| 1 | 1Cresset Asset Management, LLC | 3,537,1033.5M | $112M | — | — |
| 2 | 2HAMEL ASSOCIATES, INC. | 820,968820,968 | $26M | — | ADD 16% |
| 3 | 3Summit Asset Management, LLC | 608,034608,034 | $19M | — | — |
| 4 | 4OSAIC HOLDINGS, INC. | 581,839581,839 | $18M | — | — |
| 5 | 5JANE STREET GROUP, LLC | 489,154489,154 | $15M | — | TRIM -18% |
| 6 | 6LPL Financial LLC | 466,610466,610 | $15M | — | ADD 35% |
| 7 | 7HighTower Advisors, LLC | 438,488438,488 | $14M | — | ADD 7% |
| 8 | 8BANK OF AMERICA CORP /DE/ | 416,216416,216 | $13M | — | — |
| 9 | 9Modern Wealth Management, LLC | 335,129335,129 | $11M | — | ADD 4% |
| 10 | 10IRON Financial LLC | 310,328310,328 | $10M | — | ADD 9% |
| 11 | 11WOODMONT INVESTMENT COUNSEL LLC | 290,541290,541 | $9M | — | NEW |
| 12 | 12Charles Schwab Trust Co | 284,266284,266 | $9M | — | TRIM -3% |
| 13 | 13Elequin Capital, LP | 292,658292,658 | $8M | — | NEW |
| 14 | 14LongView Wealth Management | 199,378199,378 | $7M | — | ADD 10% |
| 15 | 15Robertson Stephens Wealth Management, LLC | 200,124200,124 | $6M | — | ADD 4% |
| 16 | 16STIFEL FINANCIAL CORP | 179,729179,729 | $6M | — | ADD 41% |
| 17 | 17MAGNOLIA CAPITAL ADVISORS LLC | 177,126177,126 | $6M | — | TRIM -7% |
| 18 | 18Fiduciary Alliance LLC | 167,891167,891 | $5M | — | ADD 12% |
| 19 | 19LeConte Wealth Management, LLC | 171,835171,835 | $5M | — | TRIM -17% |
| 20 | 20OMC Financial Services LTD | 166,350166,350 | $5M | — | ADD 5% |
| 21 | 21COMMONWEALTH EQUITY SERVICES, LLC | 163,564163,564 | $5M | — | ADD 23% |
| 22 | 22Mutual Advisors, LLC | 152,155152,155 | $5M | — | — |
| 23 | 23Waverly Advisors, LLC | 148,830148,830 | $5M | — | ADD 20% |
| 24 | 24Red Mountain Financial, LLC | 141,892141,892 | $4M | — | ADD 6% |
| 25 | 25SUSQUEHANNA INTERNATIONAL GROUP, LLP | 139,827139,827 | $4M | — | ADD 108% |
| 26 | 26Carolina Wealth Advisors, LLC | 130,863130,863 | $4M | — | ADD 41% |
| 27 | 27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,779129,779 | $4M | — | ADD 11% |
| 28 | 28Opus Financial Solutions LLC | 129,414129,414 | $4M | — | TRIM -4% |
| 29 | 29MAI Capital Management | 128,668128,668 | $4M | — | — |
| 30 | 30Farrow Financial, Inc. | 124,338124,338 | $4M | — | ADD 54% |
| 31 | 31CAHILL FINANCIAL ADVISORS INC | 122,412122,412 | $4M | — | ADD 6% |
| 32 | 32Sequoia Financial Advisors, LLC | 115,758115,758 | $4M | — | TRIM -18% |
| 33 | 33ROYAL BANK OF CANADA | 110,226110,226 | $3M | — | ADD 40% |
| 34 | 34Integrated Wealth Concepts LLC | 106,366106,366 | $3M | — | TRIM -2% |
| 35 | 35Noble Family Wealth, LLC | 105,112105,112 | $3M | — | ADD 4% |
| 36 | 36Pathstone Holdings, LLC | 103,110103,110 | $3M | — | — |
| 37 | 37Cambridge Investment Research Advisors, Inc. | 102,203102,203 | $3M | — | ADD 38% |
| 38 | 38JPMORGAN CHASE & CO | 77,28977,289 | $2M | — | ADD 1324% |
| 39 | 39WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,27173,271 | $2M | — | TRIM -19% |
| 40 | 40Wolfstich Capital, LLC | 71,21771,217 | $2M | — | — |
| 41 | 41FIRST MERCHANTS CORP | 69,28369,283 | $2M | — | TRIM -10% |
| 42 | 42EXENCIAL WEALTH ADVISORS, LLC | 66,51066,510 | $2M | — | TRIM -10% |
| 43 | 43Farther Finance Advisors, LLC | 62,42962,429 | $2M | — | ADD 2% |
| 44 | 44Mariner, LLC | 62,20962,209 | $2M | — | ADD 12% |
| 45 | 45MML INVESTORS SERVICES, LLC | 61,78861,788 | $2M | — | ADD 52% |
| 46 | 46Kohmann Bosshard Financial Services, LLC | 59,78259,782 | $2M | — | TRIM -7% |
| 47 | 47Bravera Wealth | 57,78457,784 | $2M | — | TRIM -12% |
| 48 | 48INDEPENDENT FINANCIAL GROUP, LLC | 54,54854,548 | $2M | — | ADD 206% |
| 49 | 49PERSPECTIVE WEALTH ADVISORS LLC | 53,95553,955 | $2M | — | ADD 19% |
| 50 | 50GOLDMAN SACHS GROUP INC | 53,45753,457 | $2M | — | ADD 49% |
