| 1 | 1CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28,030,61828.0M | $1.3B | — | — |
| 2 | 2MORGAN STANLEY | 601,979601,979 | $28M | — | ADD 2% |
| 3 | 3GHP Investment Advisors, Inc. | 600,222600,222 | $28M | — | — |
| 4 | 4EXENCIAL WEALTH ADVISORS, LLC | 556,861556,861 | $26M | — | TRIM -3% |
| 5 | 5Focus Partners Wealth | 504,743504,743 | $23M | — | — |
| 6 | 6Kelman-Lazarov, Inc. | 496,936496,936 | $23M | — | ADD 5% |
| 7 | 7Prairiewood Capital, LLC | 301,819301,819 | $14M | — | ADD 5% |
| 8 | 8High Probability Advisors, LLC | 289,799289,799 | $13M | — | — |
| 9 | 9VICTORY CAPITAL MANAGEMENT INC | 281,277281,277 | $13M | — | TRIM -44% |
| 10 | 10COLLECTIVE FAMILY OFFICE LLC | 245,840245,840 | $11M | — | ADD 4% |
| 11 | 11Charles Schwab Trust Co | 228,411228,411 | $11M | — | ADD 5% |
| 12 | 12Opes Wealth Management LLC | 225,489225,489 | $10M | — | — |
| 13 | 13CWM, LLC | 212,911212,911 | $10M | — | ADD 2% |
| 14 | 14Geneos Wealth Management Inc. | 203,934203,934 | $9M | — | — |
| 15 | 15Cherry Tree Wealth Management, LLC | 180,312180,312 | $8M | — | — |
| 16 | 16UBS Group AG | 175,564175,564 | $8M | — | TRIM -5% |
| 17 | 17Breakwater Capital Group | 174,455174,455 | $8M | — | ADD 8% |
| 18 | 18Creative Planning | 163,886163,886 | $8M | — | ADD 6% |
| 19 | 19Bell Investment Advisors, Inc | 163,451163,451 | $8M | — | TRIM -4% |
| 20 | 20RAYMOND JAMES FINANCIAL INC | 155,255155,255 | $7M | — | ADD 8% |
| 21 | 21Shore Point Advisors, LLC | 171,701171,701 | $7M | — | TRIM -50% |
| 22 | 22ABBINGTON INVESTMENT GROUP | 135,009135,009 | $6M | — | TRIM -12% |
| 23 | 23Factor Wealth Management LTD | 119,760119,760 | $6M | — | TRIM -21% |
| 24 | 24CITADEL ADVISORS LLC | 116,446116,446 | $5M | — | TRIM -64% |
| 25 | 25Dynamic Advisor Solutions LLC | 113,807113,807 | $5M | — | — |
| 26 | 26MOLLER WEALTH PARTNERS | 107,112107,112 | $5M | — | — |
| 27 | 27RF&L WEALTH MANAGEMENT, LLC | 106,308106,308 | $5M | — | — |
| 28 | 28MorganRosel Wealth Management, LLC | 99,55299,552 | $5M | — | TRIM -38% |
| 29 | 29Grove Street Fiduciary, LLC | 99,08599,085 | $5M | — | — |
| 30 | 30Nicholas Hoffman & Company, LLC. | 88,09688,096 | $4M | — | ADD 698% |
| 31 | 31BANK OF AMERICA CORP /DE/ | 83,60683,606 | $4M | — | TRIM -8% |
| 32 | 32Modern Wealth Management, LLC | 81,59581,595 | $4M | — | TRIM -10% |
| 33 | 33OSAIC HOLDINGS, INC. | 80,41080,410 | $4M | — | TRIM -72% |
| 34 | 34Savant Capital, LLC | 73,27673,276 | $3M | — | TRIM -9% |
| 35 | 35ATLas Financial Planning LLC | 68,39568,395 | $3M | — | ADD 16% |
| 36 | 36WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,12765,127 | $3M | — | TRIM -26% |
| 37 | 37BFI Wealth Solutions, LLC | 63,10363,103 | $3M | — | ADD 11% |
| 38 | 38MERCER GLOBAL ADVISORS INC /ADV | 63,87663,876 | $3M | — | — |
| 39 | 39Mariner, LLC | 63,37763,377 | $3M | — | ADD 38% |
| 40 | 40CABOT WEALTH MANAGEMENT INC | 63,03263,032 | $3M | — | ADD 3% |
| 41 | 41Bravera Wealth | 61,56561,565 | $3M | — | ADD 10% |
| 42 | 42CUTLER INVESTMENT COUNSEL LLC | 59,28759,287 | $3M | — | ADD 8% |
| 43 | 43AQR CAPITAL MANAGEMENT LLC | 56,94156,941 | $3M | — | — |
| 44 | 44Cerity Partners LLC | 53,72453,724 | $2M | — | — |
| 45 | 45Kestra Advisory Services, LLC | 53,56453,564 | $2M | — | TRIM -5% |
| 46 | 46Sterling Financial Planning, Inc. | 53,13653,136 | $2M | — | TRIM -7% |
| 47 | 47LPL Financial LLC | 52,60152,601 | $2M | — | ADD 7% |
| 48 | 48Valued Wealth Advisors LLC | 52,44352,443 | $2M | — | TRIM -19% |
| 49 | 49Focus Partners Advisor Solutions, LLC | 50,13750,137 | $2M | — | TRIM -6% |
| 50 | 50BCS Wealth Management | 49,48449,484 | $2M | — | TRIM -38% |
| 51 | 51Quadcap Wealth Management, LLC | 47,63747,637 | $2M | — | TRIM -4% |
