| 1 | 1Windmill Hill Asset Management Ltd | 4,032,3404.0M | $214M | — | TRIM -36% |
| 2 | 2Choate Investment Advisors | 2,377,7932.4M | $126M | — | — |
| 3 | 3Betterment LLC | 1,971,2822.0M | $105M | — | — |
| 4 | 4Bank of New York Mellon Corp | 1,296,8861.3M | $69M | — | — |
| 5 | 5BANK OF AMERICA CORP /DE/ | 1,011,2331.0M | $54M | — | ADD 6% |
| 6 | 6PNC FINANCIAL SERVICES GROUP, INC. | 512,610512,610 | $27M | — | — |
| 7 | 7LPL Financial LLC | 485,750485,750 | $26M | — | — |
| 8 | 8Gemmer Asset Management LLC | 453,587453,587 | $24M | — | ADD 2% |
| 9 | 9MORGAN STANLEY | 436,290436,290 | $23M | — | — |
| 10 | 10SPINNAKER TRUST | 432,061432,061 | $23M | — | — |
| 11 | 11Beacon Pointe Advisors, LLC | 398,330398,330 | $21M | — | — |
| 12 | 12PARTNERS CAPITAL INVESTMENT GROUP, LLP | 357,185357,185 | $19M | — | — |
| 13 | 13Allianz SE | 298,008298,008 | $16M | — | — |
| 14 | 14ROYAL BANK OF CANADA | 266,749266,749 | $14M | — | ADD 22% |
| 15 | 15Pathstone Holdings, LLC | 266,117266,117 | $14M | — | — |
| 16 | 16Mariner, LLC | 252,208252,208 | $13M | — | ADD 9% |
| 17 | 17AMERIPRISE FINANCIAL INC | 238,040238,040 | $13M | — | — |
| 18 | 18GOULD ASSET MANAGEMENT LLC /CA/ | 182,436182,436 | $10M | — | — |
| 19 | 19RETIREMENT INCOME SOLUTIONS, INC | 169,450169,450 | $9M | — | TRIM -2% |
| 20 | 20Rockefeller Capital Management L.P. | 160,386160,386 | $9M | — | — |
| 21 | 21COMMONWEALTH EQUITY SERVICES, LLC | 156,283156,283 | $8M | — | TRIM -11% |
| 22 | 22Cerity Partners LLC | 154,946154,946 | $8M | — | — |
| 23 | 23SEEDS INVESTOR LLC | 142,394142,394 | $8M | — | ADD 6% |
| 24 | 24Cambridge Investment Research Advisors, Inc. | 140,029140,029 | $7M | — | — |
| 25 | 25SEI INVESTMENTS CO | 123,132123,132 | $7M | — | — |
| 26 | 26UBS Group AG | 107,244107,244 | $6M | — | TRIM -5% |
| 27 | 27FOSTER DYKEMA CABOT & PARTNERS, LLC | 100,831100,831 | $5M | — | — |
| 28 | 28HARBOUR INVESTMENTS, INC. | 85,87185,871 | $5M | — | — |
| 29 | 29CRUX WEALTH ADVISORS | 85,51485,514 | $5M | — | — |
| 30 | 30TIFF ADVISORY SERVICES, LLC | 84,41384,413 | $4M | — | TRIM -2% |
| 31 | 31WELLS FARGO & COMPANY/MN | 77,04877,048 | $4M | — | — |
| 32 | 32XPONANCE LLC | 74,15474,154 | $4M | — | TRIM -34% |
| 33 | 33FLPUTNAM INVESTMENT MANAGEMENT CO | 70,59970,599 | $4M | — | TRIM -7% |
| 34 | 34Stonehearth Capital Management, LLC | 68,88468,884 | $4M | — | TRIM -3% |
| 35 | 35BROWN BROTHERS HARRIMAN & CO | 65,87765,877 | $3M | — | — |
| 36 | 36Milestone Investment Advisors LLC | 61,46961,469 | $3M | — | — |
| 37 | 37ELEVATION POINT WEALTH PARTNERS, LLC | 49,59049,590 | $3M | — | NEW |
| 38 | 38HighTower Advisors, LLC | 49,20649,206 | $3M | — | — |
| 39 | 39Modera Wealth Management, LLC | 46,40046,400 | $2M | — | — |
| 40 | 40OSAIC HOLDINGS, INC. | 45,44045,440 | $2M | — | — |
| 41 | 41RAYMOND JAMES FINANCIAL INC | 45,11145,111 | $2M | — | ADD 20% |
| 42 | 42AGF MANAGEMENT LTD | 43,82543,825 | $2M | — | — |
| 43 | 43Creative Planning | 41,22241,222 | $2M | — | TRIM -9% |
| 44 | 44Investment Research & Advisory Group, Inc. | 3,2243,224 | $2M | — | ADD 14% |
| 45 | 45Oxler Private Wealth LLC | 36,24736,247 | $2M | — | — |
| 46 | 46PFG Advisors | 35,18935,189 | $2M | — | — |
| 47 | 47FMR LLC | 34,69334,693 | $2M | — | — |
| 48 | 48MASECO LLP | 34,15034,150 | $2M | — | — |
| 49 | 49IMC-Chicago, LLC | 33,02333,023 | $2M | — | NEW |
| 50 | 50GOLDMAN SACHS GROUP INC | 32,95332,953 | $2M | — | ADD 13% |
| 51 | 51ENVESTNET ASSET MANAGEMENT INC | 32,94132,941 | $2M | — | TRIM -6% |
| 52 | 52Boyd Wealth Management, LLC | 32,71732,717 | $2M | — | TRIM -9% |
