| Schorn Wealth LLC | 641,399 | $24.9m | 6.5% |
| RAYMOND JAMES FINANCIAL INC | 199,971 | $7.8m | 0.0% |
| Convergence Financial, LLC | 192,686 | $7.5m | 0.6% |
| LPL Financial LLC | 170,123 | $6.6m | 0.0% |
| Kestra Advisory Services, LLC | 124,731 | $4.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 121,817 | $4.7m | 0.0% |
| ROYAL BANK OF CANADA | 96,736 | $3.8m | 0.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 86,120 | $3.4m | 0.1% |
| OSAIC HOLDINGS, INC. | 78,629 | $3.1m | 0.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | 67,294 | $2.6m | 0.1% |
| ForthRight Wealth Management, LLC | 65,034 | $2.5m | 0.6% |
| JONES FINANCIAL COMPANIES LLLP | 56,512 | $2.2m | 0.0% |
| Private Advisor Group, LLC | 48,006 | $1.9m | 0.0% |
| JANE STREET GROUP, LLC | 45,290 | $1.8m | 0.0% |
| GOLDMAN SACHS GROUP INC | 38,730 | $1.5m | 0.0% |
| CITADEL ADVISORS LLC | 35,277 | $1.4m | 0.0% |
| Stratos Wealth Partners, LTD. | 31,981 | $1.2m | 0.0% |
| Aptus Capital Advisors, LLC | 25,497 | $990,773 | 0.0% |
| Garden State Investment Advisory Services LLC | 24,383 | $950,279 | 0.2% |
| Regal Investment Advisors LLC | 17,765 | $690,312 | 0.0% |
| CITIGROUP INC | 16,067 | $624,338 | 0.0% |
| TRUIST FINANCIAL CORP | 15,057 | $585,101 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,594 | $256,232 | 0.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,392 | $248,383 | 0.0% |
| PRIVATE TRUST CO NA | 500 | $19,429 | 0.0% |