| Taylor Securities Services, Inc. | 2,360,663 | $62.9m | 25.6% |
| Blueprint Investment Partners LLC | 1,658,700 | $44.2m | 3.7% |
| Swan Global Investments, LLC | 1,569,429 | $41.8m | 1.2% |
| LPL Financial LLC | 1,518,861 | $40.5m | 0.0% |
| NewEdge Advisors, LLC | 1,397,996 | $37.3m | 0.1% |
| Blueprint Financial Advisors LLC | 857,002 | $22.8m | 2.5% |
| ENVESTNET ASSET MANAGEMENT INC | 845,273 | $22.5m | 0.0% |
| Legacy CG, LLC | 751,283 | $20.0m | 5.1% |
| Beacon Pointe Advisors, LLC | 650,777 | $17.3m | 0.1% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 630,722 | $16.8m | 2.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 623,845 | $16.6m | 0.1% |
| Financial Designs Corp | 607,632 | $16.2m | 8.7% |
| Cambridge Investment Research Advisors, Inc. | 582,132 | $15.5m | 0.0% |
| Avior Wealth Management, LLC | 533,624 | $14.2m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 488,134 | $13.0m | 0.0% |
| MY Wealth Management Inc. | 429,643 | $11.5m | 8.1% |
| Ausdal Financial Partners, Inc. | 376,676 | $10.0m | 0.4% |
| Atria Investments, Inc | 331,070 | $8.8m | 0.1% |
| Spartan Planning & Wealth Management | 308,649 | $8.2m | 5.5% |
| RETIREMENT GUYS FORMULA LLC | 294,582 | $7.9m | 3.0% |
| Inspire Advisors, LLC | 282,321 | $7.5m | 0.5% |
| Ethos Financial Group, LLC | 267,815 | $7.0m | 0.5% |
| J.W. COLE ADVISORS, INC. | 212,929 | $5.7m | 0.1% |
| Marshall & Sterling Wealth Advisors Inc. | 189,652 | $5.1m | 3.0% |
| STIFEL FINANCIAL CORP | 152,252 | $4.1m | 0.0% |