| 1 | 1Old Port Advisors | 153,080153,080 | $4M | — | ADD 20% |
| 2 | 2FLAGSHIP HARBOR ADVISORS, LLC | 86,50686,506 | $2M | — | NEW |
| 3 | 3RAYMOND JAMES FINANCIAL INC | 81,65381,653 | $2M | — | ADD 6% |
| 4 | 4BANK OF AMERICA CORP /DE/ | 81,08281,082 | $2M | — | ADD 25% |
| 5 | 5SIMON QUICK ADVISORS, LLC | 67,54167,541 | $2M | — | TRIM -16% |
| 6 | 6Janney Montgomery Scott LLC | 45,70845,708 | $1M | — | NEW |
| 7 | 7JANE STREET GROUP, LLC | 42,27342,273 | $1M | — | ADD 19% |
| 8 | 8MML INVESTORS SERVICES, LLC | 40,60740,607 | $1M | — | TRIM -8% |
| 9 | 9Independent Advisor Alliance | 35,90435,904 | $1M | — | — |
| 10 | 10Baker Ellis Asset Management LLC | 28,72528,725 | $812,343 | — | ADD 139% |
| 11 | 11OLD MISSION CAPITAL LLC | 24,62424,624 | $696,366 | — | NEW |
| 12 | 12Total Clarity Wealth Management, Inc. | 23,14323,143 | $654,484 | — | TRIM -3% |
| 13 | 13FRANKLIN RESOURCES INC | 21,42021,420 | $605,758 | — | NEW |
| 14 | 14Comprehensive Money Management Services LLC | 17,32917,329 | $490,069 | — | ADD 21% |
| 15 | 15Yoffe Investment Management, LLC | 16,69816,698 | $472,219 | — | — |
| 16 | 16LAZARD ASSET MANAGEMENT LLC | 15,52815,528 | $439,132 | — | TRIM -50% |
| 17 | 17LPL Financial LLC | 14,62914,629 | $413,708 | — | NEW |
| 18 | 18Quantinno Capital Management LP | 13,94113,941 | $394,251 | — | ADD 8% |
| 19 | 19Procyon Advisors, LLC | 13,00013,000 | $367,640 | — | NEW |
| 20 | 20Orion Porfolio Solutions, LLC | 10,43110,431 | $294,976 | — | TRIM -20% |
| 21 | 21Bank of New York Mellon Corp | 10,31710,317 | $291,778 | — | — |
| 22 | 22WealthShield Partners, LLC | 8,5048,504 | $240,493 | — | — |
| 23 | 23Wealthspire Advisors, LLC | 8,0328,032 | $227,145 | — | NEW |
| 24 | 24EverSource Wealth Advisors, LLC | 3,1893,189 | $90,185 | — | NEW |
| 25 | 25Farther Finance Advisors, LLC | 2,0852,085 | $59,506 | — | NEW |
| 26 | 26SHP Wealth Management | 546546 | $15,454 | — | NEW |
| 27 | 27Advisory Services Network, LLC | 500500 | $14,140 | — | NEW |
| 28 | 28Redwood Park Advisors LLC | 367367 | $10,379 | — | NEW |
| 29 | 29PRIVATE TRUST CO NA | 332332 | $9,389 | — | NEW |
| 30 | 30NATIONAL BANK OF CANADA /FI/ | 296296 | $8,332 | — | — |
| 31 | 31HARBOUR INVESTMENTS, INC. | 200200 | $5,656 | — | NEW |
| 32 | 32Rockefeller Capital Management L.P. | 4242 | $1,197 | — | TRIM -49% |
| 33 | 33WELLS FARGO & COMPANY/MN | 00 | $3 | — | EXIT |
