| 1 | 1GOLDMAN SACHS GROUP INC | 3,383,0273.4M | $85M | — | ADD 8% |
| 2 | 2LPL Financial LLC | 1,627,7391.6M | $41M | — | ADD 5% |
| 3 | 3MORGAN STANLEY | 976,096976,096 | $24M | — | — |
| 4 | 4Thrivent Financial for Lutherans | 805,599805,599 | $20M | — | ADD 4% |
| 5 | 5EP Wealth Advisors, LLC | 700,916700,916 | $18M | — | ADD 5% |
| 6 | 6AMERIPRISE FINANCIAL INC | 673,207673,207 | $17M | — | TRIM -15% |
| 7 | 7Bank of New York Mellon Corp | 670,797670,797 | $17M | — | ADD 8% |
| 8 | 8ROYAL BANK OF CANADA | 666,747666,747 | $17M | — | ADD 2% |
| 9 | 9Acorns Advisers, LLC | 660,178660,178 | $17M | — | — |
| 10 | 10WELLS FARGO & COMPANY/MN | 609,338609,338 | $15M | — | ADD 12% |
| 11 | 11Savant Capital, LLC | 575,654575,654 | $14M | — | ADD 6% |
| 12 | 12COMMONWEALTH EQUITY SERVICES, LLC | 543,394543,394 | $14M | — | ADD 12% |
| 13 | 13ENVESTNET ASSET MANAGEMENT INC | 527,736527,736 | $13M | — | TRIM -11% |
| 14 | 14Wealthspire Advisors, LLC | 492,464492,464 | $12M | — | TRIM -3% |
| 15 | 15Modera Wealth Management, LLC | 487,729487,729 | $12M | — | — |
| 16 | 16Allworth Financial LP | 478,073478,073 | $12M | — | ADD 7% |
| 17 | 17UBS Group AG | 477,268477,268 | $12M | — | ADD 9% |
| 18 | 18ST GERMAIN D J CO INC | 471,518471,518 | $12M | — | ADD 8% |
| 19 | 19Baird Financial Group, Inc. | 466,521466,521 | $12M | — | ADD 4% |
| 20 | 20LFA - Lugano Financial Advisors SA | 457,113457,113 | $11M | — | — |
| 21 | 21Perigon Wealth Management, LLC | 435,167435,167 | $11M | — | TRIM -10% |
| 22 | 22Milestone Investment Advisors LLC | 422,380422,380 | $11M | — | — |
| 23 | 23Mariner, LLC | 419,249419,249 | $11M | — | — |
| 24 | 24Francis Financial, Inc. | 404,435404,435 | $10M | — | TRIM -2% |
| 25 | 25FLPUTNAM INVESTMENT MANAGEMENT CO | 375,638375,638 | $9M | — | — |
| 26 | 26Destination Wealth Management | 360,999360,999 | $9M | — | — |
| 27 | 27JPMORGAN CHASE & CO | 353,964353,964 | $9M | — | TRIM -11% |
| 28 | 28Financial Engines Advisors L.L.C. | 327,648327,648 | $8M | — | TRIM -3% |
| 29 | 29Integris Wealth Management, LLC | 284,600284,600 | $7M | — | ADD 4% |
| 30 | 30Apella Capital, LLC | 281,388281,388 | $7M | — | ADD 8% |
| 31 | 31Fisher Asset Management, LLC | 277,662277,662 | $7M | — | ADD 7% |
| 32 | 32Elser Financial Planning, Inc | 272,382272,382 | $7M | — | NEW |
| 33 | 33Colorado Capital Management, Inc. | 257,211257,211 | $6M | — | ADD 5% |
| 34 | 34Wescott Financial Advisory Group, LLC | 253,896253,896 | $6M | — | ADD 4% |
| 35 | 35BANK OF AMERICA CORP /DE/ | 249,556249,556 | $6M | — | TRIM -5% |
| 36 | 36Impact Investors, Inc | 242,372242,372 | $6M | — | ADD 15% |
| 37 | 37OSAIC HOLDINGS, INC. | 192,648192,648 | $5M | — | ADD 142% |
| 38 | 38MATHER GROUP, LLC. | 190,141190,141 | $5M | — | ADD 5% |
| 39 | 39Arlington Financial Advisors, LLC | 178,517178,517 | $4M | — | ADD 12% |
| 40 | 40IMPACTfolio, LLC | 176,696176,696 | $4M | — | ADD 6% |
| 41 | 41SEEDS INVESTOR LLC | 173,965173,965 | $4M | — | ADD 3% |
| 42 | 42Accredited Investors Inc. | 156,933156,933 | $4M | — | TRIM -20% |
| 43 | 43SUSQUEHANNA INTERNATIONAL GROUP, LLP | 154,405154,405 | $4M | — | ADD 326% |
| 44 | 44Bear Mountain Capital, Inc. | 153,847153,847 | $4M | — | ADD 3% |
| 45 | 45Brio Consultants, LLC | 148,841148,841 | $4M | — | ADD 17% |
| 46 | 46Corient Private Wealth LLC | 147,585147,585 | $4M | — | TRIM -48% |
| 47 | 47Plancorp, LLC | 147,281147,281 | $4M | — | — |
| 48 | 48HARBOUR INVESTMENTS, INC. | 142,894142,894 | $4M | — | TRIM -2% |
| 49 | 49Fiduciary Trust Co | 140,921140,921 | $4M | — | ADD 7% |
| 50 | 50Charter Oak Capital Management, LLC | 138,119138,119 | $3M | — | TRIM -4% |
