| 1 | 1Cassaday & Co Wealth Management LLC | 39,80139,801 | $3M | — | ADD 14% |
| 2 | 2TOTH FINANCIAL ADVISORY CORP | 27,99527,995 | $2M | — | TRIM -6% |
| 3 | 3Focus Partners Wealth | 24,45024,450 | $2M | — | — |
| 4 | 4CITADEL ADVISORS LLC | 19,37719,377 | $1M | — | NEW |
| 5 | 5Pinnacle Financial Partners, Inc. | 15,00015,000 | $1M | — | — |
| 6 | 6Quantinno Capital Management LP | 12,72112,721 | $933,849 | — | ADD 307% |
| 7 | 7Chicago Partners Investment Group LLC | 9,4779,477 | $773,301 | — | TRIM -3% |
| 8 | 8Waverly Advisors, LLC | 10,25010,250 | $752,453 | — | — |
| 9 | 9SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,7858,785 | $644,907 | — | TRIM -14% |
| 10 | 10Capital Investment Counsel, Inc | 8,2558,255 | $606,000 | — | TRIM -7% |
| 11 | 11TRUIST FINANCIAL CORP | 7,3147,314 | $536,921 | — | — |
| 12 | 12CIBC Bancorp USA Inc. | 6,8066,806 | $499,594 | — | NEW |
| 13 | 13BLAIR WILLIAM & CO/IL | 6,1156,115 | $448,902 | — | — |
| 14 | 14BANK OF AMERICA CORP /DE/ | 5,8205,820 | $427,246 | — | — |
| 15 | 15Coastal Bridge Advisors, LLC | 5,4845,484 | $402,580 | — | — |
| 16 | 16INDEPENDENT FINANCIAL GROUP, LLC | 5,4135,413 | $397,364 | — | — |
| 17 | 17DIMENSION CAPITAL MANAGEMENT LLC | 5,0005,000 | $367,050 | — | — |
| 18 | 18Cerity Partners LLC | 5,0005,000 | $367,050 | — | — |
| 19 | 19Bryn Mawr Trust Advisors, LLC | 4,9454,945 | $363,007 | — | — |
| 20 | 20Creative Planning | 4,5744,574 | $335,755 | — | ADD 11% |
| 21 | 21KENNEDY INVESTMENT GROUP, INC. | 4,1004,100 | $300,981 | — | — |
| 22 | 22Wealthspire Advisors, LLC | 4,0054,005 | $294,024 | — | — |
| 23 | 23Texas Capital Bank Wealth Management Services Inc | 3,8293,829 | $281,087 | — | — |
| 24 | 24Savant Capital, LLC | 3,7843,784 | $277,784 | — | — |
| 25 | 25CAPTRUST FINANCIAL ADVISORS | 3,6903,690 | $270,883 | — | NEW |
| 26 | 26Summit Trail Advisors, LLC | 3,6213,621 | $265,800 | — | TRIM -50% |
| 27 | 27BANK OF MONTREAL /CAN/ | 3,5793,579 | $262,734 | — | — |
| 28 | 28Lido Advisors, LLC | 3,5343,534 | $259,432 | — | — |
| 29 | 29LAZARI CAPITAL MANAGEMENT, INC. | 3,5103,510 | $257,669 | — | — |
| 30 | 30ENVESTNET ASSET MANAGEMENT INC | 3,4943,494 | $256,476 | — | TRIM -34% |
| 31 | 31MERCER GLOBAL ADVISORS INC /ADV | 3,2623,262 | $239,427 | — | NEW |
| 32 | 32HighTower Advisors, LLC | 3,0623,062 | $224,762 | — | — |
| 33 | 33Sanctuary Advisors, LLC | 3,0263,026 | $222,172 | — | — |
| 34 | 34Private Advisor Group, LLC | 3,0003,000 | $220,230 | — | — |
| 35 | 35HARBOR INVESTMENT ADVISORY, LLC | 2,1002,100 | $154,161 | — | — |
| 36 | 36Arax Advisory Partners | 2,0912,091 | $153,501 | — | — |
| 37 | 37MAI Capital Management | 2,0502,050 | $150,491 | — | — |
| 38 | 38CWM, LLC | 1,5151,515 | $111,185 | — | ADD 10% |
| 39 | 39PNC FINANCIAL SERVICES GROUP, INC. | 1,5001,500 | $110,115 | — | — |
| 40 | 40Strategic Investment Solutions, Inc. /IL | 1,2001,200 | $88,092 | — | — |
| 41 | 41Tower Research Capital LLC (TRC) | 889889 | $65,261 | — | NEW |
| 42 | 42Farther Finance Advisors, LLC | 750750 | $55,047 | — | — |
| 43 | 43Spire Wealth Management | 704704 | $51,666 | — | TRIM -13% |
| 44 | 44Main Street Group, LTD | 600600 | $44,046 | — | NEW |
| 45 | 45OSAIC HOLDINGS, INC. | 506506 | $37,248 | — | TRIM -92% |
| 46 | 46Hartford Financial Management Inc. | 420420 | $30,833 | — | — |
| 47 | 47Western Wealth Management, LLC | 420420 | $30,833 | — | NEW |
| 48 | 48Plante Moran Financial Advisors, LLC | 372372 | $27,309 | — | — |
| 49 | 49US BANCORP \DE\ | 300300 | $22,023 | — | — |
| 50 | 50MCF Advisors LLC | 300300 | $22,023 | — | — |
| 51 | 51Steigerwald, Gordon & Koch Inc. | 300300 | $22,023 | — | — |
| 52 | 52JPMORGAN CHASE & CO | 216216 | $15,213 | — | TRIM -14% |
| 53 | 53Colonial Trust Advisors | 200200 | $14,682 | — | — |
| 54 | 54Geneos Wealth Management Inc. | 114114 | $8,400 | — | — |
| 55 | 55VALLEY NATIONAL ADVISERS INC | 120120 | $8,000 | — | — |
| 56 | 56Ashton Thomas Private Wealth, LLC | 7575 | $5,506 | — | NEW |
| 57 | 57HAZLETT, BURT & WATSON, INC. | 6767 | $5,000 | — | — |
| 58 | 58UBS Group AG | 6666 | $4,845 | — | TRIM -77% |
| 59 | 59Qube Research & Technologies Ltd | 33 | $220 | — | NEW |
| 60 | 60MORGAN STANLEY | 22 | $182 | — | TRIM -33% |
| 61 | 61WELLS FARGO & COMPANY/MN | 11 | $96 | — | TRIM -99% |
| 62 | 62Russell Investments Group, Ltd. | 11 | $73 | — | NEW |
