| 1 | 1Lido Advisors, LLC | 1,738,0151.7M | $150M | — | — |
| 2 | 2AE Wealth Management LLC | 1,297,8851.3M | $112M | — | — |
| 3 | 3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 889,710889,710 | $77M | — | ADD 6% |
| 4 | 4AGF MANAGEMENT LTD | 501,729501,729 | $43M | — | — |
| 5 | 5COMMONWEALTH EQUITY SERVICES, LLC | 389,110389,110 | $34M | — | — |
| 6 | 6LPL Financial LLC | 275,115275,115 | $24M | — | ADD 25% |
| 7 | 7MORGAN STANLEY | 213,925213,925 | $19M | — | ADD 2% |
| 8 | 8Sanctuary Advisors, LLC | 182,270182,270 | $16M | — | ADD 5% |
| 9 | 9BANK OF AMERICA CORP /DE/ | 142,307142,307 | $12M | — | ADD 14% |
| 10 | 10MERCER GLOBAL ADVISORS INC /ADV | 131,475131,475 | $11M | — | TRIM -5% |
| 11 | 11Independence Financial Advisors, LLC | 130,313130,313 | $11M | — | TRIM -5% |
| 12 | 12WELLS FARGO & COMPANY/MN | 129,886129,886 | $11M | — | — |
| 13 | 13Thrivent Financial for Lutherans | 127,293127,293 | $11M | — | ADD 23% |
| 14 | 14Lifeworks Advisors, LLC | 112,300112,300 | $10M | — | — |
| 15 | 15Kestra Advisory Services, LLC | 104,956104,956 | $9M | — | ADD 23% |
| 16 | 16KESTRA PRIVATE WEALTH SERVICES, LLC | 95,80295,802 | $8M | — | ADD 184% |
| 17 | 17ROYAL BANK OF CANADA | 92,66092,660 | $8M | — | TRIM -4% |
| 18 | 18AMERIPRISE FINANCIAL INC | 89,14589,145 | $7M | — | TRIM -8% |
| 19 | 19FMR LLC | 80,94980,949 | $7M | — | ADD 11% |
| 20 | 20Yoder Wealth Management, Inc. | 76,15976,159 | $7M | — | ADD 2% |
| 21 | 21STIFEL FINANCIAL CORP | 72,68072,680 | $6M | — | ADD 2% |
| 22 | 22Traynor Capital Management, Inc. | 62,97962,979 | $5M | — | ADD 3% |
| 23 | 23NorthCoast Asset Management LLC | 60,01360,013 | $5M | — | TRIM -54% |
| 24 | 24Fischer Financial Services, Inc. | 59,04259,042 | $5M | — | — |
| 25 | 25OSAIC HOLDINGS, INC. | 58,11858,118 | $5M | — | TRIM -9% |
| 26 | 26Cetera Investment Advisers | 51,86851,868 | $4M | — | ADD 12% |
| 27 | 27VICUS CAPITAL | 50,34450,344 | $4M | — | NEW |
| 28 | 28IHT Wealth Management, LLC | 44,43744,437 | $4M | — | — |
| 29 | 29ENVESTNET ASSET MANAGEMENT INC | 42,97442,974 | $4M | — | ADD 50% |
| 30 | 30Buska Wealth Management, LLC | 41,65041,650 | $4M | — | TRIM -27% |
| 31 | 31SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,64039,640 | $3M | — | — |
| 32 | 32ATLAS CAPITAL ADVISORS INC. | 38,16838,168 | $3M | — | ADD 6% |
| 33 | 33PENOBSCOT WEALTH MANAGEMENT | 37,99137,991 | $3M | — | ADD 7% |
| 34 | 34U.S. Capital Wealth Advisors, LLC | 32,75232,752 | $3M | — | TRIM -4% |
| 35 | 35Smith Salley Wealth Management | 31,17931,179 | $3M | — | — |
| 36 | 36NewEdge Advisors, LLC | 36,58736,587 | $3M | — | TRIM -58% |
| 37 | 37Arkadios Wealth Advisors | 30,24630,246 | $3M | — | TRIM -2% |
| 38 | 38EPG Wealth Management LLC | 28,31728,317 | $2M | — | — |
| 39 | 39Clear Creek Financial Management, LLC | 26,35726,357 | $2M | — | NEW |
| 40 | 40KDK Private Wealth Management, LLC | 25,99025,990 | $2M | — | — |
| 41 | 41LYNCH & ASSOCIATES/IN | 25,31925,319 | $2M | — | TRIM -4% |
| 42 | 42CITIGROUP INC | 24,31324,313 | $2M | — | ADD 89% |
| 43 | 43JONES FINANCIAL COMPANIES LLLP | 24,37624,376 | $2M | — | ADD 72% |
| 44 | 44HANSEATIC MANAGEMENT SERVICES INC | 23,14223,142 | $2M | — | NEW |
| 45 | 45Elevated Capital Advisors, LLC | 21,27221,272 | $2M | — | TRIM -26% |
| 46 | 46O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19,65719,657 | $2M | — | ADD 2% |
| 47 | 47GREAT VALLEY ADVISOR GROUP, INC. | 19,50619,506 | $2M | — | ADD 9% |
| 48 | 48Fifth Third Securities, Inc. | 19,27419,274 | $2M | — | TRIM -3% |
| 49 | 49Beaumont Financial Advisors, LLC | 19,16919,169 | $2M | — | ADD 6% |
| 50 | 50Advisory Services Network, LLC | 18,97618,976 | $2M | — | ADD 3% |