| 51 | 51WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 137,974137,974 | $3M | — | ADD 13% |
| 52 | 52Clarity Wealth Development LLC | 129,802129,802 | $3M | — | ADD 2% |
| 53 | 53CGN Advisors LLC | 127,951127,951 | $3M | — | ADD 6% |
| 54 | 54Northland Capital Management LLC | 124,439124,439 | $3M | — | TRIM -36% |
| 55 | 55One Capital Management, LLC | 121,919121,919 | $3M | — | — |
| 56 | 56Clearstead Advisors, LLC | 118,848118,848 | $3M | — | NEW |
| 57 | 57Cetera Investment Advisers | 109,085109,085 | $3M | — | TRIM -5% |
| 58 | 58NorthRock Partners, LLC | 103,191103,191 | $3M | — | ADD 5% |
| 59 | 59Dynamic Advisor Solutions LLC | 100,579100,579 | $3M | — | ADD 2% |
| 60 | 60STIFEL FINANCIAL CORP | 96,31796,317 | $2M | — | — |
| 61 | 61HighTower Advisors, LLC | 94,55194,551 | $2M | — | — |
| 62 | 62BARTLETT & CO. WEALTH MANAGEMENT LLC | 94,59894,598 | $2M | — | ADD 11% |
| 63 | 63Brookstone Capital Management | 92,72892,728 | $2M | — | ADD 3% |
| 64 | 64REGATTA CAPITAL GROUP, LLC | 90,77690,776 | $2M | — | ADD 3% |
| 65 | 65Cardinal Point Capital Management ULC | 90,72690,726 | $2M | — | ADD 13% |
| 66 | 66PAYDEN & RYGEL | 88,57988,579 | $2M | — | — |
| 67 | 67Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 86,96586,965 | $2M | — | — |
| 68 | 68Flagstone Financial Management | 86,20686,206 | $2M | — | — |
| 69 | 69Kondo Wealth Advisors, Inc. | 81,36781,367 | $2M | — | — |
| 70 | 70CANANDAIGUA NATIONAL CORP | 78,62478,624 | $2M | — | NEW |
| 71 | 71Omega Financial Group, LLC | 75,89475,894 | $2M | — | — |
| 72 | 72Strategic Point Investment Advisors, LLC | 75,29575,295 | $2M | — | — |
| 73 | 73CITADEL ADVISORS LLC | 75,16875,168 | $2M | — | ADD 517% |
| 74 | 74Plum Street Advisors, LLC | 72,54472,544 | $2M | — | TRIM -4% |
| 75 | 75Cambridge Investment Research Advisors, Inc. | 71,77471,774 | $2M | — | — |
| 76 | 76ASSETMARK, INC | 70,84470,844 | $2M | — | ADD 17% |
| 77 | 77STALEY CAPITAL ADVISERS INC | 70,00070,000 | $2M | — | — |
| 78 | 78CWM, LLC | 69,47369,473 | $2M | — | TRIM -17% |
| 79 | 79eCIO, Inc. | 68,37868,378 | $2M | — | ADD 23% |
| 80 | 80Advisory Services Network, LLC | 65,98365,983 | $2M | — | ADD 5% |
| 81 | 81RAYMOND JAMES FINANCIAL INC | 64,92564,925 | $2M | — | ADD 65% |
| 82 | 82Focus Partners Wealth | 64,28464,284 | $2M | — | — |
| 83 | 83UMB Bank, n.a. | 60,12560,125 | $2M | — | — |
| 84 | 84ALBION FINANCIAL GROUP /UT | 58,88258,882 | $1M | — | — |
| 85 | 85J.Safra Asset Management Corp | 58,36758,367 | $1M | — | — |
| 86 | 86J. Mark Nickell & Co. | 56,72856,728 | $1M | — | ADD 100% |
| 87 | 87DAVENPORT & Co LLC | 49,93549,935 | $1M | — | ADD 4% |
| 88 | 88Legacy Edge Advisors, LLC | 47,82747,827 | $1M | — | ADD 22% |
| 89 | 89ACTION POINT FINANCIAL PLANNING, LLC | 46,28046,280 | $1M | — | NEW |
| 90 | 90Fort Point Capital Partners LLC | 45,51945,519 | $1M | — | — |
| 91 | 91Kestra Advisory Services, LLC | 44,73444,734 | $1M | — | ADD 14% |
| 92 | 92Equitable Holdings, Inc. | 43,54643,546 | $1M | — | TRIM -2% |
| 93 | 93Leonard Rickey Investment Advisors P.L.L.C. | 43,57043,570 | $1M | — | — |
| 94 | 94Decker Retirement Planning Inc. | 43,51043,510 | $1M | — | ADD 5% |
| 95 | 95CAPTRUST FINANCIAL ADVISORS | 43,05043,050 | $1M | — | ADD 11% |
| 96 | 96BLAIR WILLIAM & CO/IL | 42,88542,885 | $1M | — | — |
| 97 | 97Opal Wealth Advisors, LLC | 42,43942,439 | $1M | — | ADD 7% |
| 98 | 98JNBA Financial Advisors | 42,13942,139 | $1M | — | ADD 4% |
| 99 | 99BIRCHBROOK, INC. | 41,75241,752 | $1M | — | ADD 3% |
| 100 | 100Sequoia Financial Advisors, LLC | 41,37441,374 | $1M | — | TRIM -15% |
