| 1 | 1LPL Financial LLC | 24,590,96124.6M | $1.2B | — | TRIM -9% |
| 2 | 2Financial Engines Advisors L.L.C. | 20,673,32520.7M | $999M | — | TRIM -2% |
| 3 | 3Betterment LLC | 19,018,96519.0M | $919M | — | — |
| 4 | 4MORGAN STANLEY | 7,192,2987.2M | $348M | — | TRIM -48% |
| 5 | 5CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,582,6906.6M | $318M | — | — |
| 6 | 6Valmark Advisers, Inc. | 5,412,3255.4M | $262M | — | ADD 2% |
| 7 | 7CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4,910,9174.9M | $237M | — | ADD 41% |
| 8 | 8AMERIPRISE FINANCIAL INC | 4,449,7754.4M | $215M | — | ADD 17% |
| 9 | 9ENVESTNET ASSET MANAGEMENT INC | 4,282,7104.3M | $207M | — | ADD 23% |
| 10 | 10BANK OF AMERICA CORP /DE/ | 3,927,2023.9M | $190M | — | ADD 2% |
| 11 | 11Creative Planning | 2,802,6212.8M | $135M | — | — |
| 12 | 12RAYMOND JAMES FINANCIAL INC | 2,796,6632.8M | $135M | — | ADD 8% |
| 13 | 13UBS Group AG | 2,353,0212.4M | $114M | — | ADD 83% |
| 14 | 14STATE STREET CORP | 1,932,3811.9M | $93M | — | ADD 16% |
| 15 | 15PNC FINANCIAL SERVICES GROUP, INC. | 1,914,8451.9M | $93M | — | — |
| 16 | 16OSAIC HOLDINGS, INC. | 1,900,5941.9M | $92M | — | TRIM -5% |
| 17 | 17Pinnacle Wealth Planning Services, Inc. | 1,871,0391.9M | $90M | — | ADD 3% |
| 18 | 18Wealthcare Advisory Partners LLC | 1,757,1271.8M | $85M | — | ADD 4% |
| 19 | 19Crestwood Advisors Group, LLC | 1,726,6471.7M | $83M | — | — |
| 20 | 20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,629,7201.6M | $79M | — | ADD 7% |
| 21 | 21ASSETMARK, INC | 1,437,7271.4M | $69M | — | TRIM -7% |
| 22 | 22Cetera Investment Advisers | 1,402,1221.4M | $68M | — | ADD 5% |
| 23 | 23Dakota Wealth Management | 1,383,4701.4M | $67M | — | ADD 8% |
| 24 | 24MASON STREET ADVISORS, LLC | 1,326,4231.3M | $64M | — | ADD 3% |
| 25 | 25VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,287,9691.3M | $62M | — | — |
| 26 | 26STIFEL FINANCIAL CORP | 1,206,1251.2M | $58M | — | — |
| 27 | 27GREAT VALLEY ADVISOR GROUP, INC. | 1,199,6021.2M | $58M | — | ADD 6% |
| 28 | 28Independent Advisor Alliance | 1,171,9591.2M | $57M | — | ADD 3535% |
| 29 | 29Envestnet Portfolio Solutions, Inc. | 1,137,1531.1M | $55M | — | TRIM -3% |
| 30 | 30HighTower Advisors, LLC | 1,049,5171.0M | $51M | — | — |
| 31 | 31Private Advisor Group, LLC | 969,204969,204 | $47M | — | TRIM -19% |
| 32 | 32MIDLAND WEALTH ADVISORS, LLC | 963,862963,862 | $47M | — | — |
| 33 | 33WELLS FARGO & COMPANY/MN | 945,778945,778 | $46M | — | TRIM -5% |
| 34 | 34Equitable Holdings, Inc. | 970,475970,475 | $46M | — | — |
| 35 | 35COMMONWEALTH EQUITY SERVICES, LLC | 915,509915,509 | $44M | — | ADD 2% |
| 36 | 36DAVENPORT & Co LLC | 868,384868,384 | $42M | — | ADD 11% |
| 37 | 37Stadion Money Management, LLC | 861,902861,902 | $42M | — | TRIM -7% |
| 38 | 38PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 809,845809,845 | $39M | — | ADD 2% |
| 39 | 39Morningstar Investment Management LLC | 774,051774,051 | $37M | — | TRIM -23% |
| 40 | 40TRUIST FINANCIAL CORP | 759,436759,436 | $37M | — | TRIM -2% |
| 41 | 41Banco Santander, S.A. | 747,076747,076 | $36M | — | ADD 7% |
| 42 | 42First Command Advisory Services, Inc. | 738,807738,807 | $36M | — | ADD 14% |
| 43 | 43One Day In July LLC | 737,202737,202 | $36M | — | ADD 9% |
| 44 | 44ROYAL BANK OF CANADA | 736,492736,492 | $36M | — | ADD 12% |
| 45 | 45VICUS CAPITAL | 682,870682,870 | $33M | — | ADD 9% |
| 46 | 46SCHRODER INVESTMENT MANAGEMENT GROUP | 699,363699,363 | $33M | — | NEW |
| 47 | 47UNITED CAPITAL FINANCIAL ADVISORS, LLC | 677,379677,379 | $33M | — | ADD 16% |
| 48 | 48CWM, LLC | 676,310676,310 | $33M | — | ADD 4% |
| 49 | 49Corient Private Wealth LLC | 665,427665,427 | $32M | — | TRIM -48% |
| 50 | 50Peterson Wealth Advisors, LLC | 655,147655,147 | $32M | — | TRIM -9% |
