| 1 | 1MORGAN STANLEY | 1,331,0591.3M | $62M | — | TRIM -5% |
| 2 | 2LPL Financial LLC | 1,048,0511.0M | $49M | — | ADD 3% |
| 3 | 3WELLS FARGO & COMPANY/MN | 1,001,1351.0M | $47M | — | TRIM -3% |
| 4 | 4BANK OF AMERICA CORP /DE/ | 903,982903,982 | $42M | — | TRIM -2% |
| 5 | 5Marquette Asset Management, LLC | 702,903702,903 | $33M | — | — |
| 6 | 6Financial Security Advisor, Inc. | 680,084680,084 | $32M | — | — |
| 7 | 7HighTower Advisors, LLC | 592,223592,223 | $28M | — | TRIM -6% |
| 8 | 8New England Private Wealth Advisors LLC | 564,096564,096 | $26M | — | TRIM -4% |
| 9 | 9UBS Group AG | 480,906480,906 | $22M | — | TRIM -13% |
| 10 | 10RAYMOND JAMES FINANCIAL INC | 429,460429,460 | $20M | — | TRIM -8% |
| 11 | 11Creative Planning | 344,383344,383 | $16M | — | — |
| 12 | 12ROYAL BANK OF CANADA | 337,816337,816 | $16M | — | ADD 3% |
| 13 | 13JPMORGAN CHASE & CO | 352,690352,690 | $16M | — | ADD 8% |
| 14 | 14OSAIC HOLDINGS, INC. | 330,112330,112 | $15M | — | TRIM -15% |
| 15 | 15Arkadios Wealth Advisors | 278,865278,865 | $13M | — | ADD 9% |
| 16 | 16Janney Montgomery Scott LLC | 257,306257,306 | $12M | — | — |
| 17 | 17COMMONWEALTH EQUITY SERVICES, LLC | 256,806256,806 | $12M | — | TRIM -7% |
| 18 | 18NORTHERN TRUST CORP | 215,494215,494 | $10M | — | NEW |
| 19 | 19Private Advisor Group, LLC | 209,714209,714 | $10M | — | ADD 196% |
| 20 | 20CUTLER INVESTMENT COUNSEL LLC | 205,947205,947 | $10M | — | TRIM -6% |
| 21 | 21GOLDMAN SACHS GROUP INC | 172,554172,554 | $8M | — | ADD 35% |
| 22 | 22COLDSTREAM CAPITAL MANAGEMENT INC | 162,757162,757 | $8M | — | — |
| 23 | 23TWO SIGMA INVESTMENTS, LP | 145,430145,430 | $7M | — | NEW |
| 24 | 24CAPTRUST FINANCIAL ADVISORS | 143,731143,731 | $7M | — | — |
| 25 | 25Trinity Wealth Management, LLC | 143,060143,060 | $7M | — | NEW |
| 26 | 26Auxano Advisors, LLC | 139,928139,928 | $7M | — | — |
| 27 | 27Cambridge Investment Research Advisors, Inc. | 137,145137,145 | $6M | — | — |
| 28 | 28SUMMIT WEALTH GROUP LLC / CO | 122,915122,915 | $6M | — | ADD 7% |
| 29 | 29Sanctuary Advisors, LLC | 118,904118,904 | $6M | — | ADD 24% |
| 30 | 30Advyzon Investment Management, LLC | 115,585115,585 | $5M | — | NEW |
| 31 | 31WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107,477107,477 | $5M | — | TRIM -12% |
| 32 | 32CIBC Bancorp USA Inc. | 108,945108,945 | $5M | — | NEW |
| 33 | 33Wolff Financial Management LLC | 101,986101,986 | $5M | — | TRIM -2% |
| 34 | 34Kestra Advisory Services, LLC | 99,14199,141 | $5M | — | ADD 8% |
| 35 | 35AMERIPRISE FINANCIAL INC | 87,31187,311 | $4M | — | — |
| 36 | 36Guardian Capital, LLC | 84,43384,433 | $4M | — | NEW |
| 37 | 37Focus Partners Wealth | 84,20984,209 | $4M | — | TRIM -6% |
| 38 | 38Cetera Investment Advisers | 78,02778,027 | $4M | — | TRIM -54% |
| 39 | 39Wealth Group Ltd | 77,36577,365 | $4M | — | — |
| 40 | 40Chicago Partners Investment Group LLC | 65,65365,653 | $4M | — | — |
| 41 | 41NewEdge Wealth, LLC | 75,43575,435 | $4M | — | — |
| 42 | 42BNP PARIBAS FINANCIAL MARKETS | 70,00070,000 | $3M | — | TRIM -60% |
| 43 | 43PFG Advisors | 65,03465,034 | $3M | — | ADD 40% |
| 44 | 44Galvin, Gaustad & Stein, LLC | 62,28262,282 | $3M | — | ADD 1302% |
| 45 | 45Commonwealth Financial Services, LLC | 60,47360,473 | $3M | — | TRIM -10% |
| 46 | 46Beacon Bridge Wealth Partners, LLC | 60,31860,318 | $3M | — | — |
| 47 | 47FMR LLC | 58,89958,899 | $3M | — | ADD 31% |
| 48 | 48Delos Wealth Advisors, LLC | 55,22555,225 | $3M | — | ADD 4% |
| 49 | 49Corient Private Wealth LLC | 53,40653,406 | $2M | — | TRIM -67% |
| 50 | 50Mariner, LLC | 52,93952,939 | $2M | — | ADD 14% |
