| 1 | 1BANK OF AMERICA CORP /DE/ | 305,368305,368 | $70M | — | TRIM -3% |
| 2 | 2MORGAN STANLEY | 223,062223,062 | $51M | — | — |
| 3 | 3Pathstone Holdings, LLC | 168,587168,587 | $39M | — | — |
| 4 | 4ASSETMARK, INC | 114,799114,799 | $26M | — | — |
| 5 | 5OSAIC HOLDINGS, INC. | 99,04299,042 | $23M | — | TRIM -3% |
| 6 | 6TFC Financial Management, Inc. | 82,37582,375 | $19M | — | NEW |
| 7 | 7AMERIPRISE FINANCIAL INC | 75,46775,467 | $17M | — | ADD 16% |
| 8 | 8Systelligence, LLC | 74,00874,008 | $17M | — | — |
| 9 | 9WELLS FARGO & COMPANY/MN | 73,43873,438 | $17M | — | ADD 13% |
| 10 | 10Private Advisor Group, LLC | 71,39571,395 | $16M | — | ADD 421% |
| 11 | 11QUEST INVESTMENT MANAGEMENT LLC | 66,96466,964 | $15M | — | — |
| 12 | 12LPL Financial LLC | 62,71262,712 | $14M | — | — |
| 13 | 13Equitable Holdings, Inc. | 52,28552,285 | $12M | — | ADD 564% |
| 14 | 14UBS Group AG | 51,86751,867 | $12M | — | ADD 23% |
| 15 | 15Sound Income Strategies, LLC | 46,58046,580 | $11M | — | ADD 21% |
| 16 | 16ENVESTNET ASSET MANAGEMENT INC | 43,85843,858 | $10M | — | ADD 33% |
| 17 | 17WestHill Financial Advisors, Inc. | 41,70141,701 | $10M | — | — |
| 18 | 18Rockefeller Capital Management L.P. | 40,80640,806 | $9M | — | — |
| 19 | 19RAYMOND JAMES FINANCIAL INC | 40,23740,237 | $9M | — | TRIM -5% |
| 20 | 20Cetera Investment Advisers | 38,08238,082 | $9M | — | — |
| 21 | 21Kestra Advisory Services, LLC | 34,55334,553 | $8M | — | — |
| 22 | 22LJI Wealth Management, LLC | 33,73333,733 | $8M | — | — |
| 23 | 23SILVERCREST ASSET MANAGEMENT GROUP LLC | 33,72633,726 | $8M | — | — |
| 24 | 24AMG National Trust Bank | 33,69033,690 | $8M | — | ADD 72% |
| 25 | 25Institute for Wealth Management, LLC. | 33,64233,642 | $8M | — | — |
| 26 | 26Kingsview Wealth Management, LLC | 31,61431,614 | $7M | — | NEW |
| 27 | 27SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,53231,532 | $7M | — | ADD 599% |
| 28 | 28ROYAL BANK OF CANADA | 28,67528,675 | $7M | — | ADD 60% |
| 29 | 29CWM, LLC | 27,56427,564 | $6M | — | TRIM -9% |
| 30 | 30WESTWOOD HOLDINGS GROUP INC | 27,33827,338 | $6M | — | TRIM -35% |
| 31 | 31Fifth Third Securities, Inc. | 25,01425,014 | $6M | — | TRIM -3% |
| 32 | 32Nvest Financial, LLC | 24,84724,847 | $6M | — | ADD 746% |
| 33 | 33HighTower Advisors, LLC | 24,51724,517 | $6M | — | TRIM -12% |
| 34 | 34RIVERSEDGE ADVISORS, LLC | 22,23622,236 | $5M | — | — |
| 35 | 35STIFEL FINANCIAL CORP | 21,48821,488 | $5M | — | ADD 6% |
| 36 | 36TD Waterhouse Canada Inc. | 19,66919,669 | $5M | — | ADD 4% |
| 37 | 37Centric Wealth Management | 17,15317,153 | $5M | — | — |
| 38 | 38Brandywine Asset Management, Inc. | 18,55018,550 | $4M | — | — |
| 39 | 39RWA WEALTH PARTNERS, LLC | 17,07917,079 | $4M | — | — |
| 40 | 40Allegheny Financial Group | 16,80616,806 | $4M | — | — |
| 41 | 41Virtue Capital Management, LLC | 17,35917,359 | $4M | — | TRIM -28% |
| 42 | 42IVC Wealth Advisors LLC | 16,59416,594 | $4M | — | ADD 5% |
| 43 | 43COMMERCE BANK | 14,40514,405 | $3M | — | — |
| 44 | 44Creative Planning | 13,68813,688 | $3M | — | ADD 3% |
| 45 | 45GTS SECURITIES LLC | 13,28213,282 | $3M | — | NEW |
| 46 | 46Vermillion Wealth Management, Inc. | 12,73212,732 | $3M | — | ADD 16% |
| 47 | 47National Philanthropic Trust | 11,91111,911 | $3M | — | — |
| 48 | 48IEQ CAPITAL, LLC | 11,67511,675 | $3M | — | — |
| 49 | 49Summit Financial, LLC | 11,53211,532 | $3M | — | — |
| 50 | 50Grey Fox Wealth Advisors, LLC | 11,11611,116 | $3M | — | ADD 6% |
| 51 | 51Parkside Financial Bank & Trust | 11,06511,065 | $3M | — | TRIM -8% |
