| 1 | 1Destination Wealth Management | 929,645929,645 | $86M | — | ADD 4% |
| 2 | 2LPL Financial LLC | 365,901365,901 | $34M | — | TRIM -7% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 292,864292,864 | $27M | — | ADD 4% |
| 4 | 4MORGAN STANLEY | 221,719221,719 | $20M | — | ADD 123% |
| 5 | 5ENVESTNET ASSET MANAGEMENT INC | 188,338188,338 | $17M | — | TRIM -54% |
| 6 | 6Capital Investment Advisory Services, LLC | 114,352114,352 | $11M | — | ADD 4% |
| 7 | 7Twelve Points Wealth Management LLC | 113,196113,196 | $10M | — | ADD 104% |
| 8 | 8Harbour Wealth Management Group, Inc. | 104,447104,447 | $10M | — | ADD 9% |
| 9 | 9RAYMOND JAMES FINANCIAL INC | 68,40268,402 | $6M | — | TRIM -11% |
| 10 | 10MML INVESTORS SERVICES, LLC | 62,67862,678 | $6M | — | TRIM -63% |
| 11 | 11SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,85759,857 | $6M | — | NEW |
| 12 | 12BANK OF MONTREAL /CAN/ | 56,26056,260 | $5M | — | — |
| 13 | 13Founders Financial Alliance, LLC | 53,11753,117 | $5M | — | ADD 915% |
| 14 | 14UBS Group AG | 51,43051,430 | $5M | — | TRIM -63% |
| 15 | 15Rockefeller Capital Management L.P. | 42,57042,570 | $4M | — | TRIM -3% |
| 16 | 16OSAIC HOLDINGS, INC. | 41,95541,955 | $4M | — | — |
| 17 | 17Savvy Advisors, Inc. | 34,84234,842 | $3M | — | ADD 11% |
| 18 | 18Janney Montgomery Scott LLC | 27,90427,904 | $3M | — | — |
| 19 | 19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26,98926,989 | $2M | — | ADD 11% |
| 20 | 20ROYAL BANK OF CANADA | 26,86726,867 | $2M | — | TRIM -4% |
| 21 | 21Betterment LLC | 24,00224,002 | $2M | — | ADD 7% |
| 22 | 22WCG Wealth Advisors LLC | 21,87321,873 | $2M | — | ADD 8% |
| 23 | 23Red Wave Investments LLC | 21,66921,669 | $2M | — | TRIM -3% |
| 24 | 24CITADEL ADVISORS LLC | 21,23521,235 | $2M | — | ADD 95% |
| 25 | 25JANE STREET GROUP, LLC | 20,87220,872 | $2M | — | ADD 8% |
| 26 | 26Cambridge Investment Research Advisors, Inc. | 19,02219,022 | $2M | — | TRIM -25% |
| 27 | 27HRT FINANCIAL LP | 18,98918,989 | $2M | — | NEW |
| 28 | 28COLUMBIA ADVISORY PARTNERS LLC | 18,78418,784 | $2M | — | TRIM -11% |
| 29 | 29TRUIST FINANCIAL CORP | 15,64915,649 | $1M | — | TRIM -6% |
| 30 | 30Cetera Investment Advisers | 14,45114,451 | $1M | — | TRIM -53% |
| 31 | 31Beacon Pointe Advisors, LLC | 13,92113,921 | $1M | — | TRIM -13% |
| 32 | 32MILESTONE ASSET MANAGEMENT, LLC | 12,03412,034 | $1M | — | ADD 8% |
| 33 | 33Sanctuary Advisors, LLC | 11,06311,063 | $1M | — | TRIM -47% |
| 34 | 34SCOTIA CAPITAL INC. | 10,14810,148 | $937,066 | — | TRIM -13% |
| 35 | 35Leo Wealth, LLC | 9,8579,857 | $910,187 | — | TRIM -96% |
| 36 | 36Stratos Investment Management, LLC | 9,7379,737 | $899,163 | — | ADD 9% |
| 37 | 37Able Wealth Management LLC | 8,1538,153 | $752,889 | — | TRIM -48% |
| 38 | 38Bank of New York Mellon Corp | 7,6687,668 | $708,007 | — | TRIM -84% |
| 39 | 39Trilogy Capital Inc. | 7,3567,356 | $679,261 | — | TRIM -3% |
| 40 | 40Wealthcare Advisory Partners LLC | 6,9356,935 | $640,400 | — | ADD 34% |
| 41 | 41PARK AVENUE SECURITIES LLC | 6,6766,676 | $617,000 | — | TRIM -69% |
| 42 | 42EFG International AG | 6,6056,605 | $609,906 | — | NEW |
| 43 | 43GWN SECURITIES INC. | 6,3536,353 | $586,646 | — | TRIM -12% |
| 44 | 44INDEPENDENT FINANCIAL GROUP, LLC | 6,2526,252 | $577,310 | — | — |
| 45 | 45Coastal Bridge Advisors, LLC | 6,0786,078 | $561,269 | — | TRIM -10% |
| 46 | 46Alpine Bank Wealth Management | 5,4605,460 | $504,176 | — | TRIM -52% |
| 47 | 47OPPENHEIMER & CO INC | 5,3045,304 | $489,771 | — | ADD 18% |
| 48 | 48McAdam, LLC | 5,2875,287 | $488,208 | — | ADD 2% |
| 49 | 49SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,7584,758 | $439,354 | — | NEW |
