| 1 | 1BANK OF AMERICA CORP /DE/ | 11,102,86911.1M | $528M | — | — |
| 2 | 2AMERIPRISE FINANCIAL INC | 7,590,0627.6M | $361M | — | — |
| 3 | 3PNC FINANCIAL SERVICES GROUP, INC. | 5,096,4905.1M | $242M | — | — |
| 4 | 4ENVESTNET ASSET MANAGEMENT INC | 4,827,6514.8M | $229M | — | — |
| 5 | 5Waverly Advisors, LLC | 3,659,5753.7M | $174M | — | — |
| 6 | 6Invesco Ltd. | 3,076,9173.1M | $146M | — | — |
| 7 | 7Mariner, LLC | 2,984,1533.0M | $142M | — | TRIM -5% |
| 8 | 8LPL Financial LLC | 2,798,8902.8M | $133M | — | ADD 3% |
| 9 | 9COMMONWEALTH EQUITY SERVICES, LLC | 2,535,8872.5M | $121M | — | TRIM -16% |
| 10 | 10MORGAN STANLEY | 2,123,3012.1M | $101M | — | — |
| 11 | 11D.A. DAVIDSON & CO. | 2,109,2752.1M | $100M | — | ADD 3% |
| 12 | 12WELLS FARGO & COMPANY/MN | 2,057,2372.1M | $98M | — | ADD 14% |
| 13 | 13Arbor Investment Advisors, LLC | 2,027,9772.0M | $96M | — | — |
| 14 | 14Linscomb Wealth, Inc. | 1,975,9692.0M | $94M | — | TRIM -7% |
| 15 | 15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,933,4841.9M | $92M | — | ADD 3% |
| 16 | 16Focus Partners Wealth | 1,706,9441.7M | $81M | — | — |
| 17 | 17Berman McAleer LLC | 1,571,5391.6M | $75M | — | — |
| 18 | 18RAYMOND JAMES FINANCIAL INC | 1,503,1811.5M | $71M | — | ADD 6% |
| 19 | 19Pinnacle Financial Partners, Inc. | 1,265,6341.3M | $60M | — | — |
| 20 | 20ROYAL BANK OF CANADA | 1,233,0421.2M | $59M | — | ADD 3% |
| 21 | 21RFG Advisory, LLC | 1,134,2571.1M | $54M | — | TRIM -12% |
| 22 | 22Larson Financial Group LLC | 1,022,4021.0M | $49M | — | ADD 17% |
| 23 | 23Cetera Investment Advisers | 948,885948,885 | $45M | — | ADD 2% |
| 24 | 24Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 932,117932,117 | $44M | — | — |
| 25 | 25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 822,040822,040 | $39M | — | TRIM -68% |
| 26 | 26AlphaCore Capital LLC | 808,787808,787 | $38M | — | TRIM -9% |
| 27 | 27Garrett Wealth Advisory Group, LLC | 796,038796,038 | $38M | — | — |
| 28 | 28UBS Group AG | 786,770786,770 | $37M | — | TRIM -3% |
| 29 | 29GRIMES & Co WEALTH MANAGEMENT, LLC | 761,631761,631 | $36M | — | — |
| 30 | 30Corient Private Wealth LLC | 758,894758,894 | $36M | — | TRIM -49% |
| 31 | 31Pinnacle Financial Group, LLC / IL | 668,275668,275 | $32M | — | — |
| 32 | 32OSAIC HOLDINGS, INC. | 657,688657,688 | $31M | — | ADD 11% |
| 33 | 33Equitable Holdings, Inc. | 656,774656,774 | $31M | — | — |
| 34 | 34ROTHSCHILD INVESTMENT LLC | 643,009643,009 | $31M | — | ADD 4% |
| 35 | 35Charles Schwab Trust Co | 637,458637,458 | $30M | — | — |
| 36 | 36Klingman & Associates, LLC | 618,139618,139 | $29M | — | TRIM -9% |
| 37 | 37JPMORGAN CHASE & CO | 623,997623,997 | $29M | — | ADD 7% |
| 38 | 38Charter Capital Management, LLC\DE | 595,164595,164 | $28M | — | — |
| 39 | 39HighTower Advisors, LLC | 587,026587,026 | $28M | — | TRIM -9% |
| 40 | 40BOYUM WEALTH ARCHITECTS LLC | 518,214518,214 | $27M | — | ADD 15% |
| 41 | 41TRUIST FINANCIAL CORP | 553,631553,631 | $26M | — | — |
| 42 | 42Boulder Wealth Advisors, LLC | 550,343550,343 | $26M | — | ADD 13% |
| 43 | 43Penserra Capital Management LLC | 541,398541,398 | $26M | — | NEW |
| 44 | 44Pathstone Holdings, LLC | 534,205534,205 | $25M | — | — |
| 45 | 45NATIONAL BANK OF CANADA /FI/ | 531,851531,851 | $25M | — | TRIM -2% |
| 46 | 46Forvis Mazars Wealth Advisors, LLC | 507,085507,085 | $24M | — | — |
| 47 | 47SAXON INTERESTS, INC. | 503,630503,630 | $24M | — | TRIM -2% |
| 48 | 48Cambridge Investment Research Advisors, Inc. | 496,355496,355 | $24M | — | ADD 22% |
| 49 | 49Wharton Business Group, LLC | 495,030495,030 | $24M | — | — |
| 50 | 50Breakwater Capital Group | 449,867449,867 | $21M | — | — |
| 51 | 51Pettinga Financial Advisors LLC | 428,347428,347 | $20M | — | ADD 14% |
