| 1 | 1ENVESTNET ASSET MANAGEMENT INC | 22,940,87022.9M | $2.3B | — | TRIM -3% |
| 2 | 2Forum Financial Management, LP | 8,935,3748.9M | $900M | — | ADD 5% |
| 3 | 3LPL Financial LLC | 8,209,0208.2M | $827M | — | TRIM -11% |
| 4 | 4BANK OF AMERICA CORP /DE/ | 8,083,5558.1M | $814M | — | ADD 7% |
| 5 | 5BlackRock, Inc. | 4,606,2214.6M | $464M | — | ADD 21% |
| 6 | 6JPMORGAN CHASE & CO | 4,093,1494.1M | $412M | — | ADD 3% |
| 7 | 7MORGAN STANLEY | 3,771,6943.8M | $380M | — | TRIM -6% |
| 8 | 8Envestnet Portfolio Solutions, Inc. | 3,008,4283.0M | $303M | — | ADD 32% |
| 9 | 9AMERIPRISE FINANCIAL INC | 2,394,0572.4M | $243M | — | TRIM -25% |
| 10 | 10ASSETMARK, INC | 2,270,6082.3M | $229M | — | ADD 6% |
| 11 | 11Cetera Investment Advisers | 2,106,2522.1M | $212M | — | TRIM -15% |
| 12 | 12Dynasty Wealth Management, LLC | 1,834,9911.8M | $185M | — | ADD 49% |
| 13 | 13WELLS FARGO & COMPANY/MN | 1,724,2581.7M | $174M | — | — |
| 14 | 14PARK AVENUE SECURITIES LLC | 1,718,4131.7M | $173M | — | TRIM -6% |
| 15 | 15CWM, LLC | 1,558,7131.6M | $157M | — | TRIM -2% |
| 16 | 16Janney Montgomery Scott LLC | 1,491,7471.5M | $150M | — | ADD 10% |
| 17 | 17STIFEL FINANCIAL CORP | 1,467,2931.5M | $148M | — | TRIM -8% |
| 18 | 18MML INVESTORS SERVICES, LLC | 1,364,3271.4M | $137M | — | TRIM -26% |
| 19 | 19RiverFront Investment Group, LLC | 1,321,3931.3M | $133M | — | — |
| 20 | 20Bank of New York Mellon Corp | 1,296,7941.3M | $131M | — | ADD 9% |
| 21 | 21TRUIST FINANCIAL CORP | 1,085,1841.1M | $109M | — | ADD 6% |
| 22 | 22FIRST CITIZENS BANK & TRUST CO | 942,313942,313 | $95M | — | ADD 12383% |
| 23 | 23RAYMOND JAMES FINANCIAL INC | 903,192903,192 | $91M | — | ADD 7% |
| 24 | 24Destination Wealth Management | 862,821862,821 | $87M | — | ADD 9% |
| 25 | 25ROYAL BANK OF CANADA | 767,255767,255 | $77M | — | TRIM -8% |
| 26 | 26Sanctuary Advisors, LLC | 681,690681,690 | $69M | — | TRIM -2% |
| 27 | 27Quotient Wealth Partners, LLC | 667,619667,619 | $67M | — | ADD 4% |
| 28 | 28UBS Group AG | 636,564636,564 | $64M | — | ADD 7% |
| 29 | 29UNITED CAPITAL FINANCIAL ADVISORS, LLC | 574,363574,363 | $58M | — | — |
| 30 | 30Cerity Partners OCIO LLC | 555,322555,322 | $56M | — | TRIM -23% |
| 31 | 31SAGESPRING WEALTH PARTNERS, LLC | 522,773522,773 | $53M | — | ADD 29% |
| 32 | 32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 521,187521,187 | $52M | — | TRIM -25% |
| 33 | 33BENJAMIN EDWARDS INC | 506,333506,333 | $51M | — | TRIM -17% |
| 34 | 34JB Capital LLC | 497,532497,532 | $50M | — | ADD 4% |
| 35 | 35US BANCORP \DE\ | 491,441491,441 | $49M | — | TRIM -33% |
| 36 | 36OpenArc Corporate Advisory, LLC | 478,358478,358 | $48M | — | ADD 251% |
| 37 | 37Foundations Investment Advisors, LLC | 451,692451,692 | $45M | — | TRIM -13% |
| 38 | 38MAI Capital Management | 403,265403,265 | $41M | — | ADD 7% |
| 39 | 39OSAIC HOLDINGS, INC. | 369,574369,574 | $37M | — | ADD 11% |
| 40 | 40HAMILTON CAPITAL PARTNERS, LLC | 340,651340,651 | $34M | — | TRIM -55% |
| 41 | 41COMMONWEALTH EQUITY SERVICES, LLC | 313,418313,418 | $32M | — | TRIM -18% |
| 42 | 42Thrivent Financial for Lutherans | 296,737296,737 | $30M | — | TRIM -3% |
| 43 | 43RS CRUM INC. | 290,136290,136 | $29M | — | TRIM -8% |
| 44 | 44Steward Partners Investment Advisory, LLC | 285,588285,588 | $29M | — | TRIM -7% |
| 45 | 45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 285,278285,278 | $29M | — | ADD 48% |
| 46 | 46Cambridge Investment Research Advisors, Inc. | 278,322278,322 | $28M | — | ADD 5% |
| 47 | 47Watchman Group, Inc. | 271,037271,037 | $27M | — | ADD 5% |
| 48 | 48Estate Counselors, LLC | 265,219265,219 | $27M | — | ADD 126% |
| 49 | 49CASTLEARK MANAGEMENT LLC | 258,432258,432 | $26M | — | — |
| 50 | 50Modern Wealth Management, LLC | 229,825229,825 | $23M | — | ADD 9% |
