| 1 | 1GRIMES & Co WEALTH MANAGEMENT, LLC | 1,556,1671.6M | $122M | — | — |
| 2 | 2AMERIPRISE FINANCIAL INC | 1,358,8181.4M | $106M | — | — |
| 3 | 3LPL Financial LLC | 990,829990,829 | $78M | — | TRIM -6% |
| 4 | 4WELLS FARGO & COMPANY/MN | 830,638830,638 | $65M | — | TRIM -11% |
| 5 | 5Sanchez Wealth Management Group | 503,947503,947 | $39M | — | — |
| 6 | 6RAYMOND JAMES FINANCIAL INC | 487,276487,276 | $38M | — | ADD 11% |
| 7 | 7COMMONWEALTH EQUITY SERVICES, LLC | 468,453468,453 | $37M | — | — |
| 8 | 8MORGAN STANLEY | 422,853422,853 | $33M | — | — |
| 9 | 9ENVESTNET ASSET MANAGEMENT INC | 344,776344,776 | $27M | — | — |
| 10 | 10Kestra Advisory Services, LLC | 299,982299,982 | $23M | — | ADD 8% |
| 11 | 11BANK OF AMERICA CORP /DE/ | 281,897281,897 | $22M | — | — |
| 12 | 12Cetera Investment Advisers | 255,102255,102 | $20M | — | ADD 3% |
| 13 | 13JONES FINANCIAL COMPANIES LLLP | 190,487190,487 | $15M | — | ADD 12% |
| 14 | 14Simplicity Wealth,LLC | 168,408168,408 | $13M | — | ADD 31% |
| 15 | 15ELEVATION POINT WEALTH PARTNERS, LLC | 164,836164,836 | $13M | — | ADD 174% |
| 16 | 16Vestmark Advisory Solutions, Inc. | 164,774164,774 | $13M | — | ADD 175% |
| 17 | 17IAM Advisory, LLC | 161,529161,529 | $13M | — | — |
| 18 | 18Cooper Financial Group | 141,443141,443 | $11M | — | ADD 3% |
| 19 | 19ERn Financial, LLC | 132,924132,924 | $10M | — | — |
| 20 | 20Kingsview Wealth Management, LLC | 95,33995,339 | $7M | — | NEW |
| 21 | 21UBS Group AG | 94,50094,500 | $7M | — | TRIM -42% |
| 22 | 22PMG Wealth Management, Inc. | 78,07778,077 | $6M | — | ADD 77% |
| 23 | 23Schneider Downs Wealth Management Advisors, LP | 65,87365,873 | $5M | — | — |
| 24 | 24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,44163,441 | $5M | — | — |
| 25 | 25Capital Investment Advisory Services, LLC | 63,09363,093 | $5M | — | — |
| 26 | 26HighTower Advisors, LLC | 62,42062,420 | $5M | — | ADD 39% |
| 27 | 27CoreCap Advisors, LLC | 61,84261,842 | $5M | — | ADD 14% |
| 28 | 28PARSONS CAPITAL MANAGEMENT INC/RI | 45,32245,322 | $4M | — | ADD 5% |
| 29 | 29MERCER GLOBAL ADVISORS INC /ADV | 41,06841,068 | $3M | — | — |
| 30 | 30Private Advisor Group, LLC | 40,95840,958 | $3M | — | ADD 15% |
| 31 | 31FCA CORP /TX | 36,12736,127 | $3M | — | ADD 3% |
| 32 | 32Rockefeller Capital Management L.P. | 33,23033,230 | $3M | — | TRIM -9% |
| 33 | 33WIN ADVISORS, INC | 26,76726,767 | $2M | — | NEW |
| 34 | 34OSAIC HOLDINGS, INC. | 24,04324,043 | $2M | — | TRIM -5% |
| 35 | 35Sanctuary Advisors, LLC | 23,93823,938 | $2M | — | — |
| 36 | 36JOURNEY STRATEGIC WEALTH LLC | 23,44523,445 | $2M | — | TRIM -6% |
| 37 | 37Rossmore Private Capital | 22,05022,050 | $2M | — | TRIM -6% |
| 38 | 38INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20,46320,463 | $2M | — | — |
| 39 | 39Foundry Financial Group, Inc. | 19,21919,219 | $2M | — | TRIM -36% |
| 40 | 40Elevation Capital Advisory, LLC | 16,95416,954 | $1M | — | NEW |
| 41 | 41SigFig Wealth Management, LLC | 16,51216,512 | $1M | — | — |
| 42 | 42OPPENHEIMER & CO INC | 15,42315,423 | $1M | — | — |
| 43 | 43Goodman Advisory Group, LLC | 15,29215,292 | $1M | — | TRIM -16% |
| 44 | 44Equitable Holdings, Inc. | 13,86913,869 | $1M | — | ADD 21% |
| 45 | 45JPMORGAN CHASE & CO | 13,64413,644 | $1M | — | ADD 26% |
| 46 | 46CWM, LLC | 13,00413,004 | $1M | — | ADD 3% |
| 47 | 47Financially in Tune, LLC | 12,44712,447 | $974,227 | — | TRIM -5% |
| 48 | 48Envestnet Portfolio Solutions, Inc. | 12,39012,390 | $969,765 | — | ADD 65% |
| 49 | 49Amplius Wealth Advisors, LLC | 11,75011,750 | $919,672 | — | TRIM -5% |
| 50 | 50CHILTON CAPITAL MANAGEMENT LLC | 10,93510,935 | $855,883 | — | — |
