| 1 | 1JPMORGAN CHASE & CO | 2,174,9272.2M | $852M | — | — |
| 2 | 2MORGAN STANLEY | 890,400890,400 | $363M | — | ADD 5% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 655,893655,893 | $267M | — | TRIM -3% |
| 4 | 4UBS Group AG | 622,304622,304 | $254M | — | — |
| 5 | 5LPL Financial LLC | 573,515573,515 | $234M | — | — |
| 6 | 6ENVESTNET ASSET MANAGEMENT INC | 402,674402,674 | $164M | — | ADD 7% |
| 7 | 7AMERIPRISE FINANCIAL INC | 312,762312,762 | $127M | — | — |
| 8 | 8TD PRIVATE CLIENT WEALTH LLC | 266,977266,977 | $109M | — | ADD 4% |
| 9 | 9RAYMOND JAMES FINANCIAL INC | 234,029234,029 | $95M | — | ADD 32% |
| 10 | 10TWO SIGMA INVESTMENTS, LP | 229,820229,820 | $94M | — | NEW |
| 11 | 11Corient Private Wealth LLC | 213,352213,352 | $87M | — | TRIM -52% |
| 12 | 12WELLS FARGO & COMPANY/MN | 189,287189,287 | $77M | — | TRIM -8% |
| 13 | 13OSAIC HOLDINGS, INC. | 187,041187,041 | $76M | — | TRIM -4% |
| 14 | 14Arista Wealth Management, LLC | 179,965179,965 | $73M | — | TRIM -6% |
| 15 | 15Mariner, LLC | 166,650166,650 | $68M | — | ADD 3% |
| 16 | 16Joel Isaacson & Co., LLC | 149,623149,623 | $61M | — | ADD 4% |
| 17 | 17Focus Partners Wealth | 179,343179,343 | $59M | — | ADD 25% |
| 18 | 18Equitable Holdings, Inc. | 117,602117,602 | $52M | — | ADD 8% |
| 19 | 19Cerity Partners LLC | 115,914115,914 | $47M | — | ADD 6% |
| 20 | 20Shakespeare Wealth Management, LLC | 107,322107,322 | $44M | — | ADD 6% |
| 21 | 21PETREDIS INVESTMENT ADVISORS LLC | 93,51793,517 | $38M | — | — |
| 22 | 22HighTower Advisors, LLC | 92,78492,784 | $38M | — | — |
| 23 | 23Apella Capital, LLC | 79,15579,155 | $37M | — | TRIM -6% |
| 24 | 24Essex Financial Services, Inc. | 89,55789,557 | $37M | — | — |
| 25 | 25Cambridge Investment Research Advisors, Inc. | 78,34778,347 | $32M | — | TRIM -19% |
| 26 | 26Private Advisor Group, LLC | 75,12875,128 | $31M | — | ADD 3% |
| 27 | 27Cetera Investment Advisers | 73,90073,900 | $30M | — | — |
| 28 | 28ROYAL BANK OF CANADA | 73,58173,581 | $30M | — | TRIM -13% |
| 29 | 29Principle Wealth Partners LLC | 62,84562,845 | $26M | — | ADD 9% |
| 30 | 30Merit Financial Group, LLC | 62,81962,819 | $26M | — | ADD 16% |
| 31 | 31Wheelhouse Advisory Group LLC | 62,63962,639 | $26M | — | ADD 3% |
| 32 | 32JONES FINANCIAL COMPANIES LLLP | 63,87763,877 | $25M | — | ADD 32% |
| 33 | 33Kropog Financial Group, LLC | 61,80561,805 | $25M | — | TRIM -20% |
| 34 | 34FIL Ltd | 61,39261,392 | $25M | — | — |
| 35 | 35Connecticut Wealth Management, LLC | 61,17061,170 | $25M | — | — |
| 36 | 36Cornerstone Advisory, LLC | 60,23160,231 | $25M | — | — |
| 37 | 37Kestra Advisory Services, LLC | 54,22854,228 | $22M | — | TRIM -24% |
| 38 | 38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53,97253,972 | $22M | — | ADD 8% |
| 39 | 39COMMONWEALTH EQUITY SERVICES, LLC | 52,50752,507 | $21M | — | TRIM -21% |
| 40 | 40Janney Montgomery Scott LLC | 52,48752,487 | $21M | — | — |
| 41 | 41Steffes Financial, Ltd. | 51,41251,412 | $21M | — | ADD 9% |
| 42 | 42TRUIST FINANCIAL CORP | 50,69250,692 | $21M | — | ADD 5% |
| 43 | 43Quantinno Capital Management LP | 48,09948,099 | $20M | — | ADD 5% |
| 44 | 44Composition Wealth, LLC | 46,03946,039 | $19M | — | — |
| 45 | 45ArchPoint Investors | 45,41545,415 | $19M | — | — |
| 46 | 46Cerro Pacific Wealth Advisors LLC | 45,37645,376 | $18M | — | ADD 20% |
| 47 | 47FMR LLC | 44,13544,135 | $18M | — | ADD 83% |
| 48 | 48Gotham Asset Management, LLC | 43,69843,698 | $18M | — | ADD 44% |
| 49 | 49Stordahl Capital Management, Inc. | 42,42342,423 | $17M | — | ADD 5% |
