| 1 | 1BANK OF AMERICA CORP /DE/ | 83,374,72283.4M | $8.5B | — | — |
| 2 | 2LPL Financial LLC | 17,225,62417.2M | $1.8B | — | ADD 5% |
| 3 | 3MORGAN STANLEY | 9,859,5819.9M | $1.0B | — | — |
| 4 | 4JONES FINANCIAL COMPANIES LLLP | 7,651,7707.7M | $768M | — | ADD 19% |
| 5 | 5ENVESTNET ASSET MANAGEMENT INC | 7,165,0217.2M | $733M | — | ADD 21% |
| 6 | 6SIGNATUREFD, LLC | 4,642,2824.6M | $475M | — | — |
| 7 | 7Blue Trust, Inc. | 4,275,7244.3M | $437M | — | TRIM -4% |
| 8 | 8Kestra Investment Management, LLC | 3,893,3713.9M | $398M | — | ADD 3% |
| 9 | 9ASPIRIANT, LLC | 3,683,0553.7M | $377M | — | ADD 3% |
| 10 | 10Merit Financial Group, LLC | 2,788,9062.8M | $285M | — | ADD 7% |
| 11 | 11JPMORGAN CHASE & CO | 2,079,5732.1M | $209M | — | TRIM -10% |
| 12 | 12RAYMOND JAMES FINANCIAL INC | 1,640,1371.6M | $168M | — | TRIM -5% |
| 13 | 13UBS Group AG | 1,599,2081.6M | $164M | — | — |
| 14 | 14ROYAL BANK OF CANADA | 1,508,4761.5M | $154M | — | ADD 2% |
| 15 | 15PNC FINANCIAL SERVICES GROUP, INC. | 1,437,9251.4M | $147M | — | ADD 18% |
| 16 | 16Auto-Owners Insurance Co | 1,354,0001.4M | $139M | — | — |
| 17 | 17BENJAMIN EDWARDS INC | 1,313,0061.3M | $134M | — | ADD 14% |
| 18 | 18Modera Wealth Management, LLC | 1,187,4811.2M | $121M | — | — |
| 19 | 19WELLS FARGO & COMPANY/MN | 1,183,8941.2M | $121M | — | ADD 8% |
| 20 | 20BLAIR WILLIAM & CO/IL | 1,165,9521.2M | $119M | — | ADD 7% |
| 21 | 21Foster Group, Inc. | 1,112,1921.1M | $114M | — | ADD 3% |
| 22 | 22NATIXIS ADVISORS, LLC | 1,024,8361.0M | $105M | — | ADD 16% |
| 23 | 23Corient Private Wealth LLC | 818,409818,409 | $83M | — | TRIM -45% |
| 24 | 24CANANDAIGUA NATIONAL CORP | 810,696810,696 | $83M | — | NEW |
| 25 | 25Venturi Wealth Management, LLC | 791,991791,991 | $81M | — | TRIM -39% |
| 26 | 26HighTower Advisors, LLC | 717,475717,475 | $73M | — | — |
| 27 | 27Cetera Investment Advisers | 710,815710,815 | $73M | — | TRIM -4% |
| 28 | 28PRINCIPAL SECURITIES, INC. | 702,083702,083 | $72M | — | ADD 12% |
| 29 | 29Sequoia Financial Advisors, LLC | 695,650695,650 | $71M | — | — |
| 30 | 30COMMONWEALTH EQUITY SERVICES, LLC | 658,576658,576 | $67M | — | TRIM -43% |
| 31 | 31McGlone Suttner Wealth Management, Inc. | 653,302653,302 | $67M | — | — |
| 32 | 32Allworth Financial LP | 597,602597,602 | $61M | — | TRIM -2% |
| 33 | 33CWM, LLC | 568,929568,929 | $58M | — | TRIM -7% |
| 34 | 34Allspring Global Investments Holdings, LLC | 525,572525,572 | $54M | — | TRIM -3% |
| 35 | 35OSAIC HOLDINGS, INC. | 513,451513,451 | $53M | — | ADD 2% |
| 36 | 36FMR LLC | 477,801477,801 | $49M | — | — |
| 37 | 37Nadler Financial Group, Inc. | 453,426453,426 | $46M | — | — |
| 38 | 38Curi Capital, LLC | 449,471449,471 | $46M | — | ADD 45% |
| 39 | 39KINTRA WEALTH, LLC | 442,950442,950 | $45M | — | NEW |
| 40 | 40GOLDMAN SACHS GROUP INC | 434,741434,741 | $44M | — | TRIM -22% |
| 41 | 41Focus Partners Wealth | 418,662418,662 | $43M | — | TRIM -7% |
| 42 | 42AMERIPRISE FINANCIAL INC | 417,873417,873 | $43M | — | — |
| 43 | 43FLAGSHIP HARBOR ADVISORS, LLC | 407,856407,856 | $42M | — | TRIM -6% |
| 44 | 44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 390,733390,733 | $40M | — | TRIM -13% |
| 45 | 45Tanglewood Legacy Advisors, LLC | 381,429381,429 | $39M | — | ADD 7% |
| 46 | 46Atlantic Union Bankshares Corp | 367,483367,483 | $38M | — | — |
| 47 | 47Veracity Capital LLC | 360,856360,856 | $37M | — | TRIM -11% |
| 48 | 48HOWE & RUSLING INC | 358,791358,791 | $37M | — | ADD 3% |
| 49 | 49HANTZ FINANCIAL SERVICES, INC. | 358,137358,137 | $37M | — | ADD 3% |
| 50 | 50Financial Engines Advisors L.L.C. | 344,715344,715 | $35M | — | ADD 19% |
| 51 | 51Townsend & Associates, Inc | 319,320319,320 | $34M | — | TRIM -12% |
