| OGOREK ANTHONY JOSEPH /NY/ /ADV | 589,876 | $29.6m | 7.3% |
| ENVESTNET ASSET MANAGEMENT INC | 273,960 | $13.7m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 237,543 | $11.9m | 0.0% |
| Bluespring Wealth Management, LLC | 203,612 | $10.2m | 0.2% |
| Decker Wealth Management LLC | 163,972 | $8.2m | 1.7% |
| Commonwealth Financial Services, LLC | 144,633 | $7.3m | 1.0% |
| Ignite Planners, LLC | 141,107 | $7.1m | 1.0% |
| OSAIC HOLDINGS, INC. | 134,564 | $6.7m | 0.0% |
| TRUIST FINANCIAL CORP | 133,976 | $6.7m | 0.0% |
| WINNACLE WEALTH LLC | 104,449 | $5.2m | 3.6% |
| Ritter Daniher Financial Advisory LLC / DE | 101,806 | $5.1m | 0.8% |
| REAP Financial Group, LLC | 96,489 | $4.8m | 0.8% |
| LPL Financial LLC | 89,771 | $4.5m | 0.0% |
| Foguth Wealth Management, LLC. | 86,157 | $4.3m | 0.5% |
| Cetera Investment Advisers | 84,669 | $4.2m | 0.0% |
| Kestra Advisory Services, LLC | 82,023 | $4.1m | 0.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 77,473 | $3.9m | 0.2% |
| LifeWealth Investments, LLC | 73,130 | $3.7m | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 69,858 | $3.5m | 0.0% |
| Comprehensive Financial Consultants Institutional, Inc. | 58,637 | $2.9m | 0.8% |
| Wood Tarver Financial Group, LLC | 53,580 | $2.7m | 0.6% |
| Ameritas Advisory Services, LLC | 37,261 | $1.9m | 0.0% |
| HARBOUR INVESTMENTS, INC. | 36,996 | $1.9m | 0.0% |
| SMART Wealth LLC | 36,052 | $1.8m | 0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34,770 | $1.7m | 0.0% |