| 1 | 1BANK OF AMERICA CORP /DE/ | 8,438,2578.4M | $2.6B | — | TRIM -18% |
| 2 | 2MORGAN STANLEY | 1,936,5791.9M | $585M | — | ADD 3% |
| 3 | 3ASSETMARK, INC | 1,609,3181.6M | $486M | — | ADD 3% |
| 4 | 4Corient Private Wealth LLC | 1,031,3281.0M | $312M | — | TRIM -50% |
| 5 | 5SEI INVESTMENTS CO | 984,721984,721 | $298M | — | — |
| 6 | 6LPL Financial LLC | 898,982898,982 | $272M | — | — |
| 7 | 7WELLS FARGO & COMPANY/MN | 837,597837,597 | $253M | — | TRIM -7% |
| 8 | 8EP Wealth Advisors, LLC | 807,814807,814 | $244M | — | ADD 4% |
| 9 | 9UBS Group AG | 769,517769,517 | $233M | — | ADD 6% |
| 10 | 10PNC FINANCIAL SERVICES GROUP, INC. | 697,629697,629 | $211M | — | — |
| 11 | 11Cohen Klingenstein LLC | 661,433661,433 | $200M | — | — |
| 12 | 12ENVESTNET ASSET MANAGEMENT INC | 637,264637,264 | $193M | — | ADD 21% |
| 13 | 13MATHER GROUP, LLC. | 603,872603,872 | $183M | — | — |
| 14 | 14JONES FINANCIAL COMPANIES LLLP | 617,063617,063 | $182M | — | ADD 20% |
| 15 | 15MONETA GROUP INVESTMENT ADVISORS LLC | 536,196536,196 | $162M | — | ADD 6% |
| 16 | 16CHOREO, LLC | 531,766531,766 | $161M | — | — |
| 17 | 17AMERIPRISE FINANCIAL INC | 487,734487,734 | $147M | — | ADD 18% |
| 18 | 18RAYMOND JAMES FINANCIAL INC | 477,172477,172 | $144M | — | TRIM -7% |
| 19 | 19Cetera Investment Advisers | 476,911476,911 | $144M | — | — |
| 20 | 20RWA WEALTH PARTNERS, LLC | 368,412368,412 | $111M | — | ADD 5% |
| 21 | 21TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 367,120367,120 | $111M | — | NEW |
| 22 | 22MML INVESTORS SERVICES, LLC | 327,717327,717 | $99M | — | TRIM -12% |
| 23 | 23Rockefeller Capital Management L.P. | 317,705317,705 | $96M | — | TRIM -2% |
| 24 | 24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 317,128317,128 | $96M | — | ADD 5% |
| 25 | 25Mill Creek Capital Advisors, LLC | 316,577316,577 | $96M | — | — |
| 26 | 26Sand Hill Global Advisors, LLC | 314,286314,286 | $95M | — | ADD 3% |
| 27 | 27OSAIC HOLDINGS, INC. | 295,512295,512 | $89M | — | ADD 15% |
| 28 | 28ROYAL BANK OF CANADA | 293,554293,554 | $89M | — | — |
| 29 | 29HighTower Advisors, LLC | 273,378273,378 | $83M | — | TRIM -19% |
| 30 | 30US BANCORP \DE\ | 206,025206,025 | $71M | — | ADD 14% |
| 31 | 31JPMORGAN CHASE & CO | 243,275243,275 | $70M | — | TRIM -2% |
| 32 | 32Focus Partners Wealth | 223,562223,562 | $68M | — | — |
| 33 | 331832 Asset Management L.P. | 214,055214,055 | $65M | — | — |
| 34 | 34Mariner, LLC | 212,492212,492 | $64M | — | — |
| 35 | 35COMMONWEALTH EQUITY SERVICES, LLC | 206,206206,206 | $62M | — | TRIM -3% |
| 36 | 36Wealthspire Advisors, LLC | 204,118204,118 | $62M | — | — |
| 37 | 37Howard Capital Management Inc. | 183,200183,200 | $55M | — | NEW |
| 38 | 38Beacon Pointe Advisors, LLC | 171,756171,756 | $52M | — | ADD 3% |
| 39 | 39FIFTH THIRD BANCORP | 167,255167,255 | $51M | — | ADD 145% |
| 40 | 40CONGRESS ASSET MANAGEMENT CO | 151,879151,879 | $46M | — | ADD 36% |
| 41 | 41STEPHENS GROUP ASSET MANAGEMENT, LLC | 149,329149,329 | $45M | — | ADD 27% |
| 42 | 42STIFEL FINANCIAL CORP | 148,527148,527 | $45M | — | ADD 3% |
| 43 | 43Strategies Wealth Advisors, LLC | 144,537144,537 | $44M | — | TRIM -2% |
| 44 | 44UNITED CAPITAL FINANCIAL ADVISORS, LLC | 142,837142,837 | $43M | — | TRIM -4% |
| 45 | 45Pathstone Holdings, LLC | 140,744140,744 | $43M | — | ADD 24% |
| 46 | 46Rodgers & Associates, LTD | 139,711139,711 | $42M | — | — |
| 47 | 47Summit Financial Strategies, Inc. | 138,366138,366 | $42M | — | — |
| 48 | 48Bragg Financial Advisors, Inc | 137,928137,928 | $42M | — | — |
| 49 | 49STEPHENS INC /AR/ | 133,265133,265 | $40M | — | ADD 2% |
| 50 | 50Avior Wealth Management, LLC | 131,049131,049 | $40M | — | — |
