| 1 | 1Unison Advisors LLC | 907,245907,245 | $31M | — | — |
| 2 | 2Three Arch Wealth Management LLC | 592,008592,008 | $20M | — | — |
| 3 | 3Beacon Pointe Advisors, LLC | 358,729358,729 | $12M | — | TRIM -3% |
| 4 | 4von Borstel & Associates, Inc. | 244,222244,222 | $8M | — | TRIM -8% |
| 5 | 5Vestmark Advisory Solutions, Inc. | 238,173238,173 | $8M | — | ADD 3% |
| 6 | 6DiNuzzo Private Wealth, Inc. | 213,393213,393 | $7M | — | — |
| 7 | 7OLD MISSION CAPITAL LLC | 182,716182,716 | $6M | — | ADD 1700% |
| 8 | 8United Wealth Management, LLC | 171,484171,484 | $6M | — | — |
| 9 | 9ENVESTNET ASSET MANAGEMENT INC | 167,542167,542 | $6M | — | ADD 10% |
| 10 | 10Chicago Partners Investment Group LLC | 137,337137,337 | $5M | — | — |
| 11 | 11Integrity Advisory Solutions, LLC | 144,064144,064 | $5M | — | ADD 4% |
| 12 | 12Farther Finance Advisors, LLC | 134,762134,762 | $5M | — | TRIM -19% |
| 13 | 13Quadcap Wealth Management, LLC | 133,045133,045 | $4M | — | — |
| 14 | 14INTEGRITY ALLIANCE, LLC. | 110,575110,575 | $4M | — | — |
| 15 | 15MERCER GLOBAL ADVISORS INC /ADV | 106,976106,976 | $4M | — | NEW |
| 16 | 16PARK AVENUE SECURITIES LLC | 105,649105,649 | $4M | — | — |
| 17 | 17Meredith Wealth Planning | 105,098105,098 | $4M | — | — |
| 18 | 18Integrated Wealth Concepts LLC | 91,62191,621 | $3M | — | ADD 60% |
| 19 | 19BANK OF AMERICA CORP /DE/ | 90,49990,499 | $3M | — | ADD 71% |
| 20 | 20Wealth Advisors Northwest LLC | 90,00490,004 | $3M | — | TRIM -3% |
| 21 | 21Foundry Financial LLC | 83,86483,864 | $3M | — | ADD 18% |
| 22 | 22Mills Wealth Advisors LLC | 81,05581,055 | $3M | — | ADD 42% |
| 23 | 23Capstone Wealth Management, Inc. | 78,72178,721 | $3M | — | ADD 18% |
| 24 | 24Merit Financial Group, LLC | 75,41975,419 | $3M | — | NEW |
| 25 | 25Sequoia Financial Advisors, LLC | 73,59873,598 | $2M | — | TRIM -4% |
| 26 | 26Evanson Asset Management, LLC | 68,39268,392 | $2M | — | ADD 67% |
| 27 | 27OneDigital Investment Advisors LLC | 64,16764,167 | $2M | — | ADD 7% |
| 28 | 28TABLEAUX LLC | 61,69261,692 | $2M | — | ADD 48% |
| 29 | 29LPL Financial LLC | 61,00861,008 | $2M | — | ADD 72% |
| 30 | 30Betterment LLC | 60,18760,187 | $2M | — | ADD 3% |
| 31 | 31OSAIC HOLDINGS, INC. | 57,57757,577 | $2M | — | TRIM -40% |
| 32 | 32Abel Hall, LLC | 57,25857,258 | $2M | — | TRIM -2% |
| 33 | 33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56,21856,218 | $2M | — | NEW |
| 34 | 34JPMORGAN CHASE & CO | 58,28558,285 | $2M | — | TRIM -3% |
| 35 | 35JANE STREET GROUP, LLC | 53,87253,872 | $2M | — | NEW |
| 36 | 36SUMMIT WEALTH GROUP LLC / CO | 53,70053,700 | $2M | — | TRIM -7% |
| 37 | 37Applied Capital LLC | 53,09453,094 | $2M | — | TRIM -4% |
| 38 | 38Wealthspire Advisors, LLC | 52,30552,305 | $2M | — | TRIM -17% |
| 39 | 39Corus Family Wealth Advisors | 51,89151,891 | $2M | — | ADD 9% |
| 40 | 40GOLDMAN SACHS GROUP INC | 50,00050,000 | $2M | — | NEW |
| 41 | 41Orion Porfolio Solutions, LLC | 48,45348,453 | $2M | — | TRIM -5% |
| 42 | 42Tortoise Investment Management, LLC | 46,13546,135 | $2M | — | ADD 6% |
| 43 | 43CSP Financial Group, LLC | 44,72644,726 | $2M | — | NEW |
| 44 | 44HM PAYSON & CO | 43,15243,152 | $1M | — | ADD 27% |
| 45 | 45RFG Advisory, LLC | 42,36242,362 | $1M | — | TRIM -85% |
| 46 | 46Kestra Advisory Services, LLC | 40,85540,855 | $1M | — | ADD 6% |
| 47 | 47Alpha Financial Advisors, LLC | 39,91839,918 | $1M | — | TRIM -18% |
| 48 | 48Broadhurst Jeffrey B | 38,56338,563 | $1M | — | — |
| 49 | 49Savant Capital, LLC | 36,81436,814 | $1M | — | ADD 3% |
| 50 | 50UBS Group AG | 36,67336,673 | $1M | — | ADD 161% |
| 51 | 51COMMONWEALTH EQUITY SERVICES, LLC | 36,18636,186 | $1M | — | — |
