| 1 | 1Mariner, LLC | 1,305,4501.3M | $57M | — | ADD 11% |
| 2 | 2Destination Wealth Management | 516,269516,269 | $23M | — | ADD 3% |
| 3 | 3Octavia Wealth Advisors, LLC | 465,216465,216 | $20M | — | TRIM -30% |
| 4 | 4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 276,482276,482 | $12M | — | TRIM -29% |
| 5 | 5RAYMOND JAMES FINANCIAL INC | 232,673232,673 | $10M | — | ADD 116% |
| 6 | 6BANK OF AMERICA CORP /DE/ | 225,696225,696 | $10M | — | — |
| 7 | 7Ethos Capital Management, Inc. | 220,238220,238 | $10M | — | ADD 20% |
| 8 | 8LPL Financial LLC | 173,129173,129 | $8M | — | ADD 91% |
| 9 | 9PFG Advisors | 161,077161,077 | $7M | — | — |
| 10 | 10UBS Group AG | 159,535159,535 | $7M | — | — |
| 11 | 11MORGAN STANLEY | 118,131118,131 | $5M | — | ADD 3% |
| 12 | 12CITADEL ADVISORS LLC | 99,39099,390 | $4M | — | ADD 131% |
| 13 | 13JPMORGAN CHASE & CO | 91,30891,308 | $4M | — | ADD 7% |
| 14 | 14Summit Financial, LLC | 72,60172,601 | $3M | — | ADD 18% |
| 15 | 15Steward Partners Investment Advisory, LLC | 48,02748,027 | $2M | — | ADD 3% |
| 16 | 16JANE STREET GROUP, LLC | 47,85647,856 | $2M | — | TRIM -28% |
| 17 | 17GOLDMAN SACHS GROUP INC | 46,71846,718 | $2M | — | NEW |
| 18 | 18ROYAL BANK OF CANADA | 43,63943,639 | $2M | — | ADD 38% |
| 19 | 19OSAIC HOLDINGS, INC. | 35,19435,194 | $2M | — | ADD 9% |
| 20 | 20SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,22530,225 | $1M | — | ADD 29% |
| 21 | 21PHILLIPS FINANCIAL MANAGEMENT, LLC | 29,77829,778 | $1M | — | TRIM -28% |
| 22 | 22Cannon Financial Strategists, Inc. | 27,12127,121 | $1M | — | ADD 3% |
| 23 | 235T Wealth, LLC | 24,78424,784 | $1M | — | — |
| 24 | 24ENVESTNET ASSET MANAGEMENT INC | 24,55224,552 | $1M | — | ADD 13% |
| 25 | 25Cambridge Investment Research Advisors, Inc. | 18,04918,049 | $791,000 | — | ADD 135% |
| 26 | 26MERCER GLOBAL ADVISORS INC /ADV | 13,95613,956 | $611,540 | — | NEW |
| 27 | 27TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 11,96011,960 | $524,087 | — | NEW |
| 28 | 28Rice Partnership, LLC | 11,45811,458 | $502,090 | — | ADD 5% |
| 29 | 29Focus Partners Wealth | 11,40711,407 | $499,855 | — | — |
| 30 | 30Reliant Investment Partners, LLC | 11,19311,193 | $490,477 | — | ADD 12% |
| 31 | 31MML INVESTORS SERVICES, LLC | 7,7647,764 | $340,199 | — | TRIM -27% |
| 32 | 32Charis Legacy Partners, LLC | 7,1007,100 | $311,122 | — | — |
| 33 | 33Betterment LLC | 6,6546,654 | $292,000 | — | NEW |
| 34 | 34Concurrent Investment Advisors, LLC | 6,2316,231 | $273,042 | — | TRIM -4% |
| 35 | 35PRINCIPAL SECURITIES, INC. | 6,1076,107 | $267,609 | — | TRIM -3% |
| 36 | 36JGP Wealth Management, LLC | 5,7565,756 | $252,228 | — | — |
| 37 | 37BANK OF MONTREAL /CAN/ | 5,0875,087 | $222,913 | — | — |
| 38 | 38Comprehensive Money Management Services LLC | 4,7854,785 | $209,679 | — | NEW |
| 39 | 39Advisory Services Network, LLC | 3,7943,794 | $166,261 | — | NEW |
| 40 | 40CHAPMAN FINANCIAL GROUP, LLC | 2,2572,257 | $98,900 | — | — |
| 41 | 41BLAIR WILLIAM & CO/IL | 1,7461,746 | $76,510 | — | TRIM -7% |
| 42 | 42Godfrey Financial Associates, Inc. | 1,3181,318 | $57,755 | — | — |
| 43 | 43EASTERN BANK | 1,0081,008 | $44,171 | — | — |
| 44 | 44Kopp Family Office, LLC | 911911 | $39,920 | — | — |
| 45 | 45NBC SECURITIES, INC. | 900900 | $39,438 | — | — |
| 46 | 46Geneos Wealth Management Inc. | 860860 | $37,685 | — | — |
| 47 | 47SIGNATUREFD, LLC | 766766 | $33,585 | — | — |
| 48 | 48NFSG Corp | 744744 | $32,602 | — | — |
| 49 | 49Archer Investment Corp | 673673 | $29,491 | — | — |
| 50 | 50WealthShield Partners, LLC | 555555 | $24,320 | — | — |
| 51 | 51Capital Investment Advisory Services, LLC | 500500 | $21,910 | — | — |
| 52 | 52PRIVATE TRUST CO NA | 345345 | $15,118 | — | — |
| 53 | 53NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 300300 | $13,146 | — | NEW |
| 54 | 54TWIN PEAKS WEALTH ADVISORS, LLC | 233233 | $10,210 | — | NEW |
| 55 | 55Rockefeller Capital Management L.P. | 197197 | $8,643 | — | — |
| 56 | 56CITIGROUP INC | 179179 | $7,844 | — | — |
| 57 | 57Golden State Wealth Management, LLC | 154154 | $6,773 | — | — |
| 58 | 58FMR LLC | 9191 | $3,988 | — | NEW |
| 59 | 59Smartleaf Asset Management LLC | 6565 | $2,839 | — | — |
| 60 | 60HARBOUR INVESTMENTS, INC. | 4949 | $2,156 | — | — |
| 61 | 61WELLS FARGO & COMPANY/MN | 11 | $22 | — | — |