| 53 | 53MARINO, STRAM & ASSOCIATES LLC | 32,57532,575 | $2M | — | TRIM -15% |
| 54 | 54Fortis Capital Management LLC | 31,73431,734 | $2M | — | — |
| 55 | 55OneDigital Investment Advisors LLC | 31,31331,313 | $2M | — | ADD 7% |
| 56 | 56UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,92730,927 | $2M | — | — |
| 57 | 57CITIZENS FINANCIAL GROUP INC/RI | 30,20030,200 | $2M | — | — |
| 58 | 58AQR CAPITAL MANAGEMENT LLC | 28,57228,572 | $2M | — | — |
| 59 | 59Operose Advisors LLC | 28,37928,379 | $2M | — | ADD 32% |
| 60 | 60Clear Harbor Asset Management, LLC | 27,82527,825 | $1M | — | — |
| 61 | 61JPMORGAN CHASE & CO | 28,02228,022 | $1M | — | — |
| 62 | 62Wealthfront Advisers LLC | 26,57026,570 | $1M | — | ADD 4% |
| 63 | 63CITADEL ADVISORS LLC | 26,34826,348 | $1M | — | NEW |
| 64 | 64Hanson & Doremus Investment Management | 25,46125,461 | $1M | — | — |
| 65 | 65Alesco Advisors, LLC, An ESL Co | 24,81024,810 | $1M | — | TRIM -3% |
| 66 | 66PFG Investments, LLC | 24,51724,517 | $1M | — | — |
| 67 | 67CAPITAL CITY TRUST CO/FL | 24,18324,183 | $1M | — | — |
| 68 | 68JONES FINANCIAL COMPANIES LLLP | 24,19924,199 | $1M | — | ADD 34% |
| 69 | 69Kestra Advisory Services, LLC | 22,48422,484 | $1M | — | ADD 7% |
| 70 | 70MML INVESTORS SERVICES, LLC | 22,36922,369 | $1M | — | TRIM -17% |
| 71 | 71BRADLEY FOSTER & SARGENT INC/CT | 21,49221,492 | $1M | — | — |
| 72 | 72Essex Financial Services, Inc. | 21,47521,475 | $1M | — | TRIM -9% |
| 73 | 73SENTINEL TRUST CO LBA | 21,26521,265 | $1M | — | — |
| 74 | 74WESCAP Management Group, Inc. | 21,22221,222 | $1M | — | TRIM -9% |
| 75 | 75Western Wealth Management, LLC | 21,13221,132 | $1M | — | ADD 10% |
| 76 | 76eCIO, Inc. | 20,79520,795 | $1M | — | — |
| 77 | 77STIFEL FINANCIAL CORP | 20,45020,450 | $1M | — | ADD 58% |
| 78 | 78Avior Wealth Management, LLC | 20,28320,283 | $1M | — | — |
| 79 | 79Bridgewater Advisors Inc. | 17,59917,599 | $1M | — | TRIM -11% |
| 80 | 80Bragg Financial Advisors, Inc | 20,15920,159 | $1M | — | — |
| 81 | 81Affinity Capital Advisors, LLC | 19,71319,713 | $1M | — | — |
| 82 | 82Bell Investment Advisors, Inc | 19,53019,530 | $1M | — | — |
| 83 | 83Cetera Investment Advisers | 19,15619,156 | $1M | — | TRIM -10% |
| 84 | 84SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,75018,750 | $994,313 | — | TRIM -59% |
| 85 | 85HighPoint Advisor Group LLC | 18,51318,513 | $981,745 | — | — |
| 86 | 86Cresset Asset Management, LLC | 18,48118,481 | $980,047 | — | — |
| 87 | 87Johnson Financial Group, LLC | 18,31118,311 | $971,032 | — | — |
| 88 | 88RED REEF ADVISORS LLC | 18,06818,068 | $958,169 | — | ADD 3% |
| 89 | 89AlTi Global, Inc. | 17,99217,992 | $954,116 | — | TRIM -27% |
| 90 | 90Focus Financial Network, Inc. | 16,99916,999 | $901,454 | — | — |
| 91 | 91IMA Advisory Services, Inc. | 16,27816,278 | $863,242 | — | — |
| 92 | 92NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,17316,173 | $857,654 | — | ADD 339% |
| 93 | 93EP Wealth Advisors, LLC | 16,12716,127 | $855,235 | — | — |
| 94 | 94TRUIST FINANCIAL CORP | 15,92715,927 | $844,609 | — | TRIM -14% |
| 95 | 95Trevian Wealth Management LLC | 15,68615,686 | $831,790 | — | — |
| 96 | 96Farrow Financial, Inc. | 15,35415,354 | $814,223 | — | — |
| 97 | 97COMMERCE BANK | 15,31015,310 | $811,889 | — | — |
| 98 | 98WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,95014,950 | $800,719 | — | TRIM -22% |
| 99 | 99MONETA GROUP INVESTMENT ADVISORS LLC | 13,61413,614 | $721,954 | — | — |
| 100 | 100Ally Invest Advisors Inc. | 13,08313,083 | $693,802 | — | ADD 6% |
