| 1 | 1LPL Financial LLC | 499,237499,237 | $24M | — | — |
| 2 | 2GOLDMAN SACHS GROUP INC | 450,000450,000 | $22M | — | NEW |
| 3 | 3Advisory Services Network, LLC | 179,219179,219 | $9M | — | TRIM -5% |
| 4 | 4MOODY NATIONAL BANK TRUST DIVISION | 116,532116,532 | $6M | — | ADD 7% |
| 5 | 5Flavin Financial Services, Inc. | 111,008111,008 | $5M | — | — |
| 6 | 6RAYMOND JAMES FINANCIAL INC | 97,87897,878 | $5M | — | ADD 6% |
| 7 | 7BG Investment Services, LLC | 96,45596,455 | $5M | — | ADD 24% |
| 8 | 8Geneva Partners, LLC | 70,07770,077 | $3M | — | NEW |
| 9 | 9AXXCESS WEALTH MANAGEMENT, LLC | 69,99469,994 | $3M | — | — |
| 10 | 10MORGAN STANLEY | 65,14965,149 | $3M | — | ADD 2% |
| 11 | 11OmniStar Financial Group, Inc. | 60,05860,058 | $3M | — | ADD 21% |
| 12 | 12Mutual Advisors, LLC | 58,30958,309 | $3M | — | NEW |
| 13 | 13Evergreen Private Wealth LLC | 54,45154,451 | $3M | — | ADD 3% |
| 14 | 14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47,14947,149 | $2M | — | NEW |
| 15 | 15COMMONWEALTH EQUITY SERVICES, LLC | 45,98845,988 | $2M | — | ADD 6% |
| 16 | 16Kestra Advisory Services, LLC | 45,52245,522 | $2M | — | ADD 9% |
| 17 | 17JANE STREET GROUP, LLC | 44,15644,156 | $2M | — | NEW |
| 18 | 18JPMORGAN CHASE & CO | 37,50737,507 | $2M | — | ADD 3% |
| 19 | 19Wise Wealth Partners | 36,55736,557 | $2M | — | — |
| 20 | 20Great Lakes Retirement, Inc. | 31,87431,874 | $2M | — | ADD 10% |
| 21 | 21OSAIC HOLDINGS, INC. | 30,86630,866 | $1M | — | TRIM -37% |
| 22 | 22Cetera Investment Advisers | 26,46526,465 | $1M | — | ADD 382% |
| 23 | 23Sigma Planning Corp | 21,01121,011 | $1M | — | ADD 2% |
| 24 | 24Merit Financial Group, LLC | 18,48818,488 | $897,420 | — | TRIM -60% |
| 25 | 25Cambridge Investment Research Advisors, Inc. | 17,82117,821 | $865,000 | — | ADD 7% |
| 26 | 26ENVESTNET ASSET MANAGEMENT INC | 15,53215,532 | $753,926 | — | ADD 38% |
| 27 | 27CAPTRUST FINANCIAL ADVISORS | 15,47015,470 | $750,914 | — | — |
| 28 | 28Stonebridge Financial Planning Group, LLC | 13,79313,793 | $669,522 | — | TRIM -14% |
| 29 | 29Townsend Financial Planning, LLC | 12,99112,991 | $630,574 | — | NEW |
| 30 | 30Breakwater Capital Group | 12,42812,428 | $603,255 | — | ADD 8% |
| 31 | 31MML INVESTORS SERVICES, LLC | 11,81511,815 | $573,477 | — | ADD 13% |
| 32 | 32CIBC WORLD MARKET INC. | 11,74511,745 | $570,102 | — | — |
| 33 | 33KESTRA PRIVATE WEALTH SERVICES, LLC | 10,75910,759 | $522,231 | — | ADD 3% |
| 34 | 34CITADEL ADVISORS LLC | 10,37010,370 | $503,360 | — | NEW |
| 35 | 35TRUIST FINANCIAL CORP | 9,8109,810 | $476,177 | — | — |
| 36 | 36Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,7099,709 | $471,275 | — | TRIM -6% |
