| 1 | 1VANGUARD ADVISERS INC | 3,700,0743.7M | $415M | — | NEW |
| 2 | 2Wealthfront Advisers LLC | 1,790,1081.8M | $201M | — | ADD 14% |
| 3 | 3MORGAN STANLEY | 1,680,3251.7M | $189M | — | — |
| 4 | 4Creative Planning | 1,457,8281.5M | $164M | — | ADD 8% |
| 5 | 5VISA FOUNDATION | 1,172,7351.2M | $132M | — | — |
| 6 | 6Leo Wealth, LLC | 692,530692,530 | $78M | — | — |
| 7 | 7RAYMOND JAMES FINANCIAL INC | 664,581664,581 | $75M | — | — |
| 8 | 8Verde Capital Management | 607,144607,144 | $68M | — | — |
| 9 | 9Betterment LLC | 605,053605,053 | $68M | — | ADD 13% |
| 10 | 10BANK OF AMERICA CORP /DE/ | 577,767577,767 | $65M | — | ADD 2% |
| 11 | 11Stanich Group LLC | 527,621527,621 | $59M | — | ADD 4% |
| 12 | 12IMPACTfolio, LLC | 499,729499,729 | $56M | — | TRIM -2% |
| 13 | 13ROYAL BANK OF CANADA | 459,249459,249 | $52M | — | — |
| 14 | 14Apella Capital, LLC | 413,715413,715 | $52M | — | ADD 69% |
| 15 | 15Baird Financial Group, Inc. | 428,716428,716 | $48M | — | ADD 4% |
| 16 | 16SCS Capital Management LLC | 390,533390,533 | $44M | — | — |
| 17 | 17Crewe Advisors LLC | 364,577364,577 | $41M | — | ADD 13% |
| 18 | 18Facet Wealth, Inc. | 359,353359,353 | $40M | — | TRIM -4% |
| 19 | 19Platt Investment Counsel, LLC | 347,214347,214 | $39M | — | TRIM -14% |
| 20 | 20Sellwood Investment Partners LLC | 335,411335,411 | $38M | — | ADD 3% |
| 21 | 21MATHER GROUP, LLC. | 290,397290,397 | $33M | — | ADD 2% |
| 22 | 22IMA Advisory Services, Inc. | 272,951272,951 | $31M | — | — |
| 23 | 23LPL Financial LLC | 260,516260,516 | $29M | — | — |
| 24 | 24JONES FINANCIAL COMPANIES LLLP | 265,787265,787 | $29M | — | ADD 16% |
| 25 | 25UBS Group AG | 257,097257,097 | $29M | — | TRIM -3% |
| 26 | 26AMERIPRISE FINANCIAL INC | 255,105255,105 | $29M | — | — |
| 27 | 27GOLDMAN SACHS GROUP INC | 246,655246,655 | $28M | — | TRIM -19% |
| 28 | 28FRANKLIN RESOURCES INC | 243,177243,177 | $27M | — | — |
| 29 | 29ENVESTNET ASSET MANAGEMENT INC | 240,775240,775 | $27M | — | ADD 31% |
| 30 | 30Garde Capital, Inc. | 237,746237,746 | $27M | — | ADD 3% |
| 31 | 31Hanson & Doremus Investment Management | 227,855227,855 | $26M | — | ADD 5% |
| 32 | 32Cerity Partners LLC | 227,103227,103 | $25M | — | — |
| 33 | 33CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 212,729212,729 | $24M | — | ADD 6% |
| 34 | 34Cedar Wealth Management, LLC | 202,272202,272 | $23M | — | — |
| 35 | 35BANK OF MONTREAL /CAN/ | 190,194190,194 | $21M | — | — |
| 36 | 36Angeles Investment Advisors, LLC | 186,640186,640 | $21M | — | ADD 8% |
| 37 | 37Olde Wealth Management, LLC | 185,257185,257 | $21M | — | — |
| 38 | 38Gemmer Asset Management LLC | 183,625183,625 | $21M | — | ADD 3% |
| 39 | 39Mariner, LLC | 178,322178,322 | $20M | — | ADD 19% |
| 40 | 40Mill Creek Capital Advisors, LLC | 173,348173,348 | $19M | — | ADD 6% |
| 41 | 41HUB Investment Partners, LLC | 171,091171,091 | $19M | — | — |
| 42 | 42Financial Connections Group, Inc. | 166,585166,585 | $19M | — | TRIM -5% |
| 43 | 43RWA WEALTH PARTNERS, LLC | 163,900163,900 | $18M | — | ADD 5% |
| 44 | 44HighTower Advisors, LLC | 163,408163,408 | $18M | — | TRIM -6% |
| 45 | 45REGATTA CAPITAL GROUP, LLC | 160,397160,397 | $18M | — | ADD 5% |
| 46 | 46LifeGuide Financial Advisors, LLC | 155,652155,652 | $17M | — | ADD 5% |
| 47 | 47COMMONWEALTH EQUITY SERVICES, LLC | 153,339153,339 | $17M | — | TRIM -3% |
| 48 | 48Human Investing LLC | 151,472151,472 | $17M | — | ADD 4% |
| 49 | 49SILVER OAK WEALTH ADVISORS SERVICES, LLC | 148,097148,097 | $17M | — | — |
| 50 | 50Orgel Wealth Management, LLC | 138,135138,135 | $16M | — | ADD 8% |
