| Creative Planning | 1,431,301 | $59,628 |
| Checchi Capital Advisers, LLC | 617,443 | $25,723 |
| WELLS FARGO & COMPANY/MN | 484,229 | $20,173 |
| EVOKE WEALTH, LLC | 329,024 | $13,707 |
| Kovitz Investment Group Partners, LLC | 268,837 | $11,200 |
| RAYMOND JAMES FINANCIAL INC | 251,226 | $10,466 |
| MACKENZIE FINANCIAL CORP | 250,449 | $10,441 |
| LEUTHOLD GROUP, LLC | 248,737 | $10,362 |
| LPL Financial LLC | 237,641 | $9,900 |
| Aspect Partners, LLC | 191,150 | $7,963 |
| JPMORGAN CHASE & CO | 187,946 | $7,830 |
| BANK OF AMERICA CORP /DE/ | 183,077 | $7,627 |
| Avos Capital Management, LLC | 182,842 | $7,617 |
| North Ridge Wealth Advisors, Inc. | 180,788 | $7,532 |
| Inscription Capital, LLC | 179,518 | $7,479 |
| ROYAL BANK OF CANADA | 168,179 | $7,006 |
| Patriot Financial Group Insurance Agency, LLC | 153,303 | $6,387 |
| ENVESTNET ASSET MANAGEMENT INC | 152,811 | $6,366 |
| Beacon Pointe Advisors, LLC | 147,020 | $6,125 |
| UBS Group AG | 145,306 | $6,053 |
| BlackRock, Inc. | 132,640 | $5,526 |
| Financial Engines Advisors L.L.C. | 123,713 | $5,154 |
| JONES FINANCIAL COMPANIES LLLP | 121,092 | $5,045 |
| JANE STREET GROUP, LLC | 113,424 | $4,725 |
| Fisher Asset Management, LLC | 112,825 | $4,700 |
| MORGAN STANLEY | 111,409 | $4,641 |
| Allianz Asset Management GmbH | 104,319 | $4,346 |
| AE Wealth Management LLC | 97,607 | $4,066 |
| Topel & Distasi Wealth Management, LLC | 80,188 | $3,341 |
| Cerity Partners LLC | 78,065 | $3,252 |
| RFG Advisory, LLC | 77,953 | $3,248 |
| World Investment Advisors | 77,637 | $3,234 |
| DMC Group, LLC | 77,210 | $3,217 |
| ARGI Investment Services, LLC | 73,077 | $3,044 |
| OLD NATIONAL BANCORP /IN/ | 71,506 | $2,979 |
| Summit Trail Advisors, LLC | 70,969 | $2,957 |
| Columbus Macro, LLC | 66,705 | $2,779 |
| Betterment LLC | 60,265 | $3 |
| Empirical Asset Management, LLC | 57,040 | $2,376 |
| NEUBERGER BERMAN GROUP LLC | 54,478 | $2,270 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 54,185 | $2,257 |
| Quadrature Capital Ltd | 52,829 | $2,201 |
| Euro Pacific Asset Management, LLC | 48,868 | $2 |
| TRUIST FINANCIAL CORP | 46,459 | $1,935 |
| Cetera Investment Advisers | 43,388 | $1,808 |
| Israel Discount Bank of New York | 40,456 | $1,685 |
| CITIGROUP INC | 37,243 | $1,552 |
| PNC Financial Services Group, Inc. | 36,565 | $1,523 |
| GOLDMAN SACHS GROUP INC | 33,517 | $1,396 |
| PFG Advisors | 32,579 | $1,357 |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,427 | $1,268 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,340 | $1,264 |
| TD Waterhouse Canada Inc. | 30,206 | $1,257 |
| Haven Private, LLC | 28,745 | $1,198 |
| Focus Partners Wealth | 28,315 | $1,180 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 27,484 | $1,145 |
| Net Worth Advisory Group | 26,722 | $1,113 |
| OSAIC HOLDINGS, INC. | 24,582 | $1,024 |
| Crossmark Global Holdings, Inc. | 22,275 | $928 |
| BANK OF MONTREAL /CAN/ | 20,547 | $856 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,057 | $836 |
| Advisory Services Network, LLC | 18,842 | $785 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,415 | $767 |
| CHAPMAN FINANCIAL GROUP, LLC | 18,134 | $755 |
| CreativeOne Wealth, LLC | 16,960 | $707 |
| Upper Left Wealth Management, LLC | 16,512 | $688 |
| CITADEL ADVISORS LLC | 16,167 | $674 |
| Farther Finance Advisors, LLC | 16,010 | $667 |
| IFP Advisors, Inc | 15,839 | $660 |
| Invesco Ltd. | 15,733 | $655 |
| Rothschild Capital Partners, LLC | 15,542 | $647 |
| Sovereign Financial Group, Inc. | 15,513 | $646 |
| Mariner, LLC | 14,556 | $606 |
| Old Peak Finance LLC | 14,086 | $587 |
| LAZARD ASSET MANAGEMENT LLC | 13,728 | $572 |
| MML INVESTORS SERVICES, LLC | 13,661 | $569 |
| Heritage Financial Services, LLC | 13,546 | $564 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,358 | $556 |
| IEQ CAPITAL, LLC | 13,194 | $550 |
| NATIXIS ADVISORS, L.P. | 12,796 | $1 |
| VISTA CAPITAL PARTNERS, INC. | 12,370 | $515 |
| NorthRock Partners, LLC | 11,154 | $465 |
| Compagnie Lombard Odier SCmA | 10,473 | $436 |
| Obsido Oy | 10,145 | $423 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10,035 | $418 |
| NORTHERN TRUST CORP | 9,684 | $403 |
| VERITY Wealth Advisors | 9,601 | $400 |
| OPPENHEIMER & CO INC | 9,328 | $389 |
| Mascagni Wealth Management, Inc. | 9,033 | $376 |
| Adviser Investments LLC | 8,358 | $348 |
| TD PRIVATE CLIENT WEALTH LLC | 8,329 | $347 |
| COMERICA BANK | 7,630 | $318 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 7,245 | $302 |
| MinichMacGregor Wealth Management, LLC | 6,643 | $278 |
| AMERIPRISE FINANCIAL INC | 6,613 | $276 |
| Fiduciary Alliance LLC | 6,027 | $251 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5,937 | $247 |
| Covestor Ltd | 5,647 | $0 |
| Pure Financial Advisors, LLC | 5,638 | $235 |
| HB Wealth Management, LLC | 5,373 | $224 |
| 42 other institutions | 58,487 | $1,959 |