| BANK OF AMERICA CORP /DE/ |
| 1.85% | 1.73% | #477 | $28.82B | 334.5M | $23.87B | 54.6M | +279.9M+512.13% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 7.26% | 7.96% | #131 | $18.14B | 219.1M | $16.57B | 39.2M | +179.9M+458.55% | Add |
| MORGAN STANLEY |
| 0.41% | 0.43% | #1101 | $7.71B | 89.5M | $7.09B | 14.8M | +74.8M+506.01% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 1.19% | 1.02% | #620 | $5.04B | 58.6M | $3.80B | 8.7M | +49.9M+573.37% | Add |
| Financial Engines Advisors L.L.C. |
| 5.95% | 0.96% | #167 | $3.35B | 38.9M | $473.4M | 6.5M | +32.4M+497.81% | Add |
| UBS Group AG |
| 0.4% | 0.4% | #1119 | $3.11B | 36.1M | $2.65B | 6.1M | +30.0M+494.16% | Add |
| LPL Financial LLC |
| 0.65% | 0.63% | #854 | $2.87B | 33.4M | $2.36B | 5.4M | +28.0M+518.24% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.37% | 0.37% | #1171 | $2.26B | 26.2M | $1.93B | 4.4M | +21.8M+491.62% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.41% | 0.41% | #1096 | $2.04B | 23.7M | $1.75B | 4.0M | +19.7M+489.31% | Add |
| EP Wealth Advisors, LLC |
| 7.68% | 7.84% | #121 | $2.01B | 23.3M | $1.59B | 3.7M | +19.7M+538.96% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.51% | 0.48% | #978 | $1.88B | 21.9M | $1.56B | 3.6M | +18.3M+512.02% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 6.06% | 5.78% | #163 | $1.76B | 20.4M | $1.50B | 3.4M | +17.0M+493.57% | Add |
| Pathstone Holdings, LLC |
| 3.96% | 0.27% | #276 | $1.36B | 15.8M | $67.4M | 154,218 | +15.6M+10,118.24% | Add |
| FMR LLC |
| 0.06% | 0.06% | #2294 | $1.31B | 15.2M | $1.13B | 2.6M | +12.6M+490.02% | Add |
| MATHER GROUP, LLC. |
| 11.42% | 2.13% | #58 | $1.31B | 15.2M | $213.8M | 489,387 | +14.7M+3,006.40% | Add |
| Cetera Investment Advisers |
| 1.15% | 1.07% | #630 | $1.26B | 14.7M | $1.00B | 2.3M | +12.4M+537.45% | Add |
| ROYAL BANK OF CANADA |
| 0.18% | 0.17% | #1628 | $1.18B | 13.7M | $982.4M | 2.2M | +11.5M+511.07% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.58% | 0.58% | #910 | $1.17B | 13.6M | $998.5M | 2.3M | +11.3M+496.06% | Add |
| RWA WEALTH PARTNERS, LLC |
| 11.1% | 10.51% | #62 | $1.16B | 13.5M | $960.2M | 2.2M | +11.3M+512.46% | Add |
| JPMORGAN CHASE & CO |
| 0.05% | 0.05% | #2313 | $992.1M | 11.7M | $818.0M | 1.9M | +9.7M+500.37% | Add |
| Mariner, LLC |
| 1% | 0.97% | #671 | $962.3M | 11.2M | $829.1M | 1.9M | +9.3M+488.55% | Add |
| D.A. DAVIDSON & CO. |
| 5.2% | 4.8% | #197 | $941.3M | 10.9M | $791.1M | 1.8M | +9.1M+503.35% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.5% | 0.48% | #988 | $937.9M | 10.9M | $775.7M | 1.8M | +9.1M+513.09% | Add |
| Bank of New York Mellon Corp |
| 0.15% | 0.15% | #1735 | $916.1M | 10.6M | $791.5M | 1.8M | +8.8M+486.85% | Add |
| HighTower Advisors, LLC |
| 0.8% | 0.74% | #762 | $829.3M | 9.6M | $694.3M | 1.6M | +8.0M+505.79% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.99% | 0.97% | #678 | $787.9M | 9.1M | $692.4M | 1.6M | +7.6M+476.99% | Add |
