| OXFORD FINANCIAL GROUP, LTD. LLC | 3,897,208 | $156.4m | 7.9% |
| Mesirow Financial Investment Management, Inc. | 2,143,769 | $86.1m | 1.4% |
| Verum Partners LLC | 780,750 | $31.3m | 4.7% |
| Bank of New York Mellon Corp | 677,553 | $27.2m | 0.0% |
| LPL Financial LLC | 524,541 | $21.1m | 0.0% |
| NavPoint Financial, Inc. | 504,375 | $20.2m | 7.5% |
| Goldstone Financial Group, LLC | 493,466 | $19.8m | 1.8% |
| RAYMOND JAMES FINANCIAL INC | 328,935 | $13.2m | 0.0% |
| ECLECTIC ASSOCIATES INC /ADV | 313,286 | $12.6m | 1.4% |
| Allegheny Financial Group | 292,639 | $11.7m | 1.2% |
| New England Private Wealth Advisors LLC | 289,678 | $11.6m | 1.1% |
| WELLS FARGO & COMPANY/MN | 180,432 | $7.2m | 0.0% |
| First Pacific Advisors, LP | 145,470 | $5.8m | 0.1% |
| Argent Trust Co | 113,248 | $4.5m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 112,340 | $4.5m | 0.0% |
| DEMMING FINANCIAL SERVICES CORP /ADV | 105,577 | $4.2m | 2.7% |
| Private Advisor Group, LLC | 84,628 | $3.4m | 0.0% |
| Onyx Bridge Wealth Group LLC | 72,512 | $2.9m | 0.3% |
| Stratos Wealth Partners, LTD. | 58,845 | $2.4m | 0.0% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 52,452 | $2.1m | 1.2% |
| &PARTNERS | 51,971 | $2.1m | 0.0% |
| SHP Wealth Management | 51,512 | $2.1m | 0.1% |
| Compass Ion Advisors, LLC | 49,347 | $2.0m | 0.2% |
| Tanglewood Wealth Management, Inc. | 40,809 | $1.6m | 0.1% |
| Good Harbor Advisors, Inc. | 35,697 | $1.4m | 1.4% |