| BlackRock, Inc. | 1,957,720 | $136.1m | 0.0% |
| LPL Financial LLC | 1,065,599 | $74.1m | 0.0% |
| Worth Asset Management, LLC | 742,669 | $51.6m | 16.6% |
| JPMORGAN CHASE & CO | 668,197 | $46.3m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 586,162 | $40.7m | 0.0% |
| Mesirow Financial Investment Management, Inc. | 565,749 | $39.3m | 0.6% |
| WELLS FARGO & COMPANY/MN | 562,914 | $39.1m | 0.0% |
| MORGAN STANLEY | 524,925 | $36.5m | 0.0% |
| ASPIRIANT, LLC | 515,345 | $35.8m | 0.9% |
| Consilium Wealth Advisory, LLC | 458,638 | $31.9m | 9.5% |
| Cambridge Investment Research Advisors, Inc. | 455,976 | $31.7m | 0.0% |
| JIM SAULNIER & ASSOCIATES, LLC | 453,418 | $31.5m | 12.7% |
| Foundations Investment Advisors, LLC | 389,262 | $27.1m | 0.3% |
| Focus Partners Wealth | 336,606 | $23.4m | 0.0% |
| Lebenthal Global Advisors, LLC | 324,439 | $22.5m | 3.0% |
| Madrid Financial Services | 305,776 | $21.3m | 11.2% |
| ROYAL BANK OF CANADA | 300,065 | $20.9m | 0.0% |
| ASSETMARK, INC | 289,947 | $20.2m | 0.0% |
| BSW Wealth Partners | 276,966 | $19.2m | 2.1% |
| Waverly Advisors, LLC | 246,729 | $17.1m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 241,716 | $16.8m | 0.0% |
| OSAIC HOLDINGS, INC. | 216,818 | $15.1m | 0.0% |
| UBS Group AG | 187,500 | $13.0m | 0.0% |
| STIFEL FINANCIAL CORP | 183,986 | $12.8m | 0.0% |
| Cetera Investment Advisers | 178,223 | $12.4m | 0.0% |