| 1 | 1Fiduciary Trust Co | 1,859,1341.9M | $127M | — | — |
| 2 | 2LPL Financial LLC | 1,512,3781.5M | $103M | — | ADD 6% |
| 3 | 3MORGAN STANLEY | 889,676889,676 | $61M | — | — |
| 4 | 4Lido Advisors, LLC | 798,789798,789 | $54M | — | TRIM -4% |
| 5 | 5Garrett Wealth Advisory Group, LLC | 750,033750,033 | $51M | — | TRIM -9% |
| 6 | 6Private Advisor Group, LLC | 693,592693,592 | $47M | — | ADD 5% |
| 7 | 7Cetera Investment Advisers | 660,022660,022 | $45M | — | ADD 8% |
| 8 | 8CWM, LLC | 465,565465,565 | $32M | — | ADD 7% |
| 9 | 9WealthPlan Investment Management, LLC | 459,137459,137 | $31M | — | ADD 97% |
| 10 | 10Team Financial Group, LLC | 450,773450,773 | $31M | — | — |
| 11 | 11Financial Gravity Asset Management, Inc. | 286,548286,548 | $20M | — | ADD 4% |
| 12 | 12Kestra Advisory Services, LLC | 281,211281,211 | $19M | — | ADD 14% |
| 13 | 13IEQ CAPITAL, LLC | 265,154265,154 | $18M | — | — |
| 14 | 14INTEGRITY ALLIANCE, LLC. | 262,448262,448 | $18M | — | ADD 4% |
| 15 | 15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 196,817196,817 | $13M | — | ADD 4% |
| 16 | 16Stenger Family Office, LLC | 191,968191,968 | $13M | — | NEW |
| 17 | 17BANK OF AMERICA CORP /DE/ | 191,360191,360 | $13M | — | TRIM -8% |
| 18 | 18JPMORGAN CHASE & CO | 167,727167,727 | $11M | — | ADD 21% |
| 19 | 19Systelligence, LLC | 143,482143,482 | $10M | — | TRIM -33% |
| 20 | 20Focus Partners Wealth | 141,423141,423 | $10M | — | — |
| 21 | 21WIN ADVISORS, INC | 128,568128,568 | $9M | — | TRIM -10% |
| 22 | 22EASTERN BANK | 110,134110,134 | $8M | — | — |
| 23 | 23Marietta Wealth Management, LLC | 99,59099,590 | $7M | — | — |
| 24 | 24Maia Wealth LLC | 96,25496,254 | $7M | — | ADD 35% |
| 25 | 25Creative Planning | 89,76989,769 | $6M | — | — |
| 26 | 26UBS Group AG | 87,36087,360 | $6M | — | ADD 3% |
| 27 | 27VISTA INVESTMENT MANAGEMENT | 84,68084,680 | $6M | — | TRIM -2% |
| 28 | 28TopTier Wealth Management, LLC | 80,16680,166 | $5M | — | — |
| 29 | 29NewSquare Capital LLC | 79,35679,356 | $5M | — | ADD 4% |
| 30 | 30WELLS FARGO & COMPANY/MN | 77,58477,584 | $5M | — | TRIM -4% |
| 31 | 31HARBOUR INVESTMENTS, INC. | 75,68075,680 | $5M | — | ADD 24% |
| 32 | 32CITIGROUP INC | 71,84771,847 | $5M | — | ADD 14% |
| 33 | 33AMERIPRISE FINANCIAL INC | 64,73064,730 | $4M | — | ADD 8% |
| 34 | 34Prime Capital Investment Advisors, LLC | 50,89850,898 | $3M | — | TRIM -4% |
| 35 | 35JONES FINANCIAL COMPANIES LLLP | 50,37950,379 | $3M | — | ADD 7% |
| 36 | 36Betterment LLC | 46,46146,461 | $3M | — | TRIM -4% |
| 37 | 37LOWE BROCKENBROUGH & CO INC | 46,25246,252 | $3M | — | — |
| 38 | 38RAYMOND JAMES FINANCIAL INC | 44,00544,005 | $3M | — | TRIM -3% |
| 39 | 39AssuredPartners Investment Advisors, LLC | 43,18443,184 | $3M | — | — |
| 40 | 40WealthPLAN Partners, LLC | 41,93241,932 | $3M | — | ADD 342% |
| 41 | 41GOLDMAN SACHS GROUP INC | 40,30440,304 | $3M | — | TRIM -36% |
| 42 | 42TOWLE & CO | 38,80638,806 | $3M | — | NEW |
| 43 | 43BEACON FINANCIAL GROUP | 37,95837,958 | $3M | — | — |
| 44 | 44WealthPoint Financial, LLC | 34,69134,691 | $2M | — | — |
| 45 | 45ROCKLAND TRUST CO | 35,60835,608 | $2M | — | — |
| 46 | 46LongView Wealth Management | 32,81832,818 | $2M | — | ADD 85% |
| 47 | 47Modera Wealth Management, LLC | 34,93534,935 | $2M | — | — |
| 48 | 48OSAIC HOLDINGS, INC. | 34,90534,905 | $2M | — | TRIM -35% |
| 49 | 49Chicago Partners Investment Group LLC | 25,20925,209 | $2M | — | TRIM -3% |
| 50 | 50ROYAL BANK OF CANADA | 26,12826,128 | $2M | — | — |
| 51 | 51KMG FIDUCIARY PARTNERS, LLC | 25,17925,179 | $2M | — | TRIM -8% |
| 52 | 52Advisory Alpha, LLC | 23,60623,606 | $2M | — | — |
