| 1 | 1CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 66,306,29466.3M | $1.7B | — | — |
| 2 | 2BANK OF AMERICA CORP /DE/ | 21,959,38622.0M | $560M | — | ADD 3354% |
| 3 | 3JONES FINANCIAL COMPANIES LLLP | 2,975,0513.0M | $75M | — | ADD 42% |
| 4 | 4Avidian Wealth Enterprises, LLC | 1,497,3251.5M | $38M | — | — |
| 5 | 5Charles Schwab Trust Co | 949,511949,511 | $24M | — | ADD 4% |
| 6 | 6JANE STREET GROUP, LLC | 868,526868,526 | $22M | — | NEW |
| 7 | 7Pallas Capital Advisors LLC | 845,235845,235 | $22M | — | TRIM -5% |
| 8 | 8UNITED CAPITAL FINANCIAL ADVISORS, LLC | 779,851779,851 | $20M | — | ADD 21% |
| 9 | 9Creative Planning | 748,838748,838 | $19M | — | ADD 1659% |
| 10 | 10ENVESTNET ASSET MANAGEMENT INC | 726,386726,386 | $19M | — | ADD 401% |
| 11 | 11Fort Point Capital Partners LLC | 703,844703,844 | $18M | — | TRIM -8% |
| 12 | 12Wedmont Private Capital | 494,149494,149 | $13M | — | — |
| 13 | 13OLD MISSION CAPITAL LLC | 396,938396,938 | $10M | — | NEW |
| 14 | 14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 328,202328,202 | $8M | — | TRIM -33% |
| 15 | 15Quantinno Capital Management LP | 300,660300,660 | $8M | — | ADD 214% |
| 16 | 16MML INVESTORS SERVICES, LLC | 281,415281,415 | $7M | — | ADD 35% |
| 17 | 17CGN Advisors LLC | 272,356272,356 | $7M | — | TRIM -7% |
| 18 | 18RWA WEALTH PARTNERS, LLC | 240,465240,465 | $6M | — | — |
| 19 | 19SMITH, MOORE & CO. | 234,570234,570 | $6M | — | ADD 49% |
| 20 | 20Perigon Wealth Management, LLC | 211,797211,797 | $5M | — | ADD 8% |
| 21 | 21NATIXIS ADVISORS, LLC | 192,557192,557 | $5M | — | ADD 24% |
| 22 | 22Beaird Harris Wealth Management, LLC | 192,462192,462 | $5M | — | TRIM -6% |
| 23 | 23FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 178,654178,654 | $5M | — | NEW |
| 24 | 24MYECFO, LLC | 176,180176,180 | $4M | — | ADD 2% |
| 25 | 25Waverly Advisors, LLC | 144,146144,146 | $4M | — | ADD 607% |
| 26 | 26CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 141,725141,725 | $4M | — | ADD 10% |
| 27 | 27JPMORGAN CHASE & CO | 138,466138,466 | $4M | — | — |
| 28 | 28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,920135,920 | $3M | — | ADD 7% |
| 29 | 29Tower Research Capital LLC (TRC) | 133,724133,724 | $3M | — | ADD 1965% |
| 30 | 30MANNING & NAPIER ADVISORS LLC | 117,071117,071 | $3M | — | ADD 9% |
| 31 | 31Torrey Growth & Income Advisors | 103,690103,690 | $3M | — | TRIM -8% |
| 32 | 32Investment Planning Advisors, Inc. | 90,92390,923 | $2M | — | ADD 10% |
| 33 | 33RAYMOND JAMES FINANCIAL INC | 88,34688,346 | $2M | — | ADD 6% |
| 34 | 34CAPTRUST FINANCIAL ADVISORS | 80,96580,965 | $2M | — | ADD 10% |
| 35 | 35Janney Montgomery Scott LLC | 80,00080,000 | $2M | — | — |
| 36 | 36Breakwater Investment Management | 73,50973,509 | $2M | — | ADD 8% |
| 37 | 37SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,70772,707 | $2M | — | NEW |
| 38 | 38DONALDSON CAPITAL MANAGEMENT, LLC | 71,79271,792 | $2M | — | — |
| 39 | 39Cetera Investment Advisers | 67,59967,599 | $2M | — | ADD 17% |
| 40 | 40O'ROURKE & COMPANY, Inc | 66,65866,658 | $2M | — | TRIM -10% |
| 41 | 41GREAT VALLEY ADVISOR GROUP, INC. | 65,92465,924 | $2M | — | — |
| 42 | 42TSA Wealth Managment LLC | 65,28765,287 | $2M | — | ADD 11% |
| 43 | 43AQR CAPITAL MANAGEMENT LLC | 65,11265,112 | $2M | — | ADD 11% |
| 44 | 44Mariner, LLC | 63,16863,168 | $2M | — | — |
| 45 | 45Compass Financial Group, INC/SD | 61,32461,324 | $2M | — | ADD 7% |
| 46 | 46CREATIVE FINANCIAL DESIGNS INC /ADV | 60,61460,614 | $2M | — | ADD 3% |
| 47 | 47NewEdge Wealth, LLC | 57,94157,941 | $1M | — | NEW |
| 48 | 48Shared Vision Wealth Group LLC | 57,29157,291 | $1M | — | ADD 79% |
| 49 | 49Ackerman Capital Advisors, LLC | 54,12954,129 | $1M | — | TRIM -14% |
| 50 | 50Meridian Wealth Management, LLC | 53,80153,801 | $1M | — | — |
