| 1 | 1MORGAN STANLEY | 4,758,4024.8M | $877M | — | — |
| 2 | 2ASSETMARK, INC | 4,333,3824.3M | $799M | — | TRIM -4% |
| 3 | 3EP Wealth Advisors, LLC | 4,140,0384.1M | $763M | — | ADD 6% |
| 4 | 4Betterment LLC | 3,741,8813.7M | $690M | — | TRIM -5% |
| 5 | 5JONES FINANCIAL COMPANIES LLLP | 3,133,0893.1M | $571M | — | ADD 19% |
| 6 | 6BANK OF AMERICA CORP /DE/ | 3,045,4013.0M | $561M | — | TRIM -2% |
| 7 | 7WELLS FARGO & COMPANY/MN | 2,688,1072.7M | $495M | — | — |
| 8 | 8ROYAL BANK OF CANADA | 2,421,6952.4M | $446M | — | TRIM -5% |
| 9 | 9TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,626,6491.6M | $300M | — | NEW |
| 10 | 10UBS Group AG | 1,465,3811.5M | $270M | — | ADD 5% |
| 11 | 11PNC FINANCIAL SERVICES GROUP, INC. | 1,461,1591.5M | $269M | — | — |
| 12 | 12STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,221,1391.2M | $225M | — | ADD 11% |
| 13 | 13ENVESTNET ASSET MANAGEMENT INC | 1,205,3411.2M | $222M | — | ADD 6% |
| 14 | 14FMR LLC | 1,108,6771.1M | $204M | — | ADD 7% |
| 15 | 15LPL Financial LLC | 1,093,9351.1M | $202M | — | — |
| 16 | 16MONETA GROUP INVESTMENT ADVISORS LLC | 1,090,1181.1M | $201M | — | ADD 7% |
| 17 | 17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,045,7301.0M | $193M | — | ADD 7% |
| 18 | 18Orgel Wealth Management, LLC | 899,090899,090 | $166M | — | ADD 6% |
| 19 | 19AMERIPRISE FINANCIAL INC | 882,986882,986 | $163M | — | TRIM -11% |
| 20 | 20RAYMOND JAMES FINANCIAL INC | 720,227720,227 | $133M | — | TRIM -9% |
| 21 | 21STIFEL FINANCIAL CORP | 703,111703,111 | $130M | — | — |
| 22 | 22Focus Partners Wealth | 683,834683,834 | $126M | — | — |
| 23 | 23OSAIC HOLDINGS, INC. | 659,620659,620 | $122M | — | ADD 63% |
| 24 | 24VANTAGEPOINT INVESTMENT ADVISERS LLC | 612,122612,122 | $113M | — | — |
| 25 | 25Mariner, LLC | 603,456603,456 | $111M | — | TRIM -3% |
| 26 | 26SYM FINANCIAL Corp | 567,194567,194 | $105M | — | — |
| 27 | 27Waverly Advisors, LLC | 529,934529,934 | $98M | — | TRIM -2% |
| 28 | 28Avior Wealth Management, LLC | 528,225528,225 | $97M | — | TRIM -2% |
| 29 | 29US BANCORP \DE\ | 505,528505,528 | $93M | — | ADD 3% |
| 30 | 30Creative Planning | 433,705433,705 | $80M | — | — |
| 31 | 31Cetera Investment Advisers | 424,294424,294 | $78M | — | — |
| 32 | 32COMMONWEALTH EQUITY SERVICES, LLC | 401,592401,592 | $74M | — | TRIM -6% |
| 33 | 33Rockefeller Capital Management L.P. | 399,175399,175 | $74M | — | TRIM -22% |
| 34 | 34JPMORGAN CHASE & CO | 383,976383,976 | $70M | — | — |
| 35 | 35Rodgers & Associates, LTD | 374,368374,368 | $69M | — | — |
| 36 | 36McAdam, LLC | 353,982353,982 | $65M | — | — |
| 37 | 37TRUIST FINANCIAL CORP | 341,901341,901 | $63M | — | TRIM -12% |
| 38 | 38HighTower Advisors, LLC | 326,802326,802 | $60M | — | — |
| 39 | 39Krilogy Financial LLC | 299,602299,602 | $57M | — | — |
| 40 | 40Berman McAleer LLC | 306,169306,169 | $56M | — | — |
| 41 | 41Private Advisor Group, LLC | 295,737295,737 | $54M | — | — |
| 42 | 42CWM, LLC | 290,862290,862 | $54M | — | ADD 7% |
| 43 | 43Corient Private Wealth LLC | 275,034275,034 | $51M | — | TRIM -50% |
| 44 | 44CIBC Bancorp USA Inc. | 274,908274,908 | $50M | — | NEW |
| 45 | 45INSPIRION WEALTH ADVISORS, LLC | 265,574265,574 | $49M | — | — |
| 46 | 46Equitable Holdings, Inc. | 283,898283,898 | $49M | — | ADD 7% |
| 47 | 47Trust Co | 260,990260,990 | $48M | — | — |
| 48 | 48MML INVESTORS SERVICES, LLC | 241,730241,730 | $45M | — | — |
| 49 | 49HUB Investment Partners, LLC | 235,927235,927 | $43M | — | ADD 185% |
| 50 | 501832 Asset Management L.P. | 231,852231,852 | $43M | — | TRIM -3% |
| 51 | 51Marotta Asset Management | 217,452217,452 | $40M | — | TRIM -3% |