| 53 | 53DAYMARK WEALTH PARTNERS, LLC | 23,39923,399 | $2M | — | NEW |
| 54 | 54ENVESTNET ASSET MANAGEMENT INC | 21,67021,670 | $1M | — | ADD 68% |
| 55 | 55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21,04421,044 | $1M | — | NEW |
| 56 | 56FMR LLC | 18,99018,990 | $1M | — | TRIM -3% |
| 57 | 57GM Advisory Group, LLC | 17,70017,700 | $1M | — | ADD 4% |
| 58 | 58Ameritas Advisory Services, LLC | 16,89016,890 | $1M | — | TRIM -11% |
| 59 | 59UPTICK PARTNERS, LLC | 15,12415,124 | $1M | — | ADD 57% |
| 60 | 60Herold Advisors, Inc. | 14,47014,470 | $985,552 | — | TRIM -6% |
| 61 | 61Beacon Financial Advisory LLC | 14,38814,388 | $979,967 | — | TRIM -7% |
| 62 | 62Integrity Advisory Solutions, LLC | 14,34514,345 | $977,084 | — | ADD 18% |
| 63 | 63BlackRock, Inc. | 14,12314,123 | $961,884 | — | — |
| 64 | 64CITADEL ADVISORS LLC | 14,06014,060 | $957,627 | — | ADD 136% |
| 65 | 65Summit Financial, LLC | 13,35513,355 | $909,615 | — | TRIM -16% |
| 66 | 66Steward Partners Investment Advisory, LLC | 12,12912,129 | $826,106 | — | — |
| 67 | 67CENTAURUS FINANCIAL, INC. | 12,05112,051 | $821,000 | — | — |
| 68 | 68Arkadios Wealth Advisors | 12,03712,037 | $819,890 | — | TRIM -11% |
| 69 | 69Atria Investments, Inc | 11,64211,642 | $792,952 | — | TRIM -2% |
| 70 | 70Triad Wealth Partners, LLC | 11,26811,268 | $767,491 | — | TRIM -42% |
| 71 | 71Concurrent Investment Advisors, LLC | 11,03611,036 | $751,632 | — | TRIM -69% |
| 72 | 72Mariner, LLC | 10,94810,948 | $745,651 | — | — |
| 73 | 73WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,66010,660 | $731,581 | — | TRIM -52% |
| 74 | 74Essential Planning, LLC. | 10,42510,425 | $710,019 | — | — |
| 75 | 75Family Capital Management, Inc. | 10,00010,000 | $681,100 | — | — |
| 76 | 76Quartz Partners, LLC | 9,2459,245 | $629,677 | — | TRIM -9% |
| 77 | 77PARSONS CAPITAL MANAGEMENT INC/RI | 8,9588,958 | $610,130 | — | — |
| 78 | 78Parkside Financial Bank & Trust | 8,8168,816 | $600,458 | — | — |
| 79 | 79VERUS CAPITAL PARTNERS, LLC | 8,8128,812 | $600,159 | — | — |
| 80 | 80Seek First Inc. | 8,7758,775 | $597,677 | — | TRIM -9% |
| 81 | 81Melone Private Wealth, LLC | 8,7588,758 | $596,504 | — | — |
| 82 | 82Cornerstone Wealth Management, LLC | 8,7038,703 | $592,792 | — | — |
| 83 | 83AQR CAPITAL MANAGEMENT LLC | 8,6378,637 | $588,266 | — | NEW |
| 84 | 84Institute for Wealth Management, LLC. | 8,5758,575 | $584,044 | — | — |
| 85 | 85STIFEL FINANCIAL CORP | 8,3898,389 | $571,356 | — | TRIM -32% |
| 86 | 86Bouchey Financial Group Ltd | 7,8157,815 | $556,624 | — | — |
| 87 | 87Berger Financial Group, Inc | 8,1368,136 | $554,143 | — | — |
| 88 | 88Brand Asset Management Group, Inc. | 7,9037,903 | $538,274 | — | TRIM -6% |
| 89 | 89SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,8427,842 | $534,119 | — | TRIM -91% |
| 90 | 90COMMONWEALTH EQUITY SERVICES, LLC | 7,6317,631 | $519,730 | — | ADD 3% |
| 91 | 91E&G Advisors, LP | 7,4057,405 | $504,355 | — | — |
| 92 | 92SWMG, LLC | 6,8696,869 | $467,848 | — | — |
| 93 | 93Redwood Financial Network Corp | 6,6896,689 | $455,588 | — | — |
| 94 | 94Kelman-Lazarov, Inc. | 6,4956,495 | $442,374 | — | ADD 67% |
| 95 | 95Western Wealth Management, LLC | 6,4776,477 | $441,173 | — | NEW |
| 96 | 96Capital Group Private Client Services, Inc. | 6,4206,420 | $437,263 | — | — |
| 97 | 97Investment Partners Asset Management, Inc. | 6,3726,372 | $433,997 | — | NEW |
| 98 | 98TRUIST FINANCIAL CORP | 5,6595,659 | $403,939 | — | NEW |
| 99 | 99M&T Bank Corp | 5,9255,925 | $403,552 | — | — |
| 100 | 100FIRST TRUST ADVISORS LP | 5,5985,598 | $381,279 | — | TRIM -8% |
