| 1 | 1FMR LLC | 3,238,7883.2M | $152M | — | ADD 10% |
| 2 | 2NORTHERN TRUST CORP | 2,107,1102.1M | $99M | — | ADD 2% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 2,064,8492.1M | $97M | — | ADD 13% |
| 4 | 4Betterment LLC | 1,789,2661.8M | $84M | — | — |
| 5 | 5Creative Planning | 1,568,2821.6M | $74M | — | — |
| 6 | 6GOLDMAN SACHS GROUP INC | 1,157,9021.2M | $54M | — | ADD 2% |
| 7 | 7TIAA Wealth Investment Management LLC | 1,024,9841.0M | $47M | — | NEW |
| 8 | 8Fiduciary Trust Co | 854,219854,219 | $40M | — | — |
| 9 | 9Vontobel Holding Ltd. | 800,000800,000 | $38M | — | TRIM -4% |
| 10 | 10BlackRock, Inc. | 743,837743,837 | $35M | — | ADD 3% |
| 11 | 11WELLS FARGO & COMPANY/MN | 721,433721,433 | $34M | — | ADD 5% |
| 12 | 12TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 708,994708,994 | $33M | — | NEW |
| 13 | 13Acorns Advisers, LLC | 641,249641,249 | $30M | — | — |
| 14 | 14M&T Bank Corp | 621,612621,612 | $29M | — | TRIM -9% |
| 15 | 15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 608,253608,253 | $29M | — | ADD 4% |
| 16 | 16ROYAL BANK OF CANADA | 544,385544,385 | $26M | — | ADD 4% |
| 17 | 17UBS Group AG | 513,701513,701 | $24M | — | ADD 11% |
| 18 | 18AMERIPRISE FINANCIAL INC | 481,842481,842 | $23M | — | TRIM -16% |
| 19 | 19Sand Hill Global Advisors, LLC | 472,402472,402 | $22M | — | — |
| 20 | 20Pathstone Holdings, LLC | 461,532461,532 | $22M | — | — |
| 21 | 21SEI INVESTMENTS CO | 453,338453,338 | $21M | — | — |
| 22 | 22LPL Financial LLC | 430,739430,739 | $20M | — | ADD 11% |
| 23 | 23PNC FINANCIAL SERVICES GROUP, INC. | 381,872381,872 | $18M | — | ADD 15% |
| 24 | 24COMMONWEALTH EQUITY SERVICES, LLC | 329,737329,737 | $16M | — | ADD 15% |
| 25 | 25HighTower Advisors, LLC | 308,007308,007 | $14M | — | — |
| 26 | 26Accredited Investors Inc. | 299,191299,191 | $14M | — | — |
| 27 | 27Modera Wealth Management, LLC | 287,377287,377 | $14M | — | — |
| 28 | 28Wealth Architects, LLC | 283,141283,141 | $13M | — | — |
| 29 | 29Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 262,528262,528 | $12M | — | — |
| 30 | 30Beacon Pointe Advisors, LLC | 262,028262,028 | $12M | — | ADD 277% |
| 31 | 31EP Wealth Advisors, LLC | 223,883223,883 | $11M | — | TRIM -3% |
| 32 | 32STIFEL FINANCIAL CORP | 182,045182,045 | $9M | — | ADD 7% |
| 33 | 33BAILARD, INC. | 179,698179,698 | $8M | — | — |
| 34 | 34Cambridge Investment Research Advisors, Inc. | 178,049178,049 | $8M | — | TRIM -4% |
| 35 | 35FLPUTNAM INVESTMENT MANAGEMENT CO | 176,801176,801 | $8M | — | TRIM -12% |
| 36 | 36MISSION WEALTH MANAGEMENT, LP | 166,502166,502 | $8M | — | — |
| 37 | 37RAYMOND JAMES FINANCIAL INC | 155,570155,570 | $7M | — | — |
| 38 | 38Financial Engines Advisors L.L.C. | 150,977150,977 | $7M | — | — |
| 39 | 39ENVESTNET ASSET MANAGEMENT INC | 147,916147,916 | $7M | — | ADD 15% |
| 40 | 40Ally Invest Advisors Inc. | 144,606144,606 | $7M | — | — |
| 41 | 41REGIONS FINANCIAL CORP | 143,519143,519 | $7M | — | — |
| 42 | 42Alesco Advisors, LLC, An ESL Co | 142,291142,291 | $7M | — | TRIM -4% |
| 43 | 43NorthRock Partners, LLC | 138,397138,397 | $7M | — | — |
| 44 | 44Clearstead Advisors, LLC | 137,059137,059 | $6M | — | ADD 6969% |
| 45 | 45JONES FINANCIAL COMPANIES LLLP | 138,384138,384 | $6M | — | ADD 24% |
| 46 | 46REGATTA CAPITAL GROUP, LLC | 131,796131,796 | $6M | — | ADD 5% |
| 47 | 47Stanich Group LLC | 130,308130,308 | $6M | — | ADD 3% |
| 48 | 48Alaska Wealth Advisors, LLC | 119,313119,313 | $6M | — | — |
| 49 | 49Apella Capital, LLC | 107,468107,468 | $6M | — | ADD 28% |
