| 1 | 1BANK OF AMERICA CORP /DE/ | 28,294,05928.3M | $2.5B | — | TRIM -7% |
| 2 | 2MORGAN STANLEY | 23,258,60123.3M | $2.1B | — | TRIM -7% |
| 3 | 3UBS Group AG | 15,300,06115.3M | $1.3B | — | ADD 71% |
| 4 | 4FMR LLC | 14,708,89914.7M | $1.3B | — | TRIM -34% |
| 5 | 5WELLS FARGO & COMPANY/MN | 13,187,63513.2M | $1.2B | — | — |
| 6 | 6LPL Financial LLC | 10,179,92010.2M | $897M | — | TRIM -26% |
| 7 | 7ENVESTNET ASSET MANAGEMENT INC | 8,986,3019.0M | $792M | — | TRIM -53% |
| 8 | 8BlackRock, Inc. | 8,623,4258.6M | $760M | — | ADD 20% |
| 9 | 9JPMORGAN CHASE & CO | 8,865,3348.9M | $753M | — | TRIM -25% |
| 10 | 10CITIGROUP INC | 7,119,6527.1M | $628M | — | — |
| 11 | 11AMERIPRISE FINANCIAL INC | 6,995,9657.0M | $619M | — | TRIM -4% |
| 12 | 12WealthNavi Inc. | 6,921,7716.9M | $610M | — | TRIM -2% |
| 13 | 13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,449,8866.4M | $569M | — | TRIM -2% |
| 14 | 14RAYMOND JAMES FINANCIAL INC | 5,513,2805.5M | $486M | — | TRIM -2% |
| 15 | 15Empower Advisory Group, LLC | 5,404,1605.4M | $476M | — | TRIM -2% |
| 16 | 16ALLIANCEBERNSTEIN L.P. | 5,840,7875.8M | $474M | — | TRIM -8% |
| 17 | 17NORTHERN TRUST CORP | 5,284,4015.3M | $466M | — | ADD 16% |
| 18 | 18TRUIST FINANCIAL CORP | 5,217,6565.2M | $460M | — | TRIM -12% |
| 19 | 19HRTG GPE, LLC | 4,508,4934.5M | $397M | — | ADD 43% |
| 20 | 20ROYAL BANK OF CANADA | 3,822,9123.8M | $337M | — | — |
| 21 | 21KEYBANK NATIONAL ASSOCIATION/OH | 3,617,4143.6M | $319M | — | TRIM -2% |
| 22 | 22Sumitomo Mitsui Trust Group, Inc. | 3,614,1203.6M | $319M | — | TRIM -45% |
| 23 | 23Employees Retirement System of Texas | 3,293,5003.3M | $290M | — | ADD 1247% |
| 24 | 24HighTower Advisors, LLC | 3,290,8903.3M | $290M | — | TRIM -3% |
| 25 | 25COMMONWEALTH EQUITY SERVICES, LLC | 3,206,2963.2M | $283M | — | TRIM -9% |
| 26 | 26Cerity Partners LLC | 3,158,6093.2M | $278M | — | TRIM -4% |
| 27 | 27CIBC Bancorp USA Inc. | 2,700,3472.7M | $238M | — | NEW |
| 28 | 28Erste Asset Management GmbH | 2,655,6502.7M | $226M | — | ADD 3% |
| 29 | 29CAPTRUST FINANCIAL ADVISORS | 2,416,1602.4M | $213M | — | — |
| 30 | 30STIFEL FINANCIAL CORP | 2,225,0732.2M | $196M | — | TRIM -9% |
| 31 | 31Proficio Capital Partners LLC | 2,072,8412.1M | $183M | — | TRIM -3% |
| 32 | 32Rockefeller Capital Management L.P. | 1,969,6022.0M | $174M | — | — |
| 33 | 33Permanens Capital L.P. | 1,885,4661.9M | $166M | — | ADD 68% |
| 34 | 34GOLDMAN SACHS GROUP INC | 1,844,6421.8M | $163M | — | — |
| 35 | 35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,800,1071.8M | $159M | — | ADD 265% |
| 36 | 36OSAIC HOLDINGS, INC. | 1,785,7931.8M | $157M | — | TRIM -14% |
| 37 | 37Cresset Asset Management, LLC | 1,771,2181.8M | $156M | — | ADD 3% |
| 38 | 38Arnhold LLC | 1,757,2541.8M | $155M | — | — |
| 39 | 39EQUITABLE TRUST CO | 1,702,3121.7M | $150M | — | TRIM -3% |
| 40 | 40Bank of New York Mellon Corp | 1,690,4801.7M | $149M | — | TRIM -23% |
| 41 | 41CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,642,0151.6M | $145M | — | ADD 12% |
| 42 | 42TOCQUEVILLE ASSET MANAGEMENT L.P. | 1,635,8391.6M | $144M | — | TRIM -7% |
| 43 | 43Chevy Chase Trust Holdings, LLC | 1,575,1581.6M | $139M | — | TRIM -2% |
| 44 | 44Pennsylvania State University | 1,574,0991.6M | $139M | — | TRIM -9% |
| 45 | 45GM Advisory Group, LLC | 1,569,6611.6M | $138M | — | ADD 3% |
| 46 | 46AlTi Global, Inc. | 1,566,9891.6M | $138M | — | — |
| 47 | 47MOON CAPITAL MANAGEMENT LP | 1,559,6041.6M | $137M | — | — |
| 48 | 48MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,490,2831.5M | $131M | — | ADD 3% |
| 49 | 49Mariner, LLC | 1,389,4061.4M | $122M | — | TRIM -4% |
| 50 | 50Cetera Investment Advisers | 1,373,5361.4M | $121M | — | TRIM -41% |
| 51 | 51Baird Financial Group, Inc. | 1,348,1861.3M | $119M | — | — |
