| 1 | 1Matthew Goff Investment Advisor, LLC | 214,338214,338 | $9M | — | NEW |
| 2 | 2BANK OF AMERICA CORP /DE/ | 89,71889,718 | $8M | — | ADD 4% |
| 3 | 3WELLS FARGO & COMPANY/MN | 64,42264,422 | $6M | — | ADD 41% |
| 4 | 4Lido Advisors, LLC | 37,63637,636 | $3M | — | — |
| 5 | 5LPL Financial LLC | 37,49737,497 | $3M | — | ADD 33% |
| 6 | 6AMERIPRISE FINANCIAL INC | 34,81234,812 | $3M | — | ADD 5% |
| 7 | 7TWO SIGMA INVESTMENTS, LP | 27,83727,837 | $3M | — | TRIM -34% |
| 8 | 8MORGAN STANLEY | 17,90217,902 | $2M | — | ADD 5% |
| 9 | 9Beacon Pointe Advisors, LLC | 15,78215,782 | $1M | — | NEW |
| 10 | 10GOLDMAN SACHS GROUP INC | 9,3049,304 | $840,343 | — | ADD 73% |
| 11 | 11One Capital Management, LLC | 8,3648,364 | $755,441 | — | NEW |
| 12 | 12SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,7997,799 | $704,410 | — | NEW |
| 13 | 13WealthCare Investment Partners, LLC | 7,4157,415 | $701,219 | — | TRIM -4% |
| 14 | 14Opulen Financial Group LLC | 7,1867,186 | $649,040 | — | TRIM -18% |
| 15 | 15COMMONWEALTH EQUITY SERVICES, LLC | 6,6926,692 | $604,450 | — | TRIM -2% |
| 16 | 16ROYAL BANK OF CANADA | 6,3336,333 | $572,000 | — | TRIM -59% |
| 17 | 17NORTHBRIDGE FINANCIAL GROUP, LLC | 5,9595,959 | $563,349 | — | — |
| 18 | 18Wilmington Savings Fund Society, FSB | 6,1056,105 | $551,407 | — | — |
| 19 | 19Independent Wealth Network Inc. | 5,2975,297 | $478,428 | — | TRIM -2% |
| 20 | 20Cambridge Investment Research Advisors, Inc. | 5,0835,083 | $459,000 | — | TRIM -11% |
| 21 | 21FLAGSHIP HARBOR ADVISORS, LLC | 3,8143,814 | $344,444 | — | NEW |
| 22 | 22UBS Group AG | 3,7323,732 | $337,078 | — | — |
| 23 | 23BOS Asset Management, LLC | 3,6273,627 | $327,593 | — | ADD 8% |
| 24 | 24Wealthfront Advisers LLC | 3,5823,582 | $323,528 | — | ADD 18% |
| 25 | 25Creative Planning | 3,0043,004 | $271,349 | — | — |
| 26 | 26Cetera Investment Advisers | 2,9682,968 | $268,101 | — | TRIM -3% |
| 27 | 27Farther Finance Advisors, LLC | 2,8532,853 | $260,762 | — | TRIM -3% |
| 28 | 28Great Diamond Partners, LLC | 2,7612,761 | $249,375 | — | NEW |
| 29 | 29RAYMOND JAMES FINANCIAL INC | 2,7162,716 | $245,310 | — | ADD 4% |
| 30 | 30Sargent Investment Group, LLC | 2,4252,425 | $219,027 | — | — |
| 31 | 31Banco Santander, S.A. | 2,2702,270 | $205,028 | — | TRIM -28% |
| 32 | 32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,3741,374 | $124,064 | — | TRIM -4% |
| 33 | 33OSAIC HOLDINGS, INC. | 881881 | $79,579 | — | TRIM -38% |
| 34 | 34Advisors Preferred, LLC | 831831 | $75,056 | — | ADD 110% |
| 35 | 35PNC FINANCIAL SERVICES GROUP, INC. | 508508 | $45,912 | — | — |
| 36 | 36AdvisorNet Financial, Inc | 395395 | $35,677 | — | ADD 70% |
| 37 | 37Advisory Services Network, LLC | 368368 | $33,238 | — | NEW |
| 38 | 38North Star Investment Management Corp. | 335335 | $30,257 | — | — |
| 39 | 39CWM, LLC | 298298 | $26,916 | — | — |
| 40 | 40CENTRAL TRUST Co | 296296 | $26,735 | — | — |
| 41 | 41Hughes Financial Services, LLC | 270270 | $24,387 | — | — |
| 42 | 42Parallel Advisors, LLC | 240240 | $21,677 | — | — |
| 43 | 43Mascoma Wealth Management LLC | 224224 | $20,232 | — | TRIM -36% |
| 44 | 44BlackRock, Inc. | 205205 | $18,529 | — | — |
| 45 | 45NBC SECURITIES, INC. | 175175 | $15,806 | — | — |
| 46 | 46SIGNATUREFD, LLC | 160160 | $14,451 | — | NEW |
| 47 | 47ABOUND FINANCIAL, LLC | 144144 | $13,006 | — | TRIM -45% |
| 48 | 48Capital Analysts, LLC | 129129 | $12,000 | — | — |
| 49 | 49Western Wealth Management, LLC | 124124 | $11,164 | — | NEW |
| 50 | 50Caitlin John, LLC | 120120 | $10,838 | — | — |
| 51 | 51PHILLIPS FINANCIAL MANAGEMENT, LLC | 9292 | $8,309 | — | — |
| 52 | 52FMR LLC | 8686 | $7,803 | — | ADD 1620% |
| 53 | 53Triumph Capital Management | 7676 | $6,864 | — | — |
| 54 | 54MAI Capital Management | 5959 | $5,329 | — | ADD 638% |
| 55 | 55HHM Wealth Advisors, LLC | 5353 | $4,787 | — | NEW |
| 56 | 56SHP Wealth Management | 5353 | $4,787 | — | TRIM -51% |
| 57 | 57Atlantic Union Bankshares Corp | 5050 | $4,517 | — | — |
| 58 | 58Key Financial Inc | 4444 | $3,974 | — | — |
| 59 | 59Kennebec Savings Bank | 3434 | $3,071 | — | — |
| 60 | 60Advocate Investing Services LLC | 3131 | $2,800 | — | — |
| 61 | 61Geneos Wealth Management Inc. | 2525 | $2,258 | — | — |
| 62 | 62CREATIVE FINANCIAL DESIGNS INC /ADV | 1818 | $1,626 | — | — |
| 63 | 63Napier Financial, LLC | 1616 | $1,445 | — | NEW |
| 64 | 64Abound Wealth Management | 1414 | $1,270 | — | — |
| 65 | 65JONES FINANCIAL COMPANIES LLLP | 1313 | $1,176 | — | NEW |
| 66 | 66SBI Securities Co., Ltd. | 77 | $632 | — | ADD 75% |
| 67 | 67Blue Trust, Inc. | 33 | $271 | — | NEW |
| 68 | 68JPMORGAN CHASE & CO | 00 | $23 | — | EXIT |