| 52 | 52BENJAMIN EDWARDS INC | 209,002209,002 | $39M | — | ADD 5% |
| 53 | 53KWMG, LLC | 207,042207,042 | $38M | — | — |
| 54 | 54Summit Financial, LLC | 195,010195,010 | $36M | — | ADD 16% |
| 55 | 55Shakespeare Wealth Management, LLC | 181,234181,234 | $33M | — | — |
| 56 | 56Bragg Financial Advisors, Inc | 179,038179,038 | $33M | — | — |
| 57 | 57BLAIR WILLIAM & CO/IL | 177,550177,550 | $33M | — | ADD 27% |
| 58 | 58CONDOR CAPITAL MANAGEMENT | 171,147171,147 | $32M | — | — |
| 59 | 59FIRST AMERICAN TRUST, FSB | 165,912165,912 | $31M | — | ADD 52% |
| 60 | 60Kestra Advisory Services, LLC | 164,240164,240 | $30M | — | ADD 12% |
| 61 | 61CARY STREET PARTNERS FINANCIAL LLC | 184,379184,379 | $30M | — | — |
| 62 | 62Beacon Pointe Advisors, LLC | 159,181159,181 | $29M | — | ADD 22% |
| 63 | 63BNP PARIBAS FINANCIAL MARKETS | 158,512158,512 | $29M | — | TRIM -4% |
| 64 | 64Avion Wealth | 157,831157,831 | $29M | — | TRIM -3% |
| 65 | 65WoodTrust Financial Corp | 154,707154,707 | $29M | — | TRIM -11% |
| 66 | 66Wilmington Savings Fund Society, FSB | 154,378154,378 | $28M | — | TRIM -13% |
| 67 | 67BHK Investment Advisors, LLC | 153,074153,074 | $28M | — | TRIM -3% |
| 68 | 68WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 148,588148,588 | $28M | — | TRIM -39% |
| 69 | 69Mesirow Financial Investment Management, Inc. | 147,982147,982 | $27M | — | ADD 53% |
| 70 | 70PRESILIUM PRIVATE WEALTH, LLC | 146,890146,890 | $27M | — | — |
| 71 | 71DIVERSIFIED MANAGEMENT INC | 145,954145,954 | $27M | — | — |
| 72 | 72BANK OF MONTREAL /CAN/ | 145,868145,868 | $27M | — | TRIM -2% |
| 73 | 73&PARTNERS | 141,417141,417 | $26M | — | ADD 12% |
| 74 | 74World Investment Advisors | 135,522135,522 | $25M | — | — |
| 75 | 75FIFTH THIRD BANCORP | 132,621132,621 | $24M | — | ADD 63% |
| 76 | 76Grove Street Fiduciary, LLC | 129,119129,119 | $24M | — | — |
| 77 | 77STEPHENS INC /AR/ | 129,093129,093 | $24M | — | ADD 11% |
| 78 | 78AIRE ADVISORS, LLC | 127,800127,800 | $24M | — | — |
| 79 | 79NATIXIS ADVISORS, LLC | 127,612127,612 | $24M | — | — |
| 80 | 80Diesslin Group, Inc. | 124,837124,837 | $23M | — | TRIM -5% |
| 81 | 81CAPTRUST FINANCIAL ADVISORS | 123,389123,389 | $23M | — | — |
| 82 | 82Strategic Investment Advisors / MI | 120,022120,022 | $22M | — | ADD 24% |
| 83 | 83ARVEST INVESTMENTS, INC. | 110,890110,890 | $20M | — | — |
| 84 | 84Cambridge Investment Research Advisors, Inc. | 109,447109,447 | $20M | — | ADD 4% |
| 85 | 85Bryn Mawr Trust Advisors, LLC | 108,479108,479 | $20M | — | ADD 4% |
| 86 | 86Praetorian Wealth Management, Inc. | 105,024105,024 | $20M | — | — |
| 87 | 87Wealthspire Advisors, LLC | 105,266105,266 | $19M | — | ADD 21% |
| 88 | 88Baird Financial Group, Inc. | 105,265105,265 | $19M | — | — |
| 89 | 89SAGE FINANCIAL GROUP INC | 104,091104,091 | $19M | — | — |
| 90 | 90Ledyard National Bank | 103,675103,675 | $19M | — | — |
| 91 | 91NewEdge Advisors, LLC | 97,29797,297 | $19M | — | TRIM -51% |
| 92 | 92Advisory Alpha, LLC | 101,702101,702 | $19M | — | — |
| 93 | 93OLIO Financial Planning | 99,29699,296 | $18M | — | — |
| 94 | 94Asset Management Group, Inc. | 95,78195,781 | $18M | — | — |
| 95 | 95Chicago Partners Investment Group LLC | 89,94389,943 | $17M | — | ADD 3% |
| 96 | 96ProVise Management Group, LLC | 92,53192,531 | $17M | — | — |
| 97 | 97PEAPACK GLADSTONE FINANCIAL CORP | 92,52992,529 | $17M | — | — |
| 98 | 98Dougherty Wealth Advisers LLC | 91,18691,186 | $17M | — | — |
| 99 | 99MERCER GLOBAL ADVISORS INC /ADV | 90,24090,240 | $17M | — | TRIM -15% |
| 100 | 100Lutz Financial Services LLC | 89,71189,711 | $17M | — | — |
