| 1 | 1BANK OF AMERICA CORP /DE/ | 1,866,1061.9M | $380M | — | — |
| 2 | 2MORGAN STANLEY | 1,172,6871.2M | $239M | — | ADD 4% |
| 3 | 3UBS Group AG | 681,534681,534 | $139M | — | ADD 3% |
| 4 | 4LPL Financial LLC | 592,977592,977 | $121M | — | — |
| 5 | 5Cetera Investment Advisers | 514,433514,433 | $105M | — | — |
| 6 | 6JPMORGAN CHASE & CO | 481,608481,608 | $97M | — | TRIM -17% |
| 7 | 7RAYMOND JAMES FINANCIAL INC | 438,054438,054 | $89M | — | ADD 20% |
| 8 | 8AMERIPRISE FINANCIAL INC | 374,650374,650 | $76M | — | ADD 4% |
| 9 | 9Corient Private Wealth LLC | 305,202305,202 | $62M | — | TRIM -59% |
| 10 | 10OSAIC HOLDINGS, INC. | 299,951299,951 | $61M | — | TRIM -7% |
| 11 | 11Shakespeare Wealth Management, LLC | 281,973281,973 | $57M | — | ADD 3% |
| 12 | 12WELLS FARGO & COMPANY/MN | 270,396270,396 | $55M | — | — |
| 13 | 13Stordahl Capital Management, Inc. | 245,421245,421 | $50M | — | ADD 3% |
| 14 | 14HighTower Advisors, LLC | 187,521187,521 | $38M | — | TRIM -14% |
| 15 | 15ENVESTNET ASSET MANAGEMENT INC | 162,052162,052 | $33M | — | — |
| 16 | 16PRUDENTIAL FINANCIAL INC | 159,960159,960 | $33M | — | — |
| 17 | 17Grant Street Asset Management, Inc. | 152,483152,483 | $31M | — | ADD 3% |
| 18 | 18PETREDIS INVESTMENT ADVISORS LLC | 122,450122,450 | $25M | — | — |
| 19 | 19Zhang Financial LLC | 107,875107,875 | $22M | — | ADD 4% |
| 20 | 20ROYAL BANK OF CANADA | 106,095106,095 | $22M | — | ADD 18% |
| 21 | 21OneDigital Investment Advisors LLC | 105,185105,185 | $21M | — | TRIM -27% |
| 22 | 22Pathstone Holdings, LLC | 98,36198,361 | $20M | — | TRIM -60% |
| 23 | 23Private Advisor Group, LLC | 89,23289,232 | $18M | — | TRIM -12% |
| 24 | 24MMA ASSET MANAGEMENT LLC | 85,90885,908 | $18M | — | NEW |
| 25 | 25PHILLIPS FINANCIAL MANAGEMENT, LLC | 83,85483,854 | $17M | — | TRIM -14% |
| 26 | 26Cambridge Investment Research Advisors, Inc. | 83,81683,816 | $17M | — | TRIM -25% |
| 27 | 27Mesirow Financial Investment Management, Inc. | 83,62683,626 | $17M | — | ADD 142% |
| 28 | 28Merit Financial Group, LLC | 77,02977,029 | $16M | — | — |
| 29 | 29Lutz Financial Services LLC | 72,29572,295 | $15M | — | TRIM -2% |
| 30 | 30Beacon Capital Management, LLC | 71,11971,119 | $14M | — | TRIM -11% |
| 31 | 31Graves Light Lenhart Wealth, Inc. | 70,38270,382 | $14M | — | ADD 6% |
| 32 | 32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67,51167,511 | $14M | — | ADD 7% |
| 33 | 33Cascades Capital Asset Management, LLC | 65,57665,576 | $13M | — | — |
| 34 | 34CONNING INC. | 60,47760,477 | $12M | — | ADD 11% |
| 35 | 35MGO ONE SEVEN LLC | 54,95054,950 | $11M | — | — |
| 36 | 36Aspire Growth Partners LLC | 54,38654,386 | $11M | — | ADD 13% |
| 37 | 37GOLDMAN SACHS GROUP INC | 50,73350,733 | $10M | — | TRIM -29% |
| 38 | 38Betterment LLC | 50,64750,647 | $10M | — | ADD 8% |
| 39 | 39Summit Financial, LLC | 50,28150,281 | $10M | — | ADD 48% |
| 40 | 40Relyea Zuckerberg Hanson LLC | 50,19750,197 | $10M | — | — |
| 41 | 41JONES FINANCIAL COMPANIES LLLP | 50,85050,850 | $10M | — | ADD 83% |
| 42 | 42Rockefeller Capital Management L.P. | 49,08949,089 | $10M | — | TRIM -2% |
| 43 | 43Composition Wealth, LLC | 46,95846,958 | $10M | — | — |
| 44 | 44STIFEL FINANCIAL CORP | 46,02446,024 | $9M | — | ADD 3% |
| 45 | 45First Bank & Trust | 45,76245,762 | $9M | — | — |
| 46 | 46Mutual Advisors, LLC | 45,49945,499 | $9M | — | — |
| 47 | 47Mariner, LLC | 44,60744,607 | $9M | — | ADD 4% |
| 48 | 48CARY STREET PARTNERS FINANCIAL LLC | 43,74843,748 | $9M | — | — |
| 49 | 49Kestra Advisory Services, LLC | 42,53642,536 | $9M | — | ADD 8% |