| 52 | 52Mariner, LLC | 32,29532,295 | $1M | — | NEW |
| 53 | 53WorthPointe, LLC | 31,20431,204 | $1M | — | ADD 6% |
| 54 | 54AA Financial Advisors, LLC | 30,21130,211 | $1M | — | NEW |
| 55 | 55M Holdings Securities, Inc. | 30,17130,171 | $1M | — | — |
| 56 | 56Envision Financial Planning, LLC | 29,65129,651 | $1M | — | — |
| 57 | 57Sollinda Capital Management LLC | 29,60629,606 | $1M | — | ADD 8% |
| 58 | 58Acorn Wealth Advisors, LLC | 29,58129,581 | $999,525 | — | ADD 18% |
| 59 | 59BDFS Capital LLC | 26,57126,571 | $897,843 | — | ADD 5% |
| 60 | 60Index Fund Advisors, Inc. | 25,88625,886 | $874,681 | — | ADD 245% |
| 61 | 61PINNEY & SCOFIELD, INC. | 24,89924,899 | $841,353 | — | — |
| 62 | 62FORTERIS WEALTH MANAGEMENT INC. | 23,77123,771 | $803,222 | — | ADD 2% |
| 63 | 63Two West Capital Advisors LLC | 19,39719,397 | $742,134 | — | — |
| 64 | 64Daner Wealth Management, LLC | 17,87917,879 | $728,569 | — | ADD 69% |
| 65 | 65SUTTON PLACE INVESTORS LLC | 20,12320,123 | $679,956 | — | — |
| 66 | 66Kane Co Wealth Management, Inc. | 17,16617,166 | $580,039 | — | ADD 8% |
| 67 | 67HighTower Advisors, LLC | 16,40416,404 | $554,291 | — | TRIM -46% |
| 68 | 68TAGStone Capital, Inc. | 16,11816,118 | $544,614 | — | ADD 13% |
| 69 | 69Cerity Partners LLC | 15,91215,912 | $537,666 | — | NEW |
| 70 | 70Cambridge Investment Research Advisors, Inc. | 15,41315,413 | $521,000 | — | ADD 22% |
| 71 | 71Capital Investment Advisory Services, LLC | 13,70013,700 | $462,923 | — | — |
| 72 | 72Vantage Point Financial LLC | 12,89812,898 | $435,831 | — | ADD 8% |
| 73 | 73Pacific Asset Management, LLC | 12,42912,429 | $419,960 | — | — |
| 74 | 74FIRETHORN WEALTH PARTNERS, LLC | 12,15712,157 | $410,769 | — | TRIM -4% |
| 75 | 75Rehmann Capital Advisory Group | 11,53111,531 | $389,632 | — | TRIM -13% |
| 76 | 76SIGNATUREFD, LLC | 11,42811,428 | $386,152 | — | ADD 857% |
| 77 | 77TRUIST FINANCIAL CORP | 11,37511,375 | $384,374 | — | TRIM -7% |
| 78 | 78RCS Financial Planning, LLC | 11,19711,197 | $378,346 | — | TRIM -4% |
| 79 | 79CITIGROUP INC | 10,82210,822 | $365,675 | — | ADD 33% |
| 80 | 80Creative Planning | 10,79410,794 | $364,721 | — | NEW |
| 81 | 81COWA, LLC | 10,74310,743 | $363,006 | — | TRIM -3% |
| 82 | 82Vestment Financial LLC | 9,2539,253 | $352,365 | — | TRIM -12% |
| 83 | 83Brookstone Capital Management | 9,5779,577 | $323,620 | — | ADD 50% |
| 84 | 84Approach Retirement Advisors, LLC | 9,2419,241 | $312,252 | — | TRIM -12% |
| 85 | 85SAX WEALTH ADVISORS, LLC | 9,5709,570 | $308,633 | — | — |
| 86 | 86Washington Trust Advisors, Inc. | 8,9898,989 | $303,745 | — | — |
| 87 | 87Savvy Advisors, Inc. | 8,8448,844 | $298,839 | — | ADD 36% |
| 88 | 88Excelsior Advisor Network LLC | 8,7808,780 | $296,677 | — | ADD 2% |
| 89 | 89Arrowroot Family Office, LLC | 8,6828,682 | $293,354 | — | — |
| 90 | 90NWAM LLC | 7,7117,711 | $260,557 | — | ADD 9% |
| 91 | 91GREAT VALLEY ADVISOR GROUP, INC. | 7,4017,401 | $250,203 | — | ADD 17% |
| 92 | 92Everest Management Corp. | 7,3587,358 | $248,627 | — | NEW |
| 93 | 93ROYAL BANK OF CANADA | 7,3457,345 | $248,000 | — | ADD 32% |
| 94 | 94Triad Wealth Partners, LLC | 6,9326,932 | $234,232 | — | NEW |
| 95 | 95Ausdal Financial Partners, Inc. | 6,1246,124 | $206,930 | — | NEW |
| 96 | 96Glass Jacobson Investment Advisors llc | 6,1176,117 | $206,706 | — | — |
| 97 | 97Pasadena Private Wealth, LLC | 6,1026,102 | $206,202 | — | NEW |
| 98 | 98LAM GROUP, INC. | 3,4653,465 | $117,082 | — | NEW |
| 99 | 99Root Financial Partners, LLC | 2,6932,693 | $90,985 | — | — |
| 100 | 100AE Wealth Management LLC | 1,8471,847 | $62,410 | — | — |