| 1 | 1EP Wealth Advisors, LLC | 7,239,5927.2M | $640M | — | ADD 11% |
| 2 | 2MORGAN STANLEY | 6,963,4627.0M | $616M | — | ADD 3% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 3,296,7533.3M | $292M | — | TRIM -5% |
| 4 | 4VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,308,7992.3M | $204M | — | TRIM -7% |
| 5 | 5JONES FINANCIAL COMPANIES LLLP | 1,631,6631.6M | $139M | — | ADD 26% |
| 6 | 6WELLS FARGO & COMPANY/MN | 1,406,4661.4M | $124M | — | ADD 8% |
| 7 | 7Bank of New York Mellon Corp | 1,027,5781.0M | $91M | — | TRIM -42% |
| 8 | 8LPL Financial LLC | 1,013,1341.0M | $90M | — | TRIM -8% |
| 9 | 9ENVESTNET ASSET MANAGEMENT INC | 803,093803,093 | $71M | — | ADD 9% |
| 10 | 10JANE STREET GROUP, LLC | 800,110800,110 | $71M | — | ADD 122% |
| 11 | 11RAYMOND JAMES FINANCIAL INC | 789,822789,822 | $70M | — | ADD 6% |
| 12 | 12ROYAL BANK OF CANADA | 687,632687,632 | $61M | — | ADD 2% |
| 13 | 13UBS Group AG | 667,359667,359 | $59M | — | ADD 2% |
| 14 | 14SCS Capital Management LLC | 642,938642,938 | $57M | — | TRIM -11% |
| 15 | 15CAPTRUST FINANCIAL ADVISORS | 471,504471,504 | $42M | — | ADD 18% |
| 16 | 16Cetera Investment Advisers | 462,280462,280 | $41M | — | ADD 3% |
| 17 | 17American Financial Advisors, LLC | 453,226453,226 | $40M | — | — |
| 18 | 18COMMONWEALTH EQUITY SERVICES, LLC | 447,397447,397 | $40M | — | TRIM -30% |
| 19 | 19Capital Advantage, Inc. | 435,687435,687 | $39M | — | — |
| 20 | 20AMERIPRISE FINANCIAL INC | 364,686364,686 | $32M | — | TRIM -15% |
| 21 | 21Cresset Asset Management, LLC | 336,117336,117 | $30M | — | TRIM -45% |
| 22 | 22Mariner, LLC | 312,779312,779 | $28M | — | ADD 10% |
| 23 | 23Ackerman Capital Advisors, LLC | 310,912310,912 | $28M | — | — |
| 24 | 24B & T Capital Management DBA Alpha Capital Management | 308,271308,271 | $27M | — | ADD 2% |
| 25 | 25CHOREO, LLC | 306,211306,211 | $27M | — | — |
| 26 | 26Janney Montgomery Scott LLC | 285,999285,999 | $25M | — | ADD 2% |
| 27 | 27FLOW TRADERS U.S. LLC | 284,860284,860 | $25M | — | NEW |
| 28 | 28WEATHERLY ASSET MANAGEMENT L. P. | 284,123284,123 | $25M | — | — |
| 29 | 29VeraBank, N.A. | 273,590273,590 | $24M | — | — |
| 30 | 30Resonant Capital Advisors, LLC | 270,407270,407 | $24M | — | TRIM -10% |
| 31 | 31Navalign, LLC | 258,797258,797 | $23M | — | ADD 5% |
| 32 | 32PEAPACK GLADSTONE FINANCIAL CORP | 243,367243,367 | $22M | — | ADD 60% |
| 33 | 33Focused Wealth Management, Inc | 232,500232,500 | $21M | — | — |
| 34 | 34NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,914219,914 | $19M | — | TRIM -65% |
| 35 | 35EASTERN BANK | 212,032212,032 | $19M | — | TRIM -6% |
| 36 | 36Compass Financial Group, INC/SD | 211,094211,094 | $19M | — | ADD 9% |
| 37 | 37STIFEL FINANCIAL CORP | 208,525208,525 | $18M | — | — |
| 38 | 38GEN Financial Management, INC. | 202,792202,792 | $18M | — | ADD 2% |
| 39 | 39MML INVESTORS SERVICES, LLC | 200,087200,087 | $18M | — | TRIM -7% |
| 40 | 40Avantax Planning Partners, Inc. | 190,877190,877 | $17M | — | — |
| 41 | 41HOWARD FINANCIAL SERVICES, LTD. | 186,482186,482 | $16M | — | ADD 7% |
| 42 | 42Baird Financial Group, Inc. | 186,248186,248 | $16M | — | ADD 210% |
| 43 | 43Private Advisor Group, LLC | 184,951184,951 | $16M | — | — |
| 44 | 44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 154,232154,232 | $14M | — | TRIM -22% |
| 45 | 45Rockefeller Capital Management L.P. | 150,539150,539 | $13M | — | TRIM -2% |
| 46 | 46OSAIC HOLDINGS, INC. | 149,611149,611 | $13M | — | TRIM -14% |
| 47 | 47Goldstone Financial Group, LLC | 141,661141,661 | $13M | — | TRIM -12% |
| 48 | 48DAGCO, INC. | 139,728139,728 | $12M | — | ADD 13% |
| 49 | 49NATIXIS ADVISORS, LLC | 137,557137,557 | $12M | — | ADD 35% |
| 50 | 50Human Investing LLC | 136,531136,531 | $12M | — | — |
