| 1 | 1GOLDMAN SACHS GROUP INC | 48,091,08748.1M | $2.0B | — | TRIM -5% |
| 2 | 2COLDSTREAM CAPITAL MANAGEMENT INC | 5,929,0295.9M | $252M | — | ADD 5% |
| 3 | 3ENVESTNET ASSET MANAGEMENT INC | 4,591,8824.6M | $195M | — | ADD 217% |
| 4 | 4AMERIPRISE FINANCIAL INC | 4,272,9684.3M | $182M | — | TRIM -13% |
| 5 | 5JPMORGAN CHASE & CO | 4,222,2634.2M | $175M | — | TRIM -3% |
| 6 | 6MORGAN STANLEY | 3,781,4963.8M | $161M | — | ADD 4% |
| 7 | 7PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3,579,2173.6M | $152M | — | ADD 4% |
| 8 | 8LPL Financial LLC | 3,542,2993.5M | $151M | — | TRIM -2% |
| 9 | 9Dynasty Wealth Management, LLC | 3,473,2273.5M | $148M | — | TRIM -2% |
| 10 | 10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,454,7613.5M | $147M | — | TRIM -3% |
| 11 | 11Quotient Wealth Partners, LLC | 3,367,7593.4M | $143M | — | TRIM -3% |
| 12 | 12UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,344,4173.3M | $142M | — | TRIM -5% |
| 13 | 13NorthRock Partners, LLC | 3,074,7623.1M | $131M | — | ADD 13% |
| 14 | 14WELLS FARGO & COMPANY/MN | 2,043,6722.0M | $87M | — | TRIM -3% |
| 15 | 15NORTHERN TRUST CORP | 1,980,6472.0M | $84M | — | — |
| 16 | 16Waverly Advisors, LLC | 1,927,4531.9M | $82M | — | TRIM -23% |
| 17 | 17BANK OF AMERICA CORP /DE/ | 1,689,8131.7M | $72M | — | TRIM -7% |
| 18 | 18Cetera Investment Advisers | 1,409,8641.4M | $60M | — | ADD 5% |
| 19 | 19OSAIC HOLDINGS, INC. | 1,248,6671.2M | $53M | — | TRIM -8% |
| 20 | 20MML INVESTORS SERVICES, LLC | 1,135,6131.1M | $48M | — | TRIM -10% |
| 21 | 21PNC FINANCIAL SERVICES GROUP, INC. | 1,033,3241.0M | $44M | — | ADD 9% |
| 22 | 22Jordan Park Group LLC | 995,388995,388 | $42M | — | — |
| 23 | 23FLOW TRADERS U.S. LLC | 984,500984,500 | $42M | — | NEW |
| 24 | 24RAYMOND JAMES FINANCIAL INC | 937,602937,602 | $40M | — | ADD 7% |
| 25 | 25Mariner, LLC | 881,418881,418 | $37M | — | TRIM -11% |
| 26 | 26Verde Capital Management | 831,540831,540 | $35M | — | ADD 7% |
| 27 | 27Blankinship & Foster, LLC | 789,104789,104 | $34M | — | TRIM -3% |
| 28 | 28US BANCORP \DE\ | 780,909780,909 | $33M | — | TRIM -5% |
| 29 | 29SACHEM HILL LLC | 693,072693,072 | $29M | — | — |
| 30 | 30Cambridge Investment Research Advisors, Inc. | 645,820645,820 | $27M | — | ADD 44% |
| 31 | 31Crumly & Associates Inc. | 616,666616,666 | $26M | — | ADD 36% |
| 32 | 32ELEVATION POINT WEALTH PARTNERS, LLC | 524,043524,043 | $22M | — | NEW |
| 33 | 33Vestmark Advisory Solutions, Inc. | 518,815518,815 | $22M | — | NEW |
| 34 | 34ACT WEALTH MANAGEMENT, LLC | 517,694517,694 | $22M | — | — |
| 35 | 35UBS Group AG | 510,381510,381 | $22M | — | TRIM -49% |
| 36 | 36BOKF, NA | 481,203481,203 | $20M | — | ADD 9% |
| 37 | 37Prasad Wealth Partners, LLC | 441,387441,387 | $19M | — | — |
| 38 | 38Tulsa Wealth Advisors, INC | 427,085427,085 | $18M | — | NEW |
| 39 | 39Paradigm, Strategies in Wealth Management, LLC | 396,691396,691 | $17M | — | TRIM -9% |
| 40 | 40COMMONWEALTH EQUITY SERVICES, LLC | 359,081359,081 | $15M | — | TRIM -18% |
| 41 | 41Csenge Advisory Group | 353,633353,633 | $15M | — | TRIM -6% |
| 42 | 42WESCAP Management Group, Inc. | 350,321350,321 | $15M | — | ADD 2% |
| 43 | 43Denver PWM, LLC | 332,933332,933 | $15M | — | TRIM -18% |
| 44 | 44Lighthouse Wealth Management Inc. | 344,555344,555 | $15M | — | ADD 4% |
| 45 | 45ROYAL BANK OF CANADA | 333,755333,755 | $14M | — | TRIM -3% |
| 46 | 46Modern Wealth Management, LLC | 320,077320,077 | $14M | — | — |
| 47 | 47JONES FINANCIAL COMPANIES LLLP | 333,680333,680 | $14M | — | ADD 32% |
| 48 | 48Prime Capital Investment Advisors, LLC | 311,823311,823 | $13M | — | TRIM -5% |
| 49 | 49TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 305,201305,201 | $13M | — | NEW |
