| Vestmark Advisory Solutions, Inc. | 1,538,407 | $83,440 |
| Integrity Advisory Solutions, LLC | 1,010,567 | $54,811 |
| BANK OF AMERICA CORP /DE/ | 907,206 | $49,205 |
| INTEGRITY ALLIANCE, LLC. | 785,250 | $42,590 |
| ENVESTNET ASSET MANAGEMENT INC | 728,191 | $39,495 |
| Three Arch Wealth Management LLC | 550,098 | $29,836 |
| Tencap Wealth Coaching, LLC | 432,261 | $23,464 |
| DiNuzzo Private Wealth, Inc. | 329,297 | $17,860 |
| OneDigital Investment Advisors LLC | 271,403 | $14,720 |
| RFG Advisory, LLC | 260,250 | $14,115 |
| Mattern Wealth Management LLC | 247,863 | $13,444 |
| DRAVO BAY LLC | 241,207 | $13,083 |
| Wealth Advisors Northwest LLC | 224,460 | $12,174 |
| COMMONWEALTH EQUITY SERVICES, LLC | 210,487 | $11,416 |
| NewEdge Advisors, LLC | 186,497 | $10,115 |
| Integrated Wealth Concepts LLC | 166,291 | $9,019 |
| Betterment LLC | 163,974 | $9 |
| APS Management Group, Inc. | 130,026 | $7,052 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 128,861 | $6,989 |
| Dynamic Advisor Solutions LLC | 126,889 | $6,882 |
| SageOak Financial, LLC | 124,996 | $6,779 |
| Allworth Financial LP | 124,966 | $6,778 |
| Kestra Investment Management, LLC | 112,523 | $6,103 |
| Kestra Advisory Services, LLC | 110,074 | $5,970 |
| Vantage Point Financial LLC | 95,749 | $5,193 |
| Brinker Capital Investments, LLC | 73,016 | $3,960 |
| TRUIST FINANCIAL CORP | 62,485 | $3,389 |
| Thrivent Financial for Lutherans | 52,624 | $3 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 50,585 | $2,744 |
| TCFG WEALTH MANAGEMENT, LLC | 49,710 | $2,696 |
| Foundry Financial LLC | 49,135 | $2,665 |
| Cogent Private Wealth, Inc. | 47,773 | $2,591 |
| Fundamentum, LLC | 46,929 | $2,545 |
| Meredith Wealth Planning | 46,796 | $2,538 |
| OSAIC HOLDINGS, INC. | 43,395 | $2,354 |
| LPL Financial LLC | 43,247 | $2,346 |
| HEFFERNAN ADVISORY, INC | 42,082 | $2,282 |
| Austin Private Wealth, LLC | 41,617 | $2,257 |
| EverSource Wealth Advisors, LLC | 38,931 | $2,112 |
| Foundations Investment Advisors, LLC | 38,288 | $2,077 |
| Sowell Financial Services LLC | 37,803 | $2,050 |
| Farther Finance Advisors, LLC | 35,505 | $1,926 |
| GREAT VALLEY ADVISOR GROUP, INC. | 30,321 | $1,644 |
| Simplicity Wealth,LLC | 29,449 | $1,597 |
| Two West Capital Advisors LLC | 28,341 | $1,537 |
| Smartleaf Asset Management LLC | 27,926 | $1,519 |
| PFG Advisors | 27,535 | $1,493 |
| CITIGROUP INC | 27,104 | $1,470 |
| JANE STREET GROUP, LLC | 26,166 | $1,419 |
| Index Fund Advisors, Inc. | 24,964 | $1,354 |
| Excelsior Advisor Network LLC | 24,872 | $1,349 |
| CYPRESS FINANCIAL PLANNING LLC | 23,814 | $1,292 |
| Porter White Investment Advisors, Inc. | 22,593 | $1,225 |
| Brookstone Capital Management | 21,202 | $1,150 |
| CreativeOne Wealth, LLC | 19,806 | $1,074 |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,699 | $1,068 |
| MASTER'S WEALTH MANAGEMENT INC. | 19,596 | $1,063 |
| Daner Wealth Management, LLC | 17,089 | $937 |
| GeoWealth Management, LLC | 16,739 | $908 |
| FIRETHORN WEALTH PARTNERS, LLC | 14,264 | $774 |
| Triad Wealth Partners, LLC | 13,060 | $708 |
| Cambridge Investment Research Advisors, Inc. | 12,780 | $1 |
| Diversify Advisory Services, LLC | 11,877 | $647 |
| Ashton Thomas Private Wealth, LLC | 10,937 | $593 |
| Savvy Advisors, Inc. | 10,469 | $568 |
| Werba Rubin Papier Wealth Management | 10,160 | $551 |
| CITADEL ADVISORS LLC | 9,914 | $538 |
| RCS Financial Planning, LLC | 9,730 | $528 |
| Beacon Pointe Advisors, LLC | 9,564 | $519 |
| Nalls Sherbakoff Group, LLC | 9,446 | $512 |
| Hershey Financial Advisers, LLC | 9,110 | $494 |
| Aspire Private Capital, LLC | 8,987 | $487 |
| SILVER OAK SECURITIES, INCORPORATED | 8,246 | $448 |
| AE Wealth Management LLC | 8,184 | $444 |
| SEI INVESTMENTS CO | 7,920 | $430 |
| Strategic Investment Solutions, Inc. /IL | 7,455 | $404 |
| Kane Co Wealth Management, Inc. | 7,300 | $396 |
| USAdvisors Wealth Management, LLC | 6,857 | $0 |
| XY Planning Network, Inc. | 6,759 | $367 |
| Clarity Capital Advisors, LLC | 6,616 | $359 |
| JPMORGAN CHASE & CO | 6,524 | $354 |
| Abel Hall, LLC | 6,524 | $354 |
| Concord Wealth Partners | 6,273 | $340 |
| MML INVESTORS SERVICES, LLC | 6,115 | $332 |
| Merit Financial Group, LLC | 5,974 | $324 |
| Geneos Wealth Management Inc. | 5,923 | $321 |
| Williams & Novak, LLC | 5,787 | $314 |
| Gradient Capital Advisors, LLC | 4,961 | $269 |
| MGO ONE SEVEN LLC | 4,862 | $264 |
| Stirlingshire Investments, Inc. | 4,766 | $258 |
| AQR CAPITAL MANAGEMENT LLC | 4,577 | $248 |
| Selective Wealth Management, Inc. | 4,302 | $235 |
| WELLS FARGO & COMPANY/MN | 4,075 | $221 |
| Pathstone Holdings, LLC | 3,942 | $214 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,427 | $132 |
| Millstone Evans Group, LLC | 1,992 | $108 |
| COMERICA BANK | 1,619 | $88 |
| Washington Trust Advisors, Inc. | 1,370 | $74 |
| ELEVATE WEALTH ADVISORY, INC | 1,116 | $61 |
| City State Bank | 1,000 | $54 |
| 6 other institutions | 2,044 | $52 |