| 1 | 1SUN LIFE FINANCIAL INC | 823,040823,040 | $41M | — | — |
| 2 | 2LPL Financial LLC | 273,521273,521 | $13M | — | ADD 7% |
| 3 | 3BECKER CAPITAL MANAGEMENT INC | 247,274247,274 | $12M | — | ADD 7% |
| 4 | 4BROWN ADVISORY INC | 218,970218,970 | $11M | — | ADD 19% |
| 5 | 5KEYBANK NATIONAL ASSOCIATION/OH | 159,517159,517 | $8M | — | NEW |
| 6 | 6MORGAN STANLEY | 128,320128,320 | $6M | — | ADD 6297% |
| 7 | 7JNBA Financial Advisors | 85,64385,643 | $4M | — | TRIM -15% |
| 8 | 8Wharton Business Group, LLC | 76,44076,440 | $4M | — | — |
| 9 | 9FRANKLIN RESOURCES INC | 75,99875,998 | $4M | — | — |
| 10 | 10Bank of New York Mellon Corp | 73,21073,210 | $4M | — | NEW |
| 11 | 11Thrivent Financial for Lutherans | 72,37072,370 | $4M | — | ADD 9% |
| 12 | 12Atlantic Private Wealth, LLC | 71,50071,500 | $4M | — | ADD 6% |
| 13 | 13Alpine Bank Wealth Management | 70,34270,342 | $3M | — | TRIM -11% |
| 14 | 14BSW Wealth Partners | 62,78062,780 | $3M | — | — |
| 15 | 15RAYMOND JAMES FINANCIAL INC | 61,61061,610 | $3M | — | TRIM -11% |
| 16 | 16Biltmore Family Office, LLC | 56,20156,201 | $3M | — | — |
| 17 | 17NorthRock Partners, LLC | 47,27447,274 | $2M | — | ADD 27% |
| 18 | 18HighTower Advisors, LLC | 46,31546,315 | $2M | — | ADD 12% |
| 19 | 19GOULD ASSET MANAGEMENT LLC /CA/ | 44,74344,743 | $2M | — | ADD 7% |
| 20 | 20EP Wealth Advisors, LLC | 41,43341,433 | $2M | — | TRIM -42% |
| 21 | 21TWO SIGMA INVESTMENTS, LP | 40,30040,300 | $2M | — | NEW |
| 22 | 22BARTLETT & CO. WEALTH MANAGEMENT LLC | 35,57135,571 | $2M | — | NEW |
| 23 | 23Lido Advisors, LLC | 39,31239,312 | $2M | — | NEW |
| 24 | 24MAI Capital Management | 32,01632,016 | $2M | — | ADD 46% |
| 25 | 25JPMORGAN CHASE & CO | 32,50332,503 | $2M | — | ADD 16% |
| 26 | 26Cambridge Investment Research Advisors, Inc. | 30,93930,939 | $2M | — | — |
| 27 | 27ROYAL BANK OF CANADA | 30,15530,155 | $1M | — | ADD 25% |
| 28 | 28Wick Capital Partners, LLC | 30,14230,142 | $1M | — | — |
| 29 | 29BANK OF AMERICA CORP /DE/ | 29,06029,060 | $1M | — | — |
| 30 | 30Napier Financial, LLC | 28,80428,804 | $1M | — | TRIM -5% |
| 31 | 31Financial Council, LLC | 28,38828,388 | $1M | — | — |
| 32 | 32ENVESTNET ASSET MANAGEMENT INC | 28,06128,061 | $1M | — | ADD 10% |
| 33 | 33COMMONWEALTH EQUITY SERVICES, LLC | 27,01927,019 | $1M | — | TRIM -12% |
| 34 | 34Focus Partners Wealth | 23,11523,115 | $1M | — | — |
| 35 | 35MML INVESTORS SERVICES, LLC | 22,56822,568 | $1M | — | ADD 2% |
| 36 | 36NerdWallet Wealth Partners, LLC | 22,38522,385 | $1M | — | NEW |
| 37 | 37MERCER GLOBAL ADVISORS INC /ADV | 21,87321,873 | $1M | — | NEW |
| 38 | 38Apollon Wealth Management, LLC | 20,31020,310 | $999,638 | — | TRIM -30% |
| 39 | 39Cornerstone Financial Management LLC | 19,01919,019 | $936,095 | — | — |
| 40 | 40Cresset Asset Management, LLC | 18,84318,843 | $927,452 | — | ADD 48% |
| 41 | 41Magnus Financial Group LLC | 18,39918,399 | $905,621 | — | TRIM -6% |
| 42 | 42Human Investing LLC | 17,75617,756 | $873,957 | — | ADD 5% |
| 43 | 43Kestra Advisory Services, LLC | 17,70317,703 | $871,351 | — | TRIM -9% |
| 44 | 44Mariner, LLC | 17,66617,666 | $869,532 | — | — |
| 45 | 45Sage Mountain Advisors LLC | 17,38617,386 | $855,739 | — | ADD 2% |
| 46 | 46Highland Financial Advisors, LLC | 16,86716,867 | $830,194 | — | ADD 27% |
| 47 | 47Sound Stewardship, LLC | 16,04216,042 | $789,571 | — | ADD 4% |
| 48 | 48Cetera Investment Advisers | 15,94415,944 | $784,749 | — | ADD 5% |
| 49 | 49RETIREMENT CAPITAL STRATEGIES | 15,38115,381 | $757,053 | — | — |
| 50 | 50Tarbox Family Office, Inc. | 15,20315,203 | $748,299 | — | ADD 7% |
| 51 | 51Ferguson Shapiro LLC | 14,90214,902 | $733,476 | — | — |
