| 1 | 1JPMORGAN CHASE & CO | 13,282,65013.3M | $308M | — | ADD 6% |
| 2 | 2Rockbridge Investment Management, LCC | 9,693,5979.7M | $225M | — | ADD 8% |
| 3 | 3Avantax Planning Partners, Inc. | 7,710,6617.7M | $179M | — | ADD 4% |
| 4 | 4AMERIPRISE FINANCIAL INC | 6,469,0906.5M | $150M | — | — |
| 5 | 5Charles Schwab Trust Co | 6,414,9726.4M | $149M | — | ADD 3% |
| 6 | 6Financial Engines Advisors L.L.C. | 5,413,8295.4M | $126M | — | — |
| 7 | 7CWM, LLC | 4,789,5484.8M | $111M | — | ADD 19% |
| 8 | 8HighTower Advisors, LLC | 4,491,1384.5M | $104M | — | ADD 9% |
| 9 | 9Kohmann Bosshard Financial Services, LLC | 3,320,7993.3M | $77M | — | ADD 13% |
| 10 | 10ENVESTNET ASSET MANAGEMENT INC | 3,294,4683.3M | $76M | — | ADD 42% |
| 11 | 11GOLDMAN SACHS GROUP INC | 3,131,1983.1M | $73M | — | TRIM -16% |
| 12 | 12RATIONAL ADVISORS, INC. | 3,076,2623.1M | $71M | — | NEW |
| 13 | 13MORGAN STANLEY | 2,273,8582.3M | $53M | — | ADD 129% |
| 14 | 14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,192,5252.2M | $51M | — | TRIM -45% |
| 15 | 15Mariner, LLC | 2,156,2522.2M | $50M | — | — |
| 16 | 16Pioneer Wealth Management Group | 1,999,8012.0M | $46M | — | ADD 10% |
| 17 | 17McAdam, LLC | 1,990,8402.0M | $46M | — | ADD 4% |
| 18 | 18JONES FINANCIAL COMPANIES LLLP | 1,897,3931.9M | $44M | — | ADD 28% |
| 19 | 19Cerity Partners LLC | 1,790,3711.8M | $42M | — | ADD 188% |
| 20 | 20Cetera Investment Advisers | 1,767,9321.8M | $41M | — | ADD 7% |
| 21 | 21Vident Advisory, LLC | 1,635,1351.6M | $38M | — | ADD 85% |
| 22 | 22DAYMARK WEALTH PARTNERS, LLC | 1,617,4191.6M | $38M | — | ADD 12% |
| 23 | 23OneDigital Investment Advisors LLC | 1,603,1521.6M | $37M | — | TRIM -49% |
| 24 | 24Phil A. Younker & Associates, Ltd. | 1,570,0951.6M | $36M | — | ADD 7% |
| 25 | 25Destination Wealth Management | 1,555,4521.6M | $36M | — | TRIM -20% |
| 26 | 26Blue Trust, Inc. | 1,516,2891.5M | $35M | — | TRIM -2% |
| 27 | 27FINANCIAL LIFE ADVISORS | 1,500,5741.5M | $35M | — | — |
| 28 | 28Horst & Graben Wealth Management LLC | 1,421,0061.4M | $33M | — | ADD 2% |
| 29 | 29KilterHowling LLC | 1,344,1501.3M | $31M | — | ADD 7% |
| 30 | 30ZynergyRetirementPlanningLLC | 1,326,2701.3M | $31M | — | ADD 6% |
| 31 | 31TruNorth Capital Management, LLC | 1,294,9611.3M | $30M | — | — |
| 32 | 32BANK OF AMERICA CORP /DE/ | 1,249,9301.2M | $29M | — | ADD 6% |
| 33 | 33Mokosak Advisory Group, LLC | 1,235,6611.2M | $29M | — | ADD 7% |
| 34 | 34Modern Wealth Management, LLC | 1,219,8901.2M | $28M | — | ADD 3% |
| 35 | 35NorthRock Partners, LLC | 1,209,0301.2M | $28M | — | — |
| 36 | 36Plum Street Advisors, LLC | 1,198,4031.2M | $28M | — | ADD 6% |
| 37 | 37OSAIC HOLDINGS, INC. | 1,167,5961.2M | $27M | — | ADD 8% |
| 38 | 38LPL Financial LLC | 1,094,7751.1M | $25M | — | ADD 30% |
| 39 | 39ELEVATION POINT WEALTH PARTNERS, LLC | 1,064,6461.1M | $25M | — | ADD 23% |
| 40 | 40Vestmark Advisory Solutions, Inc. | 1,062,6791.1M | $25M | — | ADD 23% |
| 41 | 41Alliance Wealth Management Group | 1,014,7831.0M | $24M | — | — |
| 42 | 42Towercrest Capital Management | 1,014,7831.0M | $24M | — | — |
| 43 | 43Tenret Co LLC | 984,581984,581 | $23M | — | ADD 8% |
| 44 | 44TSA Wealth Managment LLC | 957,984957,984 | $22M | — | ADD 2% |
| 45 | 45THEORY FINANCIAL LLC | 946,329946,329 | $22M | — | TRIM -17% |
| 46 | 46Creative Planning | 928,751928,751 | $22M | — | TRIM -3% |
| 47 | 47Asset Allocation Strategies LLC | 922,027922,027 | $21M | — | ADD 4% |
| 48 | 48CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 905,026905,026 | $21M | — | TRIM -3% |
| 49 | 49Sanctuary Advisors, LLC | 870,949870,949 | $20M | — | ADD 4% |
| 50 | 50One Wealth Advisors, LLC | 851,946851,946 | $20M | — | ADD 7% |
| 51 | 51Savant Capital, LLC | 845,884845,884 | $20M | — | ADD 85% |
