| 1 | 1Strid Group, LLC | 1,702,2721.7M | $89M | — | ADD 10% |
| 2 | 2Valley Financial Group, Inc. | 328,410328,410 | $17M | — | ADD 3% |
| 3 | 3BWM Planning, LLC | 290,340290,340 | $15M | — | TRIM -4% |
| 4 | 4Empirical Finance, LLC | 275,814275,814 | $14M | — | TRIM -78% |
| 5 | 5Ethos Financial Group, LLC | 260,869260,869 | $14M | — | TRIM -10% |
| 6 | 6CWM, LLC | 217,002217,002 | $11M | — | TRIM -4% |
| 7 | 7Stokes Family Office, LLC | 210,680210,680 | $11M | — | TRIM -10% |
| 8 | 8Waverly Advisors, LLC | 208,749208,749 | $11M | — | — |
| 9 | 9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186,509186,509 | $10M | — | ADD 9% |
| 10 | 10RAYMOND JAMES FINANCIAL INC | 182,293182,293 | $10M | — | — |
| 11 | 11One Degree Advisors Inc | 179,417179,417 | $9M | — | ADD 4% |
| 12 | 12Kathmere Capital Management, LLC | 153,444153,444 | $8M | — | — |
| 13 | 13Well Done, LLC | 152,531152,531 | $8M | — | ADD 19% |
| 14 | 14Stratos Wealth Advisors, LLC | 128,778128,778 | $7M | — | ADD 6% |
| 15 | 15ROYAL BANK OF CANADA | 112,437112,437 | $6M | — | TRIM -6% |
| 16 | 16Empowered Funds, LLC | 100,408100,408 | $5M | — | — |
| 17 | 17LPL Financial LLC | 88,13988,139 | $5M | — | ADD 9% |
| 18 | 18JPL Wealth Management, LLC | 87,95687,956 | $5M | — | ADD 171% |
| 19 | 19Vestment Financial LLC | 64,82464,824 | $4M | — | — |
| 20 | 20ONE PLUS ONE WEALTH MANAGEMENT, LLC | 67,62767,627 | $4M | — | TRIM -6% |
| 21 | 21Mariner, LLC | 57,99557,995 | $3M | — | NEW |
| 22 | 22QUARRY HILL ADVISORS, LLC | 53,17653,176 | $3M | — | — |
| 23 | 23OneDigital Investment Advisors LLC | 50,49750,497 | $3M | — | — |
| 24 | 24L.K. Benson & Company, P.C. | 37,99837,998 | $2M | — | ADD 12% |
| 25 | 25Equitable Holdings, Inc. | 34,89234,892 | $2M | — | ADD 16% |
| 26 | 26BAKER BOYER NATIONAL BANK | 25,00625,006 | $1M | — | — |
| 27 | 27XY Planning Network, Inc. | 24,84524,845 | $1M | — | ADD 2% |
| 28 | 28Meredith Wealth Planning | 24,84024,840 | $1M | — | — |
| 29 | 29Innova Wealth Partners | 20,95720,957 | $1M | — | ADD 171% |
| 30 | 30Warren Street Wealth Advisors, LLC | 19,02619,026 | $992,058 | — | ADD 4% |
| 31 | 31Independent Advisor Alliance | 18,30218,302 | $954,298 | — | ADD 92% |
| 32 | 32Redwood Family Wealth LLC | 17,50917,509 | $912,975 | — | — |
| 33 | 33Pathstone Holdings, LLC | 15,60815,608 | $813,840 | — | — |
| 34 | 34CENTAURUS FINANCIAL, INC. | 13,31113,311 | $694,000 | — | ADD 6% |
| 35 | 35Sankala Group LLC | 12,53212,532 | $648,044 | — | — |
| 36 | 36Quantinno Capital Management LP | 12,36112,361 | $644,520 | — | NEW |
| 37 | 37Belpointe Asset Management LLC | 12,10512,105 | $631,201 | — | NEW |
| 38 | 38Cambridge Investment Research Advisors, Inc. | 11,00711,007 | $574,000 | — | NEW |
| 39 | 39Aspect Partners, LLC | 8,0778,077 | $421,138 | — | — |
| 40 | 40LBMC INVESTMENT ADVISORS, LLC | 8,0008,000 | $417,132 | — | — |
| 41 | 41AQR CAPITAL MANAGEMENT LLC | 7,4107,410 | $386,352 | — | ADD 2% |
| 42 | 42GWN SECURITIES INC. | 6,6426,642 | $346,364 | — | — |
| 43 | 43COMMONWEALTH EQUITY SERVICES, LLC | 6,5006,500 | $338,920 | — | — |
| 44 | 44Almanack Investment Partners, LLC. | 6,3546,354 | $331,306 | — | — |
| 45 | 45O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,1166,116 | $318,897 | — | TRIM -24% |
| 46 | 46Vise Technologies, Inc. | 6,0166,016 | $293,551 | — | — |
| 47 | 47Intrepid Financial Planning Group LLC | 5,3005,300 | $276,349 | — | NEW |
| 48 | 48QUANTIFY CHAOS ADVISORS, LLC | 5,0565,056 | $263,602 | — | — |
| 49 | 49Moisand Fitzgerald Tamayo, LLC | 4,4304,430 | $230,987 | — | — |
| 50 | 50Mill Creek Capital Advisors, LLC | 4,3134,313 | $224,886 | — | — |
| 51 | 51LEAVELL INVESTMENT MANAGEMENT, INC. | 4,2454,245 | $221,340 | — | TRIM -8% |
| 52 | 52Cetera Investment Advisers | 4,0224,022 | $209,713 | — | NEW |
| 53 | 53JPMORGAN CHASE & CO | 3,3173,317 | $169,134 | — | ADD 2040% |
| 54 | 54Federation des caisses Desjardins du Quebec | 2,8432,843 | $148,035 | — | ADD 14% |
| 55 | 55SRH ADVISORS, LLC | 2,4002,400 | $125,139 | — | — |
| 56 | 56MAI Capital Management | 1,5001,500 | $78,213 | — | — |
| 57 | 57BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,0801,080 | $56,313 | — | — |
| 58 | 58MORGAN STANLEY | 1,0531,053 | $54,914 | — | ADD 58% |
| 59 | 59OSAIC HOLDINGS, INC. | 608608 | $31,736 | — | TRIM -30% |
| 60 | 60WELLS FARGO & COMPANY/MN | 507507 | $26,431 | — | ADD 50600% |
| 61 | 61JONES FINANCIAL COMPANIES LLLP | 513513 | $26,343 | — | NEW |
| 62 | 62Steward Partners Investment Advisory, LLC | 200200 | $10,428 | — | — |
| 63 | 63Farther Finance Advisors, LLC | 100100 | $5,243 | — | — |
| 64 | 64IFP Advisors, Inc | 2020 | $1,043 | — | TRIM -9% |
| 65 | 65MANNING & NAPIER ADVISORS LLC | 00 | $9 | — | EXIT |
