| 1 | 1ENVESTNET ASSET MANAGEMENT INC | 3,397,1533.4M | $803M | — | TRIM -32% |
| 2 | 2BANK OF AMERICA CORP /DE/ | 1,561,7921.6M | $369M | — | — |
| 3 | 3New York Life Investment Management LLC | 744,342744,342 | $176M | — | ADD 6% |
| 4 | 4VANTAGEPOINT INVESTMENT ADVISERS LLC | 647,882647,882 | $153M | — | — |
| 5 | 5MORGAN STANLEY | 594,745594,745 | $141M | — | — |
| 6 | 6WELLS FARGO & COMPANY/MN | 584,233584,233 | $138M | — | — |
| 7 | 7LEAVELL INVESTMENT MANAGEMENT, INC. | 504,340504,340 | $119M | — | — |
| 8 | 8LPL Financial LLC | 465,645465,645 | $110M | — | TRIM -4% |
| 9 | 9UBS Group AG | 464,591464,591 | $110M | — | TRIM -3% |
| 10 | 10Procyon Advisors, LLC | 440,098440,098 | $104M | — | TRIM -3% |
| 11 | 11PNC FINANCIAL SERVICES GROUP, INC. | 437,692437,692 | $103M | — | — |
| 12 | 12HUNTINGTON NATIONAL BANK | 434,625434,625 | $103M | — | NEW |
| 13 | 13AMERIPRISE FINANCIAL INC | 387,323387,323 | $91M | — | TRIM -18% |
| 14 | 14RAYMOND JAMES FINANCIAL INC | 349,156349,156 | $83M | — | TRIM -21% |
| 15 | 15Cetera Investment Advisers | 291,972291,972 | $69M | — | — |
| 16 | 16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 279,551279,551 | $66M | — | ADD 20% |
| 17 | 17Apella Capital, LLC | 217,337217,337 | $56M | — | TRIM -10% |
| 18 | 18Verus Financial Partners, Inc. | 201,789201,789 | $52M | — | — |
| 19 | 19SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 215,518215,518 | $51M | — | — |
| 20 | 20TWO SIGMA INVESTMENTS, LP | 200,200200,200 | $47M | — | NEW |
| 21 | 21CAPTRUST FINANCIAL ADVISORS | 192,302192,302 | $45M | — | TRIM -8% |
| 22 | 22ROYAL BANK OF CANADA | 182,215182,215 | $43M | — | TRIM -9% |
| 23 | 23TRUIST FINANCIAL CORP | 176,092176,092 | $42M | — | ADD 8% |
| 24 | 24Forvis Mazars Wealth Advisors, LLC | 175,411175,411 | $41M | — | TRIM -7% |
| 25 | 25COMMONWEALTH EQUITY SERVICES, LLC | 173,908173,908 | $41M | — | TRIM -15% |
| 26 | 26IEQ CAPITAL, LLC | 158,132158,132 | $37M | — | TRIM -3% |
| 27 | 27Rockefeller Capital Management L.P. | 153,969153,969 | $36M | — | — |
| 28 | 28Investment Planning Advisors, Inc. | 151,958151,958 | $36M | — | ADD 12% |
| 29 | 29Orion Porfolio Solutions, LLC | 151,943151,943 | $36M | — | TRIM -14% |
| 30 | 30One Capital Management, LLC | 143,204143,204 | $34M | — | TRIM -19% |
| 31 | 31ProVise Management Group, LLC | 135,976135,976 | $32M | — | — |
| 32 | 32Mesirow Financial Investment Management, Inc. | 132,573132,573 | $31M | — | ADD 23% |
| 33 | 33Black Diamond Financial, LLC | 112,098112,098 | $26M | — | — |
| 34 | 34Praetorian Wealth Management, Inc. | 92,90292,902 | $23M | — | ADD 3% |
| 35 | 35JPMORGAN CHASE & CO | 95,22095,220 | $22M | — | TRIM -80% |
| 36 | 36Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,41989,419 | $21M | — | ADD 4% |
| 37 | 37Capital Investment Advisors, LLC | 89,13089,130 | $21M | — | ADD 4% |
| 38 | 38Cambridge Investment Research Advisors, Inc. | 87,33087,330 | $21M | — | ADD 3% |
| 39 | 39OSAIC HOLDINGS, INC. | 85,17585,175 | $20M | — | TRIM -14% |
| 40 | 40EXENCIAL WEALTH ADVISORS, LLC | 80,66680,666 | $19M | — | TRIM -3% |
| 41 | 41VSM Wealth Advisory, LLC | 69,63469,634 | $16M | — | — |
| 42 | 42COZAD ASSET MANAGEMENT INC | 69,24869,248 | $16M | — | — |
| 43 | 43Creative Planning | 68,03568,035 | $16M | — | — |
| 44 | 44Modera Wealth Management, LLC | 67,49167,491 | $16M | — | — |
| 45 | 45PATTEN & PATTEN INC/TN | 65,04665,046 | $15M | — | ADD 3% |
| 46 | 46Beacon Pointe Advisors, LLC | 62,98862,988 | $15M | — | TRIM -9% |
| 47 | 47JONES FINANCIAL COMPANIES LLLP | 63,68763,687 | $15M | — | ADD 10% |
| 48 | 48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,47060,470 | $14M | — | TRIM -35% |
