| 1 | 1JPMORGAN CHASE & CO | 21,579,44621.6M | $1.5B | — | ADD 6% |
| 2 | 2Dynasty Wealth Management, LLC | 8,197,7768.2M | $588M | — | ADD 72% |
| 3 | 3LPL Financial LLC | 6,687,3396.7M | $480M | — | ADD 7% |
| 4 | 4SAGESPRING WEALTH PARTNERS, LLC | 4,765,3404.8M | $342M | — | ADD 13% |
| 5 | 5AMERIPRISE FINANCIAL INC | 2,741,5572.7M | $197M | — | ADD 4% |
| 6 | 6OpenArc Corporate Advisory, LLC | 2,337,5912.3M | $168M | — | ADD 44% |
| 7 | 7MORGAN STANLEY | 1,869,6021.9M | $134M | — | ADD 4% |
| 8 | 8Cetera Investment Advisers | 1,788,2861.8M | $128M | — | ADD 29% |
| 9 | 9BANK OF AMERICA CORP /DE/ | 1,771,6931.8M | $127M | — | ADD 117% |
| 10 | 10ROYAL BANK OF CANADA | 1,200,1081.2M | $86M | — | ADD 84% |
| 11 | 11ENVESTNET ASSET MANAGEMENT INC | 1,200,0381.2M | $86M | — | — |
| 12 | 12Vestmark Advisory Solutions, Inc. | 1,098,1701.1M | $79M | — | ADD 76% |
| 13 | 13Avior Wealth Management, LLC | 978,139978,139 | $70M | — | TRIM -4% |
| 14 | 14PNC FINANCIAL SERVICES GROUP, INC. | 973,671973,671 | $70M | — | TRIM -6% |
| 15 | 15STEPH & CO | 914,389914,389 | $66M | — | ADD 11% |
| 16 | 16JONES FINANCIAL COMPANIES LLLP | 884,672884,672 | $62M | — | ADD 25% |
| 17 | 17ORRSTOWN FINANCIAL SERVICES INC | 848,841848,841 | $61M | — | ADD 4% |
| 18 | 18COMMONWEALTH EQUITY SERVICES, LLC | 837,053837,053 | $60M | — | TRIM -17% |
| 19 | 19GREAT VALLEY ADVISOR GROUP, INC. | 790,724790,724 | $57M | — | ADD 2% |
| 20 | 20Kestra Advisory Services, LLC | 616,428616,428 | $44M | — | ADD 4% |
| 21 | 21CI INVESTMENTS INC. | 547,918547,918 | $39M | — | ADD 28% |
| 22 | 22RAYMOND JAMES FINANCIAL INC | 543,980543,980 | $39M | — | ADD 13% |
| 23 | 23FSM Wealth Advisors, LLC | 524,892524,892 | $38M | — | ADD 11% |
| 24 | 24ELEVATION POINT WEALTH PARTNERS, LLC | 495,706495,706 | $36M | — | NEW |
| 25 | 25Intellus Advisors LLC | 481,617481,617 | $35M | — | — |
| 26 | 26Private Advisor Group, LLC | 472,053472,053 | $34M | — | — |
| 27 | 27WNY Asset Management, LLC | 454,239454,239 | $33M | — | NEW |
| 28 | 28WCG Wealth Advisors LLC | 438,902438,902 | $31M | — | ADD 2% |
| 29 | 29Focus Partners Wealth | 432,764432,764 | $31M | — | ADD 2% |
| 30 | 30DAYMARK WEALTH PARTNERS, LLC | 432,496432,496 | $31M | — | ADD 6% |
| 31 | 31OSAIC HOLDINGS, INC. | 409,336409,336 | $29M | — | TRIM -6% |
| 32 | 32UNIQUE WEALTH, LLC | 399,057399,057 | $29M | — | ADD 40% |
| 33 | 33STIFEL FINANCIAL CORP | 394,384394,384 | $28M | — | TRIM -7% |
| 34 | 34Americana Partners, LLC | 380,521380,521 | $27M | — | TRIM -30% |
| 35 | 35Arlington Financial Advisors, LLC | 368,316368,316 | $26M | — | — |
| 36 | 36Convergence Financial, LLC | 351,999351,999 | $25M | — | TRIM -3% |
| 37 | 37Rockefeller Capital Management L.P. | 341,958341,958 | $25M | — | ADD 871% |
| 38 | 38WealthPlan Investment Management, LLC | 325,895325,895 | $23M | — | ADD 82% |
| 39 | 39UBS Group AG | 307,671307,671 | $22M | — | TRIM -59% |
| 40 | 40Centerline Wealth Advisors, LLC | 289,602289,602 | $21M | — | ADD 31% |
| 41 | 41Integrated Wealth Concepts LLC | 263,344263,344 | $19M | — | ADD 6039% |
| 42 | 42Cambridge Investment Research Advisors, Inc. | 251,475251,475 | $18M | — | ADD 15% |
| 43 | 43Triangle Securities Wealth Management | 248,192248,192 | $18M | — | ADD 3% |
| 44 | 44CWM, LLC | 245,014245,014 | $18M | — | TRIM -6% |
| 45 | 45Prism Advisors, Inc. | 244,878244,878 | $18M | — | TRIM -4% |
| 46 | 46WELLS FARGO & COMPANY/MN | 231,975231,975 | $17M | — | ADD 6% |
| 47 | 47Storen Legacy Partners, LLC | 223,269223,269 | $16M | — | NEW |
| 48 | 48Confluence Wealth Services, Inc. | 213,199213,199 | $15M | — | ADD 7% |
| 49 | 49BCGM Wealth Management, LLC | 208,721208,721 | $15M | — | — |
| 50 | 50Sanctuary Advisors, LLC | 182,049182,049 | $13M | — | TRIM -4% |
