| 1 | 1Sellwood Investment Partners LLC | 499,411499,411 | $21M | — | — |
| 2 | 2Savant Capital, LLC | 254,719254,719 | $11M | — | ADD 29% |
| 3 | 3LPL Financial LLC | 171,016171,016 | $7M | — | ADD 194% |
| 4 | 4Balanced Rock Investment Advisors LLC | 149,184149,184 | $6M | — | — |
| 5 | 5Arlington Financial Advisors, LLC | 123,101123,101 | $5M | — | TRIM -3% |
| 6 | 6COMMONWEALTH EQUITY SERVICES, LLC | 113,440113,440 | $5M | — | TRIM -5% |
| 7 | 7Northwest Bancshares, Inc. | 108,413108,413 | $5M | — | — |
| 8 | 8Envestnet Portfolio Solutions, Inc. | 101,475101,475 | $4M | — | — |
| 9 | 9GenWealth Group, Inc. | 90,15090,150 | $4M | — | ADD 6% |
| 10 | 10Cetera Investment Advisers | 66,96066,960 | $3M | — | — |
| 11 | 11Financial Insights, Inc. | 63,11263,112 | $3M | — | — |
| 12 | 12Bruce G. Allen Investments, LLC | 36,73936,739 | $2M | — | TRIM -3% |
| 13 | 13Mariner, LLC | 30,89830,898 | $1M | — | NEW |
| 14 | 14CITADEL ADVISORS LLC | 26,60726,607 | $1M | — | ADD 235% |
| 15 | 15Dynamic Advisor Solutions LLC | 20,95220,952 | $871,878 | — | — |
| 16 | 16Mason & Associates Inc | 20,13820,138 | $820,168 | — | — |
| 17 | 17Capital Analysts, LLC | 18,48918,489 | $769,000 | — | NEW |
| 18 | 18FLAGSHIP HARBOR ADVISORS, LLC | 13,43013,430 | $558,843 | — | — |
| 19 | 19Walkner Condon Financial Advisors LLC | 13,28913,289 | $552,996 | — | — |
| 20 | 20FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11,56111,561 | $481,083 | — | — |
| 21 | 21JNBA Financial Advisors | 9,3449,344 | $388,833 | — | TRIM -6% |
| 22 | 22KWB Wealth | 8,8618,861 | $372,060 | — | TRIM -9% |
| 23 | 23NewEdge Advisors, LLC | 36,16336,163 | $369,782 | — | TRIM -27% |
| 24 | 24Bond & Devick Financial Network, Inc. | 7,8527,852 | $326,746 | — | TRIM -9% |
| 25 | 25BANK OF AMERICA CORP /DE/ | 7,5867,586 | $315,676 | — | TRIM -33% |
| 26 | 26RHS Financial, LLC | 7,4537,453 | $310,160 | — | ADD 5% |
| 27 | 27Bank of New York Mellon Corp | 6,4286,428 | $267,469 | — | NEW |
| 28 | 28Milestone Investment Advisors LLC | 5,9565,956 | $247,840 | — | — |
| 29 | 29RAYMOND JAMES FINANCIAL INC | 5,5895,589 | $232,576 | — | ADD 3% |
| 30 | 30Sprinkle Financial Consultants LLC | 5,3045,304 | $220,735 | — | — |
| 31 | 31ENVESTNET ASSET MANAGEMENT INC | 5,1105,110 | $212,634 | — | — |
| 32 | 32Williams & Novak, LLC | 5,0005,000 | $208,200 | — | — |
| 33 | 33WELLS FARGO & COMPANY/MN | 4,1694,169 | $173,485 | — | NEW |
| 34 | 34AdvisorNet Financial, Inc | 3,8353,835 | $159,586 | — | ADD 28% |
| 35 | 35Farther Finance Advisors, LLC | 3,7003,700 | $154,068 | — | TRIM -21% |
| 36 | 36HARBOUR INVESTMENTS, INC. | 3,6783,678 | $153,053 | — | NEW |
| 37 | 37ROYAL BANK OF CANADA | 3,6733,673 | $153,000 | — | NEW |
| 38 | 38Sankala Group LLC | 3,2533,253 | $133,784 | — | ADD 35% |
| 39 | 39Ascentis Independent Advisors | 2,7452,745 | $114,227 | — | NEW |
| 40 | 40OSAIC HOLDINGS, INC. | 1,8761,876 | $78,097 | — | TRIM -94% |
| 41 | 41Smartleaf Asset Management LLC | 1,4531,453 | $59,177 | — | — |
| 42 | 42JPMORGAN CHASE & CO | 101101 | $4,113 | — | NEW |
| 43 | 43BLUELINE ADVISORS LLC | 2525 | $1,041 | — | TRIM -88% |
