| 1 | 1Creative Planning | 21,771,07921.8M | $1.0B | — | — |
| 2 | 2CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,307,90118.3M | $859M | — | ADD 15% |
| 3 | 3Financial Engines Advisors L.L.C. | 16,822,18816.8M | $789M | — | — |
| 4 | 4LPL Financial LLC | 16,696,64016.7M | $783M | — | ADD 7% |
| 5 | 5Allworth Financial LP | 9,331,7429.3M | $438M | — | — |
| 6 | 6MORGAN STANLEY | 8,976,8129.0M | $421M | — | ADD 28% |
| 7 | 7ENVESTNET ASSET MANAGEMENT INC | 7,489,1257.5M | $351M | — | ADD 39% |
| 8 | 8GOLDMAN SACHS GROUP INC | 6,422,9216.4M | $301M | — | ADD 5727% |
| 9 | 9STATE STREET CORP | 4,901,7724.9M | $230M | — | ADD 11% |
| 10 | 10TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,133,5294.1M | $194M | — | NEW |
| 11 | 11Horizon Investments, LLC | 4,103,2344.1M | $192M | — | — |
| 12 | 12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,459,4923.5M | $162M | — | — |
| 13 | 13Cerity Partners LLC | 3,259,1723.3M | $153M | — | ADD 17% |
| 14 | 14AMERIPRISE FINANCIAL INC | 3,120,5693.1M | $148M | — | TRIM -24% |
| 15 | 15CWM, LLC | 2,985,8333.0M | $140M | — | ADD 22% |
| 16 | 16HighTower Advisors, LLC | 2,863,6862.9M | $134M | — | ADD 9% |
| 17 | 17BANK OF AMERICA CORP /DE/ | 2,457,9272.5M | $115M | — | TRIM -36% |
| 18 | 18VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,376,4412.4M | $111M | — | TRIM -9% |
| 19 | 19UBS Group AG | 2,360,6272.4M | $111M | — | ADD 26% |
| 20 | 20Betterment LLC | 2,148,7332.1M | $101M | — | ADD 22% |
| 21 | 21Focus Partners Wealth | 2,216,4742.2M | $100M | — | — |
| 22 | 22WELLS FARGO & COMPANY/MN | 2,108,1902.1M | $99M | — | ADD 9% |
| 23 | 23RAYMOND JAMES FINANCIAL INC | 1,970,8092.0M | $92M | — | ADD 4% |
| 24 | 24Cetera Investment Advisers | 1,945,8531.9M | $91M | — | — |
| 25 | 25Mariner, LLC | 1,898,5961.9M | $89M | — | ADD 5% |
| 26 | 26Envestnet Portfolio Solutions, Inc. | 1,885,5291.9M | $88M | — | TRIM -13% |
| 27 | 27ASSETMARK, INC | 1,458,4681.5M | $68M | — | — |
| 28 | 28OSAIC HOLDINGS, INC. | 1,334,5771.3M | $63M | — | ADD 9% |
| 29 | 29Advisory Alpha, LLC | 1,330,3621.3M | $62M | — | ADD 17% |
| 30 | 30Equitable Holdings, Inc. | 1,309,7601.3M | $61M | — | ADD 8% |
| 31 | 31Corient Private Wealth LLC | 1,273,6621.3M | $60M | — | TRIM -51% |
| 32 | 32JPMORGAN CHASE & CO | 1,203,8371.2M | $55M | — | TRIM -18% |
| 33 | 33ROYAL BANK OF CANADA | 1,155,2911.2M | $54M | — | ADD 8% |
| 34 | 34Cassaday & Co Wealth Management LLC | 1,127,1681.1M | $53M | — | — |
| 35 | 35NorthRock Partners, LLC | 1,124,6391.1M | $53M | — | — |
| 36 | 36Private Advisor Group, LLC | 1,119,8461.1M | $53M | — | ADD 8% |
| 37 | 37Savvy Advisors, Inc. | 1,043,9601.0M | $49M | — | ADD 35% |
| 38 | 38Advocacy Wealth Management, LLC | 1,033,6031.0M | $48M | — | ADD 6% |
| 39 | 39SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,021,0391.0M | $48M | — | NEW |
| 40 | 40WCG Wealth Advisors LLC | 1,018,9481.0M | $48M | — | ADD 3% |
| 41 | 41Stadion Money Management, LLC | 990,406990,406 | $46M | — | TRIM -3% |
| 42 | 42Beacon Pointe Advisors, LLC | 880,195880,195 | $41M | — | ADD 67% |
| 43 | 43GREAT LAKES ADVISORS, LLC | 872,116872,116 | $41M | — | ADD 22% |
| 44 | 44McNamara Financial Services, Inc. | 865,271865,271 | $41M | — | — |
| 45 | 45Pathstone Holdings, LLC | 865,193865,193 | $41M | — | — |
| 46 | 46Cambridge Investment Research Advisors, Inc. | 817,602817,602 | $38M | — | — |
| 47 | 47CUTLER INVESTMENT COUNSEL LLC | 801,642801,642 | $38M | — | — |
| 48 | 48Elm Partners Management LLC | 826,995826,995 | $38M | — | TRIM -6% |
| 49 | 49JNBA Financial Advisors | 794,939794,939 | $37M | — | — |
| 50 | 50Integrated Wealth Concepts LLC | 790,812790,812 | $37M | — | ADD 12% |
| 51 | 51SEI INVESTMENTS CO | 788,565788,565 | $37M | — | — |