| 52 | 52Bond & Devick Financial Network, Inc. | 843,679843,679 | $20M | — | ADD 3% |
| 53 | 53MONETA GROUP INVESTMENT ADVISORS LLC | 797,771797,771 | $19M | — | ADD 2% |
| 54 | 54Revisor Wealth Management LLC | 797,226797,226 | $19M | — | ADD 8% |
| 55 | 55MERCER GLOBAL ADVISORS INC /ADV | 760,743760,743 | $18M | — | TRIM -19% |
| 56 | 56BNP PARIBAS FINANCIAL MARKETS | 751,102751,102 | $17M | — | NEW |
| 57 | 57Revolve Wealth Partners, LLC | 739,543739,543 | $17M | — | TRIM -6% |
| 58 | 58Mutual Advisors, LLC | 687,811687,811 | $16M | — | — |
| 59 | 59RAYMOND JAMES FINANCIAL INC | 671,920671,920 | $16M | — | TRIM -3% |
| 60 | 60Ascent Group, LLC | 670,123670,123 | $16M | — | ADD 7% |
| 61 | 61Pacific Park Financial, Inc. | 665,693665,693 | $15M | — | ADD 4% |
| 62 | 62James J. Burns & Company, LLC | 664,104664,104 | $15M | — | — |
| 63 | 63Cedar Mountain Advisors, LLC | 640,396640,396 | $15M | — | ADD 2% |
| 64 | 64Arnold Financial Planning LLC | 638,805638,805 | $15M | — | ADD 13% |
| 65 | 65UBS Group AG | 617,394617,394 | $14M | — | TRIM -8% |
| 66 | 66Columbus Macro, LLC | 615,159615,159 | $14M | — | ADD 3% |
| 67 | 67CFS Investment Advisory Services, LLC | 599,748599,748 | $14M | — | TRIM -5% |
| 68 | 68CFG Wealth Management Services, Inc. | 572,537572,537 | $14M | — | ADD 2% |
| 69 | 69Cypress Wealth Services, LLC | 589,043589,043 | $14M | — | ADD 7% |
| 70 | 70UNITED CAPITAL FINANCIAL ADVISORS, LLC | 585,144585,144 | $14M | — | ADD 4% |
| 71 | 71Amicus Financial Advisors, LLC | 583,912583,912 | $14M | — | — |
| 72 | 72Christensen, King & Associates Investment Services, Inc. | 546,284546,284 | $13M | — | ADD 3% |
| 73 | 73MYECFO, LLC | 526,687526,687 | $12M | — | ADD 3% |
| 74 | 74EP Wealth Advisors, LLC | 525,934525,934 | $12M | — | — |
| 75 | 75SigFig Wealth Management, LLC | 467,808467,808 | $11M | — | — |
| 76 | 76Ballast Financial Advisors LLC | 466,685466,685 | $11M | — | ADD 3% |
| 77 | 77Mayflower Financial Advisors, LLC | 465,472465,472 | $11M | — | ADD 5% |
| 78 | 78Grove Street Fiduciary, LLC | 464,192464,192 | $11M | — | — |
| 79 | 79Beacon Pointe Advisors, LLC | 442,384442,384 | $10M | — | ADD 18% |
| 80 | 80Tempus Wealth Planning, LLC | 440,395440,395 | $10M | — | ADD 11% |
| 81 | 81Apriem Advisors | 436,285436,285 | $10M | — | TRIM -5% |
| 82 | 82RESTON WEALTH MANAGEMENT LLC | 422,007422,007 | $10M | — | ADD 26% |
| 83 | 83SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 415,126415,126 | $10M | — | ADD 3% |
| 84 | 84KICKSTAND VENTURES, LLC. | 409,603409,603 | $10M | — | TRIM -15% |
| 85 | 85Security Financial Services, INC. | 401,456401,456 | $9M | — | ADD 3% |
| 86 | 86Affinity Capital Advisors, LLC | 400,765400,765 | $9M | — | — |
| 87 | 87Daviman Financial, LLC | 397,508397,508 | $9M | — | — |
| 88 | 88FFG RETIREMENT ADVISORS LLC | 395,695395,695 | $9M | — | ADD 8% |
| 89 | 89Peak Financial Management, Inc. | 393,380393,380 | $9M | — | ADD 11% |
| 90 | 90Ashton Thomas Private Wealth, LLC | 380,755380,755 | $9M | — | ADD 3% |
| 91 | 91AE Wealth Management LLC | 379,526379,526 | $9M | — | ADD 4% |
| 92 | 92Unify Financial Advisors | 373,195373,195 | $9M | — | ADD 4% |
| 93 | 93LATHROP INVESTMENT MANAGEMENT CO | 369,953369,953 | $9M | — | ADD 60% |
| 94 | 94IFP Advisors, Inc | 355,933355,933 | $8M | — | TRIM -22% |
| 95 | 95CLIENT 1ST ADVISORY GROUP, LLC | 351,010351,010 | $8M | — | ADD 3% |
| 96 | 96Avior Wealth Management, LLC | 336,413336,413 | $8M | — | ADD 5% |
| 97 | 97MAI Capital Management | 335,833335,833 | $8M | — | ADD 7% |
| 98 | 98CREATIVE FINANCIAL DESIGNS INC /ADV | 332,328332,328 | $8M | — | ADD 5% |
| 99 | 99Summit Financial Strategies, Inc. | 328,668328,668 | $8M | — | TRIM -21% |
| 100 | 100Integrated Wealth Concepts LLC | 319,105319,105 | $7M | — | ADD 37% |
