| 1 | 1JPMORGAN CHASE & CO | 55,662,06655.7M | $4.0B | — | — |
| 2 | 2MORGAN STANLEY | 2,628,7662.6M | $192M | — | TRIM -26% |
| 3 | 3Integrated Wealth Concepts LLC | 2,315,7512.3M | $169M | — | ADD 15% |
| 4 | 4JANE STREET GROUP, LLC | 788,305788,305 | $58M | — | NEW |
| 5 | 5BANK OF AMERICA CORP /DE/ | 651,227651,227 | $48M | — | TRIM -25% |
| 6 | 6Aptus Capital Advisors, LLC | 617,052617,052 | $45M | — | ADD 4% |
| 7 | 7ASSETMARK, INC | 438,550438,550 | $32M | — | TRIM -4% |
| 8 | 8Cetera Investment Advisers | 383,821383,821 | $28M | — | ADD 2% |
| 9 | 9OSAIC HOLDINGS, INC. | 359,803359,803 | $26M | — | TRIM -27% |
| 10 | 10Perigon Wealth Management, LLC | 340,401340,401 | $25M | — | TRIM -27% |
| 11 | 11LPL Financial LLC | 276,753276,753 | $20M | — | TRIM -3% |
| 12 | 12Pallas Capital Advisors LLC | 260,154260,154 | $19M | — | TRIM -47% |
| 13 | 13Advisory Services Network, LLC | 228,509228,509 | $17M | — | — |
| 14 | 14Gateway Wealth Partners, LLC | 225,948225,948 | $17M | — | ADD 139% |
| 15 | 15WNY Asset Management, LLC | 207,264207,264 | $15M | — | NEW |
| 16 | 16NEUBERGER BERMAN GROUP LLC | 204,754204,754 | $15M | — | NEW |
| 17 | 17ROTHSCHILD INVESTMENT LLC | 194,077194,077 | $14M | — | ADD 3% |
| 18 | 18Clearstead Advisors, LLC | 186,366186,366 | $14M | — | NEW |
| 19 | 19Focus Partners Wealth | 158,607158,607 | $12M | — | TRIM -4% |
| 20 | 20RAYMOND JAMES FINANCIAL INC | 158,226158,226 | $12M | — | ADD 155% |
| 21 | 21STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 151,541151,541 | $11M | — | — |
| 22 | 22Graney & King, LLC | 148,332148,332 | $11M | — | ADD 10% |
| 23 | 23Jacobi Capital Management LLC | 110,198110,198 | $8M | — | ADD 13% |
| 24 | 24HSBC HOLDINGS PLC | 109,369109,369 | $8M | — | TRIM -38% |
| 25 | 25ENVESTNET ASSET MANAGEMENT INC | 105,903105,903 | $8M | — | ADD 11% |
| 26 | 26Alpha Advisors, LLC/VA | 91,28491,284 | $7M | — | ADD 3% |
| 27 | 27DAYMARK WEALTH PARTNERS, LLC | 81,28981,289 | $6M | — | ADD 11% |
| 28 | 28MML INVESTORS SERVICES, LLC | 71,87971,879 | $5M | — | TRIM -11% |
| 29 | 29MN Wealth Advisors, LLC | 68,47268,472 | $5M | — | TRIM -10% |
| 30 | 30KELLY FINANCIAL GROUP LLC | 65,38365,383 | $5M | — | TRIM -88% |
| 31 | 315T Wealth, LLC | 60,34960,349 | $4M | — | — |
| 32 | 32NewEdge Wealth, LLC | 55,47255,472 | $4M | — | NEW |
| 33 | 33ROYAL BANK OF CANADA | 48,89448,894 | $4M | — | — |
| 34 | 34NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,31246,312 | $3M | — | ADD 49% |
| 35 | 35Horizon Family Wealth, Inc. | 44,89944,899 | $3M | — | — |
| 36 | 36Private Advisor Group, LLC | 43,50743,507 | $3M | — | — |
| 37 | 37COMMONWEALTH EQUITY SERVICES, LLC | 38,16438,164 | $3M | — | ADD 36% |
| 38 | 38Northwest Wealth Advisors, LLC | 29,33329,333 | $2M | — | ADD 5% |
| 39 | 39Geneos Wealth Management Inc. | 28,36128,361 | $2M | — | ADD 7% |
| 40 | 40SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,75924,759 | $2M | — | NEW |
| 41 | 41Sanctuary Advisors, LLC | 22,05822,058 | $2M | — | TRIM -51% |
| 42 | 42Independent Wealth Network Inc. | 20,06420,064 | $1M | — | NEW |
| 43 | 43Cambridge Investment Research Advisors, Inc. | 19,79219,792 | $1M | — | ADD 33% |
| 44 | 44Emerald Advisors, LLC | 19,20919,209 | $1M | — | — |
| 45 | 45Merited Wealth, LLC | 18,58818,588 | $1M | — | ADD 7% |
| 46 | 46Strategic Financial Concepts, LLC | 17,57717,577 | $1M | — | ADD 12% |
| 47 | 473Chopt Investment Partners, LLC | 17,19117,191 | $1M | — | — |
| 48 | 48PRINCIPAL SECURITIES, INC. | 17,00117,001 | $1M | — | ADD 46% |
| 49 | 49Ascent Group, LLC | 16,26016,260 | $1M | — | TRIM -76% |
| 50 | 50Robertson Stephens Wealth Management, LLC | 15,01315,013 | $1M | — | — |
| 51 | 51Insight Advisors, LLC/ PA | 14,49714,497 | $1M | — | — |
