| 1 | 1LPL Financial LLC | 5,171,1495.2M | $489M | — | TRIM -9% |
| 2 | 2Financial Engines Advisors L.L.C. | 1,083,4731.1M | $102M | — | TRIM -7% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 1,044,1891.0M | $99M | — | TRIM -24% |
| 4 | 4Cannon Financial Strategists, Inc. | 1,008,0551.0M | $95M | — | — |
| 5 | 5NorthRock Partners, LLC | 797,912797,912 | $75M | — | ADD 2% |
| 6 | 6Goelzer Investment Management, Inc. | 791,132791,132 | $75M | — | TRIM -10% |
| 7 | 7AMERIPRISE FINANCIAL INC | 596,186596,186 | $56M | — | TRIM -16% |
| 8 | 8MORGAN STANLEY | 556,444556,444 | $53M | — | ADD 12% |
| 9 | 9WCG Wealth Advisors LLC | 380,646380,646 | $36M | — | ADD 3% |
| 10 | 10Creative Planning | 354,764354,764 | $34M | — | TRIM -23% |
| 11 | 11Rodgers & Associates, LTD | 323,904323,904 | $31M | — | TRIM -3% |
| 12 | 12Fragasso Financial Advisors Inc | 310,080310,080 | $30M | — | TRIM -2% |
| 13 | 13Dean, Jacobson Financial Services, LLC | 290,705290,705 | $27M | — | — |
| 14 | 14Equitable Holdings, Inc. | 300,150300,150 | $27M | — | TRIM -5% |
| 15 | 15Cerity Partners LLC | 286,054286,054 | $27M | — | — |
| 16 | 16BRANDYWINE OAK PRIVATE WEALTH LLC | 284,817284,817 | $27M | — | — |
| 17 | 17Klingman & Associates, LLC | 281,041281,041 | $27M | — | — |
| 18 | 18Evensky & Katz LLC | 266,705266,705 | $25M | — | TRIM -4% |
| 19 | 19WELLS FARGO & COMPANY/MN | 261,675261,675 | $25M | — | ADD 3% |
| 20 | 20Focus Partners Wealth | 257,619257,619 | $24M | — | TRIM -4% |
| 21 | 21Morningstar Investment Management LLC | 255,802255,802 | $24M | — | TRIM -34% |
| 22 | 22American Financial Advisors, LLC | 249,707249,707 | $24M | — | TRIM -2% |
| 23 | 23Waverly Advisors, LLC | 235,509235,509 | $22M | — | ADD 418% |
| 24 | 24ENVESTNET ASSET MANAGEMENT INC | 230,860230,860 | $22M | — | ADD 7% |
| 25 | 25OSAIC HOLDINGS, INC. | 227,746227,746 | $22M | — | ADD 9% |
| 26 | 26OpenArc Corporate Advisory, LLC | 218,603218,603 | $21M | — | TRIM -15% |
| 27 | 27CANANDAIGUA NATIONAL CORP | 215,562215,562 | $20M | — | NEW |
| 28 | 28HighTower Advisors, LLC | 212,970212,970 | $20M | — | TRIM -61% |
| 29 | 29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 211,783211,783 | $20M | — | TRIM -47% |
| 30 | 30First National Trust Co | 209,172209,172 | $20M | — | — |
| 31 | 31Wrenne Financial Planning LLC | 202,964202,964 | $19M | — | ADD 3% |
| 32 | 32Convergence Financial, LLC | 201,126201,126 | $19M | — | TRIM -5% |
| 33 | 33Financial Strategies Group, Inc. | 184,749184,749 | $19M | — | ADD 6% |
| 34 | 34One Day In July LLC | 201,263201,263 | $19M | — | ADD 9% |
| 35 | 35COMMONWEALTH EQUITY SERVICES, LLC | 191,988191,988 | $18M | — | ADD 3% |
| 36 | 36Avantax Planning Partners, Inc. | 183,763183,763 | $17M | — | TRIM -2% |
| 37 | 37Key Financial Inc | 183,039183,039 | $17M | — | — |
| 38 | 38GHP Investment Advisors, Inc. | 181,789181,789 | $17M | — | — |
| 39 | 39Private Advisor Group, LLC | 159,120159,120 | $15M | — | ADD 168% |
| 40 | 40SAGE FINANCIAL GROUP INC | 159,064159,064 | $15M | — | — |
| 41 | 41UBS Group AG | 151,055151,055 | $14M | — | — |
| 42 | 42TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 147,316147,316 | $14M | — | NEW |
| 43 | 43Lutz Financial Services LLC | 138,450138,450 | $13M | — | TRIM -3% |
| 44 | 44Optimist Retirement Group LLC | 137,102137,102 | $13M | — | TRIM -3% |
| 45 | 45JONES FINANCIAL COMPANIES LLLP | 132,901132,901 | $12M | — | ADD 21% |
| 46 | 46Rothschild Wealth LLC | 128,808128,808 | $12M | — | — |
| 47 | 47BALANCED WEALTH GROUP LLC | 127,046127,046 | $12M | — | TRIM -2% |
| 48 | 48Baird Financial Group, Inc. | 125,097125,097 | $12M | — | ADD 5% |
