| EP Wealