| 1 | 1BANK OF AMERICA CORP /DE/ | 52,774,55852.8M | $8.2B | — | ADD 21% |
| 2 | 2MORGAN STANLEY | 14,545,03514.5M | $2.3B | — | ADD 4% |
| 3 | 3LPL Financial LLC | 14,379,33714.4M | $2.2B | — | — |
| 4 | 4JONES FINANCIAL COMPANIES LLLP | 6,741,1716.7M | $1.0B | — | ADD 26% |
| 5 | 5ENVESTNET ASSET MANAGEMENT INC | 2,868,0302.9M | $445M | — | ADD 24% |
| 6 | 6Merit Financial Group, LLC | 1,954,2322.0M | $303M | — | ADD 20% |
| 7 | 7Blue Trust, Inc. | 1,867,4211.9M | $290M | — | — |
| 8 | 8JPMORGAN CHASE & CO | 1,574,4891.6M | $235M | — | TRIM -3% |
| 9 | 9RAYMOND JAMES FINANCIAL INC | 1,428,8131.4M | $222M | — | — |
| 10 | 10UBS Group AG | 1,367,7881.4M | $212M | — | ADD 14% |
| 11 | 11NATIXIS ADVISORS, LLC | 1,346,4361.3M | $209M | — | ADD 43% |
| 12 | 12ROYAL BANK OF CANADA | 1,220,1181.2M | $189M | — | ADD 14% |
| 13 | 13Kestra Investment Management, LLC | 1,133,8131.1M | $176M | — | — |
| 14 | 14WELLS FARGO & COMPANY/MN | 1,132,3941.1M | $176M | — | TRIM -2% |
| 15 | 15PNC FINANCIAL SERVICES GROUP, INC. | 1,114,2501.1M | $173M | — | ADD 11% |
| 16 | 16Facet Wealth, Inc. | 813,996813,996 | $126M | — | ADD 5% |
| 17 | 17BENJAMIN EDWARDS INC | 787,337787,337 | $122M | — | ADD 11% |
| 18 | 18COMMONWEALTH EQUITY SERVICES, LLC | 776,775776,775 | $120M | — | TRIM -26% |
| 19 | 19FMR LLC | 696,328696,328 | $108M | — | — |
| 20 | 20Cetera Investment Advisers | 638,079638,079 | $99M | — | ADD 4% |
| 21 | 21SHP Wealth Management | 496,636496,636 | $77M | — | ADD 6% |
| 22 | 22BLAIR WILLIAM & CO/IL | 478,278478,278 | $74M | — | ADD 14% |
| 23 | 23HighTower Advisors, LLC | 465,118465,118 | $72M | — | TRIM -19% |
| 24 | 24CITIZENS FINANCIAL GROUP INC/RI | 449,559449,559 | $70M | — | TRIM -4% |
| 25 | 25Corient Private Wealth LLC | 443,651443,651 | $69M | — | TRIM -34% |
| 26 | 26Allworth Financial LP | 431,049431,049 | $67M | — | — |
| 27 | 27Madison Wealth Partners, Inc | 410,554410,554 | $64M | — | ADD 2% |
| 28 | 28AMERIPRISE FINANCIAL INC | 393,461393,461 | $61M | — | TRIM -15% |
| 29 | 29OSAIC HOLDINGS, INC. | 378,854378,854 | $59M | — | TRIM -5% |
| 30 | 30Modera Wealth Management, LLC | 352,325352,325 | $55M | — | — |
| 31 | 31Legacy Financial Group LLC | 340,350340,350 | $53M | — | — |
| 32 | 32Cardinal Strategic Wealth Guidance | 339,219339,219 | $53M | — | — |
| 33 | 33HOWE & RUSLING INC | 338,734338,734 | $53M | — | ADD 5% |
| 34 | 34Tanglewood Legacy Advisors, LLC | 336,216336,216 | $52M | — | ADD 3% |
| 35 | 35Tennessee Valley Asset Management Partners | 331,001331,001 | $51M | — | TRIM -6% |
| 36 | 36KINTRA WEALTH, LLC | 282,672282,672 | $44M | — | NEW |
| 37 | 37Charles Schwab Trust Co | 281,945281,945 | $44M | — | ADD 15% |
| 38 | 38Curi Capital, LLC | 280,491280,491 | $44M | — | ADD 30% |
| 39 | 39DDFG, Inc | 273,494273,494 | $42M | — | ADD 2% |
| 40 | 40Equitable Holdings, Inc. | 248,081248,081 | $42M | — | TRIM -10% |
| 41 | 41Bleakley Financial Group, LLC | 265,733265,733 | $41M | — | ADD 16% |
| 42 | 42PRINCIPAL SECURITIES, INC. | 254,203254,203 | $39M | — | TRIM -17% |
| 43 | 43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 253,457253,457 | $39M | — | TRIM -12% |
| 44 | 44ALLIANCEBERNSTEIN L.P. | 228,607228,607 | $38M | — | TRIM -3% |
| 45 | 45Aurdan Capital Management, LLC | 242,473242,473 | $38M | — | TRIM -12% |
| 46 | 46HILLTOP WEALTH ADVISORS, LLC | 241,251241,251 | $37M | — | — |
| 47 | 47TWO SIGMA INVESTMENTS, LP | 239,000239,000 | $37M | — | NEW |
| 48 | 48Horizon Investments, LLC | 237,052237,052 | $37M | — | ADD 117% |
| 49 | 49Veracity Capital LLC | 228,208228,208 | $35M | — | TRIM -11% |
| 50 | 50VOISARD ASSET MANAGEMENT GROUP, INC. | 214,919214,919 | $33M | — | ADD 7% |
| 51 | 51Kestra Advisory Services, LLC | 214,860214,860 | $33M | — | TRIM -4% |