| 51 | 51VestGen Advisors, LLC | 9,8059,805 | $850,682 | — | NEW |
| 52 | 52Arkadios Wealth Advisors | 10,46510,465 | $819,083 | — | ADD 2% |
| 53 | 53Perennial Investment Advisors, LLC | 10,25310,253 | $802,495 | — | TRIM -5% |
| 54 | 54Mariner, LLC | 8,9018,901 | $696,681 | — | TRIM -7% |
| 55 | 55COLUMBIA ADVISORY PARTNERS LLC | 7,9337,933 | $620,935 | — | TRIM -9% |
| 56 | 56Avant Capital LLC | 6,5126,512 | $509,690 | — | — |
| 57 | 57Venture Visionary Partners LLC | 6,5006,500 | $508,755 | — | — |
| 58 | 58ROYAL BANK OF CANADA | 6,4796,479 | $507,000 | — | TRIM -3% |
| 59 | 59Orion Porfolio Solutions, LLC | 6,2786,278 | $491,379 | — | — |
| 60 | 60O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,1596,159 | $482,065 | — | NEW |
| 61 | 61Sageworth Trust Co of South Dakota | 6,1476,147 | $481,126 | — | — |
| 62 | 62James J. Burns & Company, LLC | 6,0406,040 | $472,751 | — | — |
| 63 | 63Ebert Capital Management Inc. | 6,0006,000 | $469,620 | — | — |
| 64 | 64Beirne Wealth Consulting Services, LLC | 5,8295,829 | $456,270 | — | TRIM -16% |
| 65 | 65Kraft, Davis & Associates, LLC | 5,2005,200 | $443,352 | — | — |
| 66 | 66Cambridge Investment Research Advisors, Inc. | 4,7244,724 | $370,000 | — | TRIM -28% |
| 67 | 67Independent Advisor Alliance | 4,6714,671 | $365,604 | — | NEW |
| 68 | 68Capital Advisors, Ltd. LLC | 4,4824,482 | $351,000 | — | — |
| 69 | 69Thrivent Financial for Lutherans | 4,4614,461 | $349,000 | — | TRIM -7% |
| 70 | 70HARBOUR INVESTMENTS, INC. | 4,4464,446 | $348,009 | — | NEW |
| 71 | 71Farther Finance Advisors, LLC | 4,2634,263 | $335,882 | — | ADD 59% |
| 72 | 72PARK AVENUE SECURITIES LLC | 4,2114,211 | $330,000 | — | — |
| 73 | 73TRUST POINT INC. | 4,1884,188 | $327,795 | — | — |
| 74 | 74IHT Wealth Management, LLC | 4,1724,172 | $326,542 | — | TRIM -21% |
| 75 | 75OneAscent Wealth Management LLC | 3,9873,987 | $312,062 | — | — |
| 76 | 76FMR LLC | 3,5373,537 | $276,823 | — | ADD 54% |
| 77 | 77KESTRA PRIVATE WEALTH SERVICES, LLC | 3,4693,469 | $271,525 | — | ADD 3% |
| 78 | 78STIFEL FINANCIAL CORP | 3,4073,407 | $266,667 | — | — |
| 79 | 79Arlington Financial Advisors, LLC | 3,2683,268 | $255,786 | — | NEW |
| 80 | 80HILL ISLAND FINANCIAL LLC | 3,2653,265 | $255,542 | — | TRIM -11% |
| 81 | 81OneAscent Family Office, LLC | 3,1343,134 | $245,298 | — | — |
| 82 | 82Gilbert & Cook, Inc. | 2,8242,824 | $221,034 | — | — |
| 83 | 83Well Done, LLC | 2,8002,800 | $219,156 | — | — |
| 84 | 84PRIVATE CLIENT SERVICES, LLC | 2,7342,734 | $213,990 | — | — |
| 85 | 85PRIVATE TRUST CO NA | 2,6402,640 | $206,633 | — | — |
| 86 | 86Segment Wealth Management, LLC | 2,6302,630 | $205,850 | — | TRIM -42% |
| 87 | 87Western Wealth Management, LLC | 2,1452,145 | $167,877 | — | NEW |
| 88 | 88Godfrey Financial Associates, Inc. | 1,8471,847 | $144,545 | — | — |
| 89 | 89Bank & Trust Co | 1,4191,419 | $111,065 | — | — |
| 90 | 90ASSETMARK, INC | 1,4051,405 | $109,969 | — | ADD 118% |
| 91 | 91Smartleaf Asset Management LLC | 1,0311,031 | $78,521 | — | — |
| 92 | 92BLAIR WILLIAM & CO/IL | 650650 | $50,876 | — | — |
| 93 | 93IFP Advisors, Inc | 644644 | $50,406 | — | NEW |
| 94 | 94BELLEVUE ASSET MANAGEMENT, LLC | 593593 | $46,414 | — | — |
| 95 | 95Tidemark, LLC | 586586 | $45,854 | — | — |
| 96 | 96PITTENGER & ANDERSON INC | 578578 | $45,241 | — | NEW |
| 97 | 97Medallion Wealth Advisors, LLC | 519519 | $40,623 | — | — |
| 98 | 98REAP Financial Group, LLC | 447447 | $34,994 | — | — |
| 99 | 99AE Wealth Management LLC | 334334 | $26,142 | — | TRIM -89% |
| 100 | 100SHP Wealth Management | 294294 | $23,011 | — | — |