| 52 | 52Concurrent Investment Advisors, LLC | 10,86310,863 | $2M | — | — |
| 53 | 53FIFTH THIRD BANCORP | 10,44410,444 | $2M | — | NEW |
| 54 | 54Bragg Financial Advisors, Inc | 10,21310,213 | $2M | — | ADD 11% |
| 55 | 55JPMORGAN CHASE & CO | 10,43710,437 | $2M | — | TRIM -11% |
| 56 | 56Savant Capital, LLC | 9,9309,930 | $2M | — | TRIM -4% |
| 57 | 57AQR CAPITAL MANAGEMENT LLC | 9,7819,781 | $2M | — | — |
| 58 | 58Clearstead Advisors, LLC | 9,6069,606 | $2M | — | — |
| 59 | 59NYL Investors LLC | 9,4829,482 | $2M | — | — |
| 60 | 60D.A. DAVIDSON & CO. | 9,3809,380 | $2M | — | — |
| 61 | 61GOLDMAN SACHS GROUP INC | 9,2079,207 | $2M | — | ADD 17% |
| 62 | 62TRUIST FINANCIAL CORP | 9,0659,065 | $2M | — | TRIM -2% |
| 63 | 63GREAT VALLEY ADVISOR GROUP, INC. | 8,8608,860 | $2M | — | ADD 8% |
| 64 | 64OPPENHEIMER & CO INC | 8,1158,115 | $2M | — | ADD 15% |
| 65 | 65Keystone Global Partners, LLC | 7,9107,910 | $2M | — | TRIM -21% |
| 66 | 66MML INVESTORS SERVICES, LLC | 7,3467,346 | $2M | — | TRIM -9% |
| 67 | 67LBJ Family Wealth Advisors, Ltd. | 7,2147,214 | $2M | — | ADD 18% |
| 68 | 68COMMONWEALTH EQUITY SERVICES, LLC | 6,7036,703 | $2M | — | ADD 2% |
| 69 | 69CAPTRUST FINANCIAL ADVISORS | 6,2076,207 | $1M | — | — |
| 70 | 70OPPENHEIMER ASSET MANAGEMENT INC. | 6,0106,010 | $1M | — | TRIM -14% |
| 71 | 71BROWN ADVISORY INC | 5,4655,465 | $1M | — | TRIM -74% |
| 72 | 72Prosperity Consulting Group, LLC | 5,4225,422 | $1M | — | TRIM -4% |
| 73 | 73Stratos Wealth Partners, LTD. | 5,2295,229 | $1M | — | — |
| 74 | 74Tower Research Capital LLC (TRC) | 5,0995,099 | $1M | — | NEW |
| 75 | 75Mariner, LLC | 5,0235,023 | $1M | — | ADD 57% |
| 76 | 76FourThought Financial Partners, LLC | 4,8084,808 | $1M | — | — |
| 77 | 77NICOLET BANKSHARES INC | 4,7894,789 | $1M | — | NEW |
| 78 | 78VANCE WEALTH, LLC | 4,2094,209 | $964,111 | — | — |
| 79 | 79NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,1354,135 | $947,115 | — | — |
| 80 | 80Janney Montgomery Scott LLC | 3,9993,999 | $916,000 | — | — |
| 81 | 81FIRST NATIONAL BANK OF OMAHA | 3,8303,830 | $840,876 | — | — |
| 82 | 82Gladstone Institutional Advisory LLC | 3,5073,507 | $803,338 | — | TRIM -50% |
| 83 | 83AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,4843,484 | $798,005 | — | — |
| 84 | 84MONETA GROUP INVESTMENT ADVISORS LLC | 3,4463,446 | $789,221 | — | TRIM -3% |
| 85 | 85Chicago Partners Investment Group LLC | 2,9912,991 | $783,103 | — | — |
| 86 | 861900 WEALTH MANAGEMENT LLC | 3,4073,407 | $780,257 | — | TRIM -7% |
| 87 | 87JONES FINANCIAL COMPANIES LLLP | 3,4153,415 | $765,874 | — | ADD 119% |
| 88 | 88Financial Engines Advisors L.L.C. | 3,3203,320 | $760,406 | — | TRIM -11% |
| 89 | 89TD PRIVATE CLIENT WEALTH LLC | 3,3193,319 | $760,177 | — | ADD 1331% |
| 90 | 90Elm3 Financial Group, LLC | 3,2383,238 | $741,631 | — | — |
| 91 | 91Gotham Asset Management, LLC | 3,0003,000 | $687,114 | — | — |
| 92 | 92DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2,9732,973 | $681,000 | — | TRIM -45% |
| 93 | 93Curi Capital, LLC | 2,9212,921 | $669,021 | — | — |
| 94 | 94MATHER GROUP, LLC. | 2,8612,861 | $655,278 | — | ADD 9% |
| 95 | 95Michels Family Financial, LLC | 2,7592,759 | $631,818 | — | — |
| 96 | 96Arkadios Wealth Advisors | 2,5112,511 | $575,078 | — | — |
| 97 | 97Focus Partners Wealth | 2,4932,493 | $571,163 | — | ADD 130% |
| 98 | 98FCG Investment Co | 2,4752,475 | $566,870 | — | NEW |
| 99 | 99MERCER GLOBAL ADVISORS INC /ADV | 2,4442,444 | $559,845 | — | ADD 20% |
| 100 | 100Mill Creek Capital Advisors, LLC | 2,3992,399 | $549,360 | — | — |