| 52 | 52Impact Partnership Wealth, LLC | 785,788785,788 | $37M | — | ADD 60% |
| 53 | 53SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 774,130774,130 | $36M | — | ADD 7% |
| 54 | 54Koss-Olinger Consulting, LLC | 749,742749,742 | $35M | — | TRIM -6% |
| 55 | 55GeoWealth Management, LLC | 741,710741,710 | $35M | — | — |
| 56 | 56AXXCESS WEALTH MANAGEMENT, LLC | 728,883728,883 | $34M | — | ADD 6% |
| 57 | 57Capital Asset Advisory Services LLC | 666,463666,463 | $34M | — | ADD 7% |
| 58 | 58PARK AVENUE SECURITIES LLC | 708,008708,008 | $33M | — | ADD 4% |
| 59 | 59Venturi Wealth Management, LLC | 690,861690,861 | $32M | — | ADD 7% |
| 60 | 60Global Strategic Investment Solutions, LLC | 690,687690,687 | $32M | — | — |
| 61 | 61Financial Strategies Group, Inc. | 632,460632,460 | $32M | — | ADD 5% |
| 62 | 62MML INVESTORS SERVICES, LLC | 675,885675,885 | $32M | — | TRIM -6% |
| 63 | 63ST GERMAIN D J CO INC | 666,657666,657 | $31M | — | — |
| 64 | 64AlphaStar Capital Management, LLC | 663,173663,173 | $31M | — | TRIM -8% |
| 65 | 65BlueStem Wealth Partners, LLC | 640,166640,166 | $30M | — | TRIM -35% |
| 66 | 66MATAURO, LLC | 597,277597,277 | $28M | — | ADD 969% |
| 67 | 67Independent Advisor Alliance | 587,379587,379 | $28M | — | ADD 520% |
| 68 | 68CGN Advisors LLC | 585,941585,941 | $27M | — | — |
| 69 | 69Thrivent Financial for Lutherans | 583,560583,560 | $27M | — | TRIM -12% |
| 70 | 70VICUS CAPITAL | 571,782571,782 | $27M | — | ADD 33% |
| 71 | 71Tradewinds Capital Management, LLC | 558,565558,565 | $26M | — | TRIM -20% |
| 72 | 72Cercano Management LLC | 548,897548,897 | $26M | — | TRIM -15% |
| 73 | 73COMMONWEALTH EQUITY SERVICES, LLC | 528,743528,743 | $25M | — | — |
| 74 | 74NewEdge Advisors, LLC | 163,345163,345 | $24M | — | TRIM -75% |
| 75 | 75WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 491,528491,528 | $23M | — | TRIM -38% |
| 76 | 76Ballentine Partners, LLC | 487,287487,287 | $23M | — | — |
| 77 | 77Meeder Advisory Services, Inc. | 486,722486,722 | $23M | — | TRIM -4% |
| 78 | 78PNC FINANCIAL SERVICES GROUP, INC. | 479,948479,948 | $23M | — | ADD 8% |
| 79 | 79KWB Wealth | 476,256476,256 | $22M | — | TRIM -7% |
| 80 | 80Brio Consultants, LLC | 409,393409,393 | $21M | — | ADD 55% |
| 81 | 81WOODMONT INVESTMENT COUNSEL LLC | 440,795440,795 | $21M | — | ADD 3% |
| 82 | 82KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 440,147440,147 | $21M | — | — |
| 83 | 83MA Private Wealth | 437,500437,500 | $21M | — | TRIM -21% |
| 84 | 84CAPITAL WEALTH MANAGEMENT, LLC | 430,690430,690 | $20M | — | ADD 4% |
| 85 | 85Chaney Capital Management, Inc. | 430,119430,119 | $20M | — | — |
| 86 | 86Rockefeller Capital Management L.P. | 420,244420,244 | $20M | — | — |
| 87 | 87Allen Capital Group, LLC | 415,708415,708 | $20M | — | — |
| 88 | 88West Wealth Group, LLC | 408,658408,658 | $19M | — | TRIM -23% |
| 89 | 89LPWM LLC | 380,104380,104 | $18M | — | NEW |
| 90 | 90FLAGSHIP HARBOR ADVISORS, LLC | 378,755378,755 | $18M | — | ADD 25% |
| 91 | 91LANDMARK WEALTH MANAGEMENT, INC. | 377,461377,461 | $18M | — | ADD 3% |
| 92 | 92Facet Wealth, Inc. | 372,711372,711 | $17M | — | ADD 12% |
| 93 | 93N.E.W. Advisory Services LLC | 367,377367,377 | $17M | — | — |
| 94 | 94Valmark Advisers, Inc. | 365,144365,144 | $17M | — | TRIM -29% |
| 95 | 95Luken Investment Analytics, LLC | 363,404363,404 | $17M | — | — |
| 96 | 96Rodgers & Associates, LTD | 362,626362,626 | $17M | — | — |
| 97 | 97ATLAS CAPITAL ADVISORS INC. | 357,358357,358 | $17M | — | TRIM -6% |
| 98 | 98ISTHMUS PARTNERS, LLC | 347,279347,279 | $16M | — | NEW |
| 99 | 99Capital Analysts, LLC | 346,383346,383 | $16M | — | ADD 4% |
| 100 | 100BlackRock, Inc. | 343,208343,208 | $16M | — | ADD 72% |