| SEI INVESTMENTS CO |
| 0.67% | 0.59% | #834 | $773.3M | 9.0M | $643.0M | 1.5M | +7.5M+509.86% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 5.5% | 4.65% | #188 | $744.2M | 8.6M | $617.7M | 8.5M | +153,875+1.81% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 1.12% | 1.01% | #636 | $733.6M | 8.5M | $577.9M | 1.3M | +7.2M+543.57% | Add |
| OSAIC HOLDINGS, INC. |
| 0.81% | 0.78% | #759 | $685.7M | 8.0M | $535.8M | 1.2M | +6.7M+549.21% | Add |
| Modera Wealth Management, LLC |
| 7.07% | 6.5% | #134 | $662.4M | 7.7M | $542.3M | 1.2M | +6.4M+519.44% | Add |
| Performance Wealth Partners, LLC |
| 16.3% | 16.15% | #22 | $656.5M | 7.6M | $556.6M | 1.3M | +6.3M+498.04% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 7.9% | 8.86% | #119 | $649.2M | 7.5M | $431.0M | 986,756 | +6.5M+663.74% | Add |
| CITIGROUP INC |
| 0.21% | 0.18% | #1516 | $624.5M | 7.3M | $420.9M | 963,703 | +6.3M+652.34% | Add |
| Corient Private Wealth LLC |
| 0.47% | 0.88% | #1027 | $620.1M | 7.2M | $617.7M | 1.4M | +5.8M+407.94% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.05% | 0.06% | #2335 | $611.7M | 7.1M | $526.1M | 1.2M | +5.9M+489.65% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 4.38% | 4.27% | #250 | $584.9M | 6.8M | $504.0M | 1.2M | +5.6M+488.45% | Add |
| TRUIST FINANCIAL CORP |
| 0.65% | 0.61% | #851 | $545.3M | 6.3M | $453.0M | 1.0M | +5.3M+510.32% | Add |
| CHOREO, LLC |
| 5.78% | 5.58% | #177 | $538.3M | 6.2M | $454.3M | 1.0M | +5.2M+500.71% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 8.61% | 8.76% | #108 | $478.4M | 5.6M | $432.2M | 989,422 | +4.6M+461.29% | Add |
| Cerity Partners LLC |
| 0.54% | 0.43% | #945 | $453.3M | 5.3M | $305.4M | 696,274 | +4.6M+655.68% | Add |
| Merit Financial Group, LLC |
| 2.6% | 2.67% | #380 | $426.4M | 5.0M | $360.0M | 824,223 | +4.1M+500.63% | Add |
| Waverly Advisors, LLC |
| 2.38% | 2.52% | #406 | $411.0M | 4.8M | $337.7M | 773,094 | +4.0M+517.10% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.82% | 0.8% | #752 | $399.9M | 4.6M | $289.6M | 663,015 | +4.0M+600.20% | Add |
| STIFEL FINANCIAL CORP |
| 0.32% | 0.3% | #1230 | $388.3M | 4.5M | $322.6M | 738,592 | +3.8M+510.24% | Add |
| Sanctuary Advisors, LLC |
| 1.79% | 1.65% | #489 | $386.6M | 4.5M | $304.9M | 698,101 | +3.8M+542.92% | Add |
| Wealthspire Advisors, LLC |
| 2.08% | 2.32% | #441 | $380.3M | 4.4M | $295.9M | 677,349 | +3.7M+551.85% | Add |
| Waldron Private Wealth LLC |
| 13.08% | 12.04% | #39 | $377.7M | 4.4M | $308.8M | 706,880 | +3.7M+520.26% | Add |
| Focus Partners Wealth |
| 0.37% | 0.34% | #1156 | $365.6M | 4.2M | $309.2M | 724,683 | +3.5M+485.64% | Add |
| NATIXIS ADVISORS, LLC |
| 0.41% | <0.01% | #1100 | $363.6M | 4.2M | $61,464 | 844,309 | +3.4M+400.00% | Add |