| 51 | 51IFP Advisors, Inc | 53,42953,429 | $1M | — | ADD 23% |
| 52 | 52OSAIC HOLDINGS, INC. | 53,05353,053 | $1M | — | TRIM -21% |
| 53 | 53ROYAL BANK OF CANADA | 51,41851,418 | $1M | — | TRIM -67% |
| 54 | 54CORE WEALTH ADVISORS, LLC | 50,29550,295 | $1M | — | — |
| 55 | 55CHOREO, LLC | 50,05550,055 | $1M | — | NEW |
| 56 | 56Columbus Macro, LLC | 47,66847,668 | $1M | — | TRIM -10% |
| 57 | 57COMMONWEALTH EQUITY SERVICES, LLC | 45,88045,880 | $1M | — | ADD 84% |
| 58 | 58Francis Financial, Inc. | 42,67142,671 | $1M | — | — |
| 59 | 59LPL Financial LLC | 42,35242,352 | $1M | — | ADD 22% |
| 60 | 60Cambridge Investment Research Advisors, Inc. | 40,10040,100 | $1M | — | TRIM -7% |
| 61 | 61RENAISSANCE TECHNOLOGIES LLC | 39,80039,800 | $1M | — | NEW |
| 62 | 62STOLZ & ASSOCIATES, PS | 38,50038,500 | $989,065 | — | ADD 10% |
| 63 | 63Northeast Financial Group, Inc. | 38,39038,390 | $978,190 | — | TRIM -4% |
| 64 | 64MERCER GLOBAL ADVISORS INC /ADV | 38,07138,071 | $970,044 | — | ADD 32% |
| 65 | 65HARBOUR INVESTMENTS, INC. | 36,77536,775 | $937,052 | — | ADD 210% |
| 66 | 66Legacy Wealth Management, LLC | 36,49736,497 | $929,944 | — | ADD 4% |
| 67 | 67Family Capital Management, Inc. | 35,64635,646 | $908,260 | — | ADD 8% |
| 68 | 68Archer Investment Management, LLC | 35,20035,200 | $896,896 | — | NEW |
| 69 | 69NewCorp Financial Services, Inc. | 35,13835,138 | $895,316 | — | — |
| 70 | 70Pasadena Private Wealth, LLC | 33,23833,238 | $846,904 | — | NEW |
| 71 | 71Sequoia Financial Advisors, LLC | 33,06533,065 | $842,497 | — | ADD 20% |
| 72 | 72Alteri Wealth LLC | 32,14532,145 | $819,057 | — | ADD 55% |
| 73 | 73Kestra Advisory Services, LLC | 31,89331,893 | $812,645 | — | — |
| 74 | 74Wescott Financial Advisory Group, LLC | 30,99730,997 | $789,795 | — | — |
| 75 | 75Gleason Group, Inc. | 27,17527,175 | $692,412 | — | ADD 61% |
| 76 | 76AdvisorNet Financial, Inc | 26,52826,528 | $675,933 | — | TRIM -4% |
| 77 | 77Asset Allocation Strategies LLC | 25,65525,655 | $653,688 | — | ADD 48% |
| 78 | 78Coastal Bridge Advisors, LLC | 25,29325,293 | $644,469 | — | — |
| 79 | 79MAI Capital Management | 23,99823,998 | $611,470 | — | TRIM -4% |
| 80 | 80Blueprint Investment Partners LLC | 23,59523,595 | $601,201 | — | TRIM -3% |
| 81 | 81Blueprint Financial Advisors LLC | 23,59523,595 | $601,201 | — | TRIM -3% |
| 82 | 82CAP Partners, LLC | 22,76722,767 | $580,114 | — | ADD 16% |
| 83 | 83PEAPACK GLADSTONE FINANCIAL CORP | 22,59822,598 | $576,000 | — | — |
| 84 | 84Clear Creek Financial Management, LLC | 22,41522,415 | $571,134 | — | ADD 8% |
| 85 | 85Advyzon Investment Management, LLC | 22,41522,415 | $571,134 | — | ADD 8% |
| 86 | 86CITADEL ADVISORS LLC | 20,97720,977 | $534,494 | — | NEW |
| 87 | 87FMR LLC | 20,74720,747 | $528,637 | — | NEW |
| 88 | 88Berger Financial Group, Inc | 20,69920,699 | $527,401 | — | — |
| 89 | 89HighTower Advisors, LLC | 20,52420,524 | $522,937 | — | ADD 27% |
| 90 | 90Altiora Financial Group, LLC | 20,00020,000 | $509,600 | — | — |
| 91 | 91Symmetry Partners, LLC | 19,62219,622 | $499,969 | — | ADD 14% |
| 92 | 92GILL CAPITAL PARTNERS, LLC | 19,35119,351 | $493,063 | — | — |
| 93 | 93CreativeOne Wealth, LLC | 18,71818,718 | $476,944 | — | ADD 12% |
| 94 | 94Golden Bell Financial Planning LLC | 17,96817,968 | $457,825 | — | ADD 5% |
| 95 | 95FF Advisors,LLC | 16,81916,819 | $433,426 | — | TRIM -6% |
| 96 | 96Unify Financial Advisors | 17,00017,000 | $433,160 | — | — |
| 97 | 97Galvin, Gaustad & Stein, LLC | 16,66716,667 | $424,686 | — | TRIM -5% |
| 98 | 98Revisor Wealth Management LLC | 16,44016,440 | $418,891 | — | — |
| 99 | 99Roan Capital Partners | 16,31816,318 | $415,782 | — | NEW |
| 100 | 100Grant Street Asset Management, Inc. | 16,20216,202 | $412,835 | — | — |