| 51 | 51GILL CAPITAL PARTNERS, LLC | 179,750179,750 | $13M | — | ADD 7% |
| 52 | 52Concurrent Investment Advisors, LLC | 166,008166,008 | $12M | — | ADD 15% |
| 53 | 53ARQ WEALTH ADVISORS, LLC | 153,392153,392 | $11M | — | — |
| 54 | 54KEYVANTAGE WEALTH, LLC | 145,467145,467 | $10M | — | ADD 5% |
| 55 | 55EXCHANGE TRADED CONCEPTS, LLC | 144,182144,182 | $10M | — | ADD 18% |
| 56 | 56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 142,735142,735 | $10M | — | NEW |
| 57 | 57DAVENPORT & Co LLC | 135,907135,907 | $10M | — | ADD 14% |
| 58 | 58Weil Company, Inc. | 128,234128,234 | $9M | — | — |
| 59 | 59Geneos Wealth Management Inc. | 127,226127,226 | $9M | — | ADD 25% |
| 60 | 60Capital Analysts, LLC | 123,849123,849 | $9M | — | ADD 6% |
| 61 | 61Rehmann Capital Advisory Group | 123,130123,130 | $9M | — | ADD 1123% |
| 62 | 62MN Wealth Advisors, LLC | 119,388119,388 | $9M | — | TRIM -3% |
| 63 | 63BENJAMIN EDWARDS INC | 117,289117,289 | $8M | — | ADD 49% |
| 64 | 64MML INVESTORS SERVICES, LLC | 115,202115,202 | $8M | — | TRIM -4% |
| 65 | 65Resolute Wealth Strategies, LLC | 112,106112,106 | $8M | — | ADD 5% |
| 66 | 66NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 109,423109,423 | $8M | — | ADD 12% |
| 67 | 67WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 95,42695,426 | $7M | — | ADD 209% |
| 68 | 68SIMA Wealth Partners, LLC | 94,74294,742 | $7M | — | — |
| 69 | 69Mariner, LLC | 90,35690,356 | $6M | — | ADD 257% |
| 70 | 70Cyndeo Wealth Partners, LLC | 83,75883,758 | $6M | — | ADD 31% |
| 71 | 71Perennial Investment Advisors, LLC | 82,97082,970 | $6M | — | ADD 4% |
| 72 | 72Equitable Holdings, Inc. | 82,81782,817 | $6M | — | ADD 129% |
| 73 | 73Perigon Wealth Management, LLC | 79,63579,635 | $6M | — | — |
| 74 | 74Gemmer Asset Management LLC | 73,48773,487 | $5M | — | — |
| 75 | 75HighTower Advisors, LLC | 71,13471,134 | $5M | — | ADD 3% |
| 76 | 76Composition Wealth, LLC | 70,99870,998 | $5M | — | — |
| 77 | 77Arkadios Wealth Advisors | 70,37270,372 | $5M | — | ADD 15% |
| 78 | 78Triad Wealth Partners, LLC | 69,37569,375 | $5M | — | ADD 13% |
| 79 | 79GGM Financial LLC | 67,17667,176 | $5M | — | TRIM -10% |
| 80 | 80HARBOUR INVESTMENTS, INC. | 67,07767,077 | $5M | — | ADD 3% |
| 81 | 81FAGAN ASSOCIATES, INC. | 65,23965,239 | $5M | — | — |
| 82 | 82CAPTRUST FINANCIAL ADVISORS | 64,05064,050 | $5M | — | TRIM -2% |
| 83 | 835T Wealth, LLC | 61,45861,458 | $4M | — | — |
| 84 | 84SUMMITPOINT CAPITAL MANAGEMENT | 61,09061,090 | $4M | — | NEW |
| 85 | 85Western Wealth Management, LLC | 61,05061,050 | $4M | — | ADD 27% |
| 86 | 86Denver PWM, LLC | 52,53152,531 | $4M | — | TRIM -38% |
| 87 | 87Ascent Group, LLC | 49,92149,921 | $4M | — | TRIM -2% |
| 88 | 88Gladstone Institutional Advisory LLC | 49,28049,280 | $4M | — | ADD 6% |
| 89 | 89Independent Advisor Alliance | 49,25149,251 | $4M | — | NEW |
| 90 | 90CMH Wealth Management LLC | 47,52047,520 | $3M | — | ADD 6% |
| 91 | 91Pinnacle Financial Partners, Inc. | 43,79643,796 | $3M | — | — |
| 92 | 92First Heartland Consultants, Inc. | 39,27939,279 | $3M | — | TRIM -6% |
| 93 | 93FIRST NATIONAL BANK OF OMAHA | 39,93939,939 | $3M | — | ADD 5% |
| 94 | 94Fortis Group Advisors, LLC | 34,75834,758 | $3M | — | TRIM -18% |
| 95 | 95Compass Wealth Management, LLC/GA | 36,56036,560 | $3M | — | TRIM -36% |
| 96 | 96Quotient Wealth Partners, LLC | 33,92233,922 | $2M | — | ADD 40% |
| 97 | 97Crumly & Associates Inc. | 33,44033,440 | $2M | — | TRIM -10% |
| 98 | 98WBH ADVISORY INC | 33,32433,324 | $2M | — | ADD 9% |
| 99 | 99Cauble & Harre Wealth Management, Inc. | 30,31330,313 | $2M | — | TRIM -5% |
| 100 | 100Merited Wealth, LLC | 31,23331,233 | $2M | — | ADD 115% |