| 50 | 50Blue Trust, Inc. | 41,39441,394 | $8M | — | TRIM -3% |
| 51 | 51&PARTNERS | 41,14241,142 | $8M | — | ADD 2% |
| 52 | 52Connecticut Wealth Management, LLC | 41,09341,093 | $8M | — | — |
| 53 | 53EHRLICH FINANCIAL GROUP | 38,71238,712 | $8M | — | NEW |
| 54 | 54Savant Capital, LLC | 38,14538,145 | $8M | — | — |
| 55 | 55Cerity Partners LLC | 36,14136,141 | $7M | — | ADD 29% |
| 56 | 56COMMONWEALTH EQUITY SERVICES, LLC | 35,92335,923 | $7M | — | TRIM -63% |
| 57 | 57Stratos Wealth Advisors, LLC | 34,50234,502 | $7M | — | ADD 13% |
| 58 | 58FMR LLC | 33,90133,901 | $7M | — | ADD 119% |
| 59 | 59WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,12932,129 | $7M | — | TRIM -23% |
| 60 | 60Strategies Wealth Advisors, LLC | 31,39231,392 | $6M | — | — |
| 61 | 61TRUIST FINANCIAL CORP | 30,98930,989 | $6M | — | TRIM -2% |
| 62 | 62MONETA GROUP INVESTMENT ADVISORS LLC | 30,56130,561 | $6M | — | — |
| 63 | 63Keystone Financial Group | 29,97629,976 | $6M | — | — |
| 64 | 64Garde Capital, Inc. | 28,01328,013 | $6M | — | TRIM -49% |
| 65 | 65Fairscale Capital, LLC | 27,50127,501 | $6M | — | — |
| 66 | 66Ramiah Investment Group | 25,89525,895 | $5M | — | ADD 5% |
| 67 | 67Avant Capital LLC | 25,72125,721 | $5M | — | — |
| 68 | 68BLAIR WILLIAM & CO/IL | 24,79624,796 | $5M | — | TRIM -30% |
| 69 | 69MML INVESTORS SERVICES, LLC | 24,55324,553 | $5M | — | TRIM -10% |
| 70 | 70Hoxton Planning & Management, LLC | 22,97722,977 | $5M | — | ADD 3% |
| 71 | 71BROWN ADVISORY INC | 22,71222,712 | $5M | — | — |
| 72 | 72Delta Wealth Advisors LLC | 22,48222,482 | $5M | — | ADD 759% |
| 73 | 73Caprock Group, LLC | 21,78221,782 | $4M | — | — |
| 74 | 74Beacon Pointe Advisors, LLC | 21,67921,679 | $4M | — | TRIM -15% |
| 75 | 75CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20,70520,705 | $4M | — | NEW |
| 76 | 76FIFTH THIRD BANCORP | 20,61220,612 | $4M | — | NEW |
| 77 | 77BALANCED WEALTH GROUP LLC | 20,07820,078 | $4M | — | TRIM -2% |
| 78 | 78Farther Finance Advisors, LLC | 19,54219,542 | $4M | — | TRIM -7% |
| 79 | 79Janney Montgomery Scott LLC | 18,74918,749 | $4M | — | TRIM -4% |
| 80 | 80WBH ADVISORY INC | 18,62718,627 | $4M | — | TRIM -5% |
| 81 | 81KEYBANK NATIONAL ASSOCIATION/OH | 18,33518,335 | $4M | — | TRIM -12% |
| 82 | 82Valmark Advisers, Inc. | 18,31918,319 | $4M | — | — |
| 83 | 83First Bancorp, Inc /ME/ | 18,08918,089 | $4M | — | ADD 3% |
| 84 | 84North Star Investment Management Corp. | 17,94117,941 | $4M | — | TRIM -8% |
| 85 | 85Allworth Financial LP | 17,68917,689 | $4M | — | — |
| 86 | 86GTS SECURITIES LLC | 17,18117,181 | $4M | — | NEW |
| 87 | 87BEACON FINANCIAL PLANNING, INC | 17,18917,189 | $4M | — | ADD 57% |
| 88 | 88AQR CAPITAL MANAGEMENT LLC | 17,16517,165 | $3M | — | ADD 737% |
| 89 | 89SIGNET FINANCIAL MANAGEMENT, LLC | 16,64616,646 | $3M | — | TRIM -5% |
| 90 | 90SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,07016,070 | $3M | — | NEW |
| 91 | 91LAZARD ASSET MANAGEMENT LLC | 15,82915,829 | $3M | — | — |
| 92 | 92FLAGSHIP HARBOR ADVISORS, LLC | 15,81915,819 | $3M | — | ADD 2% |
| 93 | 93ENCOMPASS WEALTH ADVISORS, LLC | 15,65315,653 | $3M | — | — |
| 94 | 94INSIGHT 2811, INC. | 14,75414,754 | $3M | — | ADD 4% |
| 95 | 95Thrivent Financial for Lutherans | 14,21014,210 | $3M | — | ADD 4% |
| 96 | 96Arlington Trust Co LLC | 14,13314,133 | $3M | — | TRIM -10% |
| 97 | 97Constellation Investments, Inc. | 14,00014,000 | $3M | — | — |
| 98 | 98Prospera Financial Services Inc | 13,41613,416 | $3M | — | ADD 2% |
| 99 | 99KINTRA WEALTH, LLC | 13,41513,415 | $3M | — | NEW |
| 100 | 100HFG Advisors, Inc. | 13,21113,211 | $3M | — | ADD 2% |
