| 1 | 1Abacus Wealth Partners, LLC | 12,658,31412.7M | $131M | — | — |
| 2 | 2BRIGHTON JONES LLC | 3,674,0393.7M | $38M | — | ADD 3% |
| 3 | 3Focus Partners Wealth | 3,537,0573.5M | $37M | — | TRIM -3% |
| 4 | 4First Pacific Financial | 1,514,6481.5M | $16M | — | — |
| 5 | 5FMR LLC | 1,508,4381.5M | $16M | — | ADD 11% |
| 6 | 6Forum Financial Management, LP | 1,324,9591.3M | $14M | — | — |
| 7 | 7PFG Investments, LLC | 919,239919,239 | $9M | — | — |
| 8 | 8NATURAL INVESTMENTS, LLC | 812,243812,243 | $8M | — | ADD 13% |
| 9 | 9MISSION WEALTH MANAGEMENT, LP | 631,905631,905 | $7M | — | — |
| 10 | 10Colorado Capital Management, Inc. | 590,875590,875 | $6M | — | ADD 6% |
| 11 | 11WCG Wealth Advisors LLC | 546,100546,100 | $6M | — | ADD 2% |
| 12 | 12SOA Wealth Advisors, LLC. | 540,065540,065 | $6M | — | ADD 3% |
| 13 | 13Savant Capital, LLC | 507,143507,143 | $5M | — | ADD 12% |
| 14 | 14MASECO LLP | 501,057501,057 | $5M | — | ADD 31% |
| 15 | 15North Berkeley Wealth Management, LLC | 480,025480,025 | $5M | — | — |
| 16 | 16Sand Hill Global Advisors, LLC | 396,605396,605 | $4M | — | — |
| 17 | 17EP Wealth Advisors, LLC | 364,658364,658 | $4M | — | NEW |
| 18 | 18Focus Partners Advisor Solutions, LLC | 351,710351,710 | $4M | — | ADD 204% |
| 19 | 19HighTower Advisors, LLC | 333,587333,587 | $3M | — | TRIM -4% |
| 20 | 20Envestnet Portfolio Solutions, Inc. | 331,078331,078 | $3M | — | — |
| 21 | 21Koss-Olinger Consulting, LLC | 259,627259,627 | $3M | — | — |
| 22 | 22Balanced Rock Investment Advisors LLC | 256,090256,090 | $3M | — | — |
| 23 | 23Beacon Pointe Advisors, LLC | 248,542248,542 | $3M | — | — |
| 24 | 24Allodium Investment Consultants, LLC | 242,850242,850 | $3M | — | ADD 13% |
| 25 | 25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 230,087230,087 | $2M | — | — |
| 26 | 26Meritas Wealth Management, LLC | 225,198225,198 | $2M | — | ADD 10% |
| 27 | 27Perigon Wealth Management, LLC | 216,880216,880 | $2M | — | — |
| 28 | 28NORTHERN TRUST CORP | 155,612155,612 | $2M | — | — |
| 29 | 29Prime Capital Investment Advisors, LLC | 132,200132,200 | $1M | — | TRIM -26% |
| 30 | 30US BANCORP \DE\ | 119,065119,065 | $1M | — | ADD 2% |
| 31 | 31Betterment LLC | 113,866113,866 | $1M | — | — |
| 32 | 32JANE STREET GROUP, LLC | 107,892107,892 | $1M | — | ADD 585% |
| 33 | 33Level Financial Advisors | 103,622103,622 | $1M | — | — |
| 34 | 34Silver Oak Advisory Group, Inc. | 96,14496,144 | $993,000 | — | — |
| 35 | 35Dynamic Advisor Solutions LLC | 96,04296,042 | $992,115 | — | ADD 9% |
| 36 | 36Mason & Associates Inc | 91,99291,992 | $934,639 | — | — |
| 37 | 37Index Fund Advisors, Inc. | 88,08088,080 | $909,866 | — | ADD 4% |
| 38 | 38Pine Haven Investment Counsel, Inc | 79,78779,787 | $824,200 | — | ADD 13% |
| 39 | 39Modera Wealth Management, LLC | 65,31065,310 | $674,653 | — | ADD 4% |
| 40 | 40Boston Common Asset Management, LLC | 46,99546,995 | $485,458 | — | NEW |
| 41 | 41Ariadne Wealth Management, LP | 46,27746,277 | $478,041 | — | — |
| 42 | 42D.A. DAVIDSON & CO. | 43,04443,044 | $444,645 | — | — |
| 43 | 43Private Wealth Management Group, LLC | 41,03241,032 | $423,861 | — | ADD 4% |
| 44 | 44NWAM LLC | 40,50340,503 | $418,400 | — | ADD 10% |