| 51 | 51Plan Group Financial, LLC | 52,20252,202 | $2M | — | TRIM -29% |
| 52 | 52XML Financial, LLC | 50,70450,704 | $2M | — | — |
| 53 | 53Gladstone Institutional Advisory LLC | 49,84849,848 | $2M | — | ADD 123% |
| 54 | 54TRUIST FINANCIAL CORP | 45,46845,468 | $2M | — | ADD 4% |
| 55 | 55CWM, LLC | 43,21843,218 | $2M | — | — |
| 56 | 56VICTORY FINANCIAL GROUP, LLC | 42,10242,102 | $2M | — | — |
| 57 | 57FLAGSHIP HARBOR ADVISORS, LLC | 41,96941,969 | $2M | — | — |
| 58 | 58Kingsview Wealth Management, LLC | 41,79141,791 | $2M | — | — |
| 59 | 59Twelve Points Wealth Management LLC | 40,78640,786 | $2M | — | — |
| 60 | 60Snowden Capital Advisors LLC | 38,89538,895 | $2M | — | — |
| 61 | 61Independent Advisor Alliance | 38,37638,376 | $2M | — | NEW |
| 62 | 62Ausdal Financial Partners, Inc. | 38,13538,135 | $2M | — | NEW |
| 63 | 63CFS Investment Advisory Services, LLC | 32,83132,831 | $2M | — | ADD 11% |
| 64 | 64Pure Financial Advisors, LLC | 37,13637,136 | $2M | — | — |
| 65 | 65MERCER GLOBAL ADVISORS INC /ADV | 36,85736,857 | $2M | — | TRIM -10% |
| 66 | 66Focus Financial Network, Inc. | 36,52236,522 | $2M | — | ADD 10% |
| 67 | 67RESTON WEALTH MANAGEMENT LLC | 35,67835,678 | $2M | — | TRIM -9% |
| 68 | 68STIFEL FINANCIAL CORP | 35,25535,255 | $2M | — | ADD 16% |
| 69 | 69Synergy Asset Management, LLC | 33,28533,285 | $2M | — | NEW |
| 70 | 70Del-Sette Capital Management, LLC | 33,23033,230 | $2M | — | NEW |
| 71 | 71ENVESTNET ASSET MANAGEMENT INC | 32,67332,673 | $2M | — | TRIM -2% |
| 72 | 72Prospera Financial Services Inc | 31,79931,799 | $1M | — | NEW |
| 73 | 73FIDUCIENT ADVISORS LLC | 30,98530,985 | $1M | — | — |
| 74 | 74Berger Financial Group, Inc | 30,20030,200 | $1M | — | TRIM -4% |
| 75 | 75Nvest Financial, LLC | 30,18530,185 | $1M | — | TRIM -4% |
| 76 | 76Essex Financial Services, Inc. | 28,55828,558 | $1M | — | — |
| 77 | 77BEACON FINANCIAL GROUP | 27,98427,984 | $1M | — | — |
| 78 | 78Bridgewater Advisors Inc. | 22,00022,000 | $1M | — | — |
| 79 | 79SEI INVESTMENTS CO | 25,54525,545 | $1M | — | TRIM -13% |
| 80 | 80IFP Advisors, Inc | 25,44925,449 | $1M | — | ADD 328% |
| 81 | 81Strategic Blueprint, LLC | 24,84424,844 | $1M | — | ADD 71% |
| 82 | 82American Trust | 23,90223,902 | $1M | — | ADD 2% |
| 83 | 83Vertex Planning Partners, LLC | 23,60823,608 | $1M | — | — |
| 84 | 84MML INVESTORS SERVICES, LLC | 23,51923,519 | $1M | — | TRIM -15% |
| 85 | 85Pacific Center for Financial Services | 23,21623,216 | $1M | — | — |
| 86 | 86Rockefeller Capital Management L.P. | 23,00223,002 | $1M | — | — |
| 87 | 87Cornerstone Wealth Management, LLC | 22,66622,666 | $1M | — | — |
| 88 | 88Rothschild Wealth LLC | 22,43822,438 | $1M | — | — |
| 89 | 89OneDigital Investment Advisors LLC | 20,80620,806 | $972,472 | — | — |
| 90 | 90May Hill Capital, LLC | 20,80020,800 | $972,204 | — | — |
| 91 | 91JONES FINANCIAL COMPANIES LLLP | 21,04921,049 | $962,150 | — | ADD 18% |
| 92 | 92Merit Financial Group, LLC | 20,32820,328 | $950,131 | — | — |
| 93 | 93Cerity Partners LLC | 20,20020,200 | $944,402 | — | ADD 91% |
| 94 | 94Lido Advisors, LLC | 20,16820,168 | $942,711 | — | ADD 49% |
| 95 | 95MAI Capital Management | 20,16920,169 | $942,684 | — | — |
| 96 | 96CENTAURUS FINANCIAL, INC. | 20,07120,071 | $938,000 | — | — |
| 97 | 97GREAT VALLEY ADVISOR GROUP, INC. | 19,82319,823 | $926,527 | — | ADD 134% |
| 98 | 98Detalus Advisors, LLC | 19,76319,763 | $923,745 | — | TRIM -5% |
| 99 | 99Sigma Planning Corp | 19,44819,448 | $909,019 | — | TRIM -5% |
| 100 | 100Point72 Asset Management, L.P. | 19,07619,076 | $891,612 | — | NEW |
