| 1 | 1BANK OF AMERICA CORP /DE/ | 11,855,95311.9M | $539M | — | TRIM -6% |
| 2 | 2TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,775,5104.8M | $217M | — | NEW |
| 3 | 3JPMORGAN CHASE & CO | 2,039,4732.0M | $91M | — | — |
| 4 | 4LPL Financial LLC | 1,897,8191.9M | $86M | — | ADD 6% |
| 5 | 5MORGAN STANLEY | 1,276,5311.3M | $58M | — | ADD 4% |
| 6 | 6COMMONWEALTH EQUITY SERVICES, LLC | 1,124,0501.1M | $51M | — | ADD 12% |
| 7 | 7ENVESTNET ASSET MANAGEMENT INC | 1,052,8961.1M | $48M | — | ADD 124% |
| 8 | 8MERCER GLOBAL ADVISORS INC /ADV | 540,564540,564 | $25M | — | TRIM -20% |
| 9 | 9UBS Group AG | 516,668516,668 | $24M | — | — |
| 10 | 10Beacon Pointe Advisors, LLC | 505,725505,725 | $23M | — | ADD 15% |
| 11 | 11Cambridge Investment Research Advisors, Inc. | 456,632456,632 | $21M | — | TRIM -3% |
| 12 | 12Bank of New York Mellon Corp | 438,368438,368 | $20M | — | ADD 28% |
| 13 | 13Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 401,443401,443 | $18M | — | — |
| 14 | 14EASTERN BANK | 281,255281,255 | $13M | — | TRIM -3% |
| 15 | 15CAPTRUST FINANCIAL ADVISORS | 252,103252,103 | $11M | — | ADD 6% |
| 16 | 16RAYMOND JAMES FINANCIAL INC | 250,879250,879 | $11M | — | ADD 21% |
| 17 | 17AMERIPRISE FINANCIAL INC | 232,347232,347 | $11M | — | ADD 2% |
| 18 | 18Mariner, LLC | 230,946230,946 | $11M | — | — |
| 19 | 19MISSION WEALTH MANAGEMENT, LP | 216,777216,777 | $10M | — | TRIM -2% |
| 20 | 20Forefront Analytics, LLC | 195,657195,657 | $9M | — | ADD 38% |
| 21 | 21ST GERMAIN D J CO INC | 186,062186,062 | $8M | — | ADD 3% |
| 22 | 22Allworth Financial LP | 184,190184,190 | $8M | — | — |
| 23 | 23HighTower Advisors, LLC | 173,269173,269 | $8M | — | ADD 6% |
| 24 | 24Cetera Investment Advisers | 167,164167,164 | $8M | — | TRIM -12% |
| 25 | 25Thrivent Financial for Lutherans | 154,243154,243 | $7M | — | ADD 28% |
| 26 | 26REGATTA CAPITAL GROUP, LLC | 148,558148,558 | $7M | — | ADD 7% |
| 27 | 27EP Wealth Advisors, LLC | 145,222145,222 | $7M | — | ADD 55% |
| 28 | 28One Capital Management, LLC | 142,963142,963 | $7M | — | ADD 23% |
| 29 | 29FMR LLC | 126,848126,848 | $6M | — | ADD 10% |
| 30 | 30ASSETMARK, INC | 125,123125,123 | $6M | — | ADD 5% |
| 31 | 31TIAA TRUST, NATIONAL ASSOCIATION | 121,963121,963 | $6M | — | TRIM -97% |
| 32 | 32ROYAL BANK OF CANADA | 121,611121,611 | $6M | — | TRIM -26% |
| 33 | 33Corient Private Wealth LLC | 109,113109,113 | $5M | — | TRIM -53% |
| 34 | 34Wilmington Savings Fund Society, FSB | 108,672108,672 | $5M | — | — |
| 35 | 35RWA WEALTH PARTNERS, LLC | 107,043107,043 | $5M | — | — |
| 36 | 36STALEY CAPITAL ADVISERS INC | 100,000100,000 | $5M | — | — |
| 37 | 37Vestmark Advisory Solutions, Inc. | 98,34098,340 | $4M | — | TRIM -51% |
| 38 | 38Opes Wealth Management LLC | 90,38690,386 | $4M | — | — |
| 39 | 39rebel Financial LLC | 89,31689,316 | $4M | — | ADD 4% |
| 40 | 40VICUS CAPITAL | 87,81887,818 | $4M | — | TRIM -6% |
| 41 | 41BSW Wealth Partners | 86,44486,444 | $4M | — | TRIM -5% |
| 42 | 42Savant Capital, LLC | 86,07286,072 | $4M | — | — |
| 43 | 43Cresset Asset Management, LLC | 82,47382,473 | $4M | — | — |
| 44 | 44CRUX WEALTH ADVISORS | 81,07181,071 | $4M | — | — |
| 45 | 45Plum Street Advisors, LLC | 77,48577,485 | $4M | — | — |
| 46 | 46WELLS FARGO & COMPANY/MN | 76,42076,420 | $3M | — | ADD 68% |
| 47 | 47Evolution Advisers, Inc. | 75,61675,616 | $3M | — | ADD 24% |
| 48 | 48CX Institutional | 73,92273,922 | $3M | — | ADD 7% |
| 49 | 49Legacy Edge Advisors, LLC | 71,44171,441 | $3M | — | ADD 5% |
| 50 | 50Equitable Holdings, Inc. | 71,28371,283 | $3M | — | TRIM -3% |
