| 1 | 1BANK OF AMERICA CORP /DE/ | 110,717,308110.7M | $2.7B | — | TRIM -10% |
| 2 | 2JPMORGAN CHASE & CO | 24,469,33424.5M | $593M | — | ADD 16% |
| 3 | 3SEI INVESTMENTS CO | 16,741,00016.7M | $406M | — | TRIM -10% |
| 4 | 4AMERIPRISE FINANCIAL INC | 15,446,98515.4M | $363M | — | TRIM -19% |
| 5 | 5ENVESTNET ASSET MANAGEMENT INC | 7,671,5547.7M | $186M | — | ADD 3% |
| 6 | 6STIFEL FINANCIAL CORP | 6,358,9046.4M | $154M | — | ADD 5% |
| 7 | 7PNC FINANCIAL SERVICES GROUP, INC. | 4,104,1874.1M | $100M | — | ADD 6% |
| 8 | 8Moisand Fitzgerald Tamayo, LLC | 3,920,9313.9M | $95M | — | ADD 7% |
| 9 | 9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,409,3453.4M | $83M | — | ADD 7% |
| 10 | 10STATE STREET CORP | 3,100,0003.1M | $75M | — | — |
| 11 | 11Wealthfront Advisers LLC | 2,978,5943.0M | $72M | — | TRIM -27% |
| 12 | 12MCF Advisors LLC | 2,755,3712.8M | $67M | — | — |
| 13 | 13Bangor Savings Bank | 2,576,6472.6M | $63M | — | ADD 5% |
| 14 | 14LPL Financial LLC | 2,324,6402.3M | $56M | — | ADD 34% |
| 15 | 15WELLS FARGO & COMPANY/MN | 2,304,4492.3M | $56M | — | ADD 7% |
| 16 | 16FIDUCIARY FINANCIAL GROUP, LLC | 2,176,7412.2M | $53M | — | ADD 12% |
| 17 | 17LVW Advisors, LLC | 2,112,9852.1M | $51M | — | — |
| 18 | 18Merit Financial Group, LLC | 2,057,6532.1M | $50M | — | ADD 9% |
| 19 | 19TruNorth Capital Management, LLC | 1,964,2912.0M | $48M | — | — |
| 20 | 20MORGAN STANLEY | 1,888,0691.9M | $46M | — | ADD 23% |
| 21 | 21Midwest Trust Co | 1,846,3141.8M | $45M | — | ADD 40% |
| 22 | 22UBS Group AG | 1,821,1701.8M | $44M | — | ADD 63% |
| 23 | 23FLC Capital Advisors | 1,718,8241.7M | $42M | — | ADD 6% |
| 24 | 24Cerity Partners LLC | 1,692,8321.7M | $41M | — | TRIM -20% |
| 25 | 25High Probability Advisors, LLC | 1,682,8611.7M | $41M | — | ADD 15% |
| 26 | 26Morningstar Investment Management LLC | 1,613,4911.6M | $39M | — | TRIM -7% |
| 27 | 27STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,544,5331.5M | $37M | — | TRIM -26% |
| 28 | 28Waverly Advisors, LLC | 1,521,2421.5M | $37M | — | ADD 73% |
| 29 | 29DAVENPORT & Co LLC | 1,493,4511.5M | $36M | — | TRIM -14% |
| 30 | 30Willis Johnson & Associates, Inc. | 1,457,7111.5M | $35M | — | ADD 7% |
| 31 | 31MERCER GLOBAL ADVISORS INC /ADV | 1,400,3811.4M | $34M | — | TRIM -3% |
| 32 | 32ACCESS FINANCIAL SERVICES, INC. | 1,383,7951.4M | $34M | — | — |
| 33 | 33MAI Capital Management | 1,365,5891.4M | $33M | — | ADD 8% |
| 34 | 34LEAVELL INVESTMENT MANAGEMENT, INC. | 1,364,3831.4M | $33M | — | ADD 6% |
| 35 | 35Blackhawk Capital Partners, LLC | 1,241,3671.2M | $30M | — | NEW |
| 36 | 36Passive Capital Management, LLC. | 1,234,4331.2M | $30M | — | ADD 6% |
| 37 | 37Kestra Investment Management, LLC | 1,208,3241.2M | $29M | — | NEW |
| 38 | 38United Capital Management of KS, Inc. | 1,173,5411.2M | $28M | — | TRIM -48% |
| 39 | 39MassMutual Private Wealth & Trust, FSB | 1,145,0701.1M | $28M | — | ADD 35% |
| 40 | 40Charles Schwab Trust Co | 1,101,6831.1M | $27M | — | ADD 6% |
| 41 | 41Avior Wealth Management, LLC | 1,058,1711.1M | $26M | — | ADD 8% |
| 42 | 42Holcombe Financial, Inc. | 1,029,5881.0M | $25M | — | ADD 7% |
| 43 | 43MBM WEALTH CONSULTANTS, LLC | 962,850962,850 | $23M | — | ADD 7% |
| 44 | 44Galvin, Gaustad & Stein, LLC | 886,900886,900 | $22M | — | — |
| 45 | 45Journey Advisory Group, LLC | 859,892859,892 | $21M | — | ADD 8% |
| 46 | 46Courage Miller Partners, LLC | 820,033820,033 | $20M | — | ADD 3% |
| 47 | 47Cetera Investment Advisers | 804,911804,911 | $20M | — | TRIM -24% |
| 48 | 48RMR Wealth Builders | 796,357796,357 | $19M | — | ADD 21% |
| 49 | 49NOVEM GROUP | 790,571790,571 | $19M | — | ADD 4% |
| 50 | 50AdvisorNet Financial, Inc | 780,153780,153 | $19M | — | — |
| 51 | 51Fund Evaluation Group, LLC | 772,924772,924 | $19M | — | — |
