| 1 | 1ENVESTNET ASSET MANAGEMENT INC | 4,245,3464.2M | $874M | — | ADD 40% |
| 2 | 2MORGAN STANLEY | 4,224,0564.2M | $869M | — | ADD 7% |
| 3 | 3Wealthfront Advisers LLC | 3,318,1753.3M | $683M | — | TRIM -2% |
| 4 | 4BANK OF AMERICA CORP /DE/ | 2,254,6292.3M | $464M | — | ADD 20% |
| 5 | 5FIFTH THIRD BANCORP | 1,404,8881.4M | $289M | — | — |
| 6 | 6MERCER GLOBAL ADVISORS INC /ADV | 1,340,9171.3M | $276M | — | ADD 11% |
| 7 | 7VANGUARD ADVISERS INC | 1,326,3601.3M | $273M | — | NEW |
| 8 | 8ASSETMARK, INC | 1,282,6441.3M | $264M | — | ADD 5% |
| 9 | 9Creative Planning | 1,137,5371.1M | $234M | — | ADD 129% |
| 10 | 10ROYAL BANK OF CANADA | 1,073,5211.1M | $221M | — | ADD 10% |
| 11 | 11LPL Financial LLC | 1,014,8271.0M | $209M | — | — |
| 12 | 12Cerity Partners LLC | 947,692947,692 | $195M | — | ADD 17% |
| 13 | 13Focus Partners Wealth | 901,751901,751 | $186M | — | — |
| 14 | 14Plante Moran Financial Advisors, LLC | 830,772830,772 | $171M | — | ADD 9% |
| 15 | 15Wealthspire Advisors, LLC | 823,550823,550 | $169M | — | — |
| 16 | 16WELLS FARGO & COMPANY/MN | 819,871819,871 | $169M | — | ADD 5% |
| 17 | 17RAYMOND JAMES FINANCIAL INC | 747,954747,954 | $154M | — | TRIM -3% |
| 18 | 18US BANCORP \DE\ | 745,338745,338 | $153M | — | TRIM -11% |
| 19 | 19JONES FINANCIAL COMPANIES LLLP | 663,735663,735 | $133M | — | ADD 143% |
| 20 | 20Gleason Group, Inc. | 634,181634,181 | $131M | — | ADD 4% |
| 21 | 21NEPC LLC | 626,535626,535 | $129M | — | — |
| 22 | 22UBS Group AG | 604,209604,209 | $124M | — | TRIM -7% |
| 23 | 23TD PRIVATE CLIENT WEALTH LLC | 583,386583,386 | $120M | — | ADD 13% |
| 24 | 24JANE STREET GROUP, LLC | 519,246519,246 | $107M | — | ADD 12677% |
| 25 | 25Kestra Investment Management, LLC | 508,333508,333 | $105M | — | NEW |
| 26 | 26Diversified Trust Co | 506,078506,078 | $104M | — | — |
| 27 | 27Cambridge Investment Research Advisors, Inc. | 427,043427,043 | $88M | — | — |
| 28 | 28NATIXIS ADVISORS, LLC | 383,095383,095 | $79M | — | ADD 64% |
| 29 | 29Stratos Wealth Partners, LTD. | 366,330366,330 | $75M | — | — |
| 30 | 30Charter Oak Capital Management, LLC | 351,937351,937 | $72M | — | — |
| 31 | 31Van Cleef Asset Management,Inc | 348,657348,657 | $72M | — | — |
| 32 | 32OSAIC HOLDINGS, INC. | 340,577340,577 | $70M | — | TRIM -3% |
| 33 | 33AMERIPRISE FINANCIAL INC | 340,150340,150 | $70M | — | — |
| 34 | 34CAPTRUST FINANCIAL ADVISORS | 329,623329,623 | $68M | — | ADD 4% |
| 35 | 35NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 311,752311,752 | $64M | — | — |
| 36 | 36ALLIANCEBERNSTEIN L.P. | 300,848300,848 | $63M | — | ADD 9% |
| 37 | 37Cetera Investment Advisers | 262,048262,048 | $54M | — | ADD 5% |
| 38 | 38BNP PARIBAS FINANCIAL MARKETS | 261,338261,338 | $54M | — | TRIM -4% |
| 39 | 39Tenon Financial LLC | 251,213251,213 | $52M | — | ADD 10% |
| 40 | 40CITIGROUP INC | 246,108246,108 | $51M | — | TRIM -28% |
| 41 | 41Rockefeller Capital Management L.P. | 241,233241,233 | $50M | — | — |
| 42 | 42CIBC Bancorp USA Inc. | 233,865233,865 | $48M | — | NEW |
| 43 | 43Mariner, LLC | 230,938230,938 | $48M | — | — |
| 44 | 44Vanguard National Trust Co | 226,755226,755 | $47M | — | NEW |
| 45 | 45GeoWealth Management, LLC | 226,382226,382 | $47M | — | ADD 2% |
| 46 | 46Blue Trust, Inc. | 220,424220,424 | $45M | — | TRIM -7% |
| 47 | 47COMMONWEALTH EQUITY SERVICES, LLC | 213,068213,068 | $44M | — | TRIM -10% |
| 48 | 48James J. Burns & Company, LLC | 204,556204,556 | $42M | — | — |
| 49 | 49Thrivent Financial for Lutherans | 203,511203,511 | $42M | — | ADD 11% |
| 50 | 50ACT WEALTH MANAGEMENT, LLC | 202,679202,679 | $42M | — | — |