| 52 | 52Creative Planning | 11,72411,724 | $857,223 | — | — |
| 53 | 53TRUIST FINANCIAL CORP | 10,02210,022 | $732,809 | — | — |
| 54 | 54Cobblestone Asset Management LLC | 9,9559,955 | $727,917 | — | ADD 48% |
| 55 | 55Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,4859,485 | $693,543 | — | TRIM -22% |
| 56 | 56Bank of New York Mellon Corp | 8,6938,693 | $635,648 | — | TRIM -73% |
| 57 | 57WealthPlan Investment Management, LLC | 8,4588,458 | $618,449 | — | ADD 51% |
| 58 | 58Ascentis Independent Advisors | 8,4048,404 | $614,500 | — | NEW |
| 59 | 59FLAGSHIP HARBOR ADVISORS, LLC | 7,8547,854 | $574,287 | — | TRIM -15% |
| 60 | 60Grey Ledge Advisors, LLC | 7,8007,800 | $570,336 | — | — |
| 61 | 61Elevation Wealth Management LLC | 7,6387,638 | $558,505 | — | TRIM -47% |
| 62 | 62Summit Financial, LLC | 7,5257,525 | $550,236 | — | NEW |
| 63 | 63GREAT VALLEY ADVISOR GROUP, INC. | 6,7696,769 | $494,660 | — | ADD 26% |
| 64 | 64TBH Global Asset Management, LLC | 6,5516,551 | $478,996 | — | NEW |
| 65 | 65Composition Wealth, LLC | 6,5406,540 | $478,205 | — | TRIM -6% |
| 66 | 66RICHARDSON FINANCIAL SERVICES INC. | 6,2196,219 | $454,693 | — | TRIM -6% |
| 67 | 67Ignite Planners, LLC | 5,9415,941 | $434,333 | — | TRIM -64% |
| 68 | 68Qube Research & Technologies Ltd | 5,3205,320 | $388,998 | — | TRIM -51% |
| 69 | 69IFP Advisors, Inc | 4,9534,953 | $362,163 | — | TRIM -7% |
| 70 | 70Farther Finance Advisors, LLC | 4,8574,857 | $360,996 | — | TRIM -4% |
| 71 | 71AMERIPRISE FINANCIAL INC | 4,8484,848 | $354,484 | — | — |
| 72 | 72MB Generational Wealth, LLC | 4,4454,445 | $325,018 | — | — |
| 73 | 73PARK AVENUE SECURITIES LLC | 4,2584,258 | $311,000 | — | — |
| 74 | 74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,1154,115 | $304,064 | — | TRIM -21% |
| 75 | 75Equitable Holdings, Inc. | 4,1184,118 | $297,814 | — | — |
| 76 | 76MGO ONE SEVEN LLC | 3,9093,909 | $285,895 | — | TRIM -38% |
| 77 | 77Kestra Advisory Services, LLC | 3,8563,856 | $281,931 | — | ADD 1267% |
| 78 | 78Bright Futures Wealth Management, LLC. | 3,8553,855 | $281,878 | — | NEW |
| 79 | 79WEALTH ALLIANCE, LLC | 3,8543,854 | $281,840 | — | NEW |
| 80 | 80WHITTIER TRUST CO OF NEVADA INC | 3,6933,693 | $274,058 | — | — |
| 81 | 81TWO SIGMA SECURITIES, LLC | 3,4983,498 | $255,774 | — | — |
| 82 | 82WBH ADVISORY INC | 3,4283,428 | $254,769 | — | NEW |
| 83 | 83SeaCrest Wealth Management, LLC | 3,4283,428 | $250,664 | — | TRIM -11% |
| 84 | 84VANGUARD ADVISERS INC | 3,2113,211 | $234,788 | — | NEW |
| 85 | 85FMR LLC | 3,1593,159 | $230,964 | — | ADD 15% |
| 86 | 86Capital Investment Advisory Services, LLC | 3,1523,152 | $230,474 | — | TRIM -3% |
| 87 | 87Janney Montgomery Scott LLC | 3,1243,124 | $228,000 | — | TRIM -33% |
| 88 | 88IHT Wealth Management, LLC | 3,0233,023 | $221,059 | — | NEW |
| 89 | 89Rockefeller Capital Management L.P. | 2,8912,891 | $211,429 | — | TRIM -42% |
| 90 | 90INDEPENDENT FINANCIAL GROUP, LLC | 2,8342,834 | $207,218 | — | NEW |
| 91 | 91FIRST TRUST ADVISORS LP | 2,7642,764 | $202,067 | — | NEW |
| 92 | 92CWM, LLC | 2,5242,524 | $184,562 | — | TRIM -98% |
| 93 | 93O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,7331,733 | $126,717 | — | TRIM -31% |
| 94 | 94Key Financial Inc | 1,2861,286 | $94,032 | — | ADD 14% |
| 95 | 95Western Wealth Management, LLC | 1,2801,280 | $93,626 | — | NEW |
| 96 | 96AlphaCore Capital LLC | 1,1161,116 | $81,602 | — | — |
| 97 | 97INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,0911,091 | $81,083 | — | — |
| 98 | 98US BANCORP \DE\ | 1,0551,055 | $77,142 | — | ADD 36% |
| 99 | 99WHITTIER TRUST CO | 983983 | $72,948 | — | — |
| 100 | 100Ancora Advisors LLC | 924924 | $67,563 | — | — |
