| 1 | 1BANK OF AMERICA CORP /DE/ | 2,858,9342.9M | $131M | — | ADD 15% |
| 2 | 2LPL Financial LLC | 1,378,3891.4M | $63M | — | ADD 3% |
| 3 | 3MORGAN STANLEY | 1,190,9711.2M | $55M | — | ADD 6% |
| 4 | 4Waverly Advisors, LLC | 1,109,6231.1M | $51M | — | — |
| 5 | 5RAYMOND JAMES FINANCIAL INC | 1,054,5881.1M | $48M | — | — |
| 6 | 6Cetera Investment Advisers | 1,031,2181.0M | $47M | — | ADD 4% |
| 7 | 7WELLS FARGO & COMPANY/MN | 931,078931,078 | $43M | — | ADD 37% |
| 8 | 8Arbor Investment Advisors, LLC | 803,591803,591 | $37M | — | ADD 2% |
| 9 | 9Stonebridge Financial Group, LLC | 763,275763,275 | $35M | — | ADD 5% |
| 10 | 10FIRST FOUNDATION ADVISORS | 758,912758,912 | $35M | — | TRIM -2% |
| 11 | 11ROYAL BANK OF CANADA | 703,464703,464 | $32M | — | TRIM -10% |
| 12 | 12WCG Wealth Advisors LLC | 640,455640,455 | $29M | — | ADD 2% |
| 13 | 13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 412,078412,078 | $19M | — | TRIM -29% |
| 14 | 14Wealthspire Retirement, LLC | 373,690373,690 | $17M | — | — |
| 15 | 15Invesco Ltd. | 359,428359,428 | $16M | — | TRIM -24% |
| 16 | 16Baird Financial Group, Inc. | 294,623294,623 | $14M | — | — |
| 17 | 17Sanctuary Advisors, LLC | 278,140278,140 | $13M | — | ADD 7% |
| 18 | 18Equitable Holdings, Inc. | 275,764275,764 | $13M | — | ADD 64% |
| 19 | 19Traction Financial Partners, LLC | 273,938273,938 | $13M | — | ADD 116% |
| 20 | 20Three Bridge Wealth Advisors, LLC | 267,339267,339 | $12M | — | — |
| 21 | 21Johnson & White Wealth Management, LLC | 264,295264,295 | $12M | — | ADD 4% |
| 22 | 22CAPTRUST FINANCIAL ADVISORS | 252,480252,480 | $12M | — | — |
| 23 | 23Federation des caisses Desjardins du Quebec | 251,726251,726 | $12M | — | NEW |
| 24 | 24UBS Group AG | 243,465243,465 | $11M | — | TRIM -5% |
| 25 | 25AlphaCore Capital LLC | 239,286239,286 | $11M | — | — |
| 26 | 26Mariner, LLC | 226,850226,850 | $10M | — | — |
| 27 | 27Regal Investment Advisors LLC | 174,947174,947 | $8M | — | — |
| 28 | 28Accredited Investors Inc. | 168,807168,807 | $8M | — | — |
| 29 | 29AQR CAPITAL MANAGEMENT LLC | 159,688159,688 | $7M | — | ADD 7% |
| 30 | 30Creative Planning | 157,276157,276 | $7M | — | ADD 3% |
| 31 | 31Arlington Financial Advisors, LLC | 156,382156,382 | $7M | — | TRIM -4% |
| 32 | 32Bank of New York Mellon Corp | 150,475150,475 | $7M | — | ADD 7% |
| 33 | 33Dynamic Advisor Solutions LLC | 147,544147,544 | $7M | — | — |
| 34 | 34Verum Partners LLC | 143,143143,143 | $7M | — | — |
| 35 | 35Ducere Wealth Management LLC | 136,292136,292 | $6M | — | TRIM -4% |
| 36 | 36Cornerstone Wealth Management, LLC | 123,678123,678 | $6M | — | — |
| 37 | 37JPMORGAN CHASE & CO | 126,578126,578 | $6M | — | ADD 9% |
| 38 | 38Perigon Wealth Management, LLC | 121,307121,307 | $6M | — | — |
| 39 | 39Cerity Partners LLC | 120,617120,617 | $6M | — | — |
| 40 | 40Charles Schwab Trust Co | 115,971115,971 | $5M | — | — |
| 41 | 41Focus Partners Wealth | 115,498115,498 | $5M | — | ADD 4% |
| 42 | 42Steward Partners Investment Advisory, LLC | 114,558114,558 | $5M | — | ADD 3% |
| 43 | 43HighTower Advisors, LLC | 112,388112,388 | $5M | — | TRIM -4% |
| 44 | 44ALBION FINANCIAL GROUP /UT | 112,200112,200 | $5M | — | — |
| 45 | 45Sunrise Financial Services, LLC | 99,27999,279 | $5M | — | ADD 115341% |
| 46 | 46JONES FINANCIAL COMPANIES LLLP | 97,71197,711 | $4M | — | ADD 38% |
| 47 | 47Wealthspire Advisors, LLC | 95,24895,248 | $4M | — | — |
| 48 | 48ENVESTNET ASSET MANAGEMENT INC | 82,86682,866 | $4M | — | ADD 7% |
| 49 | 49Clearstead Advisors, LLC | 82,19382,193 | $4M | — | ADD 20448% |
| 50 | 50COMMONWEALTH EQUITY SERVICES, LLC | 81,46681,466 | $4M | — | TRIM -69% |