| 45 | 45Apella Capital, LLC | 35,44635,446 | $400,540 | — | ADD 3% |
| 46 | 46AQR CAPITAL MANAGEMENT LLC | 37,98937,989 | $392,426 | — | TRIM -6% |
| 47 | 47Aegis Wealth Management LLC | 37,76637,766 | $390,123 | — | — |
| 48 | 48Equitable Holdings, Inc. | 33,90533,905 | $352,612 | — | ADD 4% |
| 49 | 49LPL Financial LLC | 27,69327,693 | $286,069 | — | ADD 56% |
| 50 | 50Powerhouse Assets LLC | 27,60727,607 | $285,186 | — | ADD 8% |
| 51 | 51Corient Private Wealth LLC | 53,20053,200 | $266,997 | — | ADD 7% |
| 52 | 52MB Generational Wealth, LLC | 24,84424,844 | $256,639 | — | ADD 2% |
| 53 | 53TRILLIUM ASSET MANAGEMENT, LLC | 23,56623,566 | $243,000 | — | — |
| 54 | 54Wheels Up Wealth, Inc. | 22,60922,609 | $233,551 | — | TRIM -12% |
| 55 | 55Cetera Investment Advisers | 19,46619,466 | $201,085 | — | — |
| 56 | 56BetterWealth, LLC | 18,91518,915 | $195,392 | — | — |
| 57 | 57FIDELIS CAPITAL PARTNERS, LLC | 18,88518,885 | $195,082 | — | NEW |
| 58 | 58Cloud Capital Management, LLC | 18,19418,194 | $186,000 | — | NEW |
| 59 | 59MORRIS FINANCIAL CONCEPTS, INC. | 17,04217,042 | $176,044 | — | — |
| 60 | 60JDH Wealth Management, LLC | 16,43216,432 | $169,743 | — | — |
| 61 | 61First Affirmative Financial Network | 15,90415,904 | $164,289 | — | NEW |
| 62 | 62COMMONWEALTH EQUITY SERVICES, LLC | 15,59015,590 | $161,040 | — | TRIM -58% |
| 63 | 63Modern Wealth Management, LLC | 14,60614,606 | $152,048 | — | TRIM -59% |
| 64 | 64Ethic Inc. | 14,54014,540 | $150,198 | — | TRIM -5% |
| 65 | 65Composition Wealth, LLC | 14,36014,360 | $148,344 | — | NEW |
| 66 | 66Fund Evaluation Group, LLC | 14,20414,204 | $146,727 | — | — |
| 67 | 67Quantinno Capital Management LP | 13,68013,680 | $141,314 | — | NEW |
| 68 | 68Caprock Group, LLC | 11,20611,206 | $115,765 | — | — |
| 69 | 69MAI Capital Management | 9,2309,230 | $95,344 | — | — |
| 70 | 70AdvisorNet Financial, Inc | 9,0889,088 | $93,882 | — | TRIM -40% |
| 71 | 71American Capital Advisory, LLC | 7,8067,806 | $80,636 | — | NEW |
| 72 | 72Greykasell Wealth Strategies, Inc. | 7,1757,175 | $74,118 | — | — |
| 73 | 73Aspect Partners, LLC | 6,7946,794 | $70,182 | — | — |
| 74 | 74MORGAN STANLEY | 6,7896,789 | $70,131 | — | — |
| 75 | 75Westfuller Advisors, LLC | 5,5235,523 | $57,053 | — | NEW |
| 76 | 76SJS Investment Consulting Inc. | 1,7941,794 | $18,533 | — | TRIM -15% |
| 77 | 77Millstone Evans Group, LLC | 1,4081,408 | $14,545 | — | — |
| 78 | 78Financial Connections Group, Inc. | 1,4401,440 | $14,000 | — | — |
| 79 | 79Bank of New Hampshire | 1,1551,155 | $11,931 | — | — |
| 80 | 80Orion Capital Management LLC | 1,0991,099 | $11,353 | — | ADD 93% |
| 81 | 81Parallel Advisors, LLC | 953953 | $9,844 | — | — |
| 82 | 82BELLEVUE ASSET MANAGEMENT, LLC | 893893 | $9,231 | — | — |
| 83 | 83ROYAL BANK OF CANADA | 871871 | $9,000 | — | NEW |
| 84 | 84FIFTH THIRD BANCORP | 839839 | $8,667 | — | NEW |
| 85 | 85Rockefeller Capital Management L.P. | 438438 | $4,525 | — | NEW |
| 86 | 86OSAIC HOLDINGS, INC. | 332332 | $3,429 | — | TRIM -99% |
| 87 | 87Clarity Asset Management, Inc. | 291291 | $3,001 | — | — |
| 88 | 88Allworth Financial LP | 22 | $20 | — | — |
| 89 | 89Atlantic Union Bankshares Corp | 11 | $11 | — | NEW |
