| 1 | 1Geneos Wealth Management Inc. | 285,576285,576 | $13M | — | TRIM -9% |
| 2 | 2Lunt Capital Management, Inc. | 212,734212,734 | $9M | — | — |
| 3 | 3BANK OF AMERICA CORP /DE/ | 154,294154,294 | $7M | — | TRIM -7% |
| 4 | 4Soltis Investment Advisors LLC | 102,012102,012 | $4M | — | — |
| 5 | 5MORGAN STANLEY | 94,37994,379 | $4M | — | TRIM -5% |
| 6 | 6GOLDMAN SACHS GROUP INC | 87,33487,334 | $4M | — | ADD 55% |
| 7 | 7LPL Financial LLC | 62,71762,717 | $3M | — | TRIM -6% |
| 8 | 8WBI INVESTMENTS, LLC | 34,30034,300 | $2M | — | ADD 7% |
| 9 | 9ENVESTNET ASSET MANAGEMENT INC | 31,02631,026 | $1M | — | ADD 8% |
| 10 | 10Steward Partners Investment Advisory, LLC | 28,29628,296 | $1M | — | ADD 388% |
| 11 | 11ROYAL BANK OF CANADA | 27,73927,739 | $1M | — | ADD 146% |
| 12 | 12Cetera Investment Advisers | 27,44327,443 | $1M | — | TRIM -3% |
| 13 | 13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,45524,455 | $1M | — | ADD 39% |
| 14 | 14SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,04420,044 | $879,571 | — | TRIM -27% |
| 15 | 15GeoWealth Management, LLC | 19,93819,938 | $874,918 | — | — |
| 16 | 16OSAIC HOLDINGS, INC. | 16,40516,405 | $719,902 | — | ADD 9% |
| 17 | 17Ergawealth Advisors, Inc. | 11,66411,664 | $511,849 | — | TRIM -13% |
| 18 | 18TWO SIGMA INVESTMENTS, LP | 10,60010,600 | $465,149 | — | TRIM -14% |
| 19 | 19Cambridge Investment Research Advisors, Inc. | 9,1069,106 | $400,000 | — | TRIM -17% |
| 20 | 20INDEPENDENT FINANCIAL GROUP, LLC | 8,2508,250 | $362,016 | — | — |
| 21 | 21UBS Group AG | 7,6427,642 | $335,346 | — | — |
| 22 | 22Kestra Advisory Services, LLC | 7,6187,618 | $334,301 | — | TRIM -8% |
| 23 | 23RAYMOND JAMES FINANCIAL INC | 7,1837,183 | $315,205 | — | TRIM -75% |
| 24 | 24Integrated Advisors Network LLC | 6,1556,155 | $270,076 | — | TRIM -13% |
| 25 | 25Atria Investments, Inc | 5,9305,930 | $260,220 | — | TRIM -49% |
| 26 | 26HighTower Advisors, LLC | 5,6845,684 | $249,419 | — | TRIM -28% |
| 27 | 27Trilogy Capital Inc. | 5,3105,310 | $232,999 | — | TRIM -28% |
| 28 | 28Sanctuary Advisors, LLC | 5,0255,025 | $220,507 | — | — |
| 29 | 29IFP Advisors, Inc | 1,5511,551 | $68,061 | — | TRIM -8% |
| 30 | 30Tower Research Capital LLC (TRC) | 1,0521,052 | $46,164 | — | TRIM -33% |
| 31 | 31CWM, LLC | 400400 | $17,553 | — | — |
| 32 | 32Capital Investment Advisory Services, LLC | 202202 | $8,864 | — | — |
| 33 | 33Benson Wealth Management INC | 184184 | $8,074 | — | — |
| 34 | 34O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 161161 | $7,065 | — | — |
| 35 | 35Rossby Financial, LCC | 4949 | $2,157 | — | — |
| 36 | 36FIFTH THIRD BANCORP | 4545 | $1,975 | — | NEW |
| 37 | 37AlphaCore Capital LLC | 4545 | $1,975 | — | TRIM -58% |
| 38 | 38FMR LLC | 1313 | $570 | — | — |
| 39 | 39ASSETMARK, INC | 22 | $88 | — | — |
| 40 | 40Allworth Financial LP | 00 | $7 | — | EXIT |
