Top 100 ETF Power Users - 2023

Top 100 ETF Power Users - 2023For details on how firms qualified for this list, please see our METHODOLOGY.

RankingFirm NameETF AssetsTotal Assets
1Creative Planning$52,898,000,896 $133,830,631,424
2Carson Wealth$8,956,914,688 $18,849,130,496
3Brookstone Capital$3,705,553,152 $8,400,000,000
4Adviser Investments$3,509,787,648 $7,249,890,816
5Integrated Partners$2,846,080,000 $7,826,047,488
6Truepoint Wealth Counsel$2,596,860,672 $4,642,982,400
7Moneta Group$2,567,851,264 $32,888,762,368
8Orgel Wealth$2,556,530,432 $6,606,699,008
9Alesco Advisors$2,539,298,048 $4,403,996,672
10Miracle Mile Advisors$2,309,491,712 $3,067,347,200
11Foundations Investment Advisors$2,015,734,528 $3,173,202,432
12Forum Financial$1,997,655,936 $7,399,287,808
13SigFig Wealth$1,867,077,504 $2,301,052,928
14Merit Financial$1,858,898,816 $3,681,709,824
15Pure Financial Advisors$1,774,125,824 $4,084,060,160
16Choreo$1,718,497,408 $9,629,035,520
17JMG Financial Group$1,714,843,008 $4,715,950,080
18AJ Wealth$1,659,288,064 $2,856,386,816
19Capital Investment Advisors$1,561,165,952 $4,224,196,096
20Facet Wealth$1,498,803,968 $1,638,337,664
21Mission Wealth$1,494,153,984 $4,815,109,632
22Wharton Business Group$1,488,747,008 $3,439,553,280
23Wealthcare Advisory Partners$1,461,116,544 $3,374,911,744
24Sand Hill Global Advisors$1,437,783,168 $3,604,693,760
25Global Strategic Investment Solutions$1,434,033,792 $1,105,287,936
26RFG Advisory$1,392,587,136 $2,728,866,048
27Advisory Services Network$1,388,419,328 $5,686,160,384
28Destination Wealth$1,368,614,144 $3,809,515,264
29Halbert Hargrove$1,314,400,896 $3,030,982,912
30Gradient Investments$1,309,563,904 $4,080,420,864
31Plancorp$1,297,806,592 $6,077,964,800
32Parallel Advisors$1,229,470,336 $5,713,513,984
33Annex Wealth$1,200,150,272 $4,595,179,008
34Trilogy Capital$1,198,475,904 $1,668,533,888
35Foster Group$1,187,445,120 $3,393,383,424
36Great Valley Advisor Group$1,176,901,888 $4,489,786,368
37Waldron Private Wealth$1,166,283,008 $4,137,857,536
38WealthSource$1,164,395,648 $1,928,232,704
39CX Institutional$1,140,649,728 $1,991,453,184
40Linscomb & Williams$1,093,026,176 $4,696,564,224
41Legacy Wealth$1,045,541,632 $2,076,485,504
42Connecticut Wealth Management$1,002,097,280 $2,385,202,432
43Ellevest$1,000,572,352 $1,434,750,848
44Capstone Financial$982,907,008 $2,098,963,712
45Evensky & Katz$977,280,000 $2,741,464,064
46Alaska Permanent$968,074,240 $3,543,184,128
47Baystate Wealth$966,806,976 $1,571,527,424
48Apella Wealth$964,113,152 $2,356,999,936
49Ritholtz Wealth$958,742,848 $2,707,484,928
50McAdam$956,515,008 $1,236,481,280
51Full Sail Capital$946,448,320 $1,691,645,568
52Csenge Advisory Group$934,574,656 $2,351,921,664
53Klingman$932,351,808 $3,120,211,200
54Dynamic Wealth Advisors$919,731,072 $3,305,081,600
55Financial Advocates Investment Management$905,221,440 $4,378,530,816
56Efficient Advisors$903,589,440 $2,192,970,240
57Parsec Financial$890,713,280 $4,226,304,256
58LBMC Investment Advisors$870,713,600 $1,896,867,328
59McKinley Carter Wealth Services$869,426,112 $2,094,889,600
60Colorado Financial Management$866,581,184 $2,123,151,488
61Bricktown Capital$863,520,448 $11,058,803,712
62Apexium Financial$856,383,552 $2,391,977,728
63Heritage Wealth Advisors$855,822,912 $3,325,396,224
64Johnson Wealth$847,819,840 $8,804,221,952
65BakerAvenue$845,418,048 $2,131,831,936
66Sigma Investment Counselors$837,186,240 $1,669,433,216
67Northeast Financial$833,291,328 $4,524,575,744
68Accredited Investors Wealth Management$811,192,768 $3,383,260,672
69Lutz Financial$804,953,088 $1,818,535,168
70MCF Advisors$785,545,280 $2,695,572,736
71Conservest Capital Advisors$775,131,520 $1,589,039,744
72Advocacy Wealth Management$757,082,624 $1,114,785,408
73Bogart Wealth$756,222,336 $1,925,112,960
74Trek Financial$753,828,416 $1,732,993,664
75Forbes Family Trust$753,434,944 $3,654,702,848
76Wealthspire Advisors$747,783,744 $2,832,184,320
77Fusion Family Wealth$728,219,456 $912,214,080
78Clearwater Capital Partners$725,648,576 $1,068,659,264
79Callan Capital$720,080,256 $1,473,127,936
80Perigon Wealth Management$719,112,320 $3,328,851,200
81Willis Johnson & Associates$716,308,416 $914,867,584
82Stairway Partners$701,084,032 $1,204,482,048
83Campbell Wealth Management$698,377,024 $937,961,984
84True Link Financial Advisors$698,022,976 $906,716,416
85Cahaba Wealth Management$694,800,768 $1,151,097,856
86BLB & B Advisors$693,946,048 $2,065,090,048
87Verus Financial Partners$683,658,368 $983,047,936
88Exencial Wealth Advisors$681,723,712 $4,360,545,280
89Salomon & Ludwin$676,226,112 $1,074,384,128
90FDX Advisors$669,006,976 $5,084,607,488
91Tanglewood Total Wealth Management$667,181,056 $1,406,404,864
92The Milwaukee Company$655,082,112 $1,046,632,064
93RVW Wealth$654,510,848 $960,957,824
94IFG Advisory$648,140,032 $2,691,761,152
95AdvisorNet Wealth Partners$647,060,544 $3,922,193,408
96TruWealth Advisors$640,844,416 $1,697,533,184
97PrairieView Partners$639,974,976 $891,829,952
98Visionary Wealth Advisors$637,219,968 $2,129,479,680
99Armstrong Advisory Group Inc.$630,131,904 $889,124,608
100QA Wealth Management$623,545,088 $798,801,344