| 52 | 52Allianz SE | 1,346,2561.3M | $119M | — | ADD 9% |
| 53 | 53CITADEL ADVISORS LLC | 1,296,0171.3M | $114M | — | TRIM -39% |
| 54 | 54PNC FINANCIAL SERVICES GROUP, INC. | 1,295,5731.3M | $114M | — | ADD 3% |
| 55 | 55CRCM LP | 1,249,8701.2M | $111M | — | ADD 74% |
| 56 | 56EMORY UNIVERSITY | 1,184,4631.2M | $104M | — | — |
| 57 | 57TWIN FOCUS CAPITAL PARTNERS, LLC | 1,161,5761.2M | $102M | — | ADD 5% |
| 58 | 58NEUBERGER BERMAN GROUP LLC | 1,132,6311.1M | $100M | — | TRIM -3% |
| 59 | 59MML INVESTORS SERVICES, LLC | 1,131,5831.1M | $100M | — | TRIM -46% |
| 60 | 60FRANKLIN RESOURCES INC | 1,107,3221.1M | $98M | — | TRIM -6% |
| 61 | 61Focus Partners Wealth | 1,062,8681.1M | $93M | — | — |
| 62 | 62First Command Advisory Services, Inc. | 1,029,5671.0M | $91M | — | TRIM -6% |
| 63 | 63PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,017,8001.0M | $90M | — | ADD 109% |
| 64 | 64Dynasty Wealth Management, LLC | 1,011,7661.0M | $89M | — | TRIM -15% |
| 65 | 65DEUTSCHE BANK AG\ | 997,905997,905 | $88M | — | TRIM -4% |
| 66 | 66BEACON INVESTMENT ADVISORY SERVICES, INC. | 971,659971,659 | $86M | — | ADD 5% |
| 67 | 67Cambridge Investment Research Advisors, Inc. | 960,561960,561 | $85M | — | TRIM -5% |
| 68 | 68CENTRAL TRUST Co | 924,593924,593 | $82M | — | TRIM -9% |
| 69 | 69FORBES J M & CO LLP | 918,801918,801 | $81M | — | TRIM -22% |
| 70 | 70Tanglewood Wealth Management, Inc. | 917,288917,288 | $81M | — | TRIM -12% |
| 71 | 71BARCLAYS PLC | 881,427881,427 | $78M | — | ADD 33827% |
| 72 | 72Janney Montgomery Scott LLC | 874,505874,505 | $77M | — | TRIM -36% |
| 73 | 73OneDigital Investment Advisors LLC | 843,846843,846 | $74M | — | TRIM -38% |
| 74 | 74ASSETMARK, INC | 843,005843,005 | $74M | — | TRIM -19% |
| 75 | 75Creative Planning | 821,163821,163 | $72M | — | ADD 4% |
| 76 | 76Circle Wealth Management, LLC | 819,093819,093 | $72M | — | — |
| 77 | 77ANDERSON HOAGLAND & CO | 807,580807,580 | $71M | — | — |
| 78 | 78CWM, LLC | 766,371766,371 | $68M | — | TRIM -61% |
| 79 | 79VCU Investment Management Co | 761,798761,798 | $67M | — | — |
| 80 | 80National Philanthropic Trust | 759,979759,979 | $67M | — | TRIM -18% |
| 81 | 81MAI Capital Management | 751,879751,879 | $66M | — | — |
| 82 | 82Hamilton Wealth, LLC | 742,179742,179 | $65M | — | ADD 171% |
| 83 | 83CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 740,591740,591 | $65M | — | — |
| 84 | 84Gotham Asset Management, LLC | 730,031730,031 | $64M | — | TRIM -8% |
| 85 | 85Sanctuary Advisors, LLC | 728,291728,291 | $64M | — | TRIM -23% |
| 86 | 86IEQ CAPITAL, LLC | 714,596714,596 | $63M | — | TRIM -12% |
| 87 | 87MERCER GLOBAL ADVISORS INC /ADV | 682,470682,470 | $60M | — | TRIM -12% |
| 88 | 88Oxbow Advisors, LLC | 680,458680,458 | $60M | — | TRIM -15% |
| 89 | 89Narwhal Capital Management | 671,733671,733 | $59M | — | — |
| 90 | 90AXXCESS WEALTH MANAGEMENT, LLC | 671,507671,507 | $59M | — | TRIM -14% |
| 91 | 91EverSource Wealth Advisors, LLC | 666,445666,445 | $59M | — | TRIM -8% |
| 92 | 92Biltmore Family Office, LLC | 662,025662,025 | $58M | — | — |
| 93 | 93Capital Asset Advisory Services LLC | 641,037641,037 | $58M | — | TRIM -15% |
| 94 | 94Williams Jones Wealth Management, LLC. | 656,355656,355 | $58M | — | ADD 4% |
| 95 | 95Steward Partners Investment Advisory, LLC | 639,925639,925 | $56M | — | TRIM -13% |
| 96 | 96Foundations Investment Advisors, LLC | 625,626625,626 | $55M | — | TRIM -24% |
| 97 | 97GenWealth Group, Inc. | 625,200625,200 | $55M | — | TRIM -9% |
| 98 | 98JONES FINANCIAL COMPANIES LLLP | 647,978647,978 | $55M | — | ADD 58% |
| 99 | 99HSBC HOLDINGS PLC | 624,498624,498 | $55M | — | TRIM -52% |
| 100 | 100Evercore Wealth Management, LLC | 620,632620,632 | $55M | — | — |