| 50 | 50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,4224,422 | $407,686 | — | TRIM -87% |
| 51 | 51TWO SIGMA SECURITIES, LLC | 4,2684,268 | $394,107 | — | NEW |
| 52 | 52BEACON FINANCIAL GROUP | 3,9843,984 | $367,904 | — | TRIM -92% |
| 53 | 53Maridea Wealth Management LLC | 3,8103,810 | $351,815 | — | TRIM -10% |
| 54 | 54EAGLE GLOBAL ADVISORS LLC | 3,5303,530 | $325,960 | — | — |
| 55 | 55Guardian Partners Inc. | 3,4813,481 | $322,133 | — | TRIM -7% |
| 56 | 56Perigon Wealth Management, LLC | 3,4883,488 | $322,049 | — | TRIM -66% |
| 57 | 57Envestnet Portfolio Solutions, Inc. | 3,3013,301 | $304,814 | — | TRIM -68% |
| 58 | 58MERCER GLOBAL ADVISORS INC /ADV | 3,2853,285 | $303,359 | — | TRIM -16% |
| 59 | 59Sigma Planning Corp | 3,1663,166 | $292,385 | — | — |
| 60 | 60Private Advisor Group, LLC | 2,7662,766 | $255,384 | — | ADD 14% |
| 61 | 61COMPASS CAPITAL CORP /MA/ /ADV | 2,7162,716 | $252,071 | — | — |
| 62 | 62Creative Planning | 2,6972,697 | $249,041 | — | NEW |
| 63 | 63HARBOUR INVESTMENTS, INC. | 2,6912,691 | $248,487 | — | ADD 9% |
| 64 | 64Keebeck Wealth Management | 2,6882,688 | $248,210 | — | TRIM -55% |
| 65 | 65GREAT VALLEY ADVISOR GROUP, INC. | 2,6832,683 | $247,747 | — | — |
| 66 | 66Two West Capital Advisors LLC | 2,5882,588 | $239,939 | — | TRIM -49% |
| 67 | 67Cadia Private Client LLC | 2,4122,412 | $222,748 | — | NEW |
| 68 | 68FSA Advisors, Inc. | 2,3732,373 | $219,123 | — | TRIM -7% |
| 69 | 69Lifeworks Advisors, LLC | 2,3462,346 | $216,630 | — | NEW |
| 70 | 70DIVERSIFY WEALTH MANAGEMENT, LLC | 2,3302,330 | $215,991 | — | NEW |
| 71 | 71HighTower Advisors, LLC | 2,2832,283 | $210,791 | — | NEW |
| 72 | 72JOURNEY STRATEGIC WEALTH LLC | 2,2832,283 | $210,791 | — | — |
| 73 | 73JPMORGAN CHASE & CO | 2,2272,227 | $204,564 | — | TRIM -89% |
| 74 | 74STIFEL FINANCIAL CORP | 2,1952,195 | $202,686 | — | TRIM -86% |
| 75 | 75AdvisorNet Financial, Inc | 2,0082,008 | $185,418 | — | TRIM -32% |
| 76 | 76ASSETMARK, INC | 1,5751,575 | $145,436 | — | TRIM -94% |
| 77 | 77Bogart Wealth, LLC | 1,5001,500 | $138,510 | — | NEW |
| 78 | 78Transamerica Financial Advisors, LLC | 1,2361,236 | $114,216 | — | TRIM -82% |
| 79 | 79Western Wealth Management, LLC | 1,0251,025 | $94,649 | — | NEW |
| 80 | 80PNC FINANCIAL SERVICES GROUP, INC. | 840840 | $77,581 | — | TRIM -58% |
| 81 | 81Glass Jacobson Investment Advisors llc | 651651 | $60,091 | — | — |
| 82 | 82BlackRock, Inc. | 589589 | $54,388 | — | TRIM -16% |
| 83 | 83Signature Equity Partners, LLC | 491491 | $45,339 | — | ADD 58% |
| 84 | 84Harbor Asset Planning, Inc. | 450450 | $41,543 | — | — |
| 85 | 85NBT BANK N A /NY | 410410 | $37,819 | — | ADD 341% |
| 86 | 86Spire Wealth Management | 283283 | $26,156 | — | — |
| 87 | 87PRIVATE TRUST CO NA | 272272 | $25,116 | — | — |
| 88 | 88Bangor Savings Bank | 185185 | $17,083 | — | — |
| 89 | 89CoreCap Advisors, LLC | 175175 | $16,160 | — | — |
| 90 | 90Mascoma Wealth Management LLC | 174174 | $16,067 | — | — |
| 91 | 91North Star Investment Management Corp. | 167167 | $15,421 | — | — |
| 92 | 92FIFTH THIRD BANCORP | 157157 | $14,498 | — | ADD 153% |
| 93 | 93Advisory Services Network, LLC | 137137 | $12,687 | — | TRIM -97% |
| 94 | 94Farther Finance Advisors, LLC | 122122 | $11,308 | — | TRIM -23% |
| 95 | 95UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 111111 | $10,250 | — | NEW |
| 96 | 96AMERIFLEX GROUP, INC. | 100100 | $9,234 | — | — |
| 97 | 97Blue Trust, Inc. | 8787 | $8,034 | — | — |
| 98 | 98WELLS FARGO & COMPANY/MN | 7272 | $6,702 | — | TRIM -72% |
| 99 | 99Triumph Capital Management | 5757 | $5,263 | — | — |
| 100 | 100Vision Retirement, LLC | 3535 | $3,232 | — | — |