| 51 | 51IHT Wealth Management, LLC | 218,841218,841 | $22M | — | TRIM -9% |
| 52 | 52CONFLUENCE INVESTMENT MANAGEMENT LLC | 205,868205,868 | $21M | — | TRIM -15% |
| 53 | 53Savvy Advisors, Inc. | 202,570202,570 | $20M | — | TRIM -22% |
| 54 | 54Icon Wealth Advisors, LLC | 202,864202,864 | $20M | — | TRIM -19% |
| 55 | 55Pinnacle Financial Partners, Inc. | 200,496200,496 | $20M | — | ADD 52% |
| 56 | 56CreativeOne Wealth, LLC | 198,794198,794 | $20M | — | — |
| 57 | 57Atria Investments, Inc | 186,094186,094 | $19M | — | TRIM -10% |
| 58 | 58Stone House Investment Management, LLC | 181,522181,522 | $18M | — | ADD 4% |
| 59 | 59Rockefeller Capital Management L.P. | 176,965176,965 | $18M | — | ADD 8% |
| 60 | 60Goelzer Investment Management, Inc. | 175,727175,727 | $18M | — | ADD 3% |
| 61 | 61HighTower Advisors, LLC | 175,570175,570 | $18M | — | TRIM -19% |
| 62 | 62Summit Asset Management, LLC | 173,713173,713 | $17M | — | ADD 8% |
| 63 | 63MGO ONE SEVEN LLC | 170,532170,532 | $17M | — | ADD 4% |
| 64 | 64Commonwealth Financial Services, LLC | 163,337163,337 | $16M | — | TRIM -22% |
| 65 | 65JONES FINANCIAL COMPANIES LLLP | 165,251165,251 | $16M | — | ADD 5% |
| 66 | 66Affinity Capital Advisors, LLC | 161,026161,026 | $16M | — | ADD 2% |
| 67 | 67SteelPeak Wealth, LLC | 160,719160,719 | $16M | — | ADD 6% |
| 68 | 68Triad Wealth Partners, LLC | 148,453148,453 | $15M | — | ADD 34% |
| 69 | 69INTEGRITY ALLIANCE, LLC. | 142,351142,351 | $14M | — | ADD 8% |
| 70 | 70Trek Financial, LLC | 141,525141,525 | $14M | — | ADD 10% |
| 71 | 71Sharkey, Howes & Javer | 141,128141,128 | $14M | — | TRIM -4% |
| 72 | 72McKinley Carter Wealth Services, Inc. | 131,421131,421 | $13M | — | ADD 370% |
| 73 | 73Johnson Bixby & Associates, LLC | 128,344128,344 | $13M | — | TRIM -45% |
| 74 | 74Orion Porfolio Solutions, LLC | 127,460127,460 | $13M | — | TRIM -24% |
| 75 | 75Equitable Holdings, Inc. | 124,991124,991 | $13M | — | TRIM -24% |
| 76 | 76Cascade Financial Partners, LLC | 126,045126,045 | $13M | — | NEW |
| 77 | 77Capital Analysts, LLC | 124,852124,852 | $13M | — | TRIM -11% |
| 78 | 78&PARTNERS | 123,564123,564 | $12M | — | ADD 23% |
| 79 | 79Kelly Financial Services LLC | 122,456122,456 | $12M | — | TRIM -4% |
| 80 | 80ARVEST INVESTMENTS, INC. | 119,499119,499 | $12M | — | ADD 26% |
| 81 | 81NorthCoast Asset Management LLC | 118,662118,662 | $12M | — | ADD 20% |
| 82 | 82C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 114,241114,241 | $12M | — | ADD 11% |
| 83 | 83Harvest Portfolios Group Inc. | 112,088112,088 | $11M | — | TRIM -12% |
| 84 | 84Concurrent Investment Advisors, LLC | 106,967106,967 | $11M | — | ADD 68% |
| 85 | 85Avantax Planning Partners, Inc. | 105,266105,266 | $11M | — | ADD 16% |
| 86 | 86Gateway Wealth Partners, LLC | 104,261104,261 | $11M | — | ADD 239% |
| 87 | 87Integrated Wealth Concepts LLC | 97,31897,318 | $10M | — | ADD 32% |
| 88 | 88Hughes Financial Services, LLC | 95,10995,109 | $10M | — | ADD 3% |
| 89 | 89Farther Finance Advisors, LLC | 94,52694,526 | $9M | — | TRIM -16% |
| 90 | 90Vise Technologies, Inc. | 91,79891,798 | $9M | — | — |
| 91 | 91Arrow Financial Corp | 90,26490,264 | $9M | — | ADD 109% |
| 92 | 92Keystone Financial Services | 89,84589,845 | $9M | — | ADD 4% |
| 93 | 93PAX Financial Group, LLC | 89,76389,763 | $9M | — | ADD 4% |
| 94 | 94Teucrium Investment Advisors, LLC | 89,79589,795 | $9M | — | NEW |
| 95 | 95Net Worth Advisory Group | 88,65788,657 | $9M | — | ADD 2% |
| 96 | 96LIBERTY WEALTH MANAGEMENT LLC | 87,81587,815 | $9M | — | ADD 15% |
| 97 | 97Stokes Family Office, LLC | 87,41687,416 | $9M | — | TRIM -12% |
| 98 | 98Migdal Insurance & Financial Holdings Ltd. | 86,49686,496 | $9M | — | TRIM -3% |
| 99 | 99Evergreen Private Wealth LLC | 84,74484,744 | $9M | — | ADD 4% |
| 100 | 100IFP Advisors, Inc | 84,54784,547 | $9M | — | ADD 109% |
