| 1 | 1PARTNERS CAPITAL INVESTMENT GROUP, LLP | 147,257147,257 | $9M | — | — |
| 2 | 2IMA Advisory Services, Inc. | 61,61661,616 | $4M | — | — |
| 3 | 3JANE STREET GROUP, LLC | 41,70041,700 | $3M | — | NEW |
| 4 | 4Whitaker-Myers Wealth Managers, LTD. | 34,63334,633 | $2M | — | TRIM -8% |
| 5 | 5Ascent Advisors, LLC | 81,85981,859 | $2M | — | NEW |
| 6 | 6COMMON FUND FOR NONPROFIT ORGANIZATIONS | 18,51818,518 | $1M | — | — |
| 7 | 7Focus Partners Wealth | 16,31516,315 | $986,463 | — | NEW |
| 8 | 8CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 15,61515,615 | $944,138 | — | — |
| 9 | 9LPL Financial LLC | 13,99613,996 | $846,241 | — | ADD 33% |
| 10 | 10BANK OF AMERICA CORP /DE/ | 13,97913,979 | $845,216 | — | ADD 2% |
| 11 | 11LexAurum Advisors, LLC | 13,59513,595 | $822,001 | — | NEW |
| 12 | 12SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,50313,503 | $816,439 | — | ADD 80% |
| 13 | 13MORGAN STANLEY | 13,18313,183 | $797,122 | — | TRIM -12% |
| 14 | 14Analyst IMS Investment Management Services Ltd. | 11,55111,551 | $698,000 | — | — |
| 15 | 15RVW Wealth, LLC | 9,0609,060 | $547,807 | — | ADD 6% |
| 16 | 16Team Hewins, LLC | 8,2208,220 | $497,010 | — | — |
| 17 | 17TD Waterhouse Canada Inc. | 7,2547,254 | $443,435 | — | ADD 117% |
| 18 | 18Ackerman Asset Management, LLC | 6,8016,801 | $411,212 | — | — |
| 19 | 19TRUIST FINANCIAL CORP | 6,4196,419 | $388,115 | — | ADD 22% |
| 20 | 20SFMG, LLC | 6,2796,279 | $379,629 | — | — |
| 21 | 21Pathstone Holdings, LLC | 5,8935,893 | $356,320 | — | — |
| 22 | 22WELLS FARGO & COMPANY/MN | 5,1305,130 | $310,178 | — | ADD 1455% |
| 23 | 23CITADEL ADVISORS LLC | 4,5044,504 | $272,328 | — | TRIM -84% |
| 24 | 24WILLNER & HELLER, LLC | 4,2674,267 | $257,987 | — | — |
| 25 | 25Cetera Investment Advisers | 4,2494,249 | $256,909 | — | TRIM -24% |
| 26 | 26NCM Capital Management, LLC | 3,7503,750 | $226,738 | — | — |
| 27 | 27JONES FINANCIAL COMPANIES LLLP | 3,1773,177 | $189,095 | — | ADD 18% |
| 28 | 28Powell Investment Advisors, LLC | 1,7501,750 | $105,811 | — | — |
| 29 | 29ROYAL BANK OF CANADA | 1,6991,699 | $103,000 | — | ADD 43% |
| 30 | 30OSAIC HOLDINGS, INC. | 1,6431,643 | $99,333 | — | TRIM -6% |
| 31 | 31MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1,3001,300 | $89,798 | — | — |
| 32 | 32Farther Finance Advisors, LLC | 1,2071,207 | $74,289 | — | — |
| 33 | 33FIFTH THIRD BANCORP | 1,2001,200 | $72,556 | — | — |
| 34 | 34JPMORGAN CHASE & CO | 1,2501,250 | $72,186 | — | ADD 400% |
| 35 | 35GLENMEDE TRUST CO NA | 750750 | $45,347 | — | — |
| 36 | 36PNC FINANCIAL SERVICES GROUP, INC. | 700700 | $42,325 | — | — |
| 37 | 37IFP Advisors, Inc | 653653 | $39,483 | — | — |
| 38 | 38FMR LLC | 271271 | $16,379 | — | ADD 65% |
| 39 | 39NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200200 | $12,093 | — | — |
| 40 | 40EverSource Wealth Advisors, LLC | 169169 | $10,218 | — | — |
| 41 | 41Blue Trust, Inc. | 150150 | $9,070 | — | — |
| 42 | 42UBS Group AG | 9090 | $5,442 | — | TRIM -77% |
| 43 | 43VAN ECK ASSOCIATES CORP | 5858 | $4,000 | — | NEW |
| 44 | 44BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4040 | $2,419 | — | — |
| 45 | 45ASSETMARK, INC | 44 | $242 | — | — |
