| 1 | 1AE Wealth Management LLC | 6,535,0016.5M | $271M | — | ADD 7% |
| 2 | 2MORGAN STANLEY | 2,296,8052.3M | $95M | — | TRIM -3% |
| 3 | 3ENVESTNET ASSET MANAGEMENT INC | 1,879,5191.9M | $78M | — | ADD 6% |
| 4 | 4Verus Financial Partners, Inc. | 1,531,5311.5M | $64M | — | ADD 4% |
| 5 | 5Janney Montgomery Scott LLC | 1,362,1931.4M | $57M | — | ADD 46% |
| 6 | 6Simplicity Wealth,LLC | 1,212,4701.2M | $50M | — | ADD 4% |
| 7 | 7LPL Financial LLC | 996,640996,640 | $41M | — | — |
| 8 | 8GREAT VALLEY ADVISOR GROUP, INC. | 972,985972,985 | $40M | — | ADD 7% |
| 9 | 9REGATTA CAPITAL GROUP, LLC | 799,615799,615 | $33M | — | ADD 4% |
| 10 | 10AMERICAN CENTURY COMPANIES INC | 781,349781,349 | $32M | — | ADD 186% |
| 11 | 11Echo Wealth Management, LLC | 775,059775,059 | $32M | — | ADD 25% |
| 12 | 12BCR Wealth Strategies, LLC | 773,308773,308 | $32M | — | ADD 10% |
| 13 | 13Hill Investment Group Partners, LLC | 741,653741,653 | $31M | — | TRIM -46% |
| 14 | 14Pacific Life Fund Advisors LLC | 705,542705,542 | $29M | — | TRIM -37% |
| 15 | 15PARK AVENUE SECURITIES LLC | 634,134634,134 | $26M | — | ADD 15% |
| 16 | 16Allegiance Financial Group Advisory Services LLC | 593,902593,902 | $25M | — | ADD 10% |
| 17 | 17Highland Financial Advisors, LLC | 564,832564,832 | $23M | — | ADD 7% |
| 18 | 18Centennial Wealth Advisory LLC | 552,565552,565 | $23M | — | ADD 4% |
| 19 | 19RAYMOND JAMES FINANCIAL INC | 509,320509,320 | $21M | — | ADD 22% |
| 20 | 20ROYAL BANK OF CANADA | 508,741508,741 | $21M | — | — |
| 21 | 21LexAurum Advisors, LLC | 497,767497,767 | $21M | — | NEW |
| 22 | 22Creative Planning | 490,317490,317 | $20M | — | TRIM -7% |
| 23 | 23TRUIST FINANCIAL CORP | 405,967405,967 | $17M | — | — |
| 24 | 24Allodium Investment Consultants, LLC | 353,037353,037 | $15M | — | ADD 27% |
| 25 | 25GOLDMAN SACHS GROUP INC | 332,974332,974 | $14M | — | NEW |
| 26 | 26Align Financial, LLC | 331,091331,091 | $14M | — | TRIM -97% |
| 27 | 27Ferguson Johnson Wealth Management Inc | 271,782271,782 | $11M | — | ADD 5% |
| 28 | 28Networth Advisors, LLC | 265,689265,689 | $11M | — | ADD 5% |
| 29 | 29Cresset Asset Management, LLC | 260,667260,667 | $11M | — | ADD 28% |
| 30 | 30Corient Private Wealth LLC | 231,514231,514 | $10M | — | TRIM -49% |
| 31 | 31Cogent Private Wealth, Inc. | 230,844230,844 | $10M | — | ADD 13% |
| 32 | 32Allworth Financial LP | 228,684228,684 | $9M | — | ADD 56% |
| 33 | 33Kestra Investment Management, LLC | 225,124225,124 | $9M | — | TRIM -12% |
| 34 | 34&PARTNERS | 221,126221,126 | $9M | — | — |
| 35 | 35COMMONWEALTH EQUITY SERVICES, LLC | 217,118217,118 | $9M | — | ADD 10% |
| 36 | 36Pacific Asset Management, LLC | 187,221187,221 | $8M | — | ADD 26% |
| 37 | 37WELLS FARGO & COMPANY/MN | 186,022186,022 | $8M | — | ADD 18% |
| 38 | 38Trajan Wealth LLC | 185,766185,766 | $8M | — | ADD 8% |
| 39 | 39Mariner, LLC | 182,226182,226 | $8M | — | ADD 4% |
| 40 | 40Wealth Alliance Advisory Group, LLC | 182,141182,141 | $8M | — | NEW |
| 41 | 41Herold Advisors, Inc. | 174,440174,440 | $7M | — | ADD 7% |
| 42 | 42EJMK Ventures LLC | 164,710164,710 | $7M | — | ADD 123% |
| 43 | 43MML INVESTORS SERVICES, LLC | 153,945153,945 | $6M | — | ADD 16% |
| 44 | 44Financial Plan, Inc. | 151,511151,511 | $6M | — | ADD 34% |
| 45 | 45Plancorp, LLC | 148,512148,512 | $6M | — | — |
| 46 | 46MATTERN CAPITAL MANAGEMENT, LLC | 146,079146,079 | $6M | — | — |
| 47 | 47B&D White Capital Company, LLC | 140,692140,692 | $6M | — | ADD 3% |
| 48 | 48CoreCap Advisors, LLC | 132,785132,785 | $6M | — | ADD 11% |
| 49 | 49Buck Wealth Strategies, LLC | 130,675130,675 | $5M | — | TRIM -5% |
| 50 | 50ENDEAVOR PRIVATE WEALTH, INC. | 129,417129,417 | $5M | — | TRIM -6% |
