| 1 | 1JONES FINANCIAL COMPANIES LLLP | 10,453,37910.5M | $3.6B | — | TRIM -10% |
| 2 | 2FMR LLC | 10,059,81010.1M | $3.6B | — | ADD 2% |
| 3 | 3BANK OF AMERICA CORP /DE/ | 5,155,5855.2M | $1.8B | — | ADD 5% |
| 4 | 4ENVESTNET ASSET MANAGEMENT INC | 4,343,2424.3M | $1.5B | — | TRIM -5% |
| 5 | 5M&T Bank Corp | 2,799,4232.8M | $998M | — | — |
| 6 | 6NORTHERN TRUST CORP | 2,658,5252.7M | $948M | — | — |
| 7 | 7LPL Financial LLC | 2,536,7122.5M | $904M | — | ADD 3% |
| 8 | 8PNC FINANCIAL SERVICES GROUP, INC. | 2,329,5452.3M | $831M | — | — |
| 9 | 9MORGAN STANLEY | 2,029,7852.0M | $724M | — | TRIM -3% |
| 10 | 10Focus Partners Wealth | 1,932,9561.9M | $689M | — | — |
| 11 | 11Millburn Ridgefield LLC /DE/ | 1,641,7331.6M | $585M | — | ADD 12% |
| 12 | 12Catalyst Capital Advisors LLC | 1,641,7331.6M | $585M | — | ADD 12% |
| 13 | 13BlackRock, Inc. | 1,638,4201.6M | $584M | — | TRIM -26% |
| 14 | 14WELLS FARGO & COMPANY/MN | 1,579,9241.6M | $563M | — | — |
| 15 | 15JOHNSON INVESTMENT COUNSEL INC | 1,419,5621.4M | $506M | — | — |
| 16 | 16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,380,1051.4M | $492M | — | ADD 4% |
| 17 | 17BOKF, NA | 1,287,0181.3M | $459M | — | — |
| 18 | 18CAPTRUST FINANCIAL ADVISORS | 1,279,8211.3M | $456M | — | ADD 10% |
| 19 | 19JPMORGAN CHASE & CO | 1,266,4511.3M | $439M | — | TRIM -6% |
| 20 | 20GOLDMAN SACHS GROUP INC | 1,168,7471.2M | $417M | — | TRIM -16% |
| 21 | 21UBS Group AG | 1,138,3831.1M | $406M | — | ADD 25% |
| 22 | 22Pathstone Holdings, LLC | 1,112,0411.1M | $397M | — | — |
| 23 | 23US BANCORP \DE\ | 892,182892,182 | $318M | — | ADD 15% |
| 24 | 24FIFTH THIRD BANCORP | 849,980849,980 | $303M | — | ADD 146% |
| 25 | 25Cerity Partners LLC | 800,125800,125 | $285M | — | ADD 7% |
| 26 | 26National Mutual Insurance Federation of Agricultural Cooperatives | 791,000791,000 | $282M | — | — |
| 27 | 27MERCER GLOBAL ADVISORS INC /ADV | 784,742784,742 | $280M | — | — |
| 28 | 28Legacy Wealth Management, LLC | 708,202708,202 | $253M | — | — |
| 29 | 29Capstone Financial Advisors, Inc. | 646,320646,320 | $230M | — | — |
| 30 | 30Creative Planning | 642,293642,293 | $229M | — | TRIM -2% |
| 31 | 31Pinnacle Financial Partners, Inc. | 609,704609,704 | $217M | — | ADD 3% |
| 32 | 32RAYMOND JAMES FINANCIAL INC | 592,068592,068 | $211M | — | TRIM -6% |
| 33 | 33Mariner, LLC | 580,691580,691 | $207M | — | ADD 6% |
| 34 | 34ALLSTATE CORP | 552,584552,584 | $197M | — | TRIM -49% |
| 35 | 35HighTower Advisors, LLC | 524,139524,139 | $187M | — | ADD 9% |
| 36 | 36MILLENNIUM MANAGEMENT LLC | 521,919521,919 | $186M | — | ADD 15% |
| 37 | 37IEQ CAPITAL, LLC | 515,288515,288 | $184M | — | ADD 6% |
| 38 | 38AMERIPRISE FINANCIAL INC | 479,707479,707 | $175M | — | TRIM -3% |
| 39 | 39Empower Advisory Group, LLC | 442,559442,559 | $158M | — | ADD 44% |
| 40 | 40TRUIST FINANCIAL CORP | 429,657429,657 | $153M | — | TRIM -5% |
| 41 | 41RED CEDAR INVESTMENT MANAGEMENT, LLC | 395,325395,325 | $141M | — | TRIM -3% |
| 42 | 42ROYAL BANK OF CANADA | 377,116377,116 | $134M | — | TRIM -30% |
| 43 | 43CIBC Bancorp USA Inc. | 377,746377,746 | $134M | — | NEW |
| 44 | 44Cetera Investment Advisers | 361,081361,081 | $129M | — | ADD 2% |
| 45 | 45BANK OF MONTREAL /CAN/ | 341,619341,619 | $122M | — | ADD 4% |
| 46 | 46MPS Loria Financial Planners, LLC | 340,935340,935 | $122M | — | ADD 2% |
| 47 | 47WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 333,625333,625 | $118M | — | TRIM -34% |
| 48 | 48HSBC HOLDINGS PLC | 325,497325,497 | $116M | — | TRIM -50% |
| 49 | 49Waverly Advisors, LLC | 319,023319,023 | $114M | — | TRIM -2% |
| 50 | 50NorthRock Partners, LLC | 298,262298,262 | $106M | — | — |
