| 1 | 1Betterment LLC | 1,431,6791.4M | $71M | — | — |
| 2 | 2Gemmer Asset Management LLC | 694,484694,484 | $35M | — | ADD 5% |
| 3 | 3FLPUTNAM INVESTMENT MANAGEMENT CO | 349,248349,248 | $17M | — | ADD 10% |
| 4 | 4BAILARD, INC. | 235,024235,024 | $12M | — | ADD 19% |
| 5 | 5BANK OF AMERICA CORP /DE/ | 234,628234,628 | $12M | — | TRIM -16% |
| 6 | 6Windmill Hill Asset Management Ltd | 227,939227,939 | $11M | — | — |
| 7 | 7Rockefeller Capital Management L.P. | 166,460166,460 | $8M | — | — |
| 8 | 8Cerity Partners LLC | 121,736121,736 | $6M | — | — |
| 9 | 9SEI INVESTMENTS CO | 120,310120,310 | $6M | — | TRIM -2% |
| 10 | 10LPL Financial LLC | 119,774119,774 | $6M | — | — |
| 11 | 11CITADEL ADVISORS LLC | 109,545109,545 | $5M | — | ADD 52% |
| 12 | 12SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95,99595,995 | $5M | — | TRIM -18% |
| 13 | 13Composition Wealth, LLC | 92,96992,969 | $5M | — | TRIM -9% |
| 14 | 14ROYAL BANK OF CANADA | 74,72674,726 | $4M | — | ADD 3% |
| 15 | 15Mariner, LLC | 73,40473,404 | $4M | — | ADD 24% |
| 16 | 16Values Added Financial LLC | 57,07157,071 | $3M | — | TRIM -8% |
| 17 | 17NEPC LLC | 53,26053,260 | $3M | — | — |
| 18 | 18JANE STREET GROUP, LLC | 52,94952,949 | $3M | — | ADD 167% |
| 19 | 19XPONANCE LLC | 41,16441,164 | $2M | — | ADD 2% |
| 20 | 20FLOW TRADERS U.S. LLC | 37,17237,172 | $2M | — | TRIM -17% |
| 21 | 21HARBOUR INVESTMENTS, INC. | 37,02937,029 | $2M | — | ADD 4% |
| 22 | 22TIFF ADVISORY SERVICES, LLC | 31,72831,728 | $2M | — | TRIM -2% |
| 23 | 23MERCER GLOBAL ADVISORS INC /ADV | 30,88430,884 | $2M | — | NEW |
| 24 | 24AGF MANAGEMENT LTD | 25,21025,210 | $1M | — | — |
| 25 | 25MARQUETTE ASSOCIATES, INC. | 24,02324,023 | $1M | — | ADD 6% |
| 26 | 26BRADLEY FOSTER & SARGENT INC/CT | 22,13122,131 | $1M | — | — |
| 27 | 27Equitable Holdings, Inc. | 21,75721,757 | $1M | — | — |
| 28 | 28CAMELOT TECHNOLOGY ADVISORS, INC. | 20,83920,839 | $1M | — | ADD 4% |
| 29 | 29PROFFITT & GOODSON INC | 19,97419,974 | $994,027 | — | TRIM -3% |
| 30 | 30OXFORD FINANCIAL GROUP, LTD. LLC | 19,54219,542 | $972,527 | — | — |
| 31 | 31Whipplewood Advisors, LLC | 19,20119,201 | $955,557 | — | TRIM -3% |
| 32 | 32HighTower Advisors, LLC | 18,16918,169 | $904,198 | — | ADD 20% |
| 33 | 33JPMORGAN CHASE & CO | 18,54318,543 | $892,529 | — | — |
| 34 | 34OSAIC HOLDINGS, INC. | 16,35616,356 | $814,129 | — | ADD 25% |
| 35 | 35Beacon Pointe Advisors, LLC | 13,33613,336 | $663,666 | — | ADD 99% |
| 36 | 36MASECO LLP | 12,27512,275 | $610,804 | — | NEW |
| 37 | 37Bond & Devick Financial Network, Inc. | 11,48211,482 | $571,413 | — | ADD 2% |
| 38 | 38RETIREMENT INCOME SOLUTIONS, INC | 10,52510,525 | $523,790 | — | — |
| 39 | 39AQR CAPITAL MANAGEMENT LLC | 10,04910,049 | $500,075 | — | ADD 14% |
| 40 | 40Operose Advisors LLC | 9,4439,443 | $469,965 | — | — |
| 41 | 41Bridgewater Advisors Inc. | 8,2708,270 | $441,980 | — | TRIM -12% |
| 42 | 42RAYMOND JAMES FINANCIAL INC | 8,8738,873 | $441,574 | — | NEW |
| 43 | 43Hobbs Group Advisors, LLC | 8,8298,829 | $439,365 | — | — |
| 44 | 44Boyd Wealth Management, LLC | 8,1638,163 | $406,240 | — | — |
