| Northwestern Mutual Wealth Management Co | $8.6B | 0 | 2026-06-30 |
| Empower Advisory Group, LLC | $5.1B | 1,980 | 2026-06-30 |
| Edelman Financial Engines | $4.1B | 722 | 2026-06-30 |
| Wealthfront Advisers LLC | $3.2B | 40 | 2026-06-30 |
| Creative Planning | $1.3B | 1,171 | 2026-06-30 |
| Hightower Advisors, LLC | $598.7M | 1,046 | 2026-06-30 |
| Composition Wealth, LLC | $446.1M | 76 | 2026-06-30 |
| US Bancorp | $400.1M | 0 | 2026-06-30 |
| Scs Capital Management LLC | $344.3M | 80 | 2026-06-30 |
| Morgan Stanley | $340.2M | 23,185 | 2026-06-30 |
| Wealthspire Advisors, LLC | $303M | 237 | 2026-06-30 |
| Jones Financial Companies LLLP | $271.2M | 0 | 2026-06-30 |
| Orgel Wealth Management, LLC | $268.5M | 31 | 2026-06-30 |
| Mariner, LLC | $268.1M | 0 | 2026-06-30 |
| McAdam LLC | $258.1M | 135 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $241.2M | 0 | 2026-06-30 |
| Avantax Planning Partners, Inc. | $211.2M | 10 | 2026-06-30 |
| Cresset Asset Management, LLC | $199.9M | 212 | 2026-06-30 |
| Rebalance, LLC | $199.7M | 9 | 2026-06-30 |
| Lpl Financial LLC | $199.5M | 23,458 | 2026-06-30 |
| Steele Capital Management, Inc. | $195.8M | 15 | 2026-06-30 |
| Cerity Partners LLC | $191.2M | 777 | 2026-06-30 |
| Ameriprise Financial Inc | $178.9M | 0 | 2026-06-30 |
| Sageview Advisory Group, LLC | $173.3M | 94 | 2026-06-30 |
| Gemmer Asset Management LLC | $170.6M | 8 | 2026-06-30 |
| Bank of America Corp /de | $170M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $166.7M | 0 | 2026-06-30 |
| Envestnet Pmc | $160.6M | 60 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $158.5M | 10 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $152.6M | 1,026 | 2026-06-30 |
| Fmr LLC | $152.2M | 0 | 2026-06-30 |
| UBS Group AG | $140M | 0 | 2026-06-30 |
| Fund Evaluation Group, LLC | $133.2M | 2 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $130.9M | 50 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $129.8M | 256 | 2026-06-30 |
| Prime Capital Financial | $119.8M | 265 | 2026-06-30 |
| Cetera Investment Advisers | $116.6M | 10,370 | 2026-06-30 |
| Jmg Financial Group, Ltd. | $113.2M | 48 | 2026-06-30 |
| Jane Street Group, LLC | $110.9M | 0 | 2026-06-30 |
| Charles Schwab Trust Co | $107.5M | 0 | 2026-06-30 |
| Bluestem Wealth Partners, LLC | $105.8M | 17 | 2026-06-30 |
| Benjamin Edwards Inc | $104.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $103.5M | 0 | 2026-06-30 |
| Focus Partners Wealth | $97.1M | 1,048 | 2026-06-30 |
| Choreo, LLC | $96.2M | 148 | 2026-06-30 |
| MML Investors Services, LLC | $92.5M | 5,120 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $87.9M | 466 | 2026-06-30 |
| Truepoint, Inc. | $87.8M | 40 | 2026-06-30 |
| Alphacore Capital LLC | $85.9M | 69 | 2026-06-30 |
| Oarsman Capital, Inc. | $84.1M | 14 | 2026-06-30 |
| Royal Bank of Canada | $81M | 0 | 2026-06-30 |
| Cwm, LLC | $79.7M | 667 | 2026-03-31 |
