| 1 | 1Orgel Wealth Management, LLC | 1,086,7681.1M | $125M | — | ADD 5% |
| 2 | 2BANK OF AMERICA CORP /DE/ | 881,389881,389 | $101M | — | ADD 10% |
| 3 | 3MORGAN STANLEY | 787,869787,869 | $90M | — | ADD 2% |
| 4 | 4Mariner, LLC | 616,991616,991 | $71M | — | TRIM -3% |
| 5 | 5AMERIPRISE FINANCIAL INC | 455,413455,413 | $52M | — | ADD 28% |
| 6 | 6Cerity Partners LLC | 446,747446,747 | $51M | — | — |
| 7 | 7RAYMOND JAMES FINANCIAL INC | 380,369380,369 | $44M | — | TRIM -5% |
| 8 | 8WELLS FARGO & COMPANY/MN | 378,219378,219 | $43M | — | ADD 9% |
| 9 | 9ROYAL BANK OF CANADA | 363,191363,191 | $42M | — | ADD 32% |
| 10 | 10UBS Group AG | 356,739356,739 | $41M | — | — |
| 11 | 11Pathstone Holdings, LLC | 353,948353,948 | $41M | — | ADD 660% |
| 12 | 12JPMORGAN CHASE & CO | 351,267351,267 | $39M | — | — |
| 13 | 13GOLDMAN SACHS GROUP INC | 285,466285,466 | $33M | — | ADD 9% |
| 14 | 14MONETA GROUP INVESTMENT ADVISORS LLC | 258,983258,983 | $30M | — | ADD 36% |
| 15 | 15OSAIC HOLDINGS, INC. | 251,267251,267 | $29M | — | TRIM -4% |
| 16 | 16LPL Financial LLC | 242,537242,537 | $28M | — | ADD 12% |
| 17 | 17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 238,561238,561 | $27M | — | — |
| 18 | 18Cetera Investment Advisers | 224,498224,498 | $26M | — | TRIM -6% |
| 19 | 19Warwick Investment Management, Inc. | 203,512203,512 | $23M | — | ADD 10% |
| 20 | 20Savant Capital, LLC | 202,865202,865 | $23M | — | TRIM -4% |
| 21 | 21HANTZ FINANCIAL SERVICES, INC. | 196,805196,805 | $23M | — | ADD 33% |
| 22 | 22OLD NATIONAL BANCORP /IN/ | 173,583173,583 | $20M | — | TRIM -2% |
| 23 | 23COMMONWEALTH EQUITY SERVICES, LLC | 169,409169,409 | $19M | — | TRIM -4% |
| 24 | 24Wiser Wealth Management, Inc | 154,363154,363 | $18M | — | ADD 4% |
| 25 | 25TCV Trust & Wealth Management, Inc. | 149,822149,822 | $17M | — | — |
| 26 | 26One Day In July LLC | 145,773145,773 | $17M | — | TRIM -3% |
| 27 | 27AdvisorNet Financial, Inc | 140,292140,292 | $16M | — | ADD 20% |
| 28 | 28Cambridge Investment Research Advisors, Inc. | 137,808137,808 | $16M | — | ADD 6% |
| 29 | 29Moss Adams Wealth Advisors LLC | 117,816117,816 | $14M | — | TRIM -6% |
| 30 | 30CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 107,981107,981 | $12M | — | — |
| 31 | 31Janney Montgomery Scott LLC | 98,22898,228 | $11M | — | ADD 4% |
| 32 | 32Pinnacle Financial Partners, Inc. | 94,97894,978 | $11M | — | — |
| 33 | 33Berman McAleer LLC | 93,45693,456 | $11M | — | — |
| 34 | 34Corient Private Wealth LLC | 88,27988,279 | $10M | — | TRIM -49% |
| 35 | 35ENVESTNET ASSET MANAGEMENT INC | 82,10682,106 | $9M | — | ADD 45% |
| 36 | 36Marble Harbor Investment Counsel, LLC | 78,24778,247 | $9M | — | TRIM -4% |
| 37 | 37New Insight Wealth Advisors | 76,90876,908 | $9M | — | TRIM -11% |
| 38 | 38Concurrent Investment Advisors, LLC | 76,76676,766 | $9M | — | TRIM -5% |
| 39 | 39Mitsubishi UFJ Asset Management (UK) Ltd. | 74,80074,800 | $9M | — | — |
| 40 | 40PERRYMAN FINANCIAL ADVISORY INC /AD | 73,78873,788 | $8M | — | — |
| 41 | 41STIFEL FINANCIAL CORP | 72,61272,612 | $8M | — | ADD 28% |
| 42 | 42CAPTRUST FINANCIAL ADVISORS | 122,335122,335 | $8M | — | — |
| 43 | 43MAI Capital Management | 68,11568,115 | $8M | — | ADD 22% |
| 44 | 44Visionary Wealth Advisors | 55,33155,331 | $6M | — | ADD 7% |
| 45 | 45PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 50,84950,849 | $6M | — | TRIM -2% |
| 46 | 46HARBOUR INVESTMENTS, INC. | 48,95248,952 | $6M | — | ADD 3% |
| 47 | 47SCS Capital Management LLC | 47,73147,731 | $5M | — | — |
| 48 | 48MML INVESTORS SERVICES, LLC | 47,61747,617 | $5M | — | ADD 15% |
