| 1 | 1MORGAN STANLEY | 352,659352,659 | $23M | — | TRIM -2% |
| 2 | 2Cetera Investment Advisers | 270,252270,252 | $18M | — | — |
| 3 | 3LPL Financial LLC | 189,650189,650 | $12M | — | ADD 6% |
| 4 | 4WELLS FARGO & COMPANY/MN | 71,70471,704 | $5M | — | — |
| 5 | 5BANK OF AMERICA CORP /DE/ | 63,60463,604 | $4M | — | TRIM -4% |
| 6 | 6Goldstein Advisors, LLC | 36,96336,963 | $2M | — | TRIM -3% |
| 7 | 7Gladstone Institutional Advisory LLC | 36,14036,140 | $2M | — | — |
| 8 | 8RAYMOND JAMES FINANCIAL INC | 33,66533,665 | $2M | — | — |
| 9 | 9CITADEL ADVISORS LLC | 31,01231,012 | $2M | — | TRIM -9% |
| 10 | 10COMMONWEALTH EQUITY SERVICES, LLC | 30,35130,351 | $2M | — | TRIM -12% |
| 11 | 11Rockefeller Capital Management L.P. | 29,41329,413 | $2M | — | — |
| 12 | 12HighTower Advisors, LLC | 26,64826,648 | $2M | — | ADD 9% |
| 13 | 13MERCER GLOBAL ADVISORS INC /ADV | 26,06126,061 | $2M | — | — |
| 14 | 14CHOREO, LLC | 24,93624,936 | $2M | — | — |
| 15 | 15UBS Group AG | 22,39822,398 | $1M | — | ADD 4% |
| 16 | 16AMERIPRISE FINANCIAL INC | 22,18222,182 | $1M | — | ADD 2% |
| 17 | 17Brand Asset Management Group, Inc. | 21,52821,528 | $1M | — | TRIM -6% |
| 18 | 18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,42921,429 | $1M | — | TRIM -4% |
| 19 | 19NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19,94019,940 | $1M | — | — |
| 20 | 20JPMORGAN CHASE & CO | 17,27717,277 | $1M | — | — |
| 21 | 21ROYAL BANK OF CANADA | 11,63211,632 | $757,000 | — | ADD 6% |
| 22 | 22Strategic Financial Planning, Inc. | 1,1491,149 | $750,224 | — | TRIM -68% |
| 23 | 23KFA Private Wealth Group, LLC | 10,78010,780 | $701,670 | — | — |
| 24 | 24SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,71310,713 | $697,309 | — | ADD 95% |
| 25 | 25JIM SAULNIER & ASSOCIATES, LLC | 10,14810,148 | $660,527 | — | — |
| 26 | 26OSAIC HOLDINGS, INC. | 9,4679,467 | $616,463 | — | TRIM -25% |
| 27 | 27Perigon Wealth Management, LLC | 9,3189,318 | $606,498 | — | ADD 23% |
| 28 | 28Richwood Investment Advisors, LLC | 9,1599,159 | $596,159 | — | TRIM -4% |
| 29 | 29Legacy Wealth Partners, LLC | 8,6268,626 | $561,484 | — | — |
| 30 | 30UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,3928,392 | $546,323 | — | — |
| 31 | 31LEVEL FOUR ADVISORY SERVICES, LLC | 8,2578,257 | $537,448 | — | — |
| 32 | 32PNC FINANCIAL SERVICES GROUP, INC. | 8,0008,000 | $520,720 | — | — |
| 33 | 33FMR LLC | 7,7287,728 | $502,997 | — | — |
| 34 | 34JONES FINANCIAL COMPANIES LLLP | 7,1727,172 | $457,186 | — | ADD 80% |
| 35 | 35Private Advisor Group, LLC | 6,9556,955 | $452,674 | — | — |
| 36 | 36Mariner, LLC | 6,6846,684 | $435,048 | — | ADD 3% |
| 37 | 37Cambridge Investment Research Advisors, Inc. | 6,4786,478 | $422,000 | — | ADD 4% |
| 38 | 38Opulen Financial Group LLC | 6,1986,198 | $403,415 | — | — |
| 39 | 39PARSONS CAPITAL MANAGEMENT INC/RI | 6,1806,180 | $402,257 | — | — |
| 40 | 40Beacon Pointe Advisors, LLC | 6,0996,099 | $396,984 | — | NEW |
| 41 | 41Lido Advisors, LLC | 5,9375,937 | $386,506 | — | — |
| 42 | 42PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 5,7555,755 | $374,625 | — | — |