| Raymond James Financial Inc | $73.9M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $69.5M | 674 | 2026-06-30 |
| Waverly Advisors, LLC | $69.4M | 231 | 2026-06-30 |
| Evergreen Advisors, LLC | $68.7M | 2 | 2026-06-30 |
| Trunorth Capital Management, LLC | $66M | 4 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $64.4M | 166 | 2026-06-30 |
| Riverpoint Wealth Management Holdings, LLC | $64.3M | 4 | 2026-06-30 |
| Bleakley Financial Group, LLC | $60.2M | 124 | 2026-06-30 |
| Savant Wealth Management | $58.2M | 405 | 2026-06-30 |
| Modern Wealth Management, LLC | $57.6M | 161 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $57.3M | 0 | 2026-06-30 |
| Mai Capital Management | $54.6M | 308 | 2026-06-30 |
| Financial Consulate, Inc | $53.3M | 13 | 2026-06-30 |
| Pittenger & Anderson Inc | $52.2M | 14 | 2026-06-30 |
| Aqr Capital Management LLC | $51.9M | 1 | 2026-06-30 |
| Visionary Wealth Advisors | $51.8M | 46 | 2026-06-30 |
| Procyon | $51.6M | 53 | 2026-06-30 |
| Rockefeller Capital Management LP | $50.9M | 346 | 2026-06-30 |
| Capital Advisors Inc/ok | $49.8M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $48.1M | 0 | 2026-06-30 |
| Pacific Sage Partners, LLC | $47.9M | 4 | 2026-06-30 |
| Goelzer Investment Management, Inc. | $47.4M | 23 | 2026-06-30 |
| Bluesky Wealth Advisors, LLC | $46.2M | 10 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $45.1M | 83 | 2026-06-30 |
| Summit Asset Management, LLC | $44.5M | 6 | 2026-06-30 |
| Operose Advisors LLC | $43.9M | 14 | 2026-06-30 |
| Payne Capital Management, LLC | $43.5M | 7 | 2026-06-30 |
| Kavar Capital Partners Group, LLC | $42.6M | 4 | 2026-06-30 |
| Perigon Wealth Management, LLC | $42.2M | 92 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $40.2M | 2,863 | 2026-06-30 |
| Hb Wealth Management, LLC | $39.8M | 169 | 2026-06-30 |
| Fsm Wealth Advisors, LLC | $39.2M | 16 | 2026-06-30 |
| Persium Advisors, LLC | $38.5M | 12 | 2026-06-30 |
| Altura Wealth Advisors | $36.9M | 4 | 2026-06-30 |
| Voisard Asset Management Group | $36.9M | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $36.3M | 334 | 2026-06-30 |
| Ghp Investment Advisors Inc | $36.2M | 27 | 2026-06-30 |
| Johnson Investment Counsel Inc | $36.1M | 65 | 2026-06-30 |
| Berkshire Asset Management Llc/pa | $35.3M | 7 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $35.2M | 43 | 2026-06-30 |
| Bip Wealth, LLC | $35M | 62 | 2026-06-30 |
| Empirical Financial Services, LLC D.b.a. Empirical Wealth Management | $34.5M | 0 | 2026-06-30 |
| Bangor Savings Bank | $34.2M | 0 | 2026-06-30 |
| Courage Miller Partners, LLC | $34M | 3 | 2026-06-30 |
| Quantinno Capital Management LP | $33M | 0 | 2026-06-30 |
| Ballast Advisors LLC | $33M | 6 | 2026-06-30 |
| Black Diamond Financial, LLC | $32.8M | 12 | 2026-06-30 |
| Summit Wealth & Retirement Planning, Inc. | $32.6M | 7 | 2026-06-30 |