| 52 | 52McGrath & Associates, Inc. | 42,03942,039 | $2M | — | TRIM -9% |
| 53 | 53Waterfront Wealth Inc. | 41,95441,954 | $2M | — | ADD 15% |
| 54 | 54Clearstead Advisors, LLC | 41,48641,486 | $2M | — | ADD 1276% |
| 55 | 55Shakespeare Wealth Management, LLC | 37,91237,912 | $2M | — | TRIM -5% |
| 56 | 56Vise Technologies, Inc. | 37,10737,107 | $2M | — | — |
| 57 | 57NORTHWEST WEALTH MANAGEMENT, LLC | 34,68734,687 | $2M | — | — |
| 58 | 58SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,67334,673 | $2M | — | TRIM -77% |
| 59 | 59Asset Allocation Strategies LLC | 32,84332,843 | $2M | — | — |
| 60 | 60NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32,62932,629 | $2M | — | ADD 8% |
| 61 | 61EQ WEALTH ADVISORS, LLC | 31,70431,704 | $1M | — | TRIM -9% |
| 62 | 62Corient Private Wealth LLC | 31,54731,547 | $1M | — | TRIM -42% |
| 63 | 63Seed Wealth Management, Inc. | 30,29230,292 | $1M | — | — |
| 64 | 64Asset Dedication, LLC | 30,21330,213 | $1M | — | TRIM -3% |
| 65 | 65BANK OF MONTREAL /CAN/ | 28,93128,931 | $1M | — | — |
| 66 | 66Entruity Wealth, LLC | 28,77928,779 | $1M | — | — |
| 67 | 67Heirloom Wealth Management | 28,33128,331 | $1M | — | NEW |
| 68 | 68Traub Capital Management LLC | 27,99227,992 | $1M | — | — |
| 69 | 69Hardin Capital Partners, LLC | 27,01427,014 | $1M | — | — |
| 70 | 70Northland Capital Management LLC | 26,20726,207 | $1M | — | TRIM -15% |
| 71 | 71JONES FINANCIAL COMPANIES LLLP | 25,91625,916 | $1M | — | ADD 18% |
| 72 | 72COMMONWEALTH EQUITY SERVICES, LLC | 25,07125,071 | $1M | — | — |
| 73 | 73QRG CAPITAL MANAGEMENT, INC. | 24,86524,865 | $1M | — | TRIM -4% |
| 74 | 74Rockefeller Capital Management L.P. | 24,81524,815 | $1M | — | TRIM -37% |
| 75 | 75FMR LLC | 24,47824,478 | $1M | — | ADD 22% |
| 76 | 76Composition Wealth, LLC | 24,47824,478 | $1M | — | — |
| 77 | 77Farther Finance Advisors, LLC | 22,77322,773 | $1M | — | — |
| 78 | 78Tumwater Wealth Management, LLC | 21,04521,045 | $975,646 | — | — |
| 79 | 79AMERIPRISE FINANCIAL INC | 19,50819,508 | $904,382 | — | ADD 4% |
| 80 | 80Ballast Financial Advisors LLC | 19,44419,444 | $901,438 | — | — |
| 81 | 81ENVESTNET ASSET MANAGEMENT INC | 18,90718,907 | $876,507 | — | TRIM -16% |
| 82 | 82Fortitude Family Office, LLC | 18,23818,238 | $845,514 | — | — |
| 83 | 83Quantinno Capital Management LP | 18,18918,189 | $843,272 | — | ADD 56% |
| 84 | 84Bristlecone Value Partners, LLC | 17,31917,319 | $802,909 | — | TRIM -2% |
| 85 | 85Ascent Group, LLC | 17,24617,246 | $799,525 | — | — |
| 86 | 86JPMORGAN CHASE & CO | 17,55517,555 | $788,747 | — | TRIM -4% |
| 87 | 87Guardian Financial Partners, LLC | 17,01217,012 | $788,675 | — | ADD 4% |
| 88 | 88HRT FINANCIAL LP | 16,66016,660 | $772,000 | — | ADD 183% |
| 89 | 89BAILARD, INC. | 16,27016,270 | $754,277 | — | — |
| 90 | 90True North Advisors, LLC | 16,07016,070 | $745,010 | — | TRIM -25% |
| 91 | 91HighTower Advisors, LLC | 15,83015,830 | $733,896 | — | TRIM -5% |
| 92 | 92J.E. Simmons & Co., P.C. | 15,74515,745 | $729,938 | — | — |
| 93 | 93Birchwood Financial Partners, Inc. | 15,37715,377 | $712,865 | — | — |
| 94 | 94KINGSWOOD WEALTH ADVISORS, LLC | 15,26515,265 | $707,685 | — | — |
| 95 | 95Sensible Money, LLC | 14,87014,870 | $689,376 | — | — |
| 96 | 96PFG Advisors | 14,77114,771 | $684,787 | — | TRIM -42% |
| 97 | 97Wealthspire Retirement, LLC | 14,55514,555 | $674,748 | — | TRIM -6% |
| 98 | 98Brand Asset Management Group, Inc. | 14,31614,316 | $663,687 | — | TRIM -7% |
| 99 | 99SILVER OAK SECURITIES, INCORPORATED | 13,71913,719 | $636,035 | — | ADD 11% |
| 100 | 100Addison Advisors LLC | 13,67213,672 | $633,829 | — | — |