| 51 | 51Arbor Investment Advisors, LLC | 290,982290,982 | $104M | — | — |
| 52 | 52TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 272,506272,506 | $97M | — | NEW |
| 53 | 53Lido Advisors, LLC | 272,499272,499 | $97M | — | TRIM -3% |
| 54 | 54Johns Hopkins University | 264,479264,479 | $94M | — | — |
| 55 | 55COMMERCE BANK | 263,864263,864 | $94M | — | ADD 34% |
| 56 | 56AMG National Trust Bank | 260,127260,127 | $93M | — | ADD 8% |
| 57 | 57Winthrop Advisory Group LLC | 249,440249,440 | $89M | — | — |
| 58 | 58McKinley Carter Wealth Services, Inc. | 247,303247,303 | $88M | — | TRIM -2% |
| 59 | 59TIAA Wealth Investment Management LLC | 250,382250,382 | $87M | — | NEW |
| 60 | 60Baird Financial Group, Inc. | 229,201229,201 | $82M | — | — |
| 61 | 61Equitable Holdings, Inc. | 150,714150,714 | $76M | — | ADD 2% |
| 62 | 62OSAIC HOLDINGS, INC. | 206,661206,661 | $74M | — | ADD 12% |
| 63 | 63Ballentine Partners, LLC | 206,406206,406 | $74M | — | — |
| 64 | 64BROWN ADVISORY INC | 203,909203,909 | $73M | — | — |
| 65 | 65COLDSTREAM CAPITAL MANAGEMENT INC | 200,572200,572 | $72M | — | — |
| 66 | 66SCHRODER INVESTMENT MANAGEMENT GROUP | 205,438205,438 | $71M | — | ADD 28% |
| 67 | 67JFS WEALTH ADVISORS, LLC | 199,371199,371 | $71M | — | — |
| 68 | 68BOK Financial Private Wealth, Inc. | 195,697195,697 | $70M | — | TRIM -2% |
| 69 | 69STIFEL FINANCIAL CORP | 192,546192,546 | $69M | — | TRIM -25% |
| 70 | 70WASHINGTON TRUST Co | 189,374189,374 | $68M | — | TRIM -2% |
| 71 | 71PRINCIPAL SECURITIES, INC. | 182,403182,403 | $65M | — | — |
| 72 | 72BNP PARIBAS FINANCIAL MARKETS | 180,267180,267 | $64M | — | TRIM -3% |
| 73 | 73Corient Private Wealth LLC | 179,474179,474 | $61M | — | TRIM -52% |
| 74 | 74MML INVESTORS SERVICES, LLC | 169,884169,884 | $61M | — | TRIM -3% |
| 75 | 75Cambridge Investment Research Advisors, Inc. | 168,512168,512 | $60M | — | — |
| 76 | 76AQR CAPITAL MANAGEMENT LLC | 168,327168,327 | $60M | — | ADD 12% |
| 77 | 77Boston Partners | 309309 | $59M | — | NEW |
| 78 | 78Bank of New York Mellon Corp | 164,874164,874 | $59M | — | — |
| 79 | 79Enclave Advisors LLC | 161,579161,579 | $58M | — | — |
| 80 | 80BRIGHTON JONES LLC | 161,066161,066 | $57M | — | TRIM -3% |
| 81 | 81Mason & Associates Inc | 164,995164,995 | $57M | — | — |
| 82 | 82COMMONWEALTH EQUITY SERVICES, LLC | 155,710155,710 | $56M | — | TRIM -16% |
| 83 | 83Hippocratic Financial Advisors, LLC | 153,195153,195 | $55M | — | ADD 9% |
| 84 | 84Napier Financial, LLC | 152,330152,330 | $54M | — | — |
| 85 | 85Clearstead Advisors, LLC | 149,294149,294 | $53M | — | ADD 89% |
| 86 | 86Envestnet Portfolio Solutions, Inc. | 146,636146,636 | $52M | — | TRIM -28% |
| 87 | 87Beacon Pointe Advisors, LLC | 146,399146,399 | $52M | — | ADD 27% |
| 88 | 88CHOREO, LLC | 141,727141,727 | $51M | — | — |
| 89 | 89JT Stratford LLC | 140,000140,000 | $50M | — | — |
| 90 | 90Rockefeller Capital Management L.P. | 138,445138,445 | $49M | — | TRIM -9% |
| 91 | 91NIXON PEABODY TRUST CO | 131,275131,275 | $47M | — | ADD 14% |
| 92 | 92Conservest Capital Advisors, Inc. | 130,159130,159 | $46M | — | TRIM -3% |
| 93 | 93Wealthfront Advisers LLC | 129,164129,164 | $46M | — | ADD 12% |
| 94 | 94Gotham Asset Management, LLC | 127,789127,789 | $46M | — | ADD 1535% |
| 95 | 95CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 124,298124,298 | $44M | — | — |
| 96 | 96DT Investment Partners, LLC | 123,821123,821 | $44M | — | ADD 4% |
| 97 | 97Jordan Park Group LLC | 123,264123,264 | $44M | — | TRIM -4% |
| 98 | 98Trust Co | 122,783122,783 | $44M | — | — |
| 99 | 99TWO SIGMA INVESTMENTS, LP | 122,120122,120 | $44M | — | ADD 71% |
| 100 | 100Brewster Financial Planning LLC | 119,982119,982 | $43M | — | ADD 2% |
