| 1 | 1Focus Partners Wealth | 1,615,5441.6M | $72M | — | ADD 95% |
| 2 | 2BlackRock, Inc. | 1,133,4421.1M | $50M | — | ADD 12% |
| 3 | 3JPMORGAN CHASE & CO | 598,592598,592 | $27M | — | ADD 5% |
| 4 | 4LPL Financial LLC | 428,001428,001 | $19M | — | ADD 9% |
| 5 | 5Portland Global Advisors LLC | 390,279390,279 | $17M | — | ADD 2% |
| 6 | 6FARMERS & MERCHANTS INVESTMENTS INC | 320,604320,604 | $14M | — | ADD 7% |
| 7 | 7OneDigital Investment Advisors LLC | 251,482251,482 | $11M | — | ADD 11% |
| 8 | 8Northland Capital Management LLC | 237,642237,642 | $11M | — | TRIM -65% |
| 9 | 9DEUTSCHE BANK AG\ | 207,428207,428 | $9M | — | ADD 3% |
| 10 | 10McGuire Investment Group, LLC | 170,971170,971 | $8M | — | TRIM -2% |
| 11 | 11MORGAN STANLEY | 170,172170,172 | $8M | — | ADD 33% |
| 12 | 12Financial Engines Advisors L.L.C. | 139,562139,562 | $6M | — | TRIM -7% |
| 13 | 13Beverly Hills Private Wealth, LLC | 139,089139,089 | $6M | — | ADD 4% |
| 14 | 14Sanctuary Advisors, LLC | 134,515134,515 | $6M | — | ADD 11% |
| 15 | 15CROBAN | 114,801114,801 | $5M | — | ADD 8% |
| 16 | 16BANK OF AMERICA CORP /DE/ | 99,06999,069 | $4M | — | ADD 152% |
| 17 | 17ENVESTNET ASSET MANAGEMENT INC | 90,33490,334 | $4M | — | — |
| 18 | 18UBS Group AG | 89,60689,606 | $4M | — | ADD 6% |
| 19 | 19Avise Financial Cooperative, Inc. | 87,59587,595 | $4M | — | — |
| 20 | 20GUIDANCE CAPITAL, INC | 74,02774,027 | $3M | — | ADD 349% |
| 21 | 21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 56,26256,262 | $2M | — | ADD 9% |
| 22 | 22Sunflower Bank, N.A. | 55,38055,380 | $2M | — | — |
| 23 | 23JANE STREET GROUP, LLC | 52,42052,420 | $2M | — | ADD 42% |
| 24 | 24LifePlan Financial, LLC | 51,39351,393 | $2M | — | ADD 6% |
| 25 | 25MYECFO, LLC | 49,92649,926 | $2M | — | ADD 9% |
| 26 | 26Procyon Advisors, LLC | 47,59847,598 | $2M | — | TRIM -5% |
| 27 | 27GREAT VALLEY ADVISOR GROUP, INC. | 47,59147,591 | $2M | — | ADD 3% |
| 28 | 28HighTower Advisors, LLC | 46,97346,973 | $2M | — | — |
| 29 | 29KICKSTAND VENTURES, LLC. | 45,45145,451 | $2M | — | — |
| 30 | 30GOLDMAN SACHS GROUP INC | 41,45541,455 | $2M | — | NEW |
| 31 | 31TSA Wealth Managment LLC | 39,56539,565 | $2M | — | TRIM -11% |
| 32 | 32RAYMOND JAMES FINANCIAL INC | 37,27837,278 | $2M | — | TRIM -3% |
| 33 | 335T Wealth, LLC | 37,14437,144 | $2M | — | ADD 3% |
| 34 | 34PARK AVENUE SECURITIES LLC | 36,81036,810 | $2M | — | ADD 5% |
| 35 | 35McCartney Wealth Management LLC | 36,32536,325 | $2M | — | ADD 2% |
| 36 | 36OSAIC HOLDINGS, INC. | 33,54433,544 | $1M | — | ADD 586% |
| 37 | 37Curi Capital, LLC | 32,05132,051 | $1M | — | ADD 19% |
| 38 | 38Private Advisor Group, LLC | 30,72630,726 | $1M | — | — |
| 39 | 39AMERIPRISE FINANCIAL INC | 30,55430,554 | $1M | — | TRIM -6% |
| 40 | 40CHAPMAN FINANCIAL GROUP, LLC | 29,56129,561 | $1M | — | ADD 5% |
| 41 | 41CFS Investment Advisory Services, LLC | 28,82428,824 | $1M | — | ADD 9% |
| 42 | 42Bigelow Investment Advisors, LLC | 28,00928,009 | $1M | — | TRIM -40% |
| 43 | 43Horst & Graben Wealth Management LLC | 25,63925,639 | $1M | — | — |
| 44 | 44Kelman-Lazarov, Inc. | 25,68225,682 | $1M | — | TRIM -29% |
| 45 | 45BARTLETT & CO. WEALTH MANAGEMENT LLC | 23,13623,136 | $1M | — | — |
| 46 | 46DMC Group, LLC | 21,56521,565 | $955,976 | — | TRIM -2% |
| 47 | 47Focus Financial Network, Inc. | 20,73820,738 | $919,322 | — | TRIM -50% |
| 48 | 48Planned Solutions, Inc. | 17,88517,885 | $792,864 | — | — |
| 49 | 49Csenge Advisory Group | 16,06116,061 | $711,984 | — | ADD 42% |
| 50 | 50WBH ADVISORY INC | 15,39215,392 | $681,544 | — | — |
| 51 | 51MML INVESTORS SERVICES, LLC | 15,01215,012 | $665,460 | — | TRIM -35% |