| 51 | 51One Day In July LLC | 129,093129,093 | $39M | — | ADD 4% |
| 52 | 52Creative Planning | 124,032124,032 | $37M | — | — |
| 53 | 53MOSAIC FAMILY WEALTH PARTNERS, LLC | 121,688121,688 | $37M | — | — |
| 54 | 54CWM, LLC | 118,422118,422 | $36M | — | ADD 3% |
| 55 | 55American Financial Advisors, LLC | 117,712117,712 | $36M | — | TRIM -3% |
| 56 | 56Waldron Private Wealth LLC | 103,182103,182 | $31M | — | TRIM -11% |
| 57 | 57Brickley Wealth Management | 100,821100,821 | $30M | — | — |
| 58 | 58FMR LLC | 99,43499,434 | $30M | — | ADD 55% |
| 59 | 59Aaron Wealth Advisors LLC | 97,14697,146 | $29M | — | ADD 11% |
| 60 | 60Kestra Advisory Services, LLC | 95,42595,425 | $29M | — | ADD 5% |
| 61 | 61Private Advisor Group, LLC | 93,38693,386 | $28M | — | TRIM -31% |
| 62 | 62Steward Partners Investment Advisory, LLC | 88,50988,509 | $27M | — | ADD 3% |
| 63 | 63BHK Investment Advisors, LLC | 87,77587,775 | $27M | — | TRIM -4% |
| 64 | 64CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 87,30887,308 | $26M | — | TRIM -13% |
| 65 | 65Vision Capital Management, Inc. | 86,95686,956 | $26M | — | TRIM -6% |
| 66 | 66Cresset Asset Management, LLC | 86,22486,224 | $26M | — | ADD 3% |
| 67 | 67NATIXIS ADVISORS, LLC | 84,55584,555 | $26M | — | ADD 4% |
| 68 | 68Merit Financial Group, LLC | 79,72679,726 | $24M | — | TRIM -3% |
| 69 | 69WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77,54077,540 | $24M | — | TRIM -23% |
| 70 | 70NewEdge Advisors, LLC | 23,69923,699 | $24M | — | TRIM -78% |
| 71 | 71Cambridge Investment Research Advisors, Inc. | 76,19476,194 | $23M | — | — |
| 72 | 72McAdam, LLC | 75,47875,478 | $23M | — | TRIM -2% |
| 73 | 73Whitaker-Myers Wealth Managers, LTD. | 75,42375,423 | $23M | — | ADD 5% |
| 74 | 74TRUIST FINANCIAL CORP | 75,03875,038 | $23M | — | TRIM -37% |
| 75 | 75GOLDMAN SACHS GROUP INC | 74,67474,674 | $23M | — | — |
| 76 | 76Quent Capital, LLC | 71,44271,442 | $22M | — | ADD 14% |
| 77 | 77Atria Investments, Inc | 71,41471,414 | $22M | — | ADD 6% |
| 78 | 78EXENCIAL WEALTH ADVISORS, LLC | 69,01569,015 | $21M | — | — |
| 79 | 79Partners in Financial Planning | 66,83566,835 | $20M | — | — |
| 80 | 80CIBC Bancorp USA Inc. | 65,22765,227 | $20M | — | NEW |
| 81 | 81SAGE FINANCIAL GROUP INC | 64,47964,479 | $19M | — | — |
| 82 | 82Savant Capital, LLC | 63,32463,324 | $19M | — | ADD 76% |
| 83 | 83Retirement Investment Advisors, Inc. | 62,61262,612 | $19M | — | — |
| 84 | 84Gallagher Fiduciary Advisors, LLC | 60,45260,452 | $18M | — | ADD 6% |
| 85 | 85BENJAMIN EDWARDS INC | 59,64459,644 | $18M | — | ADD 13% |
| 86 | 86Asset Management Group, Inc. | 58,98858,988 | $18M | — | — |
| 87 | 87RS CRUM INC. | 54,93854,938 | $17M | — | — |
| 88 | 88PRESILIUM PRIVATE WEALTH, LLC | 54,76754,767 | $17M | — | ADD 5% |
| 89 | 89Pasadena Private Wealth, LLC | 54,22954,229 | $16M | — | TRIM -4% |
| 90 | 90Praetorian Wealth Management, Inc. | 51,38751,387 | $16M | — | ADD 2% |
| 91 | 91OpenArc Corporate Advisory, LLC | 52,67852,678 | $16M | — | ADD 129% |
| 92 | 92PEAPACK GLADSTONE FINANCIAL CORP | 51,62551,625 | $16M | — | TRIM -3% |
| 93 | 93Vawter Financial, Ltd. | 50,93550,935 | $15M | — | TRIM -4% |
| 94 | 94Avantax Planning Partners, Inc. | 50,52750,527 | $15M | — | — |
| 95 | 95IFP Advisors, Inc | 50,30350,303 | $15M | — | ADD 9% |
| 96 | 96INSPIRION WEALTH ADVISORS, LLC | 50,06850,068 | $15M | — | TRIM -21% |
| 97 | 97CAPTRUST FINANCIAL ADVISORS | 48,30748,307 | $15M | — | — |
| 98 | 98Sanctuary Advisors, LLC | 47,88347,883 | $14M | — | TRIM -2% |
| 99 | 99Arax Advisory Partners | 47,62547,625 | $14M | — | ADD 7% |
| 100 | 100GLENMEDE TRUST CO NA | 47,03147,031 | $14M | — | ADD 24% |