| 51 | 51Clearstead Advisors, LLC | 201,831201,831 | $42M | — | ADD 323% |
| 52 | 52GOLDMAN SACHS GROUP INC | 201,363201,363 | $41M | — | TRIM -68% |
| 53 | 53COLDSTREAM CAPITAL MANAGEMENT INC | 191,588191,588 | $39M | — | TRIM -2% |
| 54 | 54MAYPORT, LLC | 182,970182,970 | $38M | — | ADD 5% |
| 55 | 55HCR Wealth Advisors | 181,857181,857 | $37M | — | ADD 2% |
| 56 | 56Voya Financial Advisors, Inc. | 185,342185,342 | $37M | — | TRIM -11% |
| 57 | 57LINCOLN NATIONAL CORP | 168,810168,810 | $35M | — | — |
| 58 | 58Legacy Private Trust Co. | 168,416168,416 | $35M | — | TRIM -3% |
| 59 | 59EP Wealth Advisors, LLC | 168,307168,307 | $35M | — | ADD 240% |
| 60 | 60MOODY NATIONAL BANK TRUST DIVISION | 165,000165,000 | $34M | — | ADD 3% |
| 61 | 61Valmark Advisers, Inc. | 147,152147,152 | $30M | — | ADD 4% |
| 62 | 62SlateStone Wealth, LLC | 145,606145,606 | $30M | — | ADD 9% |
| 63 | 63MATHER GROUP, LLC. | 144,050144,050 | $30M | — | — |
| 64 | 64Firestone Capital Management | 138,619138,619 | $29M | — | — |
| 65 | 65Lido Advisors, LLC | 135,801135,801 | $28M | — | TRIM -9% |
| 66 | 66FC Advisory LLC | 134,920134,920 | $28M | — | ADD 2% |
| 67 | 67Beacon Harbor Wealth Advisors, Inc. | 131,719131,719 | $27M | — | ADD 2% |
| 68 | 68Vestmark Advisory Solutions, Inc. | 121,490121,490 | $25M | — | ADD 1710% |
| 69 | 69New England Private Wealth Advisors LLC | 121,111121,111 | $25M | — | — |
| 70 | 70Investment Planning Advisors, Inc. | 119,471119,471 | $25M | — | ADD 12% |
| 71 | 71CYPRESS FINANCIAL PLANNING LLC | 117,636117,636 | $24M | — | ADD 4% |
| 72 | 72STIFEL FINANCIAL CORP | 116,644116,644 | $24M | — | ADD 2% |
| 73 | 73ELEVATION POINT WEALTH PARTNERS, LLC | 115,749115,749 | $24M | — | NEW |
| 74 | 74FIRST HAWAIIAN BANK | 111,836111,836 | $23M | — | ADD 5% |
| 75 | 75Continuum Advisory, LLC | 108,599108,599 | $22M | — | — |
| 76 | 76MML INVESTORS SERVICES, LLC | 108,244108,244 | $22M | — | TRIM -25% |
| 77 | 77Independent Advisor Alliance | 104,714104,714 | $22M | — | NEW |
| 78 | 78Strategic Investment Advisors / MI | 101,704101,704 | $21M | — | ADD 13% |
| 79 | 79BlackRock, Inc. | 99,50099,500 | $20M | — | ADD 11% |
| 80 | 80Winthrop Advisory Group LLC | 98,45698,456 | $20M | — | ADD 9% |
| 81 | 81Fairway Wealth LLC | 93,34493,344 | $19M | — | ADD 3% |
| 82 | 82Private Advisor Group, LLC | 91,72591,725 | $19M | — | — |
| 83 | 83BROWN ADVISORY INC | 90,83990,839 | $19M | — | TRIM -3% |
| 84 | 84FMR LLC | 90,06590,065 | $19M | — | ADD 6% |
| 85 | 85Envestnet Portfolio Solutions, Inc. | 84,93984,939 | $17M | — | TRIM -88% |
| 86 | 86N.E.W. Advisory Services LLC | 84,22584,225 | $17M | — | ADD 5% |
| 87 | 87BESSEMER GROUP INC | 81,18081,180 | $17M | — | TRIM -4% |
| 88 | 88Aurdan Capital Management, LLC | 80,79280,792 | $17M | — | ADD 5% |
| 89 | 89Prime Buchholz LLC | 80,11980,119 | $16M | — | ADD 77% |
| 90 | 90SENTINEL PENSION ADVISORS, LLC | 80,02180,021 | $16M | — | ADD 6338% |
| 91 | 91Summit Wealth Group, LLC | 79,80979,809 | $16M | — | — |
| 92 | 92BLAIR WILLIAM & CO/IL | 78,35778,357 | $16M | — | TRIM -33% |
| 93 | 93HighTower Advisors, LLC | 75,57275,572 | $16M | — | ADD 12% |
| 94 | 94PRINCIPAL SECURITIES, INC. | 75,45775,457 | $16M | — | ADD 2% |
| 95 | 95Procyon Advisors, LLC | 73,38673,386 | $15M | — | ADD 13% |
| 96 | 96BOSTON FAMILY OFFICE LLC | 73,15573,155 | $15M | — | ADD 10% |
| 97 | 97Steward Partners Investment Advisory, LLC | 73,10873,108 | $15M | — | ADD 10% |
| 98 | 98Asio Capital, LLC | 72,33472,334 | $15M | — | ADD 6% |
| 99 | 99Affiance Financial, LLC | 70,71370,713 | $15M | — | TRIM -12% |
| 100 | 100Applied Capital LLC | 69,67169,671 | $14M | — | ADD 5% |