| 51 | 51BOKF, NA | 643,708643,708 | $31M | — | ADD 3% |
| 52 | 52Evernest Financial Advisors, LLC | 562,067562,067 | $30M | — | ADD 41% |
| 53 | 53ST GERMAIN D J CO INC | 617,033617,033 | $30M | — | TRIM -4% |
| 54 | 54GREENLEAF TRUST | 613,136613,136 | $30M | — | ADD 14% |
| 55 | 55TSG Advice Partners, LLC | 599,773599,773 | $29M | — | ADD 4230% |
| 56 | 56Cambridge Investment Research Advisors, Inc. | 594,132594,132 | $29M | — | ADD 11% |
| 57 | 57BERKSHIRE ASSET MANAGEMENT LLC/PA | 583,909583,909 | $28M | — | ADD 4% |
| 58 | 58RKL Wealth Management LLC | 570,265570,265 | $28M | — | TRIM -7% |
| 59 | 59HighPoint Advisor Group LLC | 567,620567,620 | $27M | — | TRIM -17% |
| 60 | 60Avior Wealth Management, LLC | 549,962549,962 | $27M | — | — |
| 61 | 61OARSMAN CAPITAL, INC. | 549,596549,596 | $27M | — | ADD 12% |
| 62 | 62ABOUND FINANCIAL, LLC | 542,399542,399 | $26M | — | TRIM -7% |
| 63 | 63Mariner, LLC | 541,600541,600 | $26M | — | ADD 7% |
| 64 | 64KWB Wealth | 548,831548,831 | $26M | — | TRIM -9% |
| 65 | 65Impact Partnership Wealth, LLC | 503,692503,692 | $24M | — | ADD 65% |
| 66 | 66SPINNAKER TRUST | 492,236492,236 | $24M | — | TRIM -4% |
| 67 | 67Crews Bank & Trust | 486,725486,725 | $24M | — | TRIM -6% |
| 68 | 68Compton Financial Group, LLC | 465,372465,372 | $22M | — | TRIM -23% |
| 69 | 69Composition Wealth, LLC | 457,735457,735 | $22M | — | ADD 20% |
| 70 | 70Garrett Wealth Advisory Group, LLC | 457,334457,334 | $22M | — | — |
| 71 | 71Penserra Capital Management LLC | 436,531436,531 | $21M | — | ADD 110% |
| 72 | 72Fund Evaluation Group, LLC | 431,328431,328 | $21M | — | TRIM -5% |
| 73 | 73United Asset Strategies, Inc. | 429,834429,834 | $21M | — | ADD 45% |
| 74 | 74Cerity Partners LLC | 427,811427,811 | $21M | — | ADD 243% |
| 75 | 75DIVERSIFY WEALTH MANAGEMENT, LLC | 391,247391,247 | $21M | — | ADD 60% |
| 76 | 76Financial Gravity Asset Management, Inc. | 413,944413,944 | $20M | — | ADD 7% |
| 77 | 77Geneos Wealth Management Inc. | 411,006411,006 | $20M | — | ADD 4% |
| 78 | 78Allen Capital Group, LLC | 406,236406,236 | $20M | — | ADD 2% |
| 79 | 79Integrated Wealth Concepts LLC | 401,991401,991 | $19M | — | ADD 25% |
| 80 | 80FIFTH THIRD BANCORP | 399,909399,909 | $19M | — | ADD 20% |
| 81 | 81JPMORGAN CHASE & CO | 404,830404,830 | $19M | — | — |
| 82 | 82Boston Standard Wealth Management, LLC | 386,844386,844 | $19M | — | — |
| 83 | 83Leicht Financial Planning & Wealth Management, Inc. | 376,612376,612 | $18M | — | — |
| 84 | 84Shepherd Financial Partners LLC | 376,271376,271 | $18M | — | TRIM -2% |
| 85 | 85PARK AVENUE SECURITIES LLC | 375,765375,765 | $18M | — | TRIM -3% |
| 86 | 86Lido Advisors, LLC | 366,585366,585 | $18M | — | TRIM -23% |
| 87 | 87CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 366,407366,407 | $18M | — | ADD 5% |
| 88 | 88FLAGSHIP HARBOR ADVISORS, LLC | 359,055359,055 | $17M | — | TRIM -16% |
| 89 | 89Atlas Private Wealth Advisors | 349,866349,866 | $17M | — | — |
| 90 | 90Hancock Prospecting Pty Ltd | 342,840342,840 | $17M | — | — |
| 91 | 91WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 336,883336,883 | $16M | — | TRIM -38% |
| 92 | 92My Portfolio Guide, LLC | 336,521336,521 | $16M | — | NEW |
| 93 | 93AlphaStar Capital Management, LLC | 334,996334,996 | $16M | — | ADD 7% |
| 94 | 94TPG Financial Advisors, LLC | 332,689332,689 | $16M | — | ADD 4% |
| 95 | 95CAHABA WEALTH MANAGEMENT, INC. | 332,052332,052 | $16M | — | — |
| 96 | 96Merit Financial Group, LLC | 326,417326,417 | $16M | — | TRIM -5% |
| 97 | 97JNBA Financial Advisors | 322,548322,548 | $16M | — | TRIM -3% |
| 98 | 98EVERMAY WEALTH MANAGEMENT LLC | 321,698321,698 | $16M | — | ADD 5% |
| 99 | 99OneDigital Investment Advisors LLC | 319,997319,997 | $15M | — | — |
| 100 | 100WBH ADVISORY INC | 313,519313,519 | $15M | — | — |
