| LPL Financial LLC | 1,302,470 | $125.1m | 0.0% |
| MORGAN STANLEY | 1,064,134 | $102.2m | 0.0% |
| Intelligence Driven Advisers, LLC | 618,501 | $59.4m | 9.6% |
| AMERIPRISE FINANCIAL INC | 595,929 | $57.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 466,785 | $44.8m | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 310,781 | $29.8m | 0.5% |
| SimpliFi, Inc. | 247,899 | $23.8m | 9.4% |
| Private Advisor Group, LLC | 229,378 | $22.0m | 0.1% |
| CX Institutional | 219,118 | $21.0m | 0.6% |
| BANK OF AMERICA CORP /DE/ | 215,964 | $20.7m | 0.0% |
| KWB Wealth | 156,893 | $15.1m | 1.3% |
| Equitable Holdings, Inc. | 154,827 | $14.9m | 0.1% |
| Aptus Capital Advisors, LLC | 151,649 | $14.6m | 0.1% |
| Financial Guidance Group, Inc. | 151,649 | $14.6m | 5.4% |
| ARQ WEALTH ADVISORS, LLC | 149,024 | $14.5m | 1.8% |
| ARRIEN INVESTMENTS, INC. | 149,823 | $14.4m | 7.3% |
| Dynamic Advisor Solutions LLC | 143,056 | $13.7m | 0.4% |
| JANE STREET GROUP, LLC | 140,309 | $13.5m | 0.0% |
| FIRST HAWAIIAN BANK | 136,092 | $13.1m | 1.7% |
| Financial Enhancement Group LLC | 134,597 | $12.9m | 1.5% |
| Evergreen Private Wealth LLC | 109,830 | $10.7m | 3.9% |
| CAPTRUST FINANCIAL ADVISORS | 99,291 | $9.5m | 0.0% |
| Brio Consultants, LLC | 95,653 | $9.2m | 1.1% |
| NewEdge Advisors, LLC | 91,875 | $8.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 91,725 | $8.8m | 0.0% |