| 51 | 51Focus Partners Wealth | 136,319136,319 | $15M | — | ADD 3% |
| 52 | 52Caprock Group, LLC | 135,900135,900 | $15M | — | TRIM -11% |
| 53 | 53Diversified Portfolios, Inc. | 130,513130,513 | $15M | — | ADD 4% |
| 54 | 54Harpswell Capital Advisors, LLC | 128,550128,550 | $14M | — | ADD 2% |
| 55 | 55Beacon Pointe Advisors, LLC | 123,311123,311 | $14M | — | ADD 35% |
| 56 | 56Composition Wealth, LLC | 120,791120,791 | $14M | — | — |
| 57 | 57Cambridge Investment Research Advisors, Inc. | 114,352114,352 | $13M | — | ADD 2% |
| 58 | 58One Day In July LLC | 111,749111,749 | $13M | — | ADD 6% |
| 59 | 59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 106,695106,695 | $12M | — | ADD 3% |
| 60 | 60Farrell Financial LLC | 98,72398,723 | $11M | — | — |
| 61 | 61Cresset Asset Management, LLC | 92,95792,957 | $10M | — | — |
| 62 | 62Prime Buchholz LLC | 92,67592,675 | $10M | — | TRIM -47% |
| 63 | 63Sanchez Levi Garrett | 90,92190,921 | $10M | — | NEW |
| 64 | 64AMG National Trust Bank | 87,26687,266 | $10M | — | ADD 6% |
| 65 | 65CIBC Bancorp USA Inc. | 86,62686,626 | $10M | — | NEW |
| 66 | 66BLAIR WILLIAM & CO/IL | 83,12483,124 | $9M | — | ADD 4% |
| 67 | 67Pathstone Holdings, LLC | 81,22781,227 | $9M | — | — |
| 68 | 68Boston Standard Wealth Management, LLC | 79,17279,172 | $9M | — | — |
| 69 | 69MERCER GLOBAL ADVISORS INC /ADV | 78,74778,747 | $9M | — | ADD 2% |
| 70 | 70TWIN FOCUS CAPITAL PARTNERS, LLC | 77,09577,095 | $9M | — | TRIM -5% |
| 71 | 71WELLS FARGO & COMPANY/MN | 74,58074,580 | $8M | — | TRIM -9% |
| 72 | 72ST GERMAIN D J CO INC | 71,25071,250 | $8M | — | ADD 3% |
| 73 | 73Relyea Zuckerberg Hanson LLC | 69,14869,148 | $8M | — | — |
| 74 | 74New Covenant Trust Company, N.A. | 68,57168,571 | $8M | — | ADD 4% |
| 75 | 75EVOKE WEALTH, LLC | 66,70066,700 | $7M | — | — |
| 76 | 76OSAIC HOLDINGS, INC. | 65,16965,169 | $7M | — | TRIM -9% |
| 77 | 77UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,62163,621 | $7M | — | — |
| 78 | 78JPMORGAN CHASE & CO | 63,86563,865 | $7M | — | TRIM -13% |
| 79 | 79Bank of New York Mellon Corp | 61,49661,496 | $7M | — | ADD 30% |
| 80 | 80Cetera Investment Advisers | 60,62760,627 | $7M | — | — |
| 81 | 81BSW Wealth Partners | 59,60059,600 | $7M | — | — |
| 82 | 82Financial Engines Advisors L.L.C. | 59,16659,166 | $7M | — | ADD 6% |
| 83 | 83Pearl Planning LLC | 58,62858,628 | $7M | — | ADD 3% |
| 84 | 84BARTLETT & CO. WEALTH MANAGEMENT LLC | 51,10351,103 | $6M | — | ADD 56% |
| 85 | 85LIBRA WEALTH LLC | 53,52453,524 | $6M | — | — |
| 86 | 86Paragon Capital Management Ltd | 52,60952,609 | $6M | — | ADD 18% |
| 87 | 87Charter Oak Capital Management, LLC | 52,58252,582 | $6M | — | — |
| 88 | 88EQ LLC | 50,32350,323 | $6M | — | TRIM -7% |
| 89 | 89Atlas Legacy Advisors, LLC | 47,59547,595 | $5M | — | — |
| 90 | 90D.A. DAVIDSON & CO. | 47,20747,207 | $5M | — | TRIM -2% |
| 91 | 91US BANCORP \DE\ | 46,70346,703 | $5M | — | — |
| 92 | 92Palisades Hudson Asset Management, L.P. | 46,65246,652 | $5M | — | ADD 13% |
| 93 | 93White Lighthouse Investment Management Inc. | 46,62546,625 | $5M | — | ADD 3% |
| 94 | 94BRANDYWINE OAK PRIVATE WEALTH LLC | 46,48746,487 | $5M | — | ADD 3% |
| 95 | 95Banco Santander, S.A. | 43,50043,500 | $5M | — | ADD 17% |
| 96 | 96Atlantic Private Wealth, LLC | 43,08943,089 | $5M | — | — |
| 97 | 97Soundwatch Capital LLC | 39,09839,098 | $4M | — | — |
| 98 | 98Corient Private Wealth LLC | 39,11639,116 | $4M | — | TRIM -48% |
| 99 | 99GOULD ASSET MANAGEMENT LLC /CA/ | 38,91438,914 | $4M | — | ADD 4% |
| 100 | 100Freestone Capital Holdings, LLC | 38,45338,453 | $4M | — | TRIM -2% |
