| 1 | 1MORGAN STANLEY | 618,429618,429 | $46M | — | ADD 8% |
| 2 | 2ATLANTIC FAMILY WEALTH, LLC | 374,972374,972 | $28M | — | — |
| 3 | 3BANK OF AMERICA CORP /DE/ | 268,031268,031 | $20M | — | TRIM -7% |
| 4 | 4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,247207,247 | $15M | — | ADD 3% |
| 5 | 5LPL Financial LLC | 152,446152,446 | $11M | — | TRIM -7% |
| 6 | 6HighTower Advisors, LLC | 112,753112,753 | $8M | — | TRIM -16% |
| 7 | 7AMERIPRISE FINANCIAL INC | 101,218101,218 | $8M | — | TRIM -11% |
| 8 | 8Summit Financial, LLC | 98,53998,539 | $7M | — | TRIM -5% |
| 9 | 9JONES FINANCIAL COMPANIES LLLP | 86,42786,427 | $6M | — | ADD 9% |
| 10 | 10MPWM ADVISORY SOLUTIONS, LLC | 49,83849,838 | $4M | — | TRIM -90% |
| 11 | 11COMMONWEALTH EQUITY SERVICES, LLC | 43,27943,279 | $3M | — | — |
| 12 | 12Integrated Wealth Concepts LLC | 41,97841,978 | $3M | — | ADD 21% |
| 13 | 13GOLDMAN SACHS GROUP INC | 40,31140,311 | $3M | — | — |
| 14 | 14RAYMOND JAMES FINANCIAL INC | 36,04436,044 | $3M | — | TRIM -12% |
| 15 | 15WELLS FARGO & COMPANY/MN | 31,86431,864 | $2M | — | TRIM -4% |
| 16 | 16TRUIST FINANCIAL CORP | 27,69927,699 | $2M | — | — |
| 17 | 17Private Advisor Group, LLC | 26,01626,016 | $2M | — | — |
| 18 | 18ENVESTNET ASSET MANAGEMENT INC | 19,88819,888 | $1M | — | TRIM -6% |
| 19 | 19ROYAL BANK OF CANADA | 18,91118,911 | $1M | — | TRIM -7% |
| 20 | 20UBS Group AG | 17,80317,803 | $1M | — | TRIM -6% |
| 21 | 21Sloy Dahl & Holst, LLC | 17,67117,671 | $1M | — | TRIM -2% |
| 22 | 22Rockefeller Capital Management L.P. | 17,21217,212 | $1M | — | TRIM -7% |
| 23 | 23Fifth Third Wealth Advisors LLC | 16,52816,528 | $1M | — | NEW |
| 24 | 24Investors Research Corp | 15,81615,816 | $1M | — | — |
| 25 | 25Smith Thornton Advisors LLC | 14,85514,855 | $1M | — | — |
| 26 | 26Cambridge Investment Research Advisors, Inc. | 14,62014,620 | $1M | — | TRIM -2% |
| 27 | 27SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,05113,051 | $972,504 | — | TRIM -72% |
| 28 | 28CITADEL ADVISORS LLC | 11,78311,783 | $878,018 | — | ADD 138% |
| 29 | 29VICUS CAPITAL | 8,5058,505 | $633,719 | — | — |
| 30 | 30Creative Planning | 8,4088,408 | $626,494 | — | NEW |
| 31 | 31Stratos Wealth Partners, LTD. | 5,9225,922 | $441,348 | — | — |
| 32 | 32YARGER WEALTH STRATEGIES, LLC | 5,8305,830 | $434,462 | — | TRIM -23% |
| 33 | 33NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 5,6855,685 | $423,621 | — | — |
| 34 | 34Western Wealth Management, LLC | 5,1305,130 | $382,228 | — | — |
| 35 | 35FIFTH THIRD BANCORP | 4,8134,813 | $358,644 | — | NEW |
| 36 | 36Rossmore Private Capital | 4,2244,224 | $314,754 | — | — |
| 37 | 37Concurrent Investment Advisors, LLC | 4,1154,115 | $306,632 | — | ADD 3% |
| 38 | 38North Star Investment Management Corp. | 3,7353,735 | $278,316 | — | — |
| 39 | 39OSAIC HOLDINGS, INC. | 3,5143,514 | $261,905 | — | TRIM -30% |
| 40 | 40SEI INVESTMENTS CO | 3,3383,338 | $248,730 | — | — |
| 41 | 41Eagle Bay Advisors LLC | 3,3153,315 | $247,019 | — | — |
| 42 | 42IHT Wealth Management, LLC | 3,1733,173 | $236,453 | — | — |
| 43 | 43Golden State Wealth Management, LLC | 3,1093,109 | $231,702 | — | TRIM -3% |
| 44 | 44Keystone Financial Group | 3,0023,002 | $223,696 | — | NEW |
| 45 | 45EverSource Wealth Advisors, LLC | 2,3882,388 | $177,935 | — | — |
| 46 | 46PRIVATE TRUST CO NA | 1,3061,306 | $97,318 | — | — |
| 47 | 47NewEdge Advisors, LLC | 47,87147,871 | $86,172 | — | TRIM -4% |
| 48 | 48Steward Partners Investment Advisory, LLC | 950950 | $70,790 | — | — |
| 49 | 49FMR LLC | 741741 | $55,230 | — | — |
| 50 | 50MAI Capital Management | 735735 | $54,770 | — | — |
| 51 | 51JPMORGAN CHASE & CO | 499499 | $36,896 | — | TRIM -78% |
| 52 | 52ALBION FINANCIAL GROUP /UT | 300300 | $22,355 | — | — |
| 53 | 53US BANCORP \DE\ | 254254 | $18,927 | — | — |
| 54 | 54SIGNATUREFD, LLC | 245245 | $18,256 | — | — |
| 55 | 55LRI Investments, LLC | 233233 | $17,362 | — | — |
| 56 | 56KELLEHER FINANCIAL ADVISORS | 140140 | $10,432 | — | — |
| 57 | 57VANGUARD ADVISERS INC | 6262 | $4,620 | — | NEW |
| 58 | 58ROTHSCHILD INVESTMENT LLC | 6060 | $4,471 | — | — |
| 59 | 59Russell Investments Group, Ltd. | 1414 | $1,072 | — | — |
| 60 | 60ASSETMARK, INC | 11 | $75 | — | — |
| 61 | 61HIGHLINE WEALTH PARTNERS LLC | 00 | $10 | — | EXIT |