| 49 | 49Bryant Woods Investment Advisors, LLC | 44,67544,675 | $5M | — | TRIM -2% |
| 50 | 50Rockefeller Capital Management L.P. | 42,50142,501 | $5M | — | TRIM -14% |
| 51 | 51Private Advisor Group, LLC | 41,65441,654 | $5M | — | ADD 7% |
| 52 | 52FIDELITY D & D BANCORP INC | 41,59041,590 | $5M | — | ADD 15% |
| 53 | 53EVERGREEN CAPITAL MANAGEMENT LLC | 40,04840,048 | $5M | — | — |
| 54 | 54F/m Investments LLC | 39,92239,922 | $5M | — | — |
| 55 | 55Creative Planning | 39,13739,137 | $4M | — | — |
| 56 | 56HighTower Advisors, LLC | 39,02339,023 | $4M | — | TRIM -34% |
| 57 | 57HARBOR ADVISORY CORP /MA/ | 38,98638,986 | $4M | — | — |
| 58 | 58JONES FINANCIAL COMPANIES LLLP | 38,90438,904 | $4M | — | ADD 4% |
| 59 | 59EP Wealth Advisors, LLC | 36,08236,082 | $4M | — | — |
| 60 | 60BLAIR WILLIAM & CO/IL | 35,81735,817 | $4M | — | ADD 240% |
| 61 | 61PHILLIPS FINANCIAL MANAGEMENT, LLC | 35,27435,274 | $4M | — | — |
| 62 | 62CERTUITY, LLC | 34,80734,807 | $4M | — | — |
| 63 | 63Philadelphia Investment Partners, LLC | 33,32833,328 | $4M | — | NEW |
| 64 | 64Betterment LLC | 32,15232,152 | $4M | — | ADD 4% |
| 65 | 65HBK Sorce Advisory LLC | 28,41228,412 | $4M | — | — |
| 66 | 66BCS Wealth Management | 29,44829,448 | $3M | — | TRIM -44% |
| 67 | 67Valmark Advisers, Inc. | 29,35929,359 | $3M | — | — |
| 68 | 68Flower City Capital | 28,84228,842 | $3M | — | ADD 4% |
| 69 | 69Keystone Financial Group | 26,73826,738 | $3M | — | — |
| 70 | 70Fairway Wealth LLC | 25,87125,871 | $3M | — | — |
| 71 | 71REBALANCE, LLC | 25,84325,843 | $3M | — | TRIM -3% |
| 72 | 72Lido Advisors, LLC | 25,66625,666 | $3M | — | ADD 1062% |
| 73 | 73Kestra Advisory Services, LLC | 24,65424,654 | $3M | — | ADD 20% |
| 74 | 74JANE STREET GROUP, LLC | 23,59223,592 | $3M | — | ADD 132% |
| 75 | 75Kastel Capital Advisors, LLC | 23,84823,848 | $3M | — | — |
| 76 | 76FIRST AMERICAN BANK | 22,60322,603 | $3M | — | TRIM -4% |
| 77 | 77Bank of New York Mellon Corp | 22,42522,425 | $3M | — | TRIM -5% |
| 78 | 78Geneos Wealth Management Inc. | 22,35722,357 | $3M | — | TRIM -5% |
| 79 | 79EQ LLC | 21,69421,694 | $2M | — | — |
| 80 | 80Capital Asset Advisory Services LLC | 19,77319,773 | $2M | — | TRIM -3% |
| 81 | 81Verum Partners LLC | 21,37021,370 | $2M | — | TRIM -4% |
| 82 | 82SILVERLAKE WEALTH MANAGEMENT LLC | 21,24921,249 | $2M | — | — |
| 83 | 83Base Wealth Management LLC | 21,05021,050 | $2M | — | TRIM -5% |
| 84 | 84PFG Advisors | 20,50120,501 | $2M | — | TRIM -4% |
| 85 | 85Kropog Financial Group, LLC | 20,00420,004 | $2M | — | NEW |
| 86 | 86PEAPACK GLADSTONE FINANCIAL CORP | 19,69119,691 | $2M | — | — |
| 87 | 87SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,60718,607 | $2M | — | TRIM -25% |
| 88 | 88Valpey Financial Services, LLC | 18,47218,472 | $2M | — | TRIM -2% |
| 89 | 89Clearstead Advisors, LLC | 18,27518,275 | $2M | — | ADD 23% |
| 90 | 90THOMPSON SIEGEL & WALMSLEY LLC | 18,06118,061 | $2M | — | — |
| 91 | 91CRA Financial Services, LLC | 17,03217,032 | $2M | — | — |
| 92 | 92Silver Oak Advisory Group, Inc. | 16,72716,727 | $2M | — | — |
| 93 | 93Steward Partners Investment Advisory, LLC | 16,67616,676 | $2M | — | ADD 8% |
| 94 | 94NewEdge Wealth, LLC | 16,07716,077 | $2M | — | — |
| 95 | 95Breakwater Capital Group | 15,61315,613 | $2M | — | ADD 6% |
| 96 | 96Marks Group Wealth Management, Inc | 15,04515,045 | $2M | — | — |
| 97 | 97True North Advisors, LLC | 14,11414,114 | $2M | — | TRIM -7% |
| 98 | 98Presper Financial Architects, LLC | 13,73013,730 | $2M | — | — |
| 99 | 9917 CAPITAL PARTNERS, LLC | 13,59113,591 | $2M | — | ADD 10% |
| 100 | 100Waverly Advisors, LLC | 13,49313,493 | $2M | — | ADD 3% |