| 52 | 52Private Advisor Group, LLC | 212,909212,909 | $33M | — | — |
| 53 | 53SCS Capital Management LLC | 203,649203,649 | $32M | — | — |
| 54 | 54Atlantic Union Bankshares Corp | 198,787198,787 | $31M | — | TRIM -3% |
| 55 | 55Aspen Wealth Management LLC | 198,319198,319 | $31M | — | — |
| 56 | 56Rockefeller Capital Management L.P. | 190,527190,527 | $30M | — | ADD 9% |
| 57 | 57VestGen Advisors, LLC | 158,945158,945 | $30M | — | ADD 6492% |
| 58 | 58CUTLER INVESTMENT COUNSEL LLC | 188,165188,165 | $29M | — | TRIM -2% |
| 59 | 59Valmark Advisers, Inc. | 187,859187,859 | $29M | — | TRIM -5% |
| 60 | 60Cambridge Investment Research Advisors, Inc. | 185,642185,642 | $29M | — | TRIM -19% |
| 61 | 61Focus Partners Wealth | 182,447182,447 | $28M | — | — |
| 62 | 62ForthRight Wealth Management, LLC | 173,544173,544 | $27M | — | — |
| 63 | 63UNITED CAPITAL FINANCIAL ADVISORS, LLC | 170,474170,474 | $26M | — | ADD 44% |
| 64 | 64CX Institutional | 166,724166,724 | $26M | — | TRIM -51% |
| 65 | 65Waldron Private Wealth LLC | 160,858160,858 | $25M | — | TRIM -2% |
| 66 | 66Sanctuary Advisors, LLC | 156,840156,840 | $24M | — | — |
| 67 | 67Alliance Private Wealth, LLC | 156,556156,556 | $24M | — | ADD 2% |
| 68 | 68NorthStar Asset Management LLC /NJ/ | 150,312150,312 | $23M | — | ADD 10% |
| 69 | 69Strategies Wealth Advisors, LLC | 150,231150,231 | $23M | — | TRIM -10% |
| 70 | 70Spire Wealth Management | 138,542138,542 | $21M | — | TRIM -2% |
| 71 | 71STIFEL FINANCIAL CORP | 137,791137,791 | $21M | — | TRIM -3% |
| 72 | 72Bank of New York Mellon Corp | 137,070137,070 | $21M | — | TRIM -16% |
| 73 | 73MML INVESTORS SERVICES, LLC | 136,662136,662 | $21M | — | TRIM -11% |
| 74 | 74Gotham Asset Management, LLC | 135,676135,676 | $21M | — | ADD 143% |
| 75 | 75Goldstone Financial Group, LLC | 135,505135,505 | $21M | — | ADD 19% |
| 76 | 76GOLDMAN SACHS GROUP INC | 133,161133,161 | $21M | — | TRIM -5% |
| 77 | 77Integrated Wealth Concepts LLC | 132,142132,142 | $20M | — | ADD 4% |
| 78 | 78DOLIVER ADVISORS, LP | 129,820129,820 | $20M | — | — |
| 79 | 79Hudock, Inc. | 129,400129,400 | $20M | — | TRIM -8% |
| 80 | 80FOUNDERS FINANCIAL SECURITIES LLC | 119,557119,557 | $20M | — | ADD 8% |
| 81 | 81NBT BANK N A /NY | 124,598124,598 | $19M | — | ADD 74065% |
| 82 | 82Atria Investments, Inc | 122,573122,573 | $19M | — | ADD 3% |
| 83 | 83Madison Asset Management, LLC | 121,279121,279 | $19M | — | ADD 3988% |
| 84 | 84RWA WEALTH PARTNERS, LLC | 118,851118,851 | $18M | — | ADD 3% |
| 85 | 85Birchcreek Wealth Management, LLC | 118,649118,649 | $18M | — | — |
| 86 | 86ELEVATION WEALTH PARTNERS, LLC | 117,845117,845 | $18M | — | — |
| 87 | 87Concurrent Investment Advisors, LLC | 117,066117,066 | $18M | — | ADD 3% |
| 88 | 88Richard W. Paul & Associates, LLC | 100,734100,734 | $16M | — | TRIM -2% |
| 89 | 89PCA Investment Advisory Services Inc. | 100,231100,231 | $16M | — | ADD 5% |
| 90 | 90Canvas Wealth Advisors, LLC | 99,40099,400 | $15M | — | — |
| 91 | 91KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 98,44398,443 | $15M | — | TRIM -44% |
| 92 | 92BlackRock, Inc. | 98,03898,038 | $15M | — | — |
| 93 | 93Allspring Global Investments Holdings, LLC | 95,29395,293 | $15M | — | ADD 399% |
| 94 | 94FORTRESS FINANCIAL GROUP, LLC | 96,32796,327 | $15M | — | ADD 4% |
| 95 | 95Roberts Financial Services LLC | 91,86191,861 | $14M | — | TRIM -10% |
| 96 | 96Mascoma Wealth Management LLC | 91,18391,183 | $14M | — | TRIM -24% |
| 97 | 97STEVENS CAPITAL PARTNERS | 90,02690,026 | $14M | — | ADD 24% |
| 98 | 98Brio Consultants, LLC | 76,37576,375 | $14M | — | TRIM -6% |
| 99 | 99CAPTRUST FINANCIAL ADVISORS | 88,16488,164 | $14M | — | — |
| 100 | 100Janney Montgomery Scott LLC | 86,90486,904 | $13M | — | ADD 17% |