| 51 | 51Dogwood Wealth Management LLC | 124,700124,700 | $5M | — | — |
| 52 | 52Mattern Wealth Management LLC | 113,392113,392 | $5M | — | — |
| 53 | 53CWM, LLC | 108,363108,363 | $5M | — | ADD 18% |
| 54 | 54Arax Advisory Partners | 106,682106,682 | $4M | — | TRIM -86% |
| 55 | 55Werba Rubin Papier Wealth Management | 104,369104,369 | $4M | — | NEW |
| 56 | 56Quantum Financial Advisors, LLC | 101,015101,015 | $4M | — | TRIM -3% |
| 57 | 57Kestra Advisory Services, LLC | 100,851100,851 | $4M | — | ADD 4% |
| 58 | 58Cambridge Investment Research Advisors, Inc. | 99,90199,901 | $4M | — | ADD 8% |
| 59 | 59McCartney Wealth Management LLC | 99,48599,485 | $4M | — | — |
| 60 | 60Arcadia Wealth Management, Inc. | 93,93093,930 | $4M | — | ADD 14% |
| 61 | 61PLANWISER FINANCIAL, LLC | 88,92788,927 | $4M | — | TRIM -19% |
| 62 | 62Independent Advisor Alliance | 87,74187,741 | $4M | — | ADD 7% |
| 63 | 63SC&H Financial Advisors, Inc. | 87,36587,365 | $4M | — | ADD 18% |
| 64 | 64Wheels Up Wealth, Inc. | 77,88777,887 | $3M | — | — |
| 65 | 65Vestmark Advisory Solutions, Inc. | 76,99776,997 | $3M | — | NEW |
| 66 | 66RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 70,72170,721 | $3M | — | — |
| 67 | 67AQR CAPITAL MANAGEMENT LLC | 69,40869,408 | $3M | — | ADD 46% |
| 68 | 68IHT Wealth Management, LLC | 67,62967,629 | $3M | — | ADD 18% |
| 69 | 69SILVER OAK SECURITIES, INCORPORATED | 67,24667,246 | $3M | — | — |
| 70 | 70SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66,29566,295 | $3M | — | NEW |
| 71 | 71Index Fund Advisors, Inc. | 64,42164,421 | $3M | — | ADD 5% |
| 72 | 72TOUNJIAN ADVISORY PARTNERS, LLC | 62,10062,100 | $3M | — | TRIM -4% |
| 73 | 73Approach Retirement Advisors, LLC | 60,20360,203 | $3M | — | ADD 6% |
| 74 | 74marrick wealth, LLC | 58,09358,093 | $2M | — | TRIM -9% |
| 75 | 75WCG Wealth Advisors LLC | 55,51855,518 | $2M | — | ADD 10% |
| 76 | 76Dynamic Advisor Solutions LLC | 52,76752,767 | $2M | — | — |
| 77 | 77Focus Partners Advisor Solutions, LLC | 50,73050,730 | $2M | — | NEW |
| 78 | 78BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 46,79046,790 | $2M | — | TRIM -13% |
| 79 | 79Truepoint, Inc. | 41,91741,917 | $2M | — | TRIM -18% |
| 80 | 80Clarity Asset Management, Inc. | 40,62940,629 | $2M | — | NEW |
| 81 | 81GTS SECURITIES LLC | 40,34140,341 | $2M | — | NEW |
| 82 | 82L.K. Benson & Company, P.C. | 38,73238,732 | $2M | — | — |
| 83 | 83WMG Financial Advisors, LLC | 36,47636,476 | $2M | — | — |
| 84 | 84PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 35,44135,441 | $1M | — | ADD 5% |
| 85 | 85Life Planning Partners, Inc | 32,09132,091 | $1M | — | ADD 2% |
| 86 | 86Orion Capital Management LLC | 30,00730,007 | $1M | — | ADD 40% |
| 87 | 87Leading Edge Financial Planning LLC | 29,72629,726 | $1M | — | ADD 74% |
| 88 | 88FLOW TRADERS U.S. LLC | 29,24529,245 | $1M | — | NEW |
| 89 | 89NORTHWEST WEALTH MANAGEMENT, LLC | 29,21129,211 | $1M | — | ADD 490% |
| 90 | 90Apella Capital, LLC | 28,46628,466 | $1M | — | ADD 9% |
| 91 | 91JANE STREET GROUP, LLC | 28,48628,486 | $1M | — | TRIM -3% |
| 92 | 92Visionary Wealth Advisors | 27,00427,004 | $1M | — | ADD 124% |
| 93 | 93SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 26,66626,666 | $1M | — | ADD 20% |
| 94 | 94GRAND WEALTH MANAGEMENT, LLC | 25,85725,857 | $1M | — | — |
| 95 | 95Certified Advisory Corp | 25,49025,490 | $1M | — | ADD 124% |
| 96 | 96Tillman Hartley LLC | 24,37824,378 | $1M | — | ADD 46% |
| 97 | 97JPMORGAN CHASE & CO | 23,82123,821 | $986,189 | — | ADD 93% |
| 98 | 98DIVERSIFY WEALTH MANAGEMENT, LLC | 23,74023,740 | $984,157 | — | ADD 51% |
| 99 | 99Focus Partners Wealth | 22,62722,627 | $939,936 | — | — |
| 100 | 100Betterment LLC | 21,69121,691 | $901,000 | — | ADD 21% |