| 1 | 1STRAIGHTLINE GROUP LLC | 936,206936,206 | $29M | — | TRIM -8% |
| 2 | 2WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 811,372811,372 | $25M | — | TRIM -4% |
| 3 | 3Foundations Investment Advisors, LLC | 732,383732,383 | $23M | — | ADD 28% |
| 4 | 4Evensky & Katz LLC | 489,986489,986 | $15M | — | TRIM -7% |
| 5 | 5UBS Group AG | 402,269402,269 | $12M | — | ADD 9% |
| 6 | 6WADDELL & ASSOCIATES, LLC | 333,950333,950 | $10M | — | TRIM -84% |
| 7 | 7Santori & Peters, Inc. | 254,206254,206 | $8M | — | — |
| 8 | 8HF Advisory Group, LLC | 137,689137,689 | $4M | — | ADD 8% |
| 9 | 9CITADEL ADVISORS LLC | 133,323133,323 | $4M | — | ADD 378% |
| 10 | 10BANK OF MONTREAL /CAN/ | 119,230119,230 | $4M | — | — |
| 11 | 11Csenge Advisory Group | 98,07698,076 | $3M | — | TRIM -6% |
| 12 | 12JANE STREET GROUP, LLC | 86,00086,000 | $3M | — | NEW |
| 13 | 13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 73,77473,774 | $2M | — | — |
| 14 | 14Capital Investment Advisors, LLC | 63,05163,051 | $2M | — | TRIM -19% |
| 15 | 15Socha Financial Group, LLC | 51,80251,802 | $2M | — | TRIM -13% |
| 16 | 16Cambridge Investment Research Advisors, Inc. | 50,64350,643 | $2M | — | ADD 2% |
| 17 | 17Southeast Asset Advisors, LLC | 33,51633,516 | $1M | — | — |
| 18 | 18Armor Investment Advisors, LLC | 33,47633,476 | $1M | — | TRIM -85% |
| 19 | 19KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 28,93228,932 | $893,586 | — | — |
| 20 | 20AVAII WEALTH MANAGEMENT, LLC | 23,35723,357 | $720,638 | — | — |
| 21 | 21SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,06821,068 | $650,011 | — | NEW |
| 22 | 22Dana Investment Advisors, Inc. | 20,93820,938 | $646,000 | — | — |
| 23 | 23Sepio Capital, LP | 17,32117,321 | $534,405 | — | — |
| 24 | 24CREATIVE FINANCIAL DESIGNS INC /ADV | 15,43015,430 | $476,062 | — | — |
| 25 | 25HRT FINANCIAL LP | 14,94414,944 | $461,000 | — | NEW |
| 26 | 26CIBC WORLD MARKET INC. | 14,25014,250 | $439,613 | — | TRIM -48% |
| 27 | 27KINGSWOOD WEALTH ADVISORS, LLC | 9,7009,700 | $299,274 | — | TRIM -47% |
| 28 | 28Corient Private Wealth LLC | 8,9028,902 | $274,653 | — | TRIM -50% |
| 29 | 29AQR CAPITAL MANAGEMENT LLC | 8,4788,478 | $261,572 | — | NEW |
| 30 | 30United Advisor Group, LLC | 8,4318,431 | $260,122 | — | ADD 14% |
| 31 | 31Navis Wealth Advisors, LLC | 8,2518,251 | $254,568 | — | NEW |
| 32 | 32TRANSCEND CAPITAL ADVISORS, LLC | 7,8567,856 | $242,388 | — | — |
| 33 | 33LPL Financial LLC | 7,5967,596 | $234,348 | — | TRIM -19% |
| 34 | 34Kestra Advisory Services, LLC | 6,8066,806 | $209,986 | — | — |
| 35 | 35GOLDMAN SACHS GROUP INC | 6,6146,614 | $204,062 | — | NEW |
| 36 | 36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,2273,227 | $99,563 | — | ADD 26% |
| 37 | 37Legacy Wealth Managment, LLC/ID | 3,2153,215 | $99,183 | — | — |
| 38 | 38FIFTH THIRD BANCORP | 3,1223,122 | $96,323 | — | NEW |
| 39 | 39Capital Analysts, LLC | 2,8462,846 | $88,000 | — | — |
| 40 | 40TD Capital Management LLC | 2,1422,142 | $66,094 | — | — |
| 41 | 41HANTZ FINANCIAL SERVICES, INC. | 1,7811,781 | $55,000 | — | NEW |
| 42 | 42Root Financial Partners, LLC | 1,0341,034 | $31,902 | — | NEW |
| 43 | 43Creative Capital Management Investments LLC | 519519 | $16,013 | — | — |
| 44 | 44HARBOUR INVESTMENTS, INC. | 400400 | $12,341 | — | — |
| 45 | 45MORGAN STANLEY | 168168 | $5,203 | — | — |
| 46 | 46OSAIC HOLDINGS, INC. | 139139 | $4,289 | — | — |
| 47 | 47Rockefeller Capital Management L.P. | 7373 | $2,276 | — | — |