| 52 | 52NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 761,195761,195 | $18M | — | TRIM -6% |
| 53 | 53BRANDYWINE OAK PRIVATE WEALTH LLC | 753,576753,576 | $18M | — | — |
| 54 | 54Alesco Advisors, LLC, An ESL Co | 752,236752,236 | $18M | — | ADD 22% |
| 55 | 55Black Diamond Financial, LLC | 723,101723,101 | $18M | — | ADD 4% |
| 56 | 56KRM WEALTH MANAGEMENT L.L.C. | 714,088714,088 | $17M | — | ADD 14% |
| 57 | 57BWM Planning, LLC | 703,664703,664 | $17M | — | ADD 12% |
| 58 | 58Inspire Investing, LLC | 689,358689,358 | $17M | — | TRIM -7% |
| 59 | 59ALLIANCEBERNSTEIN L.P. | 672,388672,388 | $16M | — | NEW |
| 60 | 60Farther Finance Advisors, LLC | 664,015664,015 | $16M | — | ADD 25% |
| 61 | 61JPL Wealth Management, LLC | 650,307650,307 | $16M | — | ADD 6% |
| 62 | 62RAYMOND JAMES FINANCIAL INC | 642,776642,776 | $16M | — | TRIM -12% |
| 63 | 63Avidian Wealth Enterprises, LLC | 637,834637,834 | $15M | — | ADD 8% |
| 64 | 64Pure Financial Advisors, LLC | 628,836628,836 | $15M | — | ADD 5% |
| 65 | 65Clear Retirement Advice LLC | 598,083598,083 | $15M | — | — |
| 66 | 66Blue Sky Capital Consultants Group, Inc. | 595,497595,497 | $14M | — | ADD 40% |
| 67 | 67AE Wealth Management LLC | 581,081581,081 | $14M | — | ADD 11397% |
| 68 | 68Stonebridge Financial Group, LLC | 577,947577,947 | $14M | — | ADD 66% |
| 69 | 69Prairiewood Capital, LLC | 576,172576,172 | $14M | — | ADD 7% |
| 70 | 70Marotta Asset Management | 564,482564,482 | $14M | — | TRIM -5% |
| 71 | 71Vivaldi Capital Management LP | 555,616555,616 | $13M | — | ADD 2% |
| 72 | 72Brooklyn Investment Group | 552,714552,714 | $13M | — | TRIM -19% |
| 73 | 73Towneley Capital Management, Inc / DE | 549,185549,185 | $13M | — | ADD 2% |
| 74 | 74Meridian Wealth Partners, LLC | 542,653542,653 | $13M | — | ADD 4% |
| 75 | 75DIVERSIFY WEALTH MANAGEMENT, LLC | 534,366534,366 | $13M | — | ADD 3% |
| 76 | 76Bank of New York Mellon Corp | 532,688532,688 | $13M | — | ADD 1131% |
| 77 | 77CHOREO, LLC | 528,562528,562 | $13M | — | NEW |
| 78 | 78Northeast Financial Group, Inc. | 522,603522,603 | $13M | — | TRIM -12% |
| 79 | 79World Investment Advisors | 519,885519,885 | $13M | — | TRIM -8% |
| 80 | 80ROYAL BANK OF CANADA | 519,253519,253 | $13M | — | — |
| 81 | 81Arnold Financial Planning LLC | 517,952517,952 | $13M | — | ADD 19% |
| 82 | 82BARD ASSOCIATES INC | 508,848508,848 | $12M | — | ADD 83% |
| 83 | 83Westover Capital Advisors, LLC | 503,560503,560 | $12M | — | ADD 3% |
| 84 | 84US BANCORP \DE\ | 489,466489,466 | $12M | — | — |
| 85 | 85TRB Wealth Management, LLC | 483,780483,780 | $12M | — | NEW |
| 86 | 86Peterson Wealth Advisors, LLC | 472,888472,888 | $11M | — | — |
| 87 | 87L. Roy Papp & Associates, LLP | 472,480472,480 | $11M | — | ADD 168% |
| 88 | 88OSAIC HOLDINGS, INC. | 469,086469,086 | $11M | — | ADD 15% |
| 89 | 89First National Trust Co | 466,023466,023 | $11M | — | ADD 13% |
| 90 | 90Savant Capital, LLC | 451,828451,828 | $11M | — | TRIM -52% |
| 91 | 91CAPTRUST FINANCIAL ADVISORS | 446,991446,991 | $11M | — | ADD 57% |
| 92 | 92ZynergyRetirementPlanningLLC | 438,538438,538 | $11M | — | TRIM -9% |
| 93 | 93Mutual Advisors, LLC | 425,562425,562 | $10M | — | — |
| 94 | 94SIMS INVESTMENT MANAGEMENT, LLC | 422,625422,625 | $10M | — | ADD 3% |
| 95 | 95MML INVESTORS SERVICES, LLC | 417,951417,951 | $10M | — | TRIM -13% |
| 96 | 96Stratos Wealth Advisors, LLC | 417,417417,417 | $10M | — | TRIM -37% |
| 97 | 97DOCK STREET ASSET MANAGEMENT INC | 403,061403,061 | $10M | — | ADD 24% |
| 98 | 98Momentum Wealth Planning, LLC | 400,329400,329 | $10M | — | ADD 51% |
| 99 | 99Creative Planning | 399,294399,294 | $10M | — | TRIM -7% |
| 100 | 100BROWN WEALTH MANAGEMENT, LLC | 397,028397,028 | $10M | — | ADD 3% |