| 37 | 37FORONJY FINANCIAL LLC | 8,7858,785 | $426,419 | — | — |
| 38 | 38NWF Advisory Services Inc. | 8,2788,278 | $401,815 | — | — |
| 39 | 39Storgate, LLC | 6,7766,776 | $328,907 | — | — |
| 40 | 40Freestate Advisors LLC | 6,0136,013 | $291,889 | — | ADD 2% |
| 41 | 41Shared Vision Wealth Group LLC | 5,8695,869 | $284,881 | — | — |
| 42 | 42JONES FINANCIAL COMPANIES LLLP | 5,8825,882 | $284,454 | — | ADD 646% |
| 43 | 43Integrated Wealth Concepts LLC | 5,6395,639 | $273,699 | — | ADD 4% |
| 44 | 44Janney Montgomery Scott LLC | 5,4535,453 | $265,000 | — | — |
| 45 | 45KINTRA WEALTH, LLC | 5,3325,332 | $258,792 | — | NEW |
| 46 | 46Prepared Retirement Institute LLC | 4,9954,995 | $242,481 | — | — |
| 47 | 47Eagle Wealth Advisors LLC | 4,9434,943 | $241,263 | — | — |
| 48 | 48Clearstead Trust, LLC | 4,6144,614 | $223,964 | — | — |
| 49 | 49ROYAL BANK OF CANADA | 4,5584,558 | $222,000 | — | TRIM -2% |
| 50 | 50IFP Advisors, Inc | 2,5862,586 | $125,524 | — | TRIM -12% |
| 51 | 51HARBOUR INVESTMENTS, INC. | 2,0212,021 | $98,099 | — | ADD 798% |
| 52 | 52Glass Jacobson Investment Advisors llc | 1,8501,850 | $89,795 | — | — |
| 53 | 53FMR LLC | 1,7651,765 | $85,684 | — | TRIM -6% |
| 54 | 54Financial Management Professionals, Inc. | 1,4931,493 | $72,872 | — | TRIM -100% |
| 55 | 55Sunbelt Securities, Inc. | 1,2931,293 | $62,745 | — | TRIM -70% |
| 56 | 56AE Wealth Management LLC | 1,2001,200 | $58,248 | — | — |
| 57 | 57Larson Financial Group LLC | 1,0001,000 | $48,540 | — | — |
| 58 | 58Golden State Wealth Management, LLC | 953953 | $46,259 | — | TRIM -36% |
| 59 | 59TD Waterhouse Canada Inc. | 766766 | $37,228 | — | — |
| 60 | 60Cullen/Frost Bankers, Inc. | 710710 | $34,476 | — | — |
| 61 | 61UBS Group AG | 280280 | $13,591 | — | TRIM -47% |
| 62 | 62LAM GROUP, INC. | 255255 | $12,378 | — | NEW |
| 63 | 63Arax Advisory Partners | 246246 | $11,941 | — | TRIM -67% |
| 64 | 64NBC SECURITIES, INC. | 232232 | $11,261 | — | — |
| 65 | 65Steward Partners Investment Advisory, LLC | 217217 | $10,533 | — | — |
| 66 | 66Godfrey Financial Associates, Inc. | 206206 | $9,975 | — | — |
| 67 | 67SHP Wealth Management | 200200 | $9,708 | — | — |
| 68 | 68EverSource Wealth Advisors, LLC | 186186 | $9,037 | — | — |
| 69 | 69AdvisorNet Financial, Inc | 112112 | $5,422 | — | — |
| 70 | 70Covestor Ltd | 100100 | $5,000 | — | — |
| 71 | 71Western Wealth Management, LLC | 7070 | $3,398 | — | NEW |
| 72 | 72O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1010 | $485 | — | — |
| 73 | 73Frazier Financial Advisors, LLC | 11 | $59 | — | — |
| 74 | 74WELLS FARGO & COMPANY/MN | 00 | $17 | — | EXIT |