| 50 | 50MERCER GLOBAL ADVISORS INC /ADV | 115,914115,914 | $5M | — | ADD 19% |
| 51 | 51Cetera Investment Advisers | 112,794112,794 | $5M | — | — |
| 52 | 52MATHER GROUP, LLC. | 112,177112,177 | $5M | — | — |
| 53 | 53Advisory Services Network, LLC | 105,860105,860 | $5M | — | TRIM -6% |
| 54 | 54Gemmer Asset Management LLC | 103,992103,992 | $5M | — | ADD 12% |
| 55 | 55CBIZ Investment Advisory Services, LLC | 99,93999,939 | $5M | — | NEW |
| 56 | 56BLUESTEM FINANCIAL ADVISORS, LLC | 99,51699,516 | $5M | — | — |
| 57 | 57Birchwood Financial Partners, Inc. | 99,01399,013 | $5M | — | ADD 79% |
| 58 | 58Savant Capital, LLC | 97,61097,610 | $5M | — | TRIM -4% |
| 59 | 59Mariner, LLC | 96,06396,063 | $5M | — | ADD 22% |
| 60 | 60WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 88,99988,999 | $4M | — | TRIM -41% |
| 61 | 61GTS SECURITIES LLC | 87,59387,593 | $4M | — | NEW |
| 62 | 62Plum Street Advisors, LLC | 80,39580,395 | $4M | — | — |
| 63 | 63MOR Wealth Management, LLC | 80,27080,270 | $4M | — | — |
| 64 | 64TFC Financial Management, Inc. | 78,82978,829 | $4M | — | ADD 1953% |
| 65 | 65HARBOUR INVESTMENTS, INC. | 77,42277,422 | $4M | — | ADD 3% |
| 66 | 66Quent Capital, LLC | 77,36177,361 | $4M | — | ADD 3% |
| 67 | 67TRUIST FINANCIAL CORP | 75,03975,039 | $4M | — | TRIM -59% |
| 68 | 68Corient Private Wealth LLC | 73,55073,550 | $3M | — | TRIM -50% |
| 69 | 69Gradient Investments LLC | 72,44972,449 | $3M | — | TRIM -2% |
| 70 | 70Integris Wealth Management, LLC | 70,94470,944 | $3M | — | TRIM -3% |
| 71 | 71eCIO, Inc. | 69,01069,010 | $3M | — | TRIM -3% |
| 72 | 72Decker Retirement Planning Inc. | 67,28967,289 | $3M | — | ADD 7% |
| 73 | 73BEACON INVESTMENT ADVISORY SERVICES, INC. | 64,57664,576 | $3M | — | — |
| 74 | 74Composition Wealth, LLC | 64,26764,267 | $3M | — | TRIM -8% |
| 75 | 75Crestwood Advisors Group, LLC | 62,02862,028 | $3M | — | ADD 2% |
| 76 | 76JPMORGAN CHASE & CO | 62,53462,534 | $3M | — | — |
| 77 | 77MORGAN STANLEY | 60,60260,602 | $3M | — | ADD 20% |
| 78 | 78Vision Capital Management, Inc. | 60,40660,406 | $3M | — | TRIM -16% |
| 79 | 79Haverford Trust Co | 59,54259,542 | $3M | — | — |
| 80 | 80WESBANCO BANK INC | 58,77758,777 | $3M | — | TRIM -2% |
| 81 | 81Laurel Wealth Planning LLC | 58,35358,353 | $3M | — | — |
| 82 | 82CITIZENS FINANCIAL GROUP INC/RI | 54,58454,584 | $3M | — | — |
| 83 | 83rebel Financial LLC | 53,51553,515 | $3M | — | TRIM -3% |
| 84 | 84Francis Financial, Inc. | 53,01753,017 | $2M | — | — |
| 85 | 85Charter Oak Capital Management, LLC | 52,93252,932 | $2M | — | TRIM -7% |
| 86 | 86Focus Partners Wealth | 52,04152,041 | $2M | — | ADD 3% |
| 87 | 87OSAIC HOLDINGS, INC. | 51,86951,869 | $2M | — | TRIM -12% |
| 88 | 88Omega Financial Group, LLC | 50,57150,571 | $2M | — | TRIM -9% |
| 89 | 89BECKER CAPITAL MANAGEMENT INC | 50,55650,556 | $2M | — | ADD 6% |
| 90 | 90Wescott Financial Advisory Group, LLC | 48,92248,922 | $2M | — | — |
| 91 | 91CWM, LLC | 48,29548,295 | $2M | — | — |
| 92 | 92GRIMES & Co WEALTH MANAGEMENT, LLC | 47,12147,121 | $2M | — | TRIM -8% |
| 93 | 93Cerity Partners LLC | 46,81646,816 | $2M | — | ADD 3% |
| 94 | 94FRANKLIN RESOURCES INC | 46,38346,383 | $2M | — | — |
| 95 | 95Relyea Zuckerberg Hanson LLC | 45,30845,308 | $2M | — | — |
| 96 | 96Allworth Financial LP | 45,16645,166 | $2M | — | — |
| 97 | 97SAGE FINANCIAL GROUP INC | 45,15245,152 | $2M | — | — |
| 98 | 98Midwest Financial Partners Investments, Inc. | 43,88143,881 | $2M | — | — |
| 99 | 99Pearl Planning LLC | 43,29843,298 | $2M | — | ADD 3% |
| 100 | 100Asset Dedication, LLC | 42,91342,913 | $2M | — | TRIM -3% |
