| 1 | 1BANK OF AMERICA CORP /DE/ | 1,461,0981.5M | $193M | — | TRIM -10% |
| 2 | 2PNC FINANCIAL SERVICES GROUP, INC. | 1,064,9241.1M | $141M | — | TRIM -3% |
| 3 | 3MORGAN STANLEY | 999,244999,244 | $132M | — | — |
| 4 | 4ROYAL BANK OF CANADA | 687,964687,964 | $91M | — | ADD 9% |
| 5 | 5SPINNAKER TRUST | 572,548572,548 | $76M | — | TRIM -2% |
| 6 | 6IMA Advisory Services, Inc. | 522,494522,494 | $69M | — | — |
| 7 | 7AMERIPRISE FINANCIAL INC | 488,667488,667 | $65M | — | — |
| 8 | 8BlackRock, Inc. | 487,435487,435 | $64M | — | TRIM -3% |
| 9 | 9Acorns Advisers, LLC | 451,156451,156 | $60M | — | ADD 3% |
| 10 | 10MISSION WEALTH MANAGEMENT, LP | 412,271412,271 | $54M | — | — |
| 11 | 11MERCER GLOBAL ADVISORS INC /ADV | 397,779397,779 | $53M | — | ADD 30% |
| 12 | 12WELLS FARGO & COMPANY/MN | 392,073392,073 | $52M | — | ADD 3% |
| 13 | 13JPMORGAN CHASE & CO | 394,202394,202 | $51M | — | TRIM -4% |
| 14 | 14M&T Bank Corp | 381,019381,019 | $50M | — | TRIM -27% |
| 15 | 15UBS Group AG | 350,383350,383 | $46M | — | TRIM -7% |
| 16 | 16LPL Financial LLC | 307,264307,264 | $41M | — | — |
| 17 | 17Shira Ridge Wealth Management | 290,974290,974 | $38M | — | — |
| 18 | 18Betterment LLC | 279,709279,709 | $37M | — | TRIM -3% |
| 19 | 19ENVESTNET ASSET MANAGEMENT INC | 243,942243,942 | $32M | — | ADD 3% |
| 20 | 20RAYMOND JAMES FINANCIAL INC | 198,443198,443 | $26M | — | TRIM -67% |
| 21 | 21Baird Financial Group, Inc. | 184,874184,874 | $24M | — | — |
| 22 | 22Mariner, LLC | 183,905183,905 | $24M | — | ADD 2% |
| 23 | 23HM PAYSON & CO | 164,695164,695 | $22M | — | TRIM -7% |
| 24 | 24TRUIST FINANCIAL CORP | 130,090130,090 | $17M | — | TRIM -3% |
| 25 | 25Stewardship Advisors, LLC | 117,795117,795 | $16M | — | ADD 5% |
| 26 | 26Farrow Financial, Inc. | 97,52797,527 | $13M | — | — |
| 27 | 27Cetera Investment Advisers | 96,97496,974 | $13M | — | — |
| 28 | 28World Investment Advisors | 94,82394,823 | $13M | — | TRIM -6% |
| 29 | 29COMMONWEALTH EQUITY SERVICES, LLC | 93,06493,064 | $12M | — | TRIM -17% |
| 30 | 30Quent Capital, LLC | 91,96991,969 | $12M | — | — |
| 31 | 31HighTower Advisors, LLC | 86,46986,469 | $11M | — | ADD 3% |
| 32 | 32US BANCORP \DE\ | 82,52882,528 | $11M | — | ADD 8% |
| 33 | 33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76,31276,312 | $10M | — | TRIM -18% |
| 34 | 34Charter Oak Capital Management, LLC | 76,37476,374 | $10M | — | ADD 6% |
| 35 | 35Creative Planning | 74,62874,628 | $10M | — | ADD 54% |
| 36 | 36Fund Evaluation Group, LLC | 69,93969,939 | $9M | — | TRIM -45% |
| 37 | 37eCIO, Inc. | 66,02966,029 | $9M | — | — |
| 38 | 38NORTHERN TRUST CORP | 63,41063,410 | $8M | — | — |
| 39 | 39NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,13163,131 | $8M | — | TRIM -5% |
| 40 | 40REGIONS FINANCIAL CORP | 57,28957,289 | $8M | — | — |
| 41 | 41BANK OF MONTREAL /CAN/ | 54,26054,260 | $7M | — | — |
| 42 | 42KEYBANK NATIONAL ASSOCIATION/OH | 53,40453,404 | $7M | — | — |
| 43 | 43Accredited Investors Inc. | 52,96152,961 | $7M | — | ADD 4% |
| 44 | 44Advisory Services Network, LLC | 50,52050,520 | $7M | — | TRIM -3% |
| 45 | 45Corundum Group, Inc. | 50,14950,149 | $7M | — | — |
| 46 | 46Janney Montgomery Scott LLC | 48,51648,516 | $6M | — | ADD 5% |
| 47 | 47OSAIC HOLDINGS, INC. | 46,17846,178 | $6M | — | TRIM -9% |
| 48 | 48Cambridge Investment Research Advisors, Inc. | 45,81945,819 | $6M | — | TRIM -5% |
| 49 | 49Destination Wealth Management | 45,00645,006 | $6M | — | — |
| 50 | 50CAPTRUST FINANCIAL ADVISORS | 44,40844,408 | $6M | — | ADD 10% |