| 52 | 52Sequoia Financial Advisors, LLC | 14,71514,715 | $652,316 | — | TRIM -6% |
| 53 | 53Mayflower Financial Advisors, LLC | 13,64013,640 | $604,661 | — | — |
| 54 | 54EP Wealth Advisors, LLC | 13,08813,088 | $580,196 | — | TRIM -9% |
| 55 | 55CARDIFF PARK ADVISORS, LLC | 12,42412,424 | $550,771 | — | TRIM -63% |
| 56 | 56North Star Investment Management Corp. | 12,40312,403 | $549,841 | — | TRIM -8% |
| 57 | 57BEACON FINANCIAL GROUP | 12,30812,308 | $545,614 | — | — |
| 58 | 58Patriot Financial Group Insurance Agency, LLC | 12,22612,226 | $541,978 | — | ADD 100% |
| 59 | 59Pillar Financial Advisors, LLC | 11,24211,242 | $498,358 | — | TRIM -4% |
| 60 | 60Ashton Thomas Private Wealth, LLC | 11,16511,165 | $494,944 | — | ADD 21% |
| 61 | 61Mariner, LLC | 11,13711,137 | $493,703 | — | ADD 33% |
| 62 | 62Betterment LLC | 9,6099,609 | $426,000 | — | ADD 6% |
| 63 | 63Perigon Wealth Management, LLC | 9,5349,534 | $422,642 | — | ADD 12% |
| 64 | 64Argent Advisors, Inc. | 9,0059,005 | $399,192 | — | — |
| 65 | 65Kestra Advisory Services, LLC | 8,9318,931 | $395,922 | — | ADD 9% |
| 66 | 66Ascent Group, LLC | 8,4728,472 | $375,564 | — | — |
| 67 | 67Cypress Wealth Services, LLC | 8,2538,253 | $365,855 | — | TRIM -18% |
| 68 | 68Retirement Solution LLC | 7,9457,945 | $352,187 | — | TRIM -4% |
| 69 | 69SAGESPRING WEALTH PARTNERS, LLC | 7,4937,493 | $332,166 | — | — |
| 70 | 70Hoxton Planning & Management, LLC | 7,2367,236 | $320,772 | — | TRIM -21% |
| 71 | 71Advisors Asset Management, Inc. | 7,1917,191 | $318,777 | — | TRIM -38% |
| 72 | 72FIRETHORN WEALTH PARTNERS, LLC | 7,1657,165 | $317,614 | — | — |
| 73 | 73Cetera Investment Advisers | 6,7346,734 | $298,506 | — | TRIM -4% |
| 74 | 74Pinnacle Financial Partners, Inc. | 6,3026,302 | $279,368 | — | — |
| 75 | 75WealthPlan Investment Management, LLC | 5,8425,842 | $258,976 | — | — |
| 76 | 76FOSTER & MOTLEY INC | 5,6295,629 | $250,000 | — | — |
| 77 | 77Shared Vision Wealth Group LLC | 5,6065,606 | $248,522 | — | TRIM -4% |
| 78 | 78ROYAL BANK OF CANADA | 5,4955,495 | $244,000 | — | ADD 55% |
| 79 | 79Level Financial Advisors | 5,5045,504 | $243,992 | — | — |
| 80 | 80American Institute for Advanced Investment Management, LLP | 5,2345,234 | $232,024 | — | TRIM -3% |
| 81 | 81Ausdal Financial Partners, Inc. | 4,8524,852 | $215,104 | — | ADD 2% |
| 82 | 82First Affirmative Financial Network | 4,8364,836 | $214,392 | — | NEW |
| 83 | 83IVC Wealth Advisors LLC | 4,7504,750 | $210,568 | — | — |
| 84 | 84Quotient Wealth Partners, LLC | 4,6504,650 | $206,147 | — | — |
| 85 | 85PAYDEN & RYGEL | 4,5534,553 | $202,000 | — | — |
| 86 | 86Equitable Holdings, Inc. | 4,4914,491 | $200,029 | — | NEW |
| 87 | 87Steward Partners Investment Advisory, LLC | 4,4684,468 | $198,066 | — | ADD 3446% |
| 88 | 88Investors Research Corp | 4,1904,190 | $185,743 | — | ADD 3% |
| 89 | 89WELLS FARGO & COMPANY/MN | 3,7873,787 | $167,859 | — | ADD 378600% |
| 90 | 90JONES FINANCIAL COMPANIES LLLP | 3,7793,779 | $166,494 | — | ADD 5% |
| 91 | 91TWIN PEAKS WEALTH ADVISORS, LLC | 3,5133,513 | $155,731 | — | NEW |
| 92 | 92Hills Bank & Trust Co | 2,3002,300 | $101,959 | — | — |
| 93 | 93MAI Capital Management | 2,1862,186 | $96,905 | — | — |
| 94 | 94CREATIVE FINANCIAL DESIGNS INC /ADV | 2,1372,137 | $94,729 | — | — |
| 95 | 95EASTERN BANK | 1,3121,312 | $58,165 | — | — |
| 96 | 96Ancora Advisors LLC | 1,0001,000 | $44,330 | — | — |
| 97 | 97PRIVATE TRUST CO NA | 875875 | $38,789 | — | — |
| 98 | 98EverSource Wealth Advisors, LLC | 796796 | $35,286 | — | ADD 75% |
| 99 | 99Smartleaf Asset Management LLC | 659659 | $29,198 | — | — |
| 100 | 100Farther Finance Advisors, LLC | 526526 | $23,291 | — | ADD 7% |