| 51 | 51Gateway Wealth Partners, LLC | 69,56169,561 | $3M | — | ADD 52% |
| 52 | 52Invera Wealth Advisors, LLC | 69,29569,295 | $3M | — | TRIM -20% |
| 53 | 53PARK AVENUE SECURITIES LLC | 59,41159,411 | $3M | — | TRIM -3% |
| 54 | 54Balanced Rock Investment Advisors LLC | 58,09458,094 | $3M | — | — |
| 55 | 55One Day In July LLC | 54,87554,875 | $2M | — | — |
| 56 | 56STIFEL FINANCIAL CORP | 53,55353,553 | $2M | — | — |
| 57 | 57Equita Financial Network, Inc. | 52,80352,803 | $2M | — | ADD 6% |
| 58 | 58BARTLETT & CO. WEALTH MANAGEMENT LLC | 47,50747,507 | $2M | — | NEW |
| 59 | 59&PARTNERS | 49,80149,801 | $2M | — | ADD 5% |
| 60 | 60HSBC HOLDINGS PLC | 49,69849,698 | $2M | — | TRIM -50% |
| 61 | 61CWM, LLC | 47,83047,830 | $2M | — | — |
| 62 | 62CANANDAIGUA NATIONAL CORP | 47,60047,600 | $2M | — | NEW |
| 63 | 63OPPENHEIMER ASSET MANAGEMENT INC. | 46,97146,971 | $2M | — | ADD 3% |
| 64 | 64Private Advisor Group, LLC | 46,92346,923 | $2M | — | TRIM -5% |
| 65 | 65CGN Advisors LLC | 46,52846,528 | $2M | — | — |
| 66 | 66BOKF, NA | 45,60645,606 | $2M | — | — |
| 67 | 67Revolve Wealth Partners, LLC | 45,48245,482 | $2M | — | — |
| 68 | 68Strategic Point Investment Advisors, LLC | 44,20544,205 | $2M | — | TRIM -3% |
| 69 | 69Mascoma Wealth Management LLC | 42,24042,240 | $2M | — | — |
| 70 | 70Kestra Advisory Services, LLC | 41,91541,915 | $2M | — | ADD 2% |
| 71 | 71NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 40,11040,110 | $2M | — | ADD 30% |
| 72 | 72Sincerus Advisory, LLC | 37,87637,876 | $2M | — | ADD 5% |
| 73 | 73SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,96435,964 | $2M | — | TRIM -27% |
| 74 | 74OSAIC HOLDINGS, INC. | 35,92435,924 | $2M | — | — |
| 75 | 75Falcon Wealth Planning | 33,51033,510 | $2M | — | TRIM -8% |
| 76 | 76Ledyard National Bank | 33,25433,254 | $2M | — | NEW |
| 77 | 77Clarity Asset Management, Inc. | 32,26132,261 | $1M | — | TRIM -70% |
| 78 | 78Addison Advisors LLC | 32,08732,087 | $1M | — | ADD 19% |
| 79 | 79UMB Bank, n.a. | 30,85930,859 | $1M | — | TRIM -10% |
| 80 | 80JOURNEY STRATEGIC WEALTH LLC | 30,39930,399 | $1M | — | ADD 3% |
| 81 | 81WealthShield Partners, LLC | 30,22930,229 | $1M | — | ADD 9% |
| 82 | 82KINGSWOOD WEALTH ADVISORS, LLC | 29,86729,867 | $1M | — | ADD 3% |
| 83 | 83MML INVESTORS SERVICES, LLC | 28,99528,995 | $1M | — | ADD 6% |
| 84 | 84Private Wealth Management Group, LLC | 28,97128,971 | $1M | — | ADD 2% |
| 85 | 85Curtis Advisory Group, LLC | 28,53928,539 | $1M | — | ADD 7% |
| 86 | 86CHOREO, LLC | 27,41627,416 | $1M | — | ADD 7% |
| 87 | 87Bond & Devick Financial Network, Inc. | 27,07927,079 | $1M | — | ADD 7% |
| 88 | 88Merit Financial Group, LLC | 26,51726,517 | $1M | — | TRIM -34% |
| 89 | 89Shotwell Rutter Baer Inc | 26,11826,118 | $1M | — | TRIM -4% |
| 90 | 90Focus Partners Wealth | 25,63425,634 | $1M | — | TRIM -22% |
| 91 | 91COMMERCE BANK | 24,72124,721 | $1M | — | ADD 2% |
| 92 | 92BAILARD, INC. | 24,56924,569 | $1M | — | — |
| 93 | 93Wescott Financial Advisory Group, LLC | 24,41824,418 | $1M | — | — |
| 94 | 94HARBOUR INVESTMENTS, INC. | 23,71923,719 | $1M | — | ADD 3% |
| 95 | 95Integrated Wealth Concepts LLC | 22,87922,879 | $1M | — | ADD 37% |
| 96 | 96Farther Finance Advisors, LLC | 21,81521,815 | $1M | — | ADD 11% |
| 97 | 97SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20,95020,950 | $953,226 | — | ADD 12% |
| 98 | 98WNY Asset Management, LLC | 20,80120,801 | $946,423 | — | NEW |
| 99 | 99GTS SECURITIES LLC | 20,76220,762 | $944,671 | — | ADD 48% |
| 100 | 100Ameritas Investment Partners, Inc. | 20,35920,359 | $926,312 | — | ADD 7% |