| 49 | 49CarsonAllaria Wealth Management, Ltd. | 124,435124,435 | $12M | — | — |
| 50 | 50Triangle Securities Wealth Management | 124,281124,281 | $12M | — | — |
| 51 | 51Cambridge Investment Research Advisors, Inc. | 122,929122,929 | $12M | — | — |
| 52 | 52Geneos Wealth Management Inc. | 116,557116,557 | $11M | — | — |
| 53 | 53BIP Wealth, LLC | 115,051115,051 | $11M | — | TRIM -9% |
| 54 | 54Asset Dedication, LLC | 111,199111,199 | $11M | — | — |
| 55 | 55N.E.W. Advisory Services LLC | 104,203104,203 | $10M | — | TRIM -2% |
| 56 | 56STEVENS CAPITAL PARTNERS | 101,150101,150 | $10M | — | ADD 22% |
| 57 | 57LPWM LLC | 100,823100,823 | $10M | — | — |
| 58 | 58CWM, LLC | 99,81099,810 | $9M | — | TRIM -11% |
| 59 | 59Capasso Planning Partners LLC | 99,18399,183 | $9M | — | ADD 8% |
| 60 | 60Mariner, LLC | 98,38698,386 | $9M | — | — |
| 61 | 61Independent Advisor Alliance | 97,34397,343 | $9M | — | ADD 2047% |
| 62 | 62Focus Partners Advisor Solutions, LLC | 96,52296,522 | $9M | — | — |
| 63 | 63Rockbridge Investment Management, LCC | 94,38294,382 | $9M | — | TRIM -2% |
| 64 | 64RAYMOND JAMES FINANCIAL INC | 91,77791,777 | $9M | — | — |
| 65 | 65Cetera Investment Advisers | 91,20991,209 | $9M | — | — |
| 66 | 66NWAM LLC | 89,26789,267 | $8M | — | — |
| 67 | 67Modera Wealth Management, LLC | 87,96687,966 | $8M | — | TRIM -6% |
| 68 | 68Diversified Enterprises, LLC | 86,59186,591 | $8M | — | — |
| 69 | 69TRB Wealth Management, LLC | 82,72882,728 | $8M | — | NEW |
| 70 | 70MATHER GROUP, LLC. | 82,62682,626 | $8M | — | — |
| 71 | 71GOLDMAN SACHS GROUP INC | 75,46875,468 | $7M | — | — |
| 72 | 72Arnold Financial Planning LLC | 74,25774,257 | $7M | — | — |
| 73 | 73Trilogy Capital Inc. | 71,59671,596 | $7M | — | — |
| 74 | 74Symphony Financial, Ltd. Co. | 70,74170,741 | $7M | — | ADD 4% |
| 75 | 75Cambridge Financial Group, LLC | 69,78669,786 | $7M | — | TRIM -16% |
| 76 | 76Avior Wealth Management, LLC | 69,22469,224 | $7M | — | TRIM -9% |
| 77 | 77Kingsview Wealth Management, LLC | 68,93068,930 | $7M | — | TRIM -4% |
| 78 | 78AIRE ADVISORS, LLC | 67,09267,092 | $6M | — | — |
| 79 | 79WealthShield Partners, LLC | 66,51566,515 | $6M | — | — |
| 80 | 80RITHOLTZ WEALTH MANAGEMENT | 66,47266,472 | $6M | — | — |
| 81 | 81MERCER GLOBAL ADVISORS INC /ADV | 64,80264,802 | $6M | — | TRIM -3% |
| 82 | 82ROYAL BANK OF CANADA | 64,78864,788 | $6M | — | ADD 2% |
| 83 | 83CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 63,14963,149 | $6M | — | — |
| 84 | 84MONECO ADVISORS, LLC | 62,15562,155 | $6M | — | ADD 29% |
| 85 | 85Palisades Hudson Asset Management, L.P. | 62,07462,074 | $6M | — | — |
| 86 | 86Roberts Financial Services LLC | 61,53761,537 | $6M | — | TRIM -16% |
| 87 | 87NORTHWEST WEALTH MANAGEMENT, LLC | 61,53561,535 | $6M | — | TRIM -4% |
| 88 | 88SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 61,15661,156 | $6M | — | TRIM -8% |
| 89 | 89IHT Wealth Management, LLC | 59,21159,211 | $6M | — | TRIM -4% |
| 90 | 90Probity Advisors, Inc. | 55,95855,958 | $5M | — | — |
| 91 | 91McAdam, LLC | 55,58955,589 | $5M | — | TRIM -6% |
| 92 | 92Midwest Trust Co | 53,79353,793 | $5M | — | — |
| 93 | 93Marathon Mission, Inc. | 53,77353,773 | $5M | — | — |
| 94 | 94Salomon & Ludwin, LLC | 52,25552,255 | $5M | — | TRIM -2% |
| 95 | 95INTERACTIVE FINANCIAL ADVISORS, INC. | 51,78751,787 | $5M | — | — |
| 96 | 96CALTON & ASSOCIATES, INC. | 51,23151,231 | $5M | — | — |
| 97 | 97Nvest Wealth Strategies, Inc. | 50,23150,231 | $5M | — | — |
| 98 | 98Strategies Wealth Advisors, LLC | 47,45347,453 | $4M | — | TRIM -3% |
| 99 | 99New Hampshire Trust | 46,77146,771 | $4M | — | — |
| 100 | 100Hamilton Capital, LLC | 46,51546,515 | $4M | — | TRIM -9% |