| Krilogy | $32.5M | 64 | 2026-06-30 |
| Captrust Financial Advisors | $32.3M | 962 | 2026-06-30 |
| Keyvantage Wealth, LLC | $32.2M | 0 | 2026-06-30 |
| Atria Investments, Inc | $31.7M | 6 | 2026-06-30 |
| Boltwood Capital Management | $31.4M | 2 | 2026-06-30 |
| Hhm Wealth Advisors, LLC | $31M | 12 | 2026-06-30 |
| Pinkerton Wealth, LLC | $30.7M | 19 | 2026-06-30 |
| Naples Global Advisors, LLC | $30.7M | 16 | 2026-06-30 |
| Newedge Advisors | $30.4M | 601 | 2026-06-30 |
| Ecio, Inc. | $30.3M | 5 | 2026-06-30 |
| Wedmont Private Capital | $30.2M | 12 | 2026-06-30 |
| Riversedge Advisors, LLC | $30.2M | 11 | 2026-06-30 |
| Leavell Investment Management, Inc. | $30M | 25 | 2026-06-30 |
| Revolve Wealth Partners, LLC | $29.8M | 14 | 2026-06-30 |
| Blackrock, Inc. | $29.8M | 0 | 2026-06-30 |
| Curi Capital, LLC | $29.7M | 94 | 2026-06-30 |
| Segall Bryant & Hamill, LLC | $29.3M | 0 | 2026-06-30 |
| Benchmark Financial Wealth Advisors, LLC | $29.2M | 8 | 2026-06-30 |
| Red Cedar Investment Management, LLC | $29M | 8 | 2026-06-30 |
| Red Tortoise LLC | $28.4M | 0 | 2026-03-31 |
| Main Street Financial Solutions, LLC | $28.3M | 41 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $28.3M | 29 | 2026-06-30 |
| Tradition Wealth Management, LLC | $28.3M | 23 | 2026-06-30 |
| Belpointe Asset Management LLC | $28.2M | 170 | 2026-06-30 |
| True Freedom Investing, LLC | $28.2M | 2 | 2026-06-30 |
| Wealth Management Resources, Inc. | $27.7M | 6 | 2026-06-30 |
| Susquehanna International Group, LLP | $27.5M | 0 | 2026-06-30 |
| Centura Wealth Advisory | $27.4M | 18 | 2026-06-30 |
| Pure Portfolios Holdings LLC | $27.3M | 0 | 2025-12-31 |
| Rosenberg Matthew Hamilton | $27.3M | 4 | 2026-06-30 |
| Valley National Advisers Inc | $27.1M | 14 | 2026-06-30 |
| Soltis Investment Advisors LLC | $26.7M | 78 | 2026-06-30 |
| Fmp Wealth Advisers | $26.4M | 14 | 2026-06-30 |
| Koesten, Hirschmann & Crabtree, Inc. | $26.3M | 7 | 2026-06-30 |
| Bush Investment Group, LLC | $26.2M | 6 | 2026-03-31 |
| Zynergyretirementplanningllc | $25.7M | 6 | 2026-06-30 |
| Cornerstone Wealth Advisors, Inc. | $25.6M | 5 | 2026-06-30 |
| Act Wealth Management, LLC | $25.5M | 5 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $25.3M | 42 | 2026-06-30 |
| McIlrath & Eck, LLC | $25.2M | 6 | 2026-03-31 |
| Flc Capital Advisors | $25.2M | 4 | 2026-06-30 |
| Broadleaf Partners, LLC | $24.8M | 3 | 2026-06-30 |
| Noble Family Wealth, LLC | $24.8M | 6 | 2026-06-30 |
| Sylvest Advisors, LLC | $24.2M | 7 | 2026-06-30 |
| Fortis Capital Advisors, LLC | $24.2M | 71 | 2026-06-30 |
| Kings Path Partners LLC | $23.9M | 4 | 2026-06-30 |
| Kestra Advisory Services, LLC | $23.8M | 1,479 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $23.4M | 338 | 2026-06-30 |
| Boyd Wealth Management, LLC | $22.7M | 5 | 2026-06-30 |
| Curbstone Financial Management Corp | $22.7M | 6 | 2026-06-30 |