| 52 | 52JANE STREET GROUP, LLC | 14,73214,732 | $725,109 | — | ADD 41% |
| 53 | 53Prosperity Consulting Group, LLC | 14,06914,069 | $692,476 | — | NEW |
| 54 | 54COLTON GROOME FINANCIAL ADVISORS, LLC | 13,81513,815 | $679,974 | — | ADD 32% |
| 55 | 55Savant Capital, LLC | 12,57412,574 | $618,916 | — | — |
| 56 | 56Freedom Financial Partners LLC | 11,99711,997 | $590,503 | — | ADD 12% |
| 57 | 57Sprinkle Financial Consultants LLC | 11,90411,904 | $585,907 | — | — |
| 58 | 58Emergent Wealth Advisors, LLC | 11,62711,627 | $572,281 | — | — |
| 59 | 59Asset Dedication, LLC | 11,45411,454 | $563,766 | — | — |
| 60 | 60Cambridge Financial Group, LLC | 11,45411,454 | $563,766 | — | — |
| 61 | 61BRADLEY FOSTER & SARGENT INC/CT | 10,90510,905 | $536,744 | — | — |
| 62 | 62RMR Wealth Builders | 10,89710,897 | $536,366 | — | ADD 146% |
| 63 | 63Integrated Wealth Concepts LLC | 10,76610,766 | $529,878 | — | NEW |
| 64 | 64Archer Investment Corp | 10,58010,580 | $520,748 | — | ADD 5011% |
| 65 | 65Veridan Wealth LLC | 10,20910,209 | $502,487 | — | TRIM -2% |
| 66 | 66Pathstone Holdings, LLC | 10,17310,173 | $500,715 | — | — |
| 67 | 67Tribridge Partners Financial LLC | 9,6349,634 | $479,133 | — | — |
| 68 | 68Private Advisor Group, LLC | 9,6319,631 | $474,038 | — | ADD 7% |
| 69 | 69Black Diamond Financial, LLC | 9,2659,265 | $456,024 | — | — |
| 70 | 70Betterment LLC | 9,2679,267 | $456,000 | — | ADD 3% |
| 71 | 71Measured Risk Portfolios, Inc. | 9,0569,056 | $445,736 | — | — |
| 72 | 72Navalign, LLC | 8,9028,902 | $438,156 | — | — |
| 73 | 73OSAIC HOLDINGS, INC. | 8,7058,705 | $428,459 | — | TRIM -4% |
| 74 | 74Confluence Wealth Services, Inc. | 8,6918,691 | $427,772 | — | — |
| 75 | 75Curtis Advisory Group, LLC | 8,1658,165 | $401,881 | — | TRIM -34% |
| 76 | 76ST GERMAIN D J CO INC | 7,6497,649 | $376,484 | — | — |
| 77 | 77Wingate Wealth Advisors, Inc. | 7,3397,339 | $361,245 | — | ADD 59% |
| 78 | 78Sigma Planning Corp | 7,2717,271 | $357,878 | — | — |
| 79 | 79VOISARD ASSET MANAGEMENT GROUP, INC. | 7,2277,227 | $355,713 | — | — |
| 80 | 80Ellenbecker Investment Group | 7,1587,158 | $352,355 | — | — |
| 81 | 81Rockefeller Capital Management L.P. | 7,1017,101 | $349,511 | — | ADD 13% |
| 82 | 82Pettinga Financial Advisors LLC | 6,8676,867 | $337,994 | — | — |
| 83 | 83Crane Advisory, LLC | 6,2446,244 | $334,491 | — | ADD 34% |
| 84 | 84Corient Private Wealth LLC | 6,6026,602 | $324,928 | — | — |
| 85 | 85Montecito Bank & Trust | 6,3646,364 | $313,236 | — | — |
| 86 | 86Dakota Wealth Management | 6,3366,336 | $311,840 | — | — |
| 87 | 87Gray Private Wealth, LLC | 6,2836,283 | $309,249 | — | — |
| 88 | 88CARY STREET PARTNERS FINANCIAL LLC | 6,1096,109 | $300,669 | — | — |
| 89 | 89KWB Wealth | 5,5305,530 | $291,430 | — | — |
| 90 | 90Armor Investment Advisors, LLC | 5,8755,875 | $289,168 | — | — |
| 91 | 91CITADEL ADVISORS LLC | 5,5795,579 | $274,598 | — | TRIM -84% |
| 92 | 92Wealth Group Ltd | 5,5705,570 | $274,155 | — | NEW |
| 93 | 93Topel & Distasi Wealth Management, LLC | 5,2365,236 | $257,716 | — | TRIM -15% |
| 94 | 94CORA CAPITAL ADVISORS LLC | 5,2255,225 | $257,175 | — | ADD 8% |
| 95 | 95Elwood & Goetz Wealth Advisory Group, LLC | 5,0855,085 | $250,284 | — | TRIM -8% |
| 96 | 96Timmons Wealth Management, LLC | 5,0535,053 | $248,723 | — | — |
| 97 | 97Whitegate Investment Counselors, Inc. | 5,0435,043 | $248,213 | — | TRIM -4% |
| 98 | 98Valeo Financial Advisors, LLC | 4,9794,979 | $245,064 | — | ADD 3% |
| 99 | 99Perigon Wealth Management, LLC | 4,9254,925 | $242,409 | — | NEW |
| 100 | 100Peak Retirement Planning, Inc. | 4,9104,910 | $241,681 | — | NEW |