| 49 | 49Colorado Capital Management, Inc. | 59,52159,521 | $14M | — | ADD 11% |
| 50 | 50HB Wealth Management, LLC | 59,35559,355 | $14M | — | — |
| 51 | 51Capital Advantage, Inc. | 59,01459,014 | $14M | — | — |
| 52 | 52AlphaCore Capital LLC | 58,82258,822 | $14M | — | — |
| 53 | 53Choate Investment Advisors | 58,06758,067 | $14M | — | — |
| 54 | 54GOLDMAN SACHS GROUP INC | 56,50756,507 | $13M | — | TRIM -44% |
| 55 | 55Janney Montgomery Scott LLC | 48,92748,927 | $12M | — | TRIM -44% |
| 56 | 56TriaGen Wealth Management LLC | 48,08848,088 | $11M | — | — |
| 57 | 57RETIREMENT FINANCIAL SOLUTIONS, LLC | 47,24147,241 | $11M | — | ADD 3% |
| 58 | 58Baird Financial Group, Inc. | 47,18047,180 | $11M | — | TRIM -2% |
| 59 | 59Kestra Advisory Services, LLC | 46,44946,449 | $11M | — | ADD 22% |
| 60 | 60CreativeOne Wealth, LLC | 45,42245,422 | $11M | — | ADD 4% |
| 61 | 61Systelligence, LLC | 44,91744,917 | $11M | — | TRIM -9% |
| 62 | 62Physician Wealth Advisors, Inc. | 44,72744,727 | $11M | — | ADD 2% |
| 63 | 63STEPH & CO | 44,20244,202 | $10M | — | ADD 15% |
| 64 | 64Bank of New York Mellon Corp | 42,45042,450 | $10M | — | — |
| 65 | 65Blackston Financial Advisory Group, LLC | 40,65740,657 | $10M | — | — |
| 66 | 66FSA WEALTH PARTNERS, INC. | 39,73539,735 | $9M | — | TRIM -56% |
| 67 | 67Destination Wealth Management | 38,56438,564 | $9M | — | — |
| 68 | 68SCHMIDT P J INVESTMENT MANAGEMENT INC | 37,78637,786 | $9M | — | — |
| 69 | 69CALTON & ASSOCIATES, INC. | 36,96336,963 | $9M | — | — |
| 70 | 70PHILLIPS FINANCIAL MANAGEMENT, LLC | 35,87135,871 | $8M | — | TRIM -18% |
| 71 | 71MA Private Wealth | 35,81035,810 | $8M | — | TRIM -50% |
| 72 | 72Focus Partners Wealth | 35,71735,717 | $8M | — | ADD 3% |
| 73 | 73Baker Ellis Asset Management LLC | 35,52635,526 | $8M | — | TRIM -2% |
| 74 | 74Segment Wealth Management, LLC | 35,10635,106 | $8M | — | — |
| 75 | 75MML INVESTORS SERVICES, LLC | 34,49334,493 | $8M | — | ADD 18% |
| 76 | 76MONETA GROUP INVESTMENT ADVISORS LLC | 33,53633,536 | $8M | — | TRIM -2% |
| 77 | 77FMR LLC | 31,21431,214 | $7M | — | — |
| 78 | 78Mariner, LLC | 30,50930,509 | $7M | — | — |
| 79 | 79ENDEAVOR PRIVATE WEALTH, INC. | 30,39130,391 | $7M | — | TRIM -6% |
| 80 | 80Prospera Financial Services Inc | 29,95229,952 | $7M | — | ADD 131% |
| 81 | 81Tradition Wealth Management, LLC | 29,47829,478 | $7M | — | ADD 2% |
| 82 | 82FLORIDA FINANCIAL ADVISORS, LLC | 29,40529,405 | $7M | — | TRIM -10% |
| 83 | 83COLDSTREAM CAPITAL MANAGEMENT INC | 28,54128,541 | $7M | — | TRIM -4% |
| 84 | 84BlackRock, Inc. | 27,89327,893 | $7M | — | TRIM -16% |
| 85 | 85Wealthfront Advisers LLC | 27,60927,609 | $7M | — | TRIM -10% |
| 86 | 86RiverFront Investment Group, LLC | 27,15627,156 | $6M | — | TRIM -94% |
| 87 | 87Cerity Partners LLC | 26,66826,668 | $6M | — | ADD 156% |
| 88 | 88Parkway Wealth Management Group, LLC | 25,55525,555 | $6M | — | TRIM -12% |
| 89 | 89IFP Advisors, Inc | 25,97025,970 | $6M | — | — |
| 90 | 90Diversified Trust Co | 24,54724,547 | $6M | — | TRIM -15% |
| 91 | 91Jump Financial, LLC | 24,46224,462 | $6M | — | TRIM -49% |
| 92 | 92FIDUCIARY ADVISORS, INC. | 23,90423,904 | $6M | — | ADD 5% |
| 93 | 93Zhang Financial LLC | 23,64423,644 | $6M | — | — |
| 94 | 94FDx Advisors, Inc. | 23,50623,506 | $6M | — | TRIM -6% |
| 95 | 95Spartan Wealth Advisory Services LLC | 23,22123,221 | $5M | — | NEW |
| 96 | 96MONTAG A & ASSOCIATES INC | 22,96022,960 | $5M | — | — |
| 97 | 97Sanctuary Advisors, LLC | 22,93922,939 | $5M | — | TRIM -68% |
| 98 | 98HRT FINANCIAL LP | 21,77421,774 | $5M | — | NEW |
| 99 | 99Stokes Family Office, LLC | 20,28020,280 | $5M | — | — |
| 100 | 100Crews Bank & Trust | 19,74019,740 | $5M | — | ADD 14% |