| 52 | 52PCA Investment Advisory Services Inc. | 320,867320,867 | $33M | — | ADD 6% |
| 53 | 53Madison Wealth Partners, Inc | 312,125312,125 | $32M | — | — |
| 54 | 54ForthRight Wealth Management, LLC | 302,273302,273 | $31M | — | — |
| 55 | 55DDFG, Inc | 297,363297,363 | $30M | — | ADD 6% |
| 56 | 56SOUTHERN CAPITAL ADVISORS, LLC | 295,600295,600 | $30M | — | — |
| 57 | 57KESTRA PRIVATE WEALTH SERVICES, LLC | 286,084286,084 | $29M | — | TRIM -16% |
| 58 | 58Duncan Williams Asset Management, LLC | 270,470270,470 | $28M | — | — |
| 59 | 59Vident Advisory, LLC | 250,032250,032 | $26M | — | ADD 4% |
| 60 | 60MML INVESTORS SERVICES, LLC | 249,807249,807 | $26M | — | TRIM -13% |
| 61 | 61NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 246,630246,630 | $25M | — | TRIM -36% |
| 62 | 62Gotham Asset Management, LLC | 240,968240,968 | $25M | — | ADD 88% |
| 63 | 63Garde Capital, Inc. | 237,433237,433 | $24M | — | — |
| 64 | 64Waldron Private Wealth LLC | 234,683234,683 | $24M | — | TRIM -2% |
| 65 | 65GDS Wealth Management | 228,072228,072 | $23M | — | TRIM -6% |
| 66 | 66Sanctuary Advisors, LLC | 226,681226,681 | $23M | — | ADD 5% |
| 67 | 67Salus Financial Advisors, LLC | 225,265225,265 | $23M | — | ADD 9% |
| 68 | 68Alliance Private Wealth, LLC | 220,943220,943 | $23M | — | — |
| 69 | 69Private Advisor Group, LLC | 219,581219,581 | $22M | — | TRIM -38% |
| 70 | 70Rockefeller Capital Management L.P. | 216,562216,562 | $22M | — | — |
| 71 | 71Cambridge Investment Research Advisors, Inc. | 211,610211,610 | $22M | — | — |
| 72 | 72Steele Capital Management, Inc. | 209,516209,516 | $21M | — | — |
| 73 | 73Kestra Advisory Services, LLC | 206,404206,404 | $21M | — | ADD 22% |
| 74 | 74Strategies Wealth Advisors, LLC | 203,013203,013 | $21M | — | TRIM -4% |
| 75 | 75Birchcreek Wealth Management, LLC | 201,795201,795 | $21M | — | — |
| 76 | 76SkyOak Wealth, LLC | 200,476200,476 | $20M | — | — |
| 77 | 77IRONWOOD WEALTH MANAGEMENT, INC. | 192,555192,555 | $20M | — | — |
| 78 | 78Richard W. Paul & Associates, LLC | 182,128182,128 | $19M | — | ADD 4% |
| 79 | 79High Probability Advisors, LLC | 178,271178,271 | $18M | — | ADD 4% |
| 80 | 80Crescent Grove Advisors, LLC | 162,440162,440 | $17M | — | — |
| 81 | 81Financial Partners Group, Inc | 161,395161,395 | $17M | — | — |
| 82 | 82MFA WEALTH ADVISORS, LLC | 159,592159,592 | $16M | — | ADD 7% |
| 83 | 83Concurrent Investment Advisors, LLC | 158,595158,595 | $16M | — | — |
| 84 | 84Equitable Holdings, Inc. | 331,227331,227 | $16M | — | ADD 43% |
| 85 | 85UNITED CAPITAL FINANCIAL ADVISORS, LLC | 156,812156,812 | $16M | — | ADD 20% |
| 86 | 86Trek Financial, LLC | 155,090155,090 | $16M | — | TRIM -33% |
| 87 | 87KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 153,047153,047 | $16M | — | — |
| 88 | 88STIFEL FINANCIAL CORP | 151,232151,232 | $15M | — | TRIM -7% |
| 89 | 89Allianz Asset Management GmbH | 149,660149,660 | $15M | — | NEW |
| 90 | 90Savant Capital, LLC | 147,252147,252 | $15M | — | — |
| 91 | 91Global Strategic Investment Solutions, LLC | 145,694145,694 | $15M | — | — |
| 92 | 92Cosner Financial Group, LLC | 139,863139,863 | $14M | — | — |
| 93 | 93FORTRESS FINANCIAL GROUP, LLC | 139,371139,371 | $14M | — | — |
| 94 | 94Carl P. Sherr & Co., LLC | 136,427136,427 | $14M | — | — |
| 95 | 95Creative Planning | 134,278134,278 | $14M | — | — |
| 96 | 96Baird Financial Group, Inc. | 125,476125,476 | $13M | — | TRIM -57% |
| 97 | 97Keenan, LLC | 120,130120,130 | $12M | — | ADD 14% |
| 98 | 98CREATIVE FINANCIAL DESIGNS INC /ADV | 119,388119,388 | $12M | — | ADD 2% |
| 99 | 99Atria Investments, Inc | 118,551118,551 | $12M | — | TRIM -30% |
| 100 | 100TRUIST FINANCIAL CORP | 112,742112,742 | $12M | — | TRIM -20% |