| 43 | 43New Insight Wealth Advisors | 5,5435,543 | $360,794 | — | TRIM -4% |
| 44 | 44Steward Partners Investment Advisory, LLC | 5,4275,427 | $353,243 | — | TRIM -5% |
| 45 | 45Christensen, King & Associates Investment Services, Inc. | 4,7774,777 | $310,924 | — | — |
| 46 | 46Pathway Financial Advisors LLC | 4,3504,350 | $286,174 | — | — |
| 47 | 47FLAGSTAR ADVISORS INC | 4,3414,341 | $282,605 | — | TRIM -24% |
| 48 | 48Aptus Capital Advisors, LLC | 4,0994,099 | $266,804 | — | — |
| 49 | 49GUARDIAN WEALTH ADVISORS, LLC / NC | 4,0314,031 | $262,375 | — | — |
| 50 | 50Creative Planning | 3,9233,923 | $255,368 | — | — |
| 51 | 51BARTLETT & CO. WEALTH MANAGEMENT LLC | 3,6003,600 | $253,066 | — | — |
| 52 | 52Equitable Holdings, Inc. | 3,8553,855 | $250,625 | — | — |
| 53 | 53FIFTH THIRD BANCORP | 3,6453,645 | $237,253 | — | NEW |
| 54 | 54WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,5383,538 | $232,736 | — | ADD 10% |
| 55 | 55Kestra Advisory Services, LLC | 3,5483,548 | $230,919 | — | ADD 55% |
| 56 | 56Merit Financial Group, LLC | 3,5313,531 | $229,820 | — | — |
| 57 | 57SMITH CHAS P & ASSOCIATES PA CPAS | 3,1843,184 | $207,247 | — | — |
| 58 | 58Janney Montgomery Scott LLC | 3,0883,088 | $201,000 | — | TRIM -10% |
| 59 | 59NBC SECURITIES, INC. | 2,3252,325 | $151,340 | — | — |
| 60 | 60John A. Wolfe & Associates, Inc. | 2,2402,240 | $145,802 | — | NEW |
| 61 | 61CWM, LLC | 2,1572,157 | $140,399 | — | ADD 29% |
| 62 | 62PRIVATE TRUST CO NA | 2,1352,135 | $138,967 | — | NEW |
| 63 | 63CITIGROUP INC | 2,0972,097 | $136,467 | — | — |
| 64 | 64Key Financial Inc | 1,8081,808 | $117,683 | — | ADD 20% |
| 65 | 65WPG Advisers, LLC | 1,6161,616 | $105,185 | — | — |
| 66 | 66TopTier Wealth Management, LLC | 1,6001,600 | $104,144 | — | NEW |
| 67 | 67Farther Finance Advisors, LLC | 1,5521,552 | $101,749 | — | — |
| 68 | 68Geneos Wealth Management Inc. | 1,3781,378 | $89,694 | — | ADD 8% |
| 69 | 69EverSource Wealth Advisors, LLC | 1,1481,148 | $74,724 | — | ADD 100% |
| 70 | 70ASHTON THOMAS SECURITIES, LLC | 900900 | $58,581 | — | NEW |
| 71 | 71ASSETMARK, INC | 892892 | $58,060 | — | TRIM -22% |
| 72 | 72MATRIX PRIVATE CAPITAL GROUP LLC | 792792 | $51,551 | — | — |
| 73 | 73SFAM, LLC | 629629 | $40,920 | — | — |
| 74 | 74Global Wealth Strategies & Associates | 500500 | $32,545 | — | — |
| 75 | 75TSFG, LLC | 420420 | $27,000 | — | — |
| 76 | 76Synergy Investment Management, LLC | 400400 | $26,036 | — | NEW |
| 77 | 77Western Wealth Management, LLC | 392392 | $25,516 | — | NEW |
| 78 | 78HARBOUR INVESTMENTS, INC. | 374374 | $24,344 | — | NEW |
| 79 | 79Colonial Trust Advisors | 247247 | $16,077 | — | — |
| 80 | 80BANK OF MONTREAL /CAN/ | 143143 | $9,308 | — | — |
| 81 | 81IAG Wealth Partners, LLC | 9393 | $6,053 | — | TRIM -19% |
| 82 | 82Russell Investments Group, Ltd. | 9191 | $5,946 | — | — |
| 83 | 83Spire Wealth Management | 9191 | $5,923 | — | TRIM -68% |
| 84 | 84Sunbelt Securities, Inc. | 8080 | $5,207 | — | — |
| 85 | 85VANGUARD ADVISERS INC | 6464 | $4,182 | — | NEW |
| 86 | 86Larson Financial Group LLC | 1010 | $671 | — | — |