| 52 | 52FLYNN ZITO CAPITAL MANAGEMENT, LLC | 424,698424,698 | $20M | — | TRIM -2% |
| 53 | 53AQR CAPITAL MANAGEMENT LLC | 404,028404,028 | $19M | — | ADD 36% |
| 54 | 54McIlrath & Eck, LLC | 401,266401,266 | $19M | — | TRIM -4% |
| 55 | 55World Investment Advisors | 398,063398,063 | $19M | — | ADD 27% |
| 56 | 56Goodman Advisory Group, LLC | 386,316386,316 | $18M | — | TRIM -8% |
| 57 | 57CAPTRUST FINANCIAL ADVISORS | 492,260492,260 | $18M | — | — |
| 58 | 58Allworth Financial LP | 380,700380,700 | $18M | — | — |
| 59 | 59Cornerstone Wealth Management, LLC | 343,934343,934 | $16M | — | ADD 13% |
| 60 | 60Montz Harcus Wealth Management LLC | 331,940331,940 | $16M | — | ADD 6% |
| 61 | 61Ted Buchan & Co | 325,039325,039 | $15M | — | — |
| 62 | 62Steward Partners Investment Advisory, LLC | 321,116321,116 | $15M | — | TRIM -2% |
| 63 | 63Baker Ellis Asset Management LLC | 318,719318,719 | $15M | — | — |
| 64 | 64Wealthspire Retirement, LLC | 317,911317,911 | $15M | — | — |
| 65 | 65Clear Harbor Asset Management, LLC | 315,293315,293 | $15M | — | — |
| 66 | 66Stonebridge Financial Group, LLC | 304,852304,852 | $14M | — | TRIM -4% |
| 67 | 67MERCER GLOBAL ADVISORS INC /ADV | 297,963297,963 | $14M | — | TRIM -27% |
| 68 | 68GLENMEDE TRUST CO NA | 284,749284,749 | $14M | — | TRIM -3% |
| 69 | 69Essex Financial Services, Inc. | 275,840275,840 | $13M | — | ADD 8% |
| 70 | 70Creative Planning | 274,782274,782 | $13M | — | ADD 4% |
| 71 | 71Vestmark Advisory Solutions, Inc. | 265,573265,573 | $13M | — | ADD 22% |
| 72 | 72Compass Financial Group, Inc. | 262,190262,190 | $12M | — | TRIM -2% |
| 73 | 73Wood Tarver Financial Group, LLC | 257,812257,812 | $12M | — | ADD 545% |
| 74 | 74JONES FINANCIAL COMPANIES LLLP | 254,055254,055 | $12M | — | ADD 17% |
| 75 | 75FMR LLC | 236,705236,705 | $11M | — | ADD 17% |
| 76 | 76OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 236,444236,444 | $11M | — | — |
| 77 | 77Rodgers & Associates, LTD | 233,696233,696 | $11M | — | TRIM -5% |
| 78 | 78Trinity Legacy Partners, LLC | 221,078221,078 | $11M | — | — |
| 79 | 79IEQ CAPITAL, LLC | 228,549228,549 | $11M | — | — |
| 80 | 80Wealthspire Advisors, LLC | 220,720220,720 | $10M | — | — |
| 81 | 81JNBA Financial Advisors | 218,649218,649 | $10M | — | TRIM -6% |
| 82 | 82Quantinno Capital Management LP | 213,570213,570 | $10M | — | ADD 45% |
| 83 | 83Cerity Partners LLC | 198,845198,845 | $9M | — | ADD 8% |
| 84 | 84Bouvel Investment Partners, LLC | 198,295198,295 | $9M | — | ADD 149% |
| 85 | 85Perigon Wealth Management, LLC | 196,759196,759 | $9M | — | ADD 3% |
| 86 | 86Arlington Financial Advisors, LLC | 191,899191,899 | $9M | — | TRIM -4% |
| 87 | 87Woodside Wealth Management LLC | 174,410174,410 | $8M | — | ADD 3% |
| 88 | 88Marion Wealth Management | 170,961170,961 | $8M | — | TRIM -13% |
| 89 | 89WIMMER ASSOCIATES 1, LLC | 170,559170,559 | $8M | — | — |
| 90 | 90Resonant Capital Advisors, LLC | 170,207170,207 | $8M | — | ADD 2% |
| 91 | 91MML INVESTORS SERVICES, LLC | 157,137157,137 | $7M | — | ADD 13% |
| 92 | 92Arkadios Wealth Advisors | 156,793156,793 | $7M | — | ADD 373% |
| 93 | 93BLAIR WILLIAM & CO/IL | 153,748153,748 | $7M | — | ADD 10% |
| 94 | 94Prosperity Consulting Group, LLC | 148,735148,735 | $7M | — | TRIM -12% |
| 95 | 95Baird Financial Group, Inc. | 142,688142,688 | $7M | — | — |
| 96 | 96Three Bridge Wealth Advisors, LLC | 141,547141,547 | $7M | — | TRIM -2% |
| 97 | 97Federation des caisses Desjardins du Quebec | 140,620140,620 | $7M | — | ADD 17% |
| 98 | 98Ellevest, Inc. | 139,502139,502 | $7M | — | — |
| 99 | 99Intelligence Driven Advisers, LLC | 138,356138,356 | $7M | — | TRIM -3% |
| 100 | 100Janney Montgomery Scott LLC | 138,282138,282 | $7M | — | ADD 12% |