| 50 | 50PCA Investment Advisory Services Inc. | 295,941295,941 | $13M | — | ADD 14% |
| 51 | 51CX Institutional | 273,350273,350 | $12M | — | ADD 20% |
| 52 | 52Pathstone Holdings, LLC | 270,886270,886 | $12M | — | — |
| 53 | 53PERSPECTIVE WEALTH ADVISORS LLC | 261,821261,821 | $11M | — | ADD 12% |
| 54 | 54Vertex Planning Partners, LLC | 256,973256,973 | $11M | — | ADD 2% |
| 55 | 55Bank of New York Mellon Corp | 255,080255,080 | $11M | — | TRIM -8% |
| 56 | 56Lido Advisors, LLC | 253,975253,975 | $11M | — | TRIM -25% |
| 57 | 57DEUTSCHE BANK AG\ | 250,000250,000 | $11M | — | — |
| 58 | 58Cyr Financial Inc. | 248,421248,421 | $11M | — | ADD 8% |
| 59 | 59NEPC LLC | 241,150241,150 | $10M | — | — |
| 60 | 60Independent Advisor Alliance | 237,809237,809 | $10M | — | NEW |
| 61 | 61Darrow Company, Inc. | 223,202223,202 | $9M | — | — |
| 62 | 62Avidian Wealth Enterprises, LLC | 221,510221,510 | $9M | — | — |
| 63 | 63GREAT VALLEY ADVISOR GROUP, INC. | 220,549220,549 | $9M | — | ADD 4% |
| 64 | 64Crescent Grove Advisors, LLC | 218,230218,230 | $9M | — | ADD 8% |
| 65 | 65Weaver Capital Management LLC | 212,575212,575 | $9M | — | TRIM -3% |
| 66 | 66BLAIR WILLIAM & CO/IL | 211,689211,689 | $9M | — | ADD 6% |
| 67 | 67Farther Finance Advisors, LLC | 207,565207,565 | $9M | — | TRIM -7% |
| 68 | 68Cerity Partners LLC | 192,344192,344 | $8M | — | — |
| 69 | 69RFG Advisory, LLC | 188,497188,497 | $8M | — | ADD 19% |
| 70 | 70Rockefeller Capital Management L.P. | 168,096168,096 | $7M | — | TRIM -73% |
| 71 | 71TRUIST FINANCIAL CORP | 166,967166,967 | $7M | — | ADD 90% |
| 72 | 72Delta Wealth Advisors LLC | 161,958161,958 | $7M | — | ADD 13% |
| 73 | 73Burns Matteson Capital Management, LLC | 153,040153,040 | $7M | — | ADD 68% |
| 74 | 74ARQ WEALTH ADVISORS, LLC | 149,851149,851 | $6M | — | ADD 7% |
| 75 | 75Keystone Financial Group | 149,704149,704 | $6M | — | ADD 2326% |
| 76 | 76Kestra Advisory Services, LLC | 146,329146,329 | $6M | — | TRIM -7% |
| 77 | 77Ifrah Financial Services, Inc. | 145,489145,489 | $6M | — | — |
| 78 | 78CITIGROUP INC | 142,517142,517 | $6M | — | ADD 5% |
| 79 | 79ADAMSBROWN WEALTH CONSULTANTS LLC | 140,570140,570 | $6M | — | TRIM -5% |
| 80 | 80Geneos Wealth Management Inc. | 140,329140,329 | $6M | — | — |
| 81 | 81Bigelow Investment Advisors, LLC | 140,130140,130 | $6M | — | ADD 19% |
| 82 | 82First Interstate Bank | 137,540137,540 | $6M | — | TRIM -90% |
| 83 | 83Summit Asset Management, LLC | 135,870135,870 | $6M | — | — |
| 84 | 84IVC Wealth Advisors LLC | 128,985128,985 | $5M | — | ADD 21% |
| 85 | 85Steward Partners Investment Advisory, LLC | 122,184122,184 | $5M | — | ADD 3% |
| 86 | 86STIFEL FINANCIAL CORP | 120,199120,199 | $5M | — | — |
| 87 | 87Clarity Retirement & Wealth, LLC | 119,745119,745 | $5M | — | TRIM -14% |
| 88 | 88EverSource Wealth Advisors, LLC | 118,144118,144 | $5M | — | ADD 49% |
| 89 | 89Friedenthal Financial | 116,371116,371 | $5M | — | ADD 4% |
| 90 | 90Precision Wealth Strategies, LLC | 115,963115,963 | $5M | — | TRIM -12% |
| 91 | 91Roof Eidam Maycock Peralta, LLC | 114,975114,975 | $5M | — | — |
| 92 | 92Cornerstone Planning Group LLC | 110,171110,171 | $5M | — | — |
| 93 | 93Fiduciary Trust Co | 112,698112,698 | $5M | — | — |
| 94 | 94DecisionMap Wealth Management, LLC | 109,895109,895 | $5M | — | TRIM -3% |
| 95 | 95Capital Asset Advisory Services LLC | 103,397103,397 | $5M | — | — |
| 96 | 96Sanctuary Advisors, LLC | 108,639108,639 | $5M | — | TRIM -7% |
| 97 | 97WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 100,417100,417 | $4M | — | TRIM -23% |
| 98 | 98Advyzon Investment Management, LLC | 101,330101,330 | $4M | — | NEW |
| 99 | 99THOROUGHBRED FINANCIAL SERVICES, LLC | 101,277101,277 | $4M | — | ADD 4% |
| 100 | 100CVFG LLC | 100,564100,564 | $4M | — | ADD 3% |