| Stifel Financial Corp | $22.4M | 0 | 2026-06-30 |
| Downshift Financial, LLC | $22.3M | 3 | 2026-06-30 |
| Aventura Private Wealth, LLC | $22M | 3 | 2026-06-30 |
| Towercrest Capital Management, LLC | $21.9M | 1 | 2026-06-30 |
| Alliance Wealth Management Group, LLC | $21.9M | 5 | 2026-06-30 |
| Savvy Advisors, Inc. | $21.6M | 214 | 2026-06-30 |
| Invst, LLC | $21.6M | 33 | 2026-06-30 |
| Owl Creek Wealth Partners | $21.6M | 3 | 2026-06-30 |
| Certified Advisory Corp | $21.3M | 17 | 2026-06-30 |
| North Star Asset Management Inc | $21.1M | 13 | 2026-06-30 |
| World Investment Advisors | $20.9M | 359 | 2026-06-30 |
| Ascension Capital Advisors, Inc. | $20.5M | 9 | 2026-06-30 |
| Mission Wealth Management, LP | $20.5M | 138 | 2026-06-30 |
| Northeast Financial Group, Inc. | $20.1M | 1 | 2026-03-31 |
| Iht Wealth Management LLC | $20M | 159 | 2026-06-30 |
| Serenity Investment Advisors | $20M | 6 | 2026-06-30 |
| Libra Wealth LLC | $20M | 4 | 2026-06-30 |
| Elgethun Capital Management | $19.9M | 10 | 2026-06-30 |
| Merit Financial Group, LLC | $19.8M | 295 | 2026-06-30 |
| Wbh Advisory Inc | $19.7M | 11 | 2026-06-30 |
| Morganrosel Wealth Management, LLC | $19.5M | 2 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $19.4M | 73 | 2026-06-30 |
| Asset Allocation Strategies LLC | $19.4M | 40 | 2026-06-30 |
| Arbor Trust Wealth Advisors, LLC | $19.3M | 3 | 2026-06-30 |
| Sherwood Financial Partners, LLC | $19.1M | 3 | 2026-06-30 |
| Compound Planning, Inc. | $18.8M | 75 | 2026-06-30 |
| Garde Capital, Inc. | $18.8M | 9 | 2026-06-30 |
| Intergy Private Wealth, LLC | $18.7M | 5 | 2026-06-30 |
| Sentinel Advisory Group, LLC | $18.7M | 7 | 2026-06-30 |
| Cranbrook Wealth Management, LLC | $18.6M | 5 | 2026-06-30 |
| Trufp | $18.6M | 4 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $18.6M | 99 | 2026-06-30 |
| Klingenstein Fields & Co LP | $18.4M | 4 | 2026-06-30 |
| Planning Alternatives Ltd /adv | $18.3M | 10 | 2026-06-30 |
| Apriem Advisors | $18.1M | 13 | 2026-06-30 |
| Bcs Wealth Management, LLC | $18M | 8 | 2026-06-30 |
| Momentous Wealth Management, Inc. | $17.8M | 8 | 2026-06-30 |
| Envision Financial LLC | $17.6M | 4 | 2026-06-30 |
| Schwerin Boyle Capital Management Inc | $17.5M | 4 | 2026-06-30 |
| Guardian Financial Partners, LLC | $17.5M | 7 | 2026-06-30 |
| Northern Trust Corp | $17.5M | 0 | 2026-06-30 |
| Brooklyn Fi, LLC | $17.4M | 15 | 2026-06-30 |
| Fort Point Capital Partners LLC | $17.3M | 20 | 2026-06-30 |
| Lido Advisors, LLC | $17.2M | 320 | 2026-06-30 |
| Goldman Sachs Group Inc | $17.2M | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $17.2M | 193 | 2026-06-30 |
| Powers Advisory Group, LLC | $17M | 4 | 2026-06-30 |
| Sanctuary Advisors, LLC | $17M | 401 | 2026-06-30 |
| Ewg Elevate Inc. | $16.9M | 0 | 2025-09-30 |
| Kickstand Ventures, Llc. | $16.9M | 6 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $16.8M | 72 | 2026-06-30 |