| 51 | 51Glenview Trust Co | 42,50042,500 | $6M | — | — |
| 52 | 52ASPIRIANT, LLC | 42,00742,007 | $6M | — | — |
| 53 | 53Bear Mountain Capital, Inc. | 38,45438,454 | $6M | — | ADD 3% |
| 54 | 54HILLTOP WEALTH ADVISORS, LLC | 41,69241,692 | $6M | — | — |
| 55 | 55D.A. DAVIDSON & CO. | 39,93639,936 | $5M | — | TRIM -6% |
| 56 | 56Rockefeller Capital Management L.P. | 39,04139,041 | $5M | — | — |
| 57 | 57Roof Eidam Maycock Peralta, LLC | 38,14738,147 | $5M | — | TRIM -3% |
| 58 | 58JONES FINANCIAL COMPANIES LLLP | 37,92237,922 | $5M | — | ADD 14% |
| 59 | 59Brookstone Capital Management | 36,55436,554 | $5M | — | ADD 4% |
| 60 | 60MML INVESTORS SERVICES, LLC | 36,43036,430 | $5M | — | TRIM -17% |
| 61 | 61Cerity Partners LLC | 35,07735,077 | $5M | — | — |
| 62 | 62Olde Wealth Management, LLC | 34,68934,689 | $5M | — | — |
| 63 | 63Garde Capital, Inc. | 34,66534,665 | $5M | — | ADD 7% |
| 64 | 64MGO ONE SEVEN LLC | 34,38134,381 | $5M | — | TRIM -3% |
| 65 | 65BigSur Wealth Management LLC | 32,00032,000 | $4M | — | — |
| 66 | 66Pathstone Holdings, LLC | 31,74931,749 | $4M | — | — |
| 67 | 67TOMPKINS FINANCIAL CORP | 31,61831,618 | $4M | — | TRIM -4% |
| 68 | 68Beacon Pointe Advisors, LLC | 30,36530,365 | $4M | — | ADD 183% |
| 69 | 69STIFEL FINANCIAL CORP | 29,85229,852 | $4M | — | ADD 2% |
| 70 | 70Modern Wealth Management, LLC | 29,29129,291 | $4M | — | TRIM -5% |
| 71 | 71Laird Norton Wetherby Trust Company, LLC | 29,33329,333 | $4M | — | TRIM -4% |
| 72 | 72GRIMES & Co WEALTH MANAGEMENT, LLC | 29,23029,230 | $4M | — | TRIM -9% |
| 73 | 73Pure Financial Advisors, LLC | 28,24728,247 | $4M | — | TRIM -5% |
| 74 | 74Robertson Stephens Wealth Management, LLC | 28,16428,164 | $4M | — | TRIM -5% |
| 75 | 75Kestra Advisory Services, LLC | 27,43727,437 | $4M | — | ADD 11% |
| 76 | 76NorthRock Partners, LLC | 27,24627,246 | $4M | — | — |
| 77 | 77CPC Advisors, LLC | 24,47524,475 | $3M | — | TRIM -2% |
| 78 | 78OneDigital Investment Advisors LLC | 24,30024,300 | $3M | — | ADD 5% |
| 79 | 79BAILARD, INC. | 23,94723,947 | $3M | — | ADD 2% |
| 80 | 80Relyea Zuckerberg Hanson LLC | 23,86023,860 | $3M | — | — |
| 81 | 81Ledyard National Bank | 23,66423,664 | $3M | — | ADD 5% |
| 82 | 82VERITY Wealth Advisors | 23,55423,554 | $3M | — | — |
| 83 | 83Financially in Tune, LLC | 23,15223,152 | $3M | — | — |
| 84 | 84Simmons Bank | 22,31022,310 | $3M | — | TRIM -7% |
| 85 | 85Steward Partners Investment Advisory, LLC | 22,27422,274 | $3M | — | — |
| 86 | 86&PARTNERS | 21,42021,420 | $3M | — | — |
| 87 | 87SAX WEALTH ADVISORS, LLC | 20,18920,189 | $3M | — | — |
| 88 | 88Focus Partners Wealth | 20,63020,630 | $3M | — | TRIM -16% |
| 89 | 89CGN Advisors LLC | 21,12821,128 | $3M | — | — |
| 90 | 90Shepherd Financial Partners LLC | 20,32520,325 | $3M | — | TRIM -5% |
| 91 | 91Composition Wealth, LLC | 20,24320,243 | $3M | — | ADD 3% |
| 92 | 92HB Wealth Management, LLC | 20,22620,226 | $3M | — | — |
| 93 | 93Crestwood Advisors Group, LLC | 19,91019,910 | $3M | — | ADD 4% |
| 94 | 94WHITTIER TRUST CO OF NEVADA INC | 19,59919,599 | $3M | — | — |
| 95 | 95Cresset Asset Management, LLC | 19,88019,880 | $3M | — | — |
| 96 | 96Allworth Financial LP | 19,73019,730 | $3M | — | — |
| 97 | 97Private Advisor Group, LLC | 19,17219,172 | $3M | — | TRIM -4% |
| 98 | 98Fingerlakes Wealth Management, Inc. | 18,78918,789 | $2M | — | — |
| 99 | 99Asset Dedication, LLC | 18,44218,442 | $2M | — | TRIM -2% |
| 100 | 100COMMERCE BANK | 18,29518,295 | $2M | — | — |