| 45 | 45Insight Advisors, LLC/ PA | 7,5617,561 | $376,281 | — | — |
| 46 | 46Choate Investment Advisors | 7,3787,378 | $367,174 | — | ADD 5% |
| 47 | 47eCIO, Inc. | 7,2887,288 | $362,678 | — | ADD 4% |
| 48 | 48Key Financial Inc | 7,2147,214 | $359,012 | — | — |
| 49 | 49McIlrath & Eck, LLC | 7,2087,208 | $358,695 | — | — |
| 50 | 50COMMONWEALTH EQUITY SERVICES, LLC | 7,1327,132 | $354,930 | — | TRIM -3% |
| 51 | 51Aufman Associates Inc | 6,9676,967 | $346,708 | — | — |
| 52 | 52AMERICAN FINANCIAL & TAX STRATEGIES INC | 6,9326,932 | $344,978 | — | — |
| 53 | 53Creative Planning | 6,8986,898 | $343,301 | — | — |
| 54 | 54SCS Capital Management LLC | 6,7856,785 | $337,677 | — | — |
| 55 | 55William Mack & Associates, Inc. | 6,6646,664 | $331,641 | — | ADD 43% |
| 56 | 56SteelPeak Wealth, LLC | 6,5246,524 | $324,674 | — | — |
| 57 | 57PNC FINANCIAL SERVICES GROUP, INC. | 5,9535,953 | $296,256 | — | TRIM -27% |
| 58 | 58ENVESTNET ASSET MANAGEMENT INC | 5,9345,934 | $295,292 | — | TRIM -29% |
| 59 | 59Clarion Wealth Managment Partners, LLC | 5,8455,845 | $290,866 | — | — |
| 60 | 60FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,6995,699 | $283,616 | — | — |
| 61 | 61Diversified Enterprises, LLC | 5,4505,450 | $271,225 | — | NEW |
| 62 | 62COLTON GROOME FINANCIAL ADVISORS, LLC | 5,3705,370 | $267,243 | — | ADD 6% |
| 63 | 63GenTrust, LLC | 4,8374,837 | $240,737 | — | — |
| 64 | 64First Bancorp, Inc /ME/ | 4,5704,570 | $227,430 | — | — |
| 65 | 65Blue Zone Wealth Advisors, LLC | 4,5604,560 | $226,933 | — | — |
| 66 | 66BURNS J W & CO INC/NY | 4,5504,550 | $226,435 | — | NEW |
| 67 | 67ARCADIA INVESTMENT ADVISORS LLC | 3,9173,917 | $194,934 | — | — |
| 68 | 68Sankala Group LLC | 2,9962,996 | $145,407 | — | ADD 17% |
| 69 | 69N.E.W. Advisory Services LLC | 1,8321,832 | $91,182 | — | ADD 3% |
| 70 | 70FMR LLC | 1,7901,790 | $89,105 | — | ADD 41% |
| 71 | 71MORGAN STANLEY | 1,7041,704 | $84,801 | — | — |
| 72 | 72NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,6711,671 | $83,136 | — | — |
| 73 | 73UBS Group AG | 1,6101,610 | $80,123 | — | TRIM -97% |
| 74 | 74GW&K Investment Management, LLC | 962962 | $48,000 | — | NEW |
| 75 | 75AdvisorNet Financial, Inc | 834834 | $41,492 | — | ADD 5% |
| 76 | 76Golden State Wealth Management, LLC | 750750 | $37,325 | — | — |
| 77 | 77TD Waterhouse Canada Inc. | 718718 | $36,225 | — | — |
| 78 | 78EVERMAY WEALTH MANAGEMENT LLC | 421421 | $20,952 | — | TRIM -28% |
| 79 | 79INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 350350 | $17,731 | — | — |
| 80 | 80Western Wealth Management, LLC | 355355 | $17,667 | — | NEW |
| 81 | 81Cedar Mountain Advisors, LLC | 320320 | $15,925 | — | — |
| 82 | 82NATIONAL BANK OF CANADA /FI/ | 300300 | $14,922 | — | — |
| 83 | 83TWIN PEAKS WEALTH ADVISORS, LLC | 296296 | $14,731 | — | NEW |
| 84 | 84Cranbrook Wealth Management, LLC | 228228 | $11,347 | — | — |
| 85 | 85CWM, LLC | 9696 | $4,778 | — | NEW |
| 86 | 86Geneos Wealth Management Inc. | 3434 | $1,692 | — | — |
| 87 | 87Dunhill Financial, LLC | 1515 | $746 | — | — |
| 88 | 88VANGUARD ADVISERS INC | 1212 | $597 | — | NEW |
| 89 | 89Urban Financial Advisory Corp | 00 | $10 | — | EXIT |