| 51 | 51AMERIPRISE FINANCIAL INC | 78,92878,928 | $4M | — | — |
| 52 | 52Crusonia Wealth Advisors LLC | 77,06177,061 | $4M | — | — |
| 53 | 53WealthBridge Capital Management, LLC | 76,87976,879 | $4M | — | ADD 7% |
| 54 | 54Sound Stewardship, LLC | 75,60175,601 | $3M | — | TRIM -2% |
| 55 | 55Independent Advisor Alliance | 73,20373,203 | $3M | — | ADD 182% |
| 56 | 56Breakwater Capital Group | 58,37758,377 | $3M | — | ADD 5% |
| 57 | 57MERCER GLOBAL ADVISORS INC /ADV | 57,95557,955 | $3M | — | TRIM -60% |
| 58 | 58FMR LLC | 55,58855,588 | $3M | — | ADD 11% |
| 59 | 59DIVERSIFY WEALTH MANAGEMENT, LLC | 50,41550,415 | $3M | — | NEW |
| 60 | 60OSAIC HOLDINGS, INC. | 54,46454,464 | $2M | — | — |
| 61 | 61Legacy Private Trust Co. | 53,69653,696 | $2M | — | TRIM -29% |
| 62 | 62JFS WEALTH ADVISORS, LLC | 53,60853,608 | $2M | — | TRIM -2% |
| 63 | 63Modern Wealth Management, LLC | 53,04753,047 | $2M | — | — |
| 64 | 64Quantinno Capital Management LP | 52,21652,216 | $2M | — | ADD 7% |
| 65 | 65Rockefeller Capital Management L.P. | 48,84848,848 | $2M | — | ADD 34% |
| 66 | 66TD Waterhouse Canada Inc. | 47,06647,066 | $2M | — | TRIM -15% |
| 67 | 67EQ WEALTH ADVISORS, LLC | 45,24645,246 | $2M | — | — |
| 68 | 68INTEGRITY ALLIANCE, LLC. | 44,23944,239 | $2M | — | TRIM -52% |
| 69 | 69Boston Standard Wealth Management, LLC | 41,49141,491 | $2M | — | TRIM -6% |
| 70 | 70Advisory Services Network, LLC | 40,76440,764 | $2M | — | — |
| 71 | 71GSG Advisors LLC | 39,87439,874 | $2M | — | — |
| 72 | 72IEQ CAPITAL, LLC | 39,53339,533 | $2M | — | ADD 20% |
| 73 | 73Kestra Advisory Services, LLC | 34,08534,085 | $2M | — | — |
| 74 | 74Bell Investment Advisors, Inc | 33,66833,668 | $2M | — | TRIM -2% |
| 75 | 75SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,29933,299 | $2M | — | ADD 581% |
| 76 | 76US BANCORP \DE\ | 33,18933,189 | $2M | — | ADD 4% |
| 77 | 77INDEPENDENT FINANCIAL GROUP, LLC | 33,04833,048 | $2M | — | ADD 12% |
| 78 | 78CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 32,71832,718 | $2M | — | TRIM -34% |
| 79 | 79Savant Capital, LLC | 32,38332,383 | $1M | — | ADD 3% |
| 80 | 80Evercore Wealth Management, LLC | 31,16031,160 | $1M | — | — |
| 81 | 81Resonant Capital Advisors, LLC | 30,39030,390 | $1M | — | — |
| 82 | 82NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,48028,480 | $1M | — | — |
| 83 | 83Whipplewood Advisors, LLC | 28,10028,100 | $1M | — | — |
| 84 | 84KWB Wealth | 26,99226,992 | $1M | — | — |
| 85 | 85Forvis Mazars Wealth Advisors, LLC | 26,55426,554 | $1M | — | TRIM -2% |
| 86 | 86New England Private Wealth Advisors LLC | 25,07225,072 | $1M | — | — |
| 87 | 87BENJAMIN EDWARDS INC | 24,93224,932 | $1M | — | ADD 13% |
| 88 | 88Corient Private Wealth LLC | 24,25724,257 | $1M | — | TRIM -48% |
| 89 | 89Shakespeare Wealth Management, LLC | 23,09823,098 | $1M | — | — |
| 90 | 90Focus Partners Advisor Solutions, LLC | 22,79822,798 | $1M | — | ADD 13% |
| 91 | 91Private Advisor Group, LLC | 22,76422,764 | $1M | — | — |
| 92 | 92M Holdings Securities, Inc. | 22,42522,425 | $1M | — | — |
| 93 | 93Sequoia Financial Advisors, LLC | 22,26722,267 | $1M | — | — |
| 94 | 94Institute for Wealth Management, LLC. | 21,97021,970 | $1M | — | TRIM -2% |
| 95 | 95OMNI 360 Wealth, Inc. | 20,86220,862 | $956,920 | — | ADD 4% |
| 96 | 96Smith Salley Wealth Management | 20,74320,743 | $951,481 | — | — |
| 97 | 97CITIGROUP INC | 20,09620,096 | $921,799 | — | — |
| 98 | 98Stratos Wealth Partners, LTD. | 19,38019,380 | $888,990 | — | TRIM -3% |
| 99 | 99Pacific Center for Financial Services | 19,35619,356 | $887,855 | — | TRIM -2% |
| 100 | 100Marquette Asset Management, LLC | 18,92818,928 | $868,228 | — | — |
