| 1 | 1Shaker Financial Services, LLC | 615,664615,664 | $9M | — | ADD 10% |
| 2 | 2RAYMOND JAMES FINANCIAL INC | 572,512572,512 | $8M | — | ADD 7% |
| 3 | 3Baird Financial Group, Inc. | 481,939481,939 | $7M | — | TRIM -16% |
| 4 | 4MORGAN STANLEY | 374,239374,239 | $6M | — | TRIM -2% |
| 5 | 5GUGGENHEIM CAPITAL LLC | 317,568317,568 | $5M | — | ADD 18% |
| 6 | 61607 Capital Partners, LLC | 288,211288,211 | $4M | — | NEW |
| 7 | 7Invesco Ltd. | 261,599261,599 | $4M | — | TRIM -3% |
| 8 | 8RETIREMENT PLANNING GROUP, LLC / NY | 255,078255,078 | $4M | — | TRIM -5% |
| 9 | 9Karpus Management, Inc. | 184,196184,196 | $3M | — | ADD 275% |
| 10 | 10OSAIC HOLDINGS, INC. | 178,747178,747 | $3M | — | — |
| 11 | 11Capital Investment Advisors, LLC | 116,571116,571 | $2M | — | — |
| 12 | 12WELLS FARGO & COMPANY/MN | 108,899108,899 | $2M | — | ADD 6% |
| 13 | 13WOLVERINE ASSET MANAGEMENT LLC | 103,118103,118 | $2M | — | ADD 15% |
| 14 | 14Steward Partners Investment Advisory, LLC | 90,77890,778 | $1M | — | — |
| 15 | 15LPL Financial LLC | 90,03790,037 | $1M | — | TRIM -13% |
| 16 | 16Thrivent Financial for Lutherans | 85,85685,856 | $1M | — | ADD 17% |
| 17 | 17INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52,02552,025 | $779,858 | — | — |
| 18 | 18Spire Wealth Management | 51,57451,574 | $762,264 | — | — |
| 19 | 19AMERIPRISE FINANCIAL INC | 46,10846,108 | $672,588 | — | TRIM -4% |
| 20 | 20UBS Group AG | 41,11341,113 | $607,650 | — | TRIM -25% |
| 21 | 21Z3 Capital Partners, LLC | 40,59340,593 | $599,968 | — | ADD 12% |
| 22 | 22BANK OF AMERICA CORP /DE/ | 35,79235,792 | $529,010 | — | ADD 7% |
| 23 | 23COMMONWEALTH EQUITY SERVICES, LLC | 35,02835,028 | $517,710 | — | — |
| 24 | 24ROYAL BANK OF CANADA | 32,78632,786 | $485,000 | — | — |
| 25 | 25Cetera Investment Advisers | 30,52630,526 | $451,173 | — | — |
| 26 | 26Advisors Asset Management, Inc. | 30,48330,483 | $450,539 | — | NEW |
| 27 | 27PMG Family Office LLC | 29,36929,369 | $443,732 | — | ADD 7% |
| 28 | 28Cambridge Investment Research Advisors, Inc. | 25,99125,991 | $384,000 | — | TRIM -5% |
| 29 | 29TWO SIGMA INVESTMENTS, LP | 18,92118,921 | $279,652 | — | NEW |
| 30 | 30Centurion Wealth Management LLC | 12,48012,480 | $184,455 | — | — |
| 31 | 31Canal Capital Management, LLC | 11,17211,172 | $165,119 | — | — |
| 32 | 32DAYMARK WEALTH PARTNERS, LLC | 10,79010,790 | $159,476 | — | — |
| 33 | 33David J Yvars Group | 11,00011,000 | $155,210 | — | — |
| 34 | 34Founders Financial Alliance, LLC | 10,29810,298 | $152,205 | — | NEW |
| 35 | 35NWF Advisory Services Inc. | 10,10010,100 | $149,278 | — | TRIM -17% |
| 36 | 36Rockefeller Capital Management L.P. | 9,3639,363 | $138,385 | — | — |
| 37 | 37Blue Trust, Inc. | 6,0406,040 | $89,271 | — | — |
| 38 | 38CWM, LLC | 5,8165,816 | $85,960 | — | — |
| 39 | 39FIFTH THIRD BANCORP | 3,9693,969 | $58,662 | — | NEW |
| 40 | 40FNY Investment Advisers, LLC | 3,0003,000 | $44,000 | — | NEW |
| 41 | 41Western Wealth Management, LLC | 2,4692,469 | $36,492 | — | NEW |
| 42 | 42EASTERN BANK | 1,8691,869 | $27,624 | — | — |
| 43 | 43Advisory Services Network, LLC | 1,7921,792 | $26,480 | — | NEW |
| 44 | 44Centerpoint Advisors, LLC | 1,0001,000 | $15,000 | — | — |
| 45 | 45PNC FINANCIAL SERVICES GROUP, INC. | 948948 | $14,011 | — | — |
| 46 | 46Thomas J. Herzfeld Advisors, Inc. | 393393 | $5,814 | — | — |
| 47 | 47Colonial Trust Co / SC | 371371 | $5,235 | — | — |
| 48 | 48NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 306306 | $4,523 | — | ADD 108% |
| 49 | 49ST GERMAIN D J CO INC | 125125 | $1,848 | — | — |
| 50 | 50Transamerica Financial Advisors, LLC | 9191 | $1,410 | — | TRIM -40% |