| Retirement Planning Group, LLC | 2,416,148 | $123,876 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,666,042 | $85,418 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,580,643 | $81,040 |
| WELLS FARGO & COMPANY/MN | 1,500,570 | $76,934 |
| Ellevest, Inc. | 1,178,453 | $60,419 |
| Tanglewood Wealth Management, Inc. | 1,124,159 | $57,636 |
| Willis Johnson & Associates, Inc. | 1,010,657 | $51,816 |
| RAYMOND JAMES FINANCIAL INC | 805,923 | $41,320 |
| Aptus Capital Advisors, LLC | 670,142 | $34,358 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 627,230 | $32,158 |
| Coyle Financial Counsel LLC | 580,560 | $29,765 |
| Investment Planning Advisors, Inc. | 559,024 | $28,661 |
| Kathmere Capital Management, LLC | 507,176 | $26,003 |
| LPL Financial LLC | 422,560 | $21,665 |
| Janney Montgomery Scott LLC | 421,013 | $22 |
| HighTower Advisors, LLC | 418,448 | $21,454 |
| Kestra Advisory Services, LLC | 373,219 | $19,135 |
| First Heartland Consultants, Inc. | 356,220 | $18,263 |
| Intelligence Driven Advisers, LLC | 345,642 | $17,721 |
| Invst, LLC | 323,659 | $16,594 |
| Commonwealth Financial Services, LLC | 306,855 | $15,732 |
| Yardley Wealth Management LLC | 304,514 | $15,612 |
| MORGAN STANLEY | 285,186 | $14,622 |
| MAYPORT, LLC | 278,686 | $14,288 |
| Compass Ion Advisors, LLC | 277,711 | $14,238 |
| Beaumont Financial Advisors, LLC | 275,269 | $14,113 |
| ENZI WEALTH | 272,994 | $15,004 |
| WCG Wealth Advisors LLC | 257,239 | $13,189 |
| JANE STREET GROUP, LLC | 250,000 | $12,818 |
| High Note Wealth, LLC | 226,594 | $11,617 |
| Heck Capital Advisors, LLC | 220,809 | $11,321 |
| Stokes Family Office, LLC | 217,894 | $11,171 |
| MGO ONE SEVEN LLC | 217,705 | $11,162 |
| Rossby Financial, LCC | 206,005 | $10,562 |
| Watchman Group, Inc. | 186,331 | $9,553 |
| GREAT VALLEY ADVISOR GROUP, INC. | 184,997 | $9,485 |
| Pearl Planning LLC | 183,437 | $9,405 |
| Longview Financial Advisors, Inc. | 172,072 | $8,822 |
| Lumbard & Kellner, LLC | 152,982 | $7,843 |
| TrueWealth Advisors, LLC | 140,692 | $7,213 |
| JONES FINANCIAL COMPANIES LLLP | 136,492 | $6,998 |
| OneDigital Investment Advisors LLC | 133,236 | $6,831 |
| Focus Partners Wealth | 131,311 | $6,732 |
| Signal Advisors Wealth, LLC | 131,112 | $6,722 |
| QUARRY HILL ADVISORS, LLC | 129,280 | $6,628 |
| Integrated Wealth Concepts LLC | 127,112 | $6,517 |
| Wright Wealth LLC | 126,685 | $6,495 |
| Ameritas Investment Partners, Inc. | 119,899 | $6,147 |
| Toroso Investments, LLC | 118,481 | $6,075 |
| COMMONWEALTH EQUITY SERVICES, LLC | 118,411 | $6,071 |
| ENVESTNET ASSET MANAGEMENT INC | 116,673 | $5,982 |
| Smallwood Wealth Investment Management, LLC | 116,545 | $5,975 |
| New England Private Wealth Advisors LLC | 114,824 | $5,887 |
| Baird Financial Group, Inc. | 113,467 | $5,817 |
| Womack Financial LLC | 107,238 | $5,498 |
| Mariner, LLC | 107,236 | $5,498 |
| Ethos Financial Group, LLC | 101,809 | $5,220 |
| Foundations Investment Advisors, LLC | 99,579 | $5,105 |
| Geneos Wealth Management Inc. | 95,373 | $4,890 |
| TABLEAUX LLC | 90,746 | $4,925 |
| Redhawk Wealth Advisors, Inc. | 90,600 | $4,645 |
| Lansing Street Advisors | 90,316 | $4,630 |
| ISLAY CAPITAL MANAGEMENT, LLC | 88,761 | $4,551 |
| Thrivent Financial for Lutherans | 86,823 | $4 |
| Members Advisory Group LLC | 84,625 | $4,339 |
| OLD MISSION CAPITAL LLC | 83,879 | $4,300 |
| Sunrise Financial Services, LLC | 83,055 | $4,258 |
| United Advisor Group, LLC | 82,355 | $4,222 |
| Trademark Financial Management, LLC | 77,903 | $3,994 |
| OSAIC HOLDINGS, INC. | 75,799 | $3,886 |
| Oath Planning, LLC | 73,066 | $3,746 |
| SWEENEY & MICHEL, LLC | 71,835 | $4,370 |
| MML INVESTORS SERVICES, LLC | 67,126 | $3,442 |
| ARQ WEALTH ADVISORS, LLC | 64,608 | $3,312 |
| 1620 INVESTMENT ADVISORS, INC. | 62,131 | $3,185 |
| Avid Wealth Partners LLC | 61,721 | $3,164 |
| Lunt Capital Management, Inc. | 59,134 | $3,032 |
| Peak Planning Group, LLC | 58,658 | $3,007 |
| MAI Capital Management | 58,494 | $2,999 |
| Cambridge Investment Research Advisors, Inc. | 58,472 | $3 |
| Clear Creek Financial Management, LLC | 58,372 | $2,993 |
| ROYAL BANK OF CANADA | 58,256 | $2,986 |
| Harbour Wealth Management Group, Inc. | 56,845 | $2,914 |
| Advisory Services Network, LLC | 56,304 | $2,887 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55,410 | $3,010 |
| Brinker Capital Investments, LLC | 55,000 | $2,820 |
| JPMORGAN CHASE & CO | 54,604 | $2,800 |
| Moors & Cabot, Inc. | 50,877 | $2,608 |
| Koshinski Asset Management, Inc. | 47,912 | $2,456 |
| MARIPAU WEALTH MANAGEMENT LLC | 47,497 | $2,435 |
| Pandora Wealth, Inc. | 44,806 | $2,297 |
| Wealthcare Advisory Partners LLC | 44,456 | $2,279 |
| Equity Wealth Partners, LLC | 43,504 | $2,230 |
| Xena Financial Planning, LLC | 43,389 | $2,225 |
| Allen Capital Group, LLC | 41,475 | $2,126 |
| Financial Guidance Group, Inc. | 40,153 | $2,059 |
| BANK OF AMERICA CORP /DE/ | 40,104 | $2,056 |
| NewEdge Advisors, LLC | 37,219 | $1,908 |
| Lord & Richards Wealth Management, LLC | 34,792 | $1,784 |
| CreativeOne Wealth, LLC | 33,218 | $1,703 |
| 125 other institutions | 1,151,418 | $55,490 |