| 50 | 50Keystone Financial Services, LLC | 40,25240,252 | $16M | — | — |
| 51 | 51Summit Financial, LLC | 39,66939,669 | $16M | — | ADD 51% |
| 52 | 52Larson Financial Group LLC | 39,15439,154 | $16M | — | TRIM -5% |
| 53 | 53MML INVESTORS SERVICES, LLC | 38,46538,465 | $16M | — | TRIM -3% |
| 54 | 54Graves Light Lenhart Wealth, Inc. | 37,59837,598 | $15M | — | ADD 8% |
| 55 | 55ENTRUST FINANCIAL LLC | 37,09137,091 | $15M | — | — |
| 56 | 56CONNING INC. | 35,65035,650 | $15M | — | ADD 11% |
| 57 | 57Coastline Complete Wealth LLC | 34,40634,406 | $14M | — | ADD 1649% |
| 58 | 58Rockefeller Capital Management L.P. | 34,03434,034 | $14M | — | — |
| 59 | 59AQR CAPITAL MANAGEMENT LLC | 33,71733,717 | $14M | — | ADD 27% |
| 60 | 60Betterment LLC | 33,39533,395 | $14M | — | ADD 15% |
| 61 | 61Fifth Third Securities, Inc. | 32,14232,142 | $13M | — | ADD 4% |
| 62 | 62PRUDENTIAL FINANCIAL INC | 31,61031,610 | $13M | — | — |
| 63 | 63US BANCORP \DE\ | 31,17631,176 | $13M | — | ADD 7% |
| 64 | 64WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,23730,237 | $13M | — | TRIM -7% |
| 65 | 65Atria Investments, Inc | 29,93029,930 | $12M | — | ADD 259% |
| 66 | 66RFG Holdings, Inc. | 29,65529,655 | $12M | — | TRIM -28% |
| 67 | 67Relyea Zuckerberg Hanson LLC | 29,14529,145 | $12M | — | — |
| 68 | 68Concurrent Investment Advisors, LLC | 27,54827,548 | $11M | — | ADD 347% |
| 69 | 69Caprock Group, LLC | 27,07827,078 | $11M | — | — |
| 70 | 70Mutual Advisors, LLC | 25,93325,933 | $11M | — | ADD 14% |
| 71 | 71COMPASS CAPITAL CORP /MA/ /ADV | 121,155121,155 | $10M | — | ADD 470% |
| 72 | 72STIFEL FINANCIAL CORP | 22,42722,427 | $9M | — | TRIM -18% |
| 73 | 73Magnus Financial Group LLC | 21,89421,894 | $9M | — | — |
| 74 | 74Creative Planning | 21,87121,871 | $9M | — | TRIM -6% |
| 75 | 75Strategies Wealth Advisors, LLC | 21,24421,244 | $9M | — | TRIM -4% |
| 76 | 76Savant Capital, LLC | 21,22721,227 | $9M | — | ADD 3% |
| 77 | 77COZAD ASSET MANAGEMENT INC | 20,34020,340 | $8M | — | — |
| 78 | 78CITIZENS FINANCIAL GROUP INC/RI | 20,32520,325 | $8M | — | TRIM -20% |
| 79 | 79Cooper Financial Group | 19,77119,771 | $8M | — | — |
| 80 | 80PARK AVENUE SECURITIES LLC | 19,21919,219 | $8M | — | TRIM -51% |
| 81 | 81EHRLICH FINANCIAL GROUP | 17,06017,060 | $7M | — | NEW |
| 82 | 82Keystone Financial Group | 16,75316,753 | $7M | — | — |
| 83 | 83KEYBANK NATIONAL ASSOCIATION/OH | 16,43016,430 | $7M | — | TRIM -5% |
| 84 | 84Sanctuary Advisors, LLC | 15,51515,515 | $6M | — | TRIM -7% |
| 85 | 85OneDigital Investment Advisors LLC | 14,91914,919 | $6M | — | — |
| 86 | 86Brookstone Capital Management | 14,70614,706 | $6M | — | TRIM -16% |
| 87 | 87Valmark Advisers, Inc. | 14,62714,627 | $6M | — | ADD 52% |
| 88 | 88MOSAIC FAMILY WEALTH PARTNERS, LLC | 14,60814,608 | $6M | — | — |
| 89 | 89INVICTUS PRIVATE WEALTH, LLC | 14,52114,521 | $6M | — | — |
| 90 | 90Thrivent Financial for Lutherans | 14,51314,513 | $6M | — | — |
| 91 | 91Sigma Planning Corp | 13,78913,789 | $6M | — | ADD 3% |
| 92 | 92NORTHERN TRUST CORP | 13,69013,690 | $6M | — | — |
| 93 | 93MGO ONE SEVEN LLC | 13,66313,663 | $6M | — | — |
| 94 | 94&PARTNERS | 13,17813,178 | $5M | — | — |
| 95 | 95GM Advisory Group, LLC | 13,15213,152 | $5M | — | TRIM -6% |
| 96 | 96FIFTH THIRD BANCORP | 13,14713,147 | $5M | — | ADD 950% |
| 97 | 97SIGNET FINANCIAL MANAGEMENT, LLC | 12,92912,929 | $5M | — | TRIM -5% |
| 98 | 98Gross & Hartman Investments LLC | 12,90112,901 | $5M | — | — |
| 99 | 99ABSOLUTE CAPITAL MANAGEMENT, LLC | 12,70612,706 | $5M | — | — |
| 100 | 100ENCOMPASS WEALTH ADVISORS, LLC | 12,40612,406 | $5M | — | ADD 8% |