| 51 | 51Essex Financial Services, Inc. | 18,54018,540 | $2M | — | ADD 14% |
| 52 | 52Mariner, LLC | 18,10418,104 | $2M | — | — |
| 53 | 53Sunbelt Securities, Inc. | 17,92317,923 | $2M | — | TRIM -10% |
| 54 | 54Trail Ridge Investment Advisors, LLC | 17,90417,904 | $2M | — | ADD 4% |
| 55 | 55Cambridge Investment Research Advisors, Inc. | 17,68617,686 | $2M | — | ADD 7% |
| 56 | 56Stonebridge Financial Planning Group, LLC | 16,99116,991 | $1M | — | ADD 2% |
| 57 | 57Merit Financial Group, LLC | 16,02916,029 | $1M | — | NEW |
| 58 | 58TRUST CO OF OKLAHOMA | 16,00116,001 | $1M | — | — |
| 59 | 59AMERICAN NATIONAL BANK & TRUST | 15,22215,222 | $1M | — | ADD 5% |
| 60 | 60Jacobs Equity LLC | 15,15315,153 | $1M | — | ADD 26% |
| 61 | 61MML INVESTORS SERVICES, LLC | 15,04015,040 | $1M | — | — |
| 62 | 62Roxbury Financial LLC | 14,42714,427 | $1M | — | — |
| 63 | 63Mutual Advisors, LLC | 14,39914,399 | $1M | — | TRIM -16% |
| 64 | 64LEVEL FOUR ADVISORY SERVICES, LLC | 14,03814,038 | $1M | — | — |
| 65 | 65Snowden Capital Advisors LLC | 13,91713,917 | $1M | — | — |
| 66 | 66MONTAG A & ASSOCIATES INC | 13,87613,876 | $1M | — | ADD 14% |
| 67 | 67Virtue Capital Management, LLC | 13,87113,871 | $1M | — | NEW |
| 68 | 68Compound Planning, Inc. | 12,85312,853 | $1M | — | NEW |
| 69 | 69Modern Wealth Management, LLC | 12,59512,595 | $1M | — | TRIM -15% |
| 70 | 70TOUNJIAN ADVISORY PARTNERS, LLC | 12,17812,178 | $1M | — | TRIM -16% |
| 71 | 71Heck Capital Advisors, LLC | 11,36911,369 | $983,629 | — | TRIM -6% |
| 72 | 72MGO ONE SEVEN LLC | 11,03611,036 | $954,835 | — | ADD 2% |
| 73 | 73Meridian Wealth Management, LLC | 10,90710,907 | $943,667 | — | TRIM -15% |
| 74 | 74Sigma Planning Corp | 10,85610,856 | $939,268 | — | ADD 197% |
| 75 | 75JANE STREET GROUP, LLC | 10,67610,676 | $923,688 | — | TRIM -31% |
| 76 | 76TRUIST FINANCIAL CORP | 9,8439,843 | $851,659 | — | TRIM -8% |
| 77 | 77Armor Investment Advisors, LLC | 9,4529,452 | $817,787 | — | TRIM -12% |
| 78 | 78RAYMOND JAMES FINANCIAL INC | 9,2769,276 | $802,581 | — | TRIM -4% |
| 79 | 79VCI Wealth Management LLC | 8,5318,531 | $738,088 | — | TRIM -13% |
| 80 | 80Bayshore Capital Advisors, LLC | 8,4678,467 | $732,565 | — | TRIM -4% |
| 81 | 81Private Advisor Group, LLC | 8,3598,359 | $723,199 | — | — |
| 82 | 82HighTower Advisors, LLC | 8,3238,323 | $720,228 | — | TRIM -5% |
| 83 | 83Nova Wealth Management, Inc. | 8,2608,260 | $718,357 | — | TRIM -2% |
| 84 | 84CENTAURUS FINANCIAL, INC. | 8,0958,095 | $700,000 | — | ADD 10% |
| 85 | 85SCS Capital Management LLC | 7,9557,955 | $688,267 | — | — |
| 86 | 86Robertson Stephens Wealth Management, LLC | 7,8777,877 | $681,476 | — | ADD 3% |
| 87 | 87Integrated Wealth Concepts LLC | 7,8747,874 | $681,291 | — | NEW |
| 88 | 88Farther Finance Advisors, LLC | 7,1137,113 | $625,710 | — | ADD 146% |
| 89 | 89Prairie Wealth Advisors, Inc. | 00 | $587,644 | — | EXIT |
| 90 | 90AQR CAPITAL MANAGEMENT LLC | 6,5526,552 | $566,841 | — | ADD 31% |
| 91 | 91Focus Financial Network, Inc. | 6,4576,457 | $558,656 | — | NEW |
| 92 | 92Creative Planning | 6,4296,429 | $556,255 | — | ADD 38% |
| 93 | 93Continuum Advisory, LLC | 6,4186,418 | $555,285 | — | — |
| 94 | 94UBS Group AG | 6,4066,406 | $554,247 | — | ADD 79% |
| 95 | 95Summit Financial, LLC | 6,3296,329 | $547,585 | — | ADD 4% |
| 96 | 96Valley Brook Capital Group, Inc. | 6,2886,288 | $544,045 | — | ADD 16% |
| 97 | 97Ironwood Financial, llc | 6,1336,133 | $530,592 | — | NEW |
| 98 | 98WHALEROCK POINT PARTNERS, LLC | 5,8905,890 | $509,603 | — | — |
| 99 | 99SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,8115,811 | $502,768 | — | TRIM -2% |
| 100 | 100Maltin Wealth Management, Inc. | 5,7105,710 | $493,990 | — | TRIM -5% |
