | — |
| 81 | 81JPMORGAN CHASE & CO | 1,195,3581.2M | $29M | — | TRIM -6% |
| 82 | 82Pegasus Asset Management, Inc. | 1,160,6401.2M | $29M | — | — |
| 83 | 83Goepper Burkhardt LLC | 1,138,0141.1M | $29M | — | — |
| 84 | 84HARBOUR INVESTMENTS, INC. | 1,118,3771.1M | $28M | — | ADD 9% |
| 85 | 85Gemmer Asset Management LLC | 1,118,2971.1M | $28M | — | — |
| 86 | 86Strategic Advisors LLC | 1,108,1041.1M | $28M | — | — |
| 87 | 87RAYMOND JAMES FINANCIAL INC | 1,103,8311.1M | $28M | — | TRIM -13% |
| 88 | 88Truepoint, Inc. | 1,097,5511.1M | $28M | — | — |
| 89 | 89GSG Advisors LLC | 1,093,8471.1M | $27M | — | — |
| 90 | 90Retirement Planning Group, LLC | 1,086,2681.1M | $27M | — | TRIM -8% |
| 91 | 91ROBINSON SMITH WEALTH ADVISORS LLC | 1,080,4671.1M | $27M | — | — |
| 92 | 92AQR CAPITAL MANAGEMENT LLC | 1,074,8231.1M | $27M | — | TRIM -5% |
| 93 | 93FMR LLC | 1,067,4611.1M | $27M | — | ADD 13% |
| 94 | 94Chicago Partners Investment Group LLC | 969,307969,307 | $27M | — | — |
| 95 | 95Phil A. Younker & Associates, Ltd. | 1,060,9921.1M | $27M | — | TRIM -7% |
| 96 | 96HORAN Wealth, LLC | 1,051,4721.1M | $26M | — | ADD 103% |
| 97 | 97PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1,022,1011.0M | $26M | — | TRIM -3% |
| 98 | 98Dodds Wealth, LLC | 1,007,8481.0M | $25M | — | ADD 2% |
| 99 | 99ALLIANCEBERNSTEIN L.P. | 954,228954,228 | $25M | — | ADD 4% |
| 100 | 100Beacon Pointe Advisors, LLC | 951,961951,961 | $24M | — | TRIM -5% |