| 51 | 51MERCER GLOBAL ADVISORS INC /ADV | 135,479135,479 | $12M | — | ADD 16% |
| 52 | 52Wedmont Private Capital | 127,708127,708 | $12M | — | TRIM -7% |
| 53 | 53Buttonwood Financial Advisors Inc. | 127,170127,170 | $11M | — | ADD 6% |
| 54 | 54Silver Lake Advisory, LLC | 127,017127,017 | $11M | — | ADD 35% |
| 55 | 55TILIA FIDUCIARY PARTNERS, INC. | 125,318125,318 | $11M | — | — |
| 56 | 56Landmark Wealth Management, LLC | 125,044125,044 | $11M | — | ADD 18% |
| 57 | 57Rothschild Wealth LLC | 122,747122,747 | $11M | — | ADD 4% |
| 58 | 58SWAN Capital LLC | 121,164121,164 | $11M | — | ADD 21% |
| 59 | 59Betterment LLC | 120,831120,831 | $11M | — | — |
| 60 | 60KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 120,568120,568 | $11M | — | TRIM -26% |
| 61 | 61D.A. DAVIDSON & CO. | 117,502117,502 | $10M | — | ADD 2% |
| 62 | 62Steward Partners Investment Advisory, LLC | 117,040117,040 | $10M | — | ADD 11% |
| 63 | 63Kohmann Bosshard Financial Services, LLC | 116,668116,668 | $10M | — | ADD 4% |
| 64 | 64BANK OF MONTREAL /CAN/ | 115,115115,115 | $10M | — | ADD 3% |
| 65 | 65Kestra Advisory Services, LLC | 113,269113,269 | $10M | — | ADD 5% |
| 66 | 66Financial Perspectives, Inc | 110,433110,433 | $10M | — | — |
| 67 | 67TRUIST FINANCIAL CORP | 109,558109,558 | $10M | — | TRIM -5% |
| 68 | 68Revisor Wealth Management LLC | 108,412108,412 | $10M | — | TRIM -4% |
| 69 | 69RTD Financial Advisors, Inc. | 107,556107,556 | $10M | — | TRIM -2% |
| 70 | 70BAXTER BROS INC | 106,612106,612 | $9M | — | ADD 14% |
| 71 | 71Keystone Financial Group, Inc. | 102,741102,741 | $9M | — | — |
| 72 | 72Clarion Wealth Managment Partners, LLC | 100,764100,764 | $9M | — | TRIM -26% |
| 73 | 73Cerity Partners LLC | 100,483100,483 | $9M | — | TRIM -5% |
| 74 | 74BLAIR WILLIAM & CO/IL | 97,24897,248 | $9M | — | — |
| 75 | 75J. Mark Nickell & Co. | 97,07397,073 | $9M | — | ADD 96% |
| 76 | 76Madson Wealth Advisors Inc | 96,54396,543 | $9M | — | NEW |
| 77 | 77CITIGROUP INC | 96,50796,507 | $9M | — | TRIM -94% |
| 78 | 78JNBA Financial Advisors | 96,06896,068 | $8M | — | TRIM -3% |
| 79 | 79COLLECTIVE FAMILY OFFICE LLC | 96,00296,002 | $8M | — | ADD 8% |
| 80 | 80Corient Private Wealth LLC | 92,88592,885 | $8M | — | TRIM -45% |
| 81 | 81BCGM Wealth Management, LLC | 88,44488,444 | $8M | — | ADD 3% |
| 82 | 82Montecito Bank & Trust | 87,28287,282 | $8M | — | TRIM -5% |
| 83 | 83CARY STREET PARTNERS FINANCIAL LLC | 86,90186,901 | $8M | — | — |
| 84 | 84Ariston Services Group | 00 | $8M | — | EXIT |
| 85 | 85IEQ CAPITAL, LLC | 84,80984,809 | $8M | — | ADD 18% |
| 86 | 86New England Private Wealth Advisors LLC | 83,65483,654 | $7M | — | ADD 4% |
| 87 | 87Cambridge Investment Research Advisors, Inc. | 83,60683,606 | $7M | — | TRIM -5% |
| 88 | 88Verum Partners LLC | 82,17082,170 | $7M | — | ADD 35% |
| 89 | 89Concord Wealth Partners | 81,88781,887 | $7M | — | ADD 12% |
| 90 | 90Allworth Financial LP | 81,29481,294 | $7M | — | TRIM -3% |
| 91 | 91LEAVELL INVESTMENT MANAGEMENT, INC. | 80,70780,707 | $7M | — | TRIM -11% |
| 92 | 92Concord Asset Management, LLC/VA | 80,49580,495 | $7M | — | ADD 11% |
| 93 | 93Apella Capital, LLC | 74,39774,397 | $7M | — | NEW |
| 94 | 94Gotham Asset Management, LLC | 78,69178,691 | $7M | — | ADD 20% |
| 95 | 95Addison Advisors LLC | 77,18077,180 | $7M | — | — |
| 96 | 96CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 76,78376,783 | $7M | — | — |
| 97 | 97SMITH, MOORE & CO. | 76,60076,600 | $7M | — | TRIM -2% |
| 98 | 98Financial Connections Group, Inc. | 76,50276,502 | $7M | — | TRIM -10% |
| 99 | 99GOLDMAN SACHS GROUP INC | 72,90372,903 | $6M | — | TRIM -10% |
| 100 | 100180 WEALTH ADVISORS, LLC | 71,20371,203 | $6M | — | ADD 28% |
