| MORGAN STANLEY | 222,727 | $34.2m | 0.0% |
| LPL Financial LLC | 222,272 | $34.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 170,087 | $26.1m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 122,394 | $18.8m | 0.0% |
| Alliance Wealth Advisors, LLC /UT | 110,686 | $17.0m | 3.2% |
| Legacies Wealth LLC | 100,694 | $15.4m | 8.5% |
| Mariner, LLC | 90,168 | $13.8m | 0.0% |
| Steward Partners Investment Advisory, LLC | 80,275 | $12.3m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77,527 | $11.9m | 0.0% |
| St. Louis Trust Co | 12,290 | $11.4m | 1.2% |
| Global Retirement Partners, LLC | 60,595 | $9.3m | 0.1% |
| LMG Wealth Partners, LLC | 58,265 | $8.9m | 1.4% |
| Code Waechter LLC | 57,143 | $8.8m | 4.5% |
| BALANCED WEALTH GROUP LLC | 51,756 | $7.9m | 2.5% |
| ENVESTNET ASSET MANAGEMENT INC | 51,076 | $7.8m | 0.0% |
| GOLDMAN SACHS GROUP INC | 50,000 | $7.7m | 0.0% |
| PRINCIPAL SECURITIES, INC. | 49,852 | $7.6m | 0.1% |
| WELLS FARGO & COMPANY/MN | 42,651 | $6.5m | 0.0% |
| KIECKHEFER GROUP LLC | 40,429 | $6.2m | 2.5% |
| Cambridge Investment Research Advisors, Inc. | 40,230 | $6.2m | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 40,081 | $6.1m | 0.0% |
| RWA WEALTH PARTNERS, LLC | 33,778 | $5.2m | 0.0% |
| ROYAL BANK OF CANADA | 33,396 | $5.1m | 0.0% |
| AMERIPRISE FINANCIAL INC | 33,194 | $5.1m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,531 | $4.9m | 0.0% |