| MORGAN STANLEY | 221,738 | $11,627 |
| New England Private Wealth Advisors LLC | 185,580 | $9,731 |
| LPL Financial LLC | 184,973 | $9,699 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 74,982 | $3,932 |
| Twelve Points Wealth Management LLC | 69,387 | $3,830 |
| WELLS FARGO & COMPANY/MN | 68,016 | $3,566 |
| BANK OF AMERICA CORP /DE/ | 56,202 | $2,947 |
| Compton Wealth Advisory Group, LLC | 47,500 | $2,491 |
| Ameritas Advisory Services, LLC | 44,480 | $2,332 |
| COMMONWEALTH EQUITY SERVICES, LLC | 42,645 | $2,236 |
| Prosperity Consulting Group, LLC | 40,380 | $2,117 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,837 | $1,879 |
| UBS Group AG | 35,637 | $1,869 |
| OSAIC HOLDINGS, INC. | 31,571 | $1,656 |
| KPP Advisory Services LLC | 30,585 | $1,604 |
| RAYMOND JAMES FINANCIAL INC | 26,235 | $1,376 |
| Cornerstone Financial Group, LLC /NE/ | 25,137 | $1,318 |
| Cetera Investment Advisers | 24,877 | $1,304 |
| Cambridge Investment Research Advisors, Inc. | 24,320 | $1 |
| STEPHENS INC /AR/ | 23,700 | $1,243 |
| GOLDMAN SACHS GROUP INC | 22,827 | $1,197 |
| Kestra Advisory Services, LLC | 22,503 | $1,180 |
| ROYAL BANK OF CANADA | 22,206 | $1,164 |
| Corient Private Wealth LLC | 22,165 | $1,162 |
| HighTower Advisors, LLC | 17,827 | $935 |
| Commonwealth Financial Services, LLC | 17,337 | $909 |
| Tempo Wealth, LLC | 16,952 | $889 |
| INTEGRITY ALLIANCE, LLC. | 15,445 | $810 |
| Sowell Financial Services LLC | 14,662 | $769 |
| M Holdings Securities, Inc. | 14,062 | $1 |
| MERCER GLOBAL ADVISORS INC /ADV | 12,524 | $657 |
| PACIFIC SUN FINANCIAL CORP | 11,555 | $606 |
| WILLNER & HELLER, LLC | 11,548 | $606 |
| VISTA INVESTMENT PARTNERS LLC | 11,529 | $605 |
| Connecticut Wealth Management, LLC | 11,325 | $594 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,405 | $575 |
| Dale Q Rice Investment Management Ltd | 9,909 | $520 |
| Pinnacle Financial Partners, Inc. | 9,008 | $472 |
| Ballentine Partners, LLC | 8,730 | $458 |
| AMERIPRISE FINANCIAL INC | 8,602 | $451 |
| Financial Synergies Wealth Advisors, Inc. | 8,439 | $443 |
| ENVESTNET ASSET MANAGEMENT INC | 8,043 | $422 |
| STIFEL FINANCIAL CORP | 7,851 | $412 |
| FMR LLC | 7,648 | $401 |
| Jacobi Capital Management LLC | 6,940 | $364 |
| Ironwood Investment Counsel, LLC | 6,903 | $362 |
| Merit Financial Group, LLC | 6,889 | $361 |
| OPPENHEIMER & CO INC | 6,672 | $350 |
| American Institute for Advanced Investment Management, LLP | 6,572 | $345 |
| COMMERCE BANK | 6,510 | $341 |
| CARY STREET PARTNERS FINANCIAL LLC | 6,253 | $328 |
| Rockefeller Capital Management L.P. | 6,067 | $318 |
| Heritage Trust Co | 5,780 | $303 |
| Tower Research Capital LLC (TRC) | 5,775 | $303 |
| Genesis Wealth Advisors, LLC | 5,570 | $292 |
| CITIZENS FINANCIAL GROUP INC/RI | 5,471 | $287 |
| WESBANCO BANK INC | 4,995 | $262 |
| CAHILL FINANCIAL ADVISORS INC | 4,920 | $258 |
| COMERICA BANK | 4,850 | $254 |
| Segment Wealth Management, LLC | 4,830 | $253 |
| Badgley Phelps Wealth Managers, LLC | 4,823 | $253 |
| Glassman Wealth Services | 4,635 | $243 |
| Fiduciary Alliance LLC | 4,594 | $241 |
| J.W. COLE ADVISORS, INC. | 4,299 | $225 |
| GREENLEAF TRUST | 3,975 | $208 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,881 | $204 |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,881 | $204 |
| Creative Planning | 3,858 | $202 |
| JONES FINANCIAL COMPANIES LLLP | 3,255 | $171 |
| Spire Wealth Management | 3,154 | $165 |
| Caldwell Trust Co | 2,850 | $149 |
| HOWE & RUSLING INC | 2,650 | $139 |
| Trust Co | 2,268 | $119 |
| GHP Investment Advisors, Inc. | 1,735 | $91 |
| Hughes Financial Services, LLC | 1,615 | $85 |
| Horizons Wealth Management | 1,349 | $71 |
| TRUST CO OF TOLEDO NA /OH/ | 1,020 | $53 |
| Godfrey Financial Associates, Inc. | 1,006 | $53 |
| Sunbelt Securities, Inc. | 884 | $46 |
| PNC Financial Services Group, Inc. | 878 | $46 |
| BLAIR WILLIAM & CO/IL | 859 | $45 |
| TOTH FINANCIAL ADVISORY CORP | 750 | $39 |
| Topsail Wealth Management, LLC | 750 | $39 |
| Ritter Daniher Financial Advisory LLC / DE | 716 | $38 |
| IFP Advisors, Inc | 676 | $35 |
| NewEdge Advisors, LLC | 675 | $35 |
| JPMORGAN CHASE & CO | 650 | $34 |
| CITIGROUP INC | 650 | $34 |
| VALLEY NATIONAL ADVISERS INC | 540 | $0 |
| Glen Eagle Advisors, LLC | 503 | $26 |
| Farther Finance Advisors, LLC | 403 | $21 |
| Parallel Advisors, LLC | 342 | $18 |
| Pflug Koory, LLC | 311 | $16 |
| Steward Partners Investment Advisory, LLC | 290 | $15 |
| Rossby Financial, LCC | 280 | $15 |
| DHJJ Financial Advisors, Ltd. | 260 | $14 |
| GPS Wealth Strategies Group, LLC | 255 | $13 |
| AE Wealth Management LLC | 251 | $13 |
| CWM, LLC | 215 | $0 |
| CIBC Private Wealth Group, LLC | 203 | $11 |
| 3 other institutions | 244 | $13 |