| Freestate Advisors LLC | $16.5M | 9 | 2026-06-30 |
| Rkl Private Wealth | $16.4M | 29 | 2026-06-30 |
| Meridian Wealth Management, LLC | $16.4M | 58 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $16.4M | 58 | 2026-06-30 |
| Bank of New York Mellon Corp | $16.3M | 0 | 2026-06-30 |
| Myecfo, LLC | $16.2M | 5 | 2026-06-30 |
| Power Wealth Management LLC | $16.1M | 7 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $15.9M | 57 | 2026-06-30 |
| Zhang Financial LLC | $15.9M | 20 | 2026-06-30 |
| Tpg Advisors LLC | $15.7M | 4 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $15.7M | 1,166 | 2026-06-30 |
| Brand Asset Management Group, Inc. | $15.5M | 15 | 2026-06-30 |
| Bell Investment Advisors, Inc | $15.5M | 9 | 2026-06-30 |
| Sightline Wealth Advisors, LLC | $15.4M | 4 | 2026-06-30 |
| Brightwater Advisory, LLC | $15.2M | 2 | 2026-06-30 |
| Nicholas Hoffman & Company, Llc. | $15.1M | 13 | 2026-06-30 |
| Focus Financial | $14.8M | 121 | 2026-06-30 |
| Denver Pwm, LLC | $14.8M | 7 | 2026-06-30 |
| Marshall Financial Group Inc /adv | $14.8M | 0 | 2025-09-30 |
| Leeward Financial Partners, LLC | $14.7M | 3 | 2026-06-30 |
| Creekside Partners | $14.6M | 2 | 2026-06-30 |
| White & Co Financial Planning Inc | $14.2M | 4 | 2026-06-30 |
| Signet Investment Advisory Group, Inc. | $14.2M | 3 | 2026-06-30 |
| Ima Advisory Services, Inc. | $14.1M | 48 | 2026-06-30 |
| Elwood & Goetz Wealth Advisory Group, LLC | $14.1M | 21 | 2026-06-30 |
| Smi Advisory Services, LLC | $14M | 7 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $13.9M | 386 | 2026-06-30 |
| Fort Vancouver Investment Management, LLC | $13.8M | 4 | 2026-06-30 |
| Seneca Financial Advisors LLC | $13.6M | 6 | 2026-06-30 |
| Blue Barn Wealth | $13.6M | 8 | 2025-12-31 |
| Patriot Investment Management Group, Inc. | $13.5M | 15 | 2026-06-30 |
| Roberts Wealth Advisors, LLC | $13.5M | 3 | 2026-06-30 |
| Christensen, King & Associates Investment Services, Inc. | $13.3M | 9 | 2026-06-30 |
| Capital Advantage, Inc. | $13.2M | 8 | 2026-06-30 |
| Bristlecone Advisors, LLC | $13.2M | 0 | 2025-09-30 |
| Seros Financial, LLC | $13.1M | 8 | 2026-06-30 |
| Compass Advisors | $13.1M | 5 | 2026-06-30 |
| Livet Wealth, LLC | $13.1M | 3 | 2026-06-30 |
| Mgo One Seven LLC | $12.7M | 118 | 2026-06-30 |
| Brady Martz Wealth Solutions, LLC | $12.7M | 8 | 2026-06-30 |
| Baird Financial Group, Inc. | $12.6M | 0 | 2026-06-30 |
| Sigfig Wealth Management, LLC | $12.6M | 4 | 2026-06-30 |
| Summit Financial, LLC | $12.5M | 229 | 2026-06-30 |
| Pitcairn Wealth Advisors LLC | $12.5M | 40 | 2026-06-30 |
| Johnson Financial Group, LLC | $12.5M | 35 | 2026-06-30 |
| Triad Wealth Partners, LLC | $12.5M | 49 | 2026-06-30 |
| Pathstone Holdings, LLC | $12.5M | 0 | 2026-06-30 |
| Jacobsen Capital Management | $12.4M | 3 | 2026-06-30 |
| Arnold and Mote Wealth Management | $12.3M | 4 | 2026-06-30 |