| 51 | 51Astoria Portfolio Advisors LLC. | 50,24450,244 | $2M | — | ADD 2% |
| 52 | 52Cetera Investment Advisers | 50,77550,775 | $2M | — | ADD 55% |
| 53 | 53Embree Financial Group | 50,03550,035 | $2M | — | ADD 8% |
| 54 | 54Cape Investment Advisory, Inc. | 49,31249,312 | $2M | — | — |
| 55 | 55ENVESTNET ASSET MANAGEMENT INC | 48,56748,567 | $2M | — | ADD 138% |
| 56 | 56World Investment Advisors | 47,67147,671 | $2M | — | ADD 11% |
| 57 | 57Creative Planning | 46,96546,965 | $1M | — | ADD 4% |
| 58 | 58Seek First Inc. | 45,98045,980 | $1M | — | — |
| 59 | 59DAVENPORT & Co LLC | 44,25344,253 | $1M | — | ADD 59% |
| 60 | 60Vanguard National Trust Co | 42,80742,807 | $1M | — | NEW |
| 61 | 61RAYMOND JAMES FINANCIAL INC | 42,50242,502 | $1M | — | ADD 82% |
| 62 | 62Spinnaker Investment Group, LLC | 40,38940,389 | $1M | — | — |
| 63 | 63Asset Management Group, Inc. | 39,12739,127 | $1M | — | — |
| 64 | 64Avidian Wealth Enterprises, LLC | 38,14038,140 | $1M | — | — |
| 65 | 65Western Wealth Management, LLC | 38,13138,131 | $1M | — | NEW |
| 66 | 66Kestra Advisory Services, LLC | 38,01238,012 | $1M | — | ADD 15% |
| 67 | 67Inspire Advisors, LLC | 37,15437,154 | $1M | — | ADD 30% |
| 68 | 68MORGAN STANLEY | 35,20335,203 | $1M | — | — |
| 69 | 69Berkeley, Inc | 34,20834,208 | $1M | — | — |
| 70 | 70Orographic Financial Advisors, LLC | 34,21834,218 | $1M | — | NEW |
| 71 | 71Hidden Cove Wealth Management, LLC | 34,17534,175 | $1M | — | ADD 11% |
| 72 | 72Corient Private Wealth LLC | 33,82633,826 | $1M | — | ADD 105% |
| 73 | 73Bryn Mawr Trust Advisors, LLC | 31,63431,634 | $1M | — | — |
| 74 | 74ProVise Management Group, LLC | 31,40131,401 | $994,156 | — | — |
| 75 | 75D.B. Root & Company, LLC | 28,42828,428 | $900,044 | — | ADD 49% |
| 76 | 76LODESTAR PRIVATE ASSET MANAGEMENT LLC | 28,01628,016 | $886,987 | — | — |
| 77 | 77MYECFO, LLC | 27,74627,746 | $878,444 | — | ADD 8% |
| 78 | 78Acorn Wealth Advisors, LLC | 26,48526,485 | $838,510 | — | ADD 16% |
| 79 | 79Capital Square, LLC | 25,82325,823 | $834,994 | — | NEW |
| 80 | 80Wedmont Private Capital | 24,97624,976 | $814,960 | — | — |
| 81 | 81LANDAAS & CO /WI /ADV | 22,98122,981 | $727,578 | — | — |
| 82 | 82Per Stirling Capital Management, LLC. | 21,62821,628 | $684,747 | — | TRIM -4% |
| 83 | 83IF Advisors, LLC | 20,86020,860 | $660,428 | — | NEW |
| 84 | 84Keystone Financial Group, Inc. | 19,44319,443 | $615,577 | — | TRIM -7% |
| 85 | 85COWA, LLC | 18,82318,823 | $595,968 | — | ADD 3% |
| 86 | 86Janney Montgomery Scott LLC | 18,56318,563 | $588,000 | — | ADD 49% |
| 87 | 87Beacon Pointe Advisors, LLC | 18,50118,501 | $585,729 | — | ADD 98% |
| 88 | 88Mengis Capital Management, Inc. | 18,34218,342 | $580,713 | — | — |
| 89 | 89Valmark Advisers, Inc. | 17,00017,000 | $538,220 | — | NEW |
| 90 | 90PW Nova Financial Services LLC | 16,75016,750 | $530,305 | — | NEW |
| 91 | 91TWO SIGMA SECURITIES, LLC | 16,40816,408 | $519,477 | — | ADD 90% |
| 92 | 92Resurgent Financial Advisors LLC | 16,09216,092 | $509,473 | — | — |
| 93 | 93Tradition Wealth Management, LLC | 15,95815,958 | $505,225 | — | ADD 4% |
| 94 | 94PEAPACK GLADSTONE FINANCIAL CORP | 15,80015,800 | $500,000 | — | — |
| 95 | 95Parallel Advisors, LLC | 15,36115,361 | $486,330 | — | — |
| 96 | 96Orgel Wealth Management, LLC | 14,95114,951 | $473,349 | — | ADD 70% |
| 97 | 97WESTBOURNE INVESTMENTS, INC. | 14,60014,600 | $462,236 | — | ADD 38% |
| 98 | 98Clarity Capital Advisors, LLC | 14,57714,577 | $461,508 | — | — |
| 99 | 99C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14,57114,571 | $461,323 | — | TRIM -7% |
| 100 | 100Texas Capital Bank Wealth Management Services Inc | 13,99213,992 | $442,987 | — | — |
