| ASSETMARK, INC | 1,251,035 | $50,504 |
| Sound Income Strategies, LLC | 1,007,306 | $40,776 |
| BlackRock, Inc. | 774,427 | $31,264 |
| WELLS FARGO & COMPANY/MN | 491,995 | $19,862 |
| BANK OF AMERICA CORP /DE/ | 483,213 | $19,507 |
| LPL Financial LLC | 330,159 | $13,329 |
| Summit Financial, LLC | 320,891 | $12,954 |
| Horizon Wealth Management, LLC | 258,125 | $10,421 |
| Bank Julius Baer & Co. Ltd, Zurich | 249,896 | $10,088 |
| ENVESTNET ASSET MANAGEMENT INC | 247,340 | $9,985 |
| Vontobel Holding Ltd. | 198,084 | $7,997 |
| MORGAN STANLEY | 188,025 | $7,591 |
| Mariner, LLC | 167,254 | $6,752 |
| HSBC HOLDINGS PLC | 152,300 | $6,148 |
| UBS Group AG | 135,831 | $5,483 |
| Redhawk Wealth Advisors, Inc. | 123,785 | $4,997 |
| Atria Investments, Inc | 115,823 | $4,676 |
| Cetera Investment Advisers | 112,413 | $4,538 |
| Wright Fund Management, LLC | 102,900 | $4,154 |
| AE Wealth Management LLC | 96,584 | $3,899 |
| Kestra Investment Management, LLC | 95,908 | $3,872 |
| Focus Partners Wealth | 83,303 | $3,363 |
| Thrivent Financial for Lutherans | 73,413 | $3 |
| Mount Lucas Management LP | 70,601 | $2,850 |
| Rareview Capital LLC | 66,117 | $2,577 |
| Diversify Advisory Services, LLC | 65,273 | $2,642 |
| BLUELINE ADVISORS LLC | 58,158 | $2,348 |
| Kensington Asset Management, LLC | 53,432 | $2,160 |
| FOCUS Wealth Advisors, LLC | 53,125 | $2,145 |
| Toroso Investments, LLC | 47,821 | $1,931 |
| Cambridge Investment Research Advisors, Inc. | 46,717 | $2 |
| MML INVESTORS SERVICES, LLC | 42,018 | $1,696 |
| Advisory Alpha, LLC | 38,024 | $1,535 |
| Nilsine Partners, LLC | 35,957 | $1,452 |
| Global Retirement Partners, LLC | 33,092 | $1,336 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,101 | $1,298 |
| Impact Partnership Wealth, LLC | 31,304 | $1,264 |
| MERCER GLOBAL ADVISORS INC /ADV | 30,431 | $1,229 |
| Avior Wealth Management, LLC | 30,246 | $1,221 |
| Belpointe Asset Management LLC | 29,456 | $1,189 |
| OSAIC HOLDINGS, INC. | 28,890 | $1,166 |
| RAYMOND JAMES FINANCIAL INC | 22,868 | $923 |
| AMERIPRISE FINANCIAL INC | 22,354 | $902 |
| Wealthcare Advisory Partners LLC | 20,457 | $826 |
| TRUIST FINANCIAL CORP | 20,349 | $822 |
| ROYAL BANK OF CANADA | 18,263 | $738 |
| BENJAMIN EDWARDS INC | 18,050 | $729 |
| McAdam, LLC | 17,799 | $719 |
| Optivise Advisory Services LLC | 17,458 | $705 |
| Ruggiero Investments, Inc. | 15,550 | $628 |
| Ariadne Wealth Management, LP | 14,910 | $608 |
| D.A. DAVIDSON & CO. | 14,567 | $588 |
| Hyundai Investments Co., Ltd. | 13,954 | $564 |
| Private Advisor Group, LLC | 12,426 | $502 |
| Ameritas Advisory Services, LLC | 11,684 | $472 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,291 | $456 |
| Yoffe Investment Management, LLC | 10,513 | $424 |
| AlphaCentric Advisors LLC | 10,497 | $424 |
| Sanctuary Advisors, LLC | 10,218 | $413 |
| NorthRock Partners, LLC | 10,144 | $410 |
| High Net Worth Advisory Group LLC | 10,000 | $404 |
| Bank of New York Mellon Corp | 9,921 | $401 |
| Rockefeller Capital Management L.P. | 9,901 | $400 |
| Concurrent Investment Advisors, LLC | 8,409 | $339 |
| IAMS WEALTH MANAGEMENT, LLC | 8,214 | $332 |
| SG Americas Securities, LLC | 7,612 | $0 |
| Clarity Retirement & Wealth, LLC | 7,130 | $288 |
| GUGGENHEIM CAPITAL LLC | 7,104 | $287 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6,922 | $279 |
| Apollon Wealth Management, LLC | 6,738 | $272 |
| TriaGen Wealth Management LLC | 6,502 | $262 |
| Allie Family Office LLC | 6,288 | $254 |
| CIBC Private Wealth Group, LLC | 6,197 | $250 |
| Snowden Capital Advisors LLC | 6,087 | $246 |
| HORIZON FINANCIAL SERVICES, LLC | 5,922 | $239 |
| Arkadios Wealth Advisors | 5,789 | $234 |
| Kestra Advisory Services, LLC | 5,700 | $230 |
| Alternative Investment Advisors, LLC. | 5,548 | $224 |
| Foundations Investment Advisors, LLC | 5,168 | $209 |
| IFP Advisors, Inc | 4,624 | $187 |
| Greenline Wealth Management LLC | 4,563 | $184 |
| Aspect Partners, LLC | 4,414 | $178 |
| COMERICA BANK | 4,035 | $163 |
| Key Capital Management, INC | 4,034 | $163 |
| Compagnie Lombard Odier SCmA | 3,480 | $140 |
| PRIVATE TRUST CO NA | 3,188 | $129 |
| Farther Finance Advisors, LLC | 2,722 | $110 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,179 | $88 |
| Investors Research Corp | 1,589 | $64 |
| Steward Partners Investment Advisory, LLC | 1,121 | $45 |
| NATIONAL BANK OF CANADA /FI/ | 1,039 | $42 |
| FMR LLC | 1,034 | $42 |
| AMERIFLEX GROUP, INC. | 785 | $32 |
| PNC Financial Services Group, Inc. | 700 | $28 |
| DELTA ASSET MANAGEMENT LLC/TN | 421 | $17 |
| CWM, LLC | 407 | $0 |
| Merited Wealth, LLC | 404 | $16 |
| Rossby Financial, LCC | 288 | $12 |
| TUCKER ASSET MANAGEMENT LLC | 214 | $9 |
| JPMORGAN CHASE & CO | 184 | $7 |
| 11 other institutions | 881 | $33 |