| 1 | 1MORGAN STANLEY | 2,325,9422.3M | $201M | — | ADD 3% |
| 2 | 2COLDSTREAM CAPITAL MANAGEMENT INC | 2,023,0712.0M | $175M | — | TRIM -4% |
| 3 | 3RAYMOND JAMES FINANCIAL INC | 711,530711,530 | $61M | — | — |
| 4 | 4LPL Financial LLC | 640,146640,146 | $55M | — | TRIM -9% |
| 5 | 5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 603,345603,345 | $52M | — | ADD 5% |
| 6 | 6BANK OF AMERICA CORP /DE/ | 543,882543,882 | $47M | — | ADD 4% |
| 7 | 7WELLS FARGO & COMPANY/MN | 394,726394,726 | $34M | — | — |
| 8 | 8ROYAL BANK OF CANADA | 318,720318,720 | $28M | — | ADD 10% |
| 9 | 9Baird Financial Group, Inc. | 302,183302,183 | $26M | — | — |
| 10 | 10UBS Group AG | 272,152272,152 | $24M | — | ADD 3% |
| 11 | 11&PARTNERS | 243,797243,797 | $21M | — | TRIM -8% |
| 12 | 12TOTH FINANCIAL ADVISORY CORP | 228,310228,310 | $20M | — | — |
| 13 | 13AMERIPRISE FINANCIAL INC | 227,899227,899 | $20M | — | ADD 6% |
| 14 | 14COMMONWEALTH EQUITY SERVICES, LLC | 189,586189,586 | $16M | — | ADD 7% |
| 15 | 15ENVESTNET ASSET MANAGEMENT INC | 136,881136,881 | $12M | — | — |
| 16 | 16STIFEL FINANCIAL CORP | 127,164127,164 | $11M | — | TRIM -74% |
| 17 | 17OSAIC HOLDINGS, INC. | 109,839109,839 | $10M | — | TRIM -8% |
| 18 | 18Modern Wealth Management, LLC | 107,502107,502 | $9M | — | ADD 12% |
| 19 | 19BENJAMIN EDWARDS INC | 104,580104,580 | $9M | — | TRIM -74% |
| 20 | 20Dogwood Wealth Management LLC | 96,32196,321 | $8M | — | ADD 6% |
| 21 | 21JONES FINANCIAL COMPANIES LLLP | 86,49586,495 | $7M | — | ADD 10% |
| 22 | 22SMITH, MOORE & CO. | 81,95381,953 | $7M | — | ADD 7% |
| 23 | 23Cambridge Investment Research Advisors, Inc. | 77,68177,681 | $7M | — | — |
| 24 | 24Bucket List Wealth Management, LLC | 75,91575,915 | $7M | — | NEW |
| 25 | 25Pathstone Holdings, LLC | 72,73972,739 | $6M | — | — |
| 26 | 26Janney Montgomery Scott LLC | 66,47766,477 | $6M | — | ADD 2% |
| 27 | 27Connecticut Wealth Management, LLC | 60,22160,221 | $5M | — | TRIM -6% |
| 28 | 28SILVER OAK SECURITIES, INCORPORATED | 56,90956,909 | $5M | — | — |
| 29 | 29Gladstone Institutional Advisory LLC | 56,69456,694 | $5M | — | ADD 26% |
| 30 | 30Cascade Financial Partners, LLC | 56,48856,488 | $5M | — | ADD 3% |
| 31 | 31Cetera Investment Advisers | 56,40156,401 | $5M | — | ADD 46% |
| 32 | 32Jacobi Capital Management LLC | 56,32656,326 | $5M | — | — |
| 33 | 33Capital Advisors, Ltd. LLC | 53,62653,626 | $5M | — | — |
| 34 | 34TWO SIGMA INVESTMENTS, LP | 51,30051,300 | $4M | — | ADD 4% |
| 35 | 35Merit Financial Group, LLC | 50,32450,324 | $4M | — | ADD 32% |
| 36 | 36Sanctuary Advisors, LLC | 48,76648,766 | $4M | — | ADD 4% |
| 37 | 37World Investment Advisors | 44,75044,750 | $4M | — | TRIM -3% |
| 38 | 38Avant Capital LLC | 43,72643,726 | $4M | — | TRIM -3% |
| 39 | 39LMG Wealth Partners, LLC | 42,72142,721 | $4M | — | ADD 9% |
| 40 | 40TRUIST FINANCIAL CORP | 39,45339,453 | $4M | — | TRIM -7% |
| 41 | 41Landmark Wealth Management, LLC | 40,14840,148 | $3M | — | ADD 26% |
| 42 | 42Rockefeller Capital Management L.P. | 39,69639,696 | $3M | — | ADD 3% |
| 43 | 43HARBOUR INVESTMENTS, INC. | 39,66239,662 | $3M | — | ADD 16% |
| 44 | 44KOM Wealth Management Group, LLC | 39,32939,329 | $3M | — | TRIM -3% |
| 45 | 45Essex Financial Services, Inc. | 38,06938,069 | $3M | — | TRIM -3% |
| 46 | 46United Advisor Group, LLC | 37,89737,897 | $3M | — | — |
| 47 | 47PINNACLE ASSOCIATES LTD | 33,94033,940 | $3M | — | TRIM -10% |
| 48 | 48Summit Wealth Partners, LLC | 31,12831,128 | $3M | — | TRIM -10% |
| 49 | 49PRINCIPAL SECURITIES, INC. | 30,56930,569 | $3M | — | — |
| 50 | 50Clear Creek Financial Management, LLC | 29,49229,492 | $3M | — | ADD 23% |
| 51 | 51Premier Path Wealth Partners, LLC | 27,72427,724 | $2M | — | TRIM -12% |
| 52 | 52Biondo Investment Advisors, LLC | 26,65826,658 | $2M | — | ADD 6% |
| 53 | 53Dynamic Advisor Solutions LLC | 26,61926,619 | $2M | — | ADD 4% |
| 54 | 54BLAIR WILLIAM & CO/IL | 24,76924,769 | $2M | — | ADD 199% |
| 55 | 55HighTower Advisors, LLC | 23,82623,826 | $2M | — | ADD 2% |
| 56 | 56Visionary Wealth Advisors | 23,75023,750 | $2M | — | TRIM -23% |
| 57 | 57VERUS CAPITAL PARTNERS, LLC | 22,13322,133 | $2M | — | — |
| 58 | 58PMG Wealth Management, Inc. | 21,28921,289 | $2M | — | TRIM -14% |
| 59 | 59Core Wealth Advisors, Inc. | 21,00521,005 | $2M | — | ADD 43% |
| 60 | 60MERCER GLOBAL ADVISORS INC /ADV | 20,81920,819 | $2M | — | ADD 62% |
| 61 | 61Ameritas Advisory Services, LLC | 19,90919,909 | $2M | — | TRIM -2% |
| 62 | 62WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,64819,648 | $2M | — | TRIM -44% |
| 63 | 63PFG Investments, LLC | 18,46718,467 | $2M | — | TRIM -13% |
| 64 | 64Private Advisor Group, LLC | 17,12817,128 | $1M | — | — |
| 65 | 65Tower Wealth Partners, Inc. | 16,67016,670 | $1M | — | — |
| 66 | 66MLP3, LLC | 16,58316,583 | $1M | — | — |
| 67 | 67Royal Capital Wealth Management, LLC | 16,43816,438 | $1M | — | — |
| 68 | 68MML INVESTORS SERVICES, LLC | 15,14815,148 | $1M | — | TRIM -9% |
| 69 | 69WEDBUSH SECURITIES INC | 14,92514,925 | $1M | — | TRIM -3% |
| 70 | 70Atlas Brown,Inc. | 14,73614,736 | $1M | — | — |
| 71 | 71NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,62014,620 | $1M | — | ADD 4% |
| 72 | 72ROMAN BUTLER FULLERTON & CO | 13,99913,999 | $1M | — | — |
| 73 | 73CONFLUENCE INVESTMENT MANAGEMENT LLC | 14,36014,360 | $1M | — | TRIM -89% |
| 74 | 74Intrepid Financial Planning Group LLC | 13,96713,967 | $1M | — | — |
| 75 | 75Quad-Cities Investment Group, LLC | 13,89513,895 | $1M | — | — |
| 76 | 76HOLLENCREST CAPITAL MANAGEMENT | 11,82711,827 | $1M | — | TRIM -33% |
| 77 | 77MSH Capital Advisors LLC | 11,49811,498 | $993,561 | — | TRIM -8% |
| 78 | 78Waverly Advisors, LLC | 11,47511,475 | $991,549 | — | ADD 104% |
| 79 | 79Creative Planning | 11,10211,102 | $959,324 | — | ADD 22% |
| 80 | 80KRAEMATON INVESTMENT ADVISORS, INC | 10,98810,988 | $949,499 | — | TRIM -5% |
| 81 | 81Anson Capital, Inc. | 10,98410,984 | $949,180 | — | ADD 4% |
| 82 | 82Nova Wealth Management, Inc. | 10,61210,612 | $916,971 | — | ADD 42% |
| 83 | 83WealthPlan Investment Management, LLC | 10,54810,548 | $911,488 | — | TRIM -13% |
| 84 | 84Intentional Wealth Strategies, LLC | 10,48410,484 | $905,922 | — | NEW |
| 85 | 85Jackson, Grant Investment Advisers, Inc. | 10,17910,179 | $879,554 | — | — |
| 86 | 86COZAD ASSET MANAGEMENT INC | 10,09510,095 | $872,310 | — | TRIM -14% |
| 87 | 87PERSPECTIVE WEALTH ADVISORS LLC | 9,9819,981 | $862,494 | — | ADD 19% |
| 88 | 88Capital Investment Advisors, LLC | 9,7589,758 | $843,218 | — | — |
| 89 | 89NewEdge Wealth, LLC | 9,5809,580 | $827,808 | — | ADD 56% |
| 90 | 90Kestra Advisory Services, LLC | 9,4889,488 | $819,848 | — | ADD 98% |
| 91 | 91Tempus Wealth Planning, LLC | 9,0899,089 | $785,399 | — | TRIM -19% |
| 92 | 92GOLDMAN SACHS GROUP INC | 8,9028,902 | $769,222 | — | ADD 139% |
| 93 | 93Harvest Investment Services, LLC | 8,8558,855 | $765,174 | — | ADD 3% |
| 94 | 94Clarus Wealth Advisors | 8,7188,718 | $764,266 | — | ADD 4% |
| 95 | 95PNC FINANCIAL SERVICES GROUP, INC. | 8,7838,783 | $758,948 | — | — |
| 96 | 96Key Financial Inc | 8,7398,739 | $755,137 | — | — |
| 97 | 97Steward Partners Investment Advisory, LLC | 8,7178,717 | $753,204 | — | ADD 66% |
| 98 | 98FMR LLC | 8,6998,699 | $751,693 | — | ADD 10% |
| 99 | 99Northwest Financial Advisors | 8,5888,588 | $742,097 | — | TRIM -3% |
| 100 | 100Parcion Private Wealth LLC | 8,3458,345 | $721,053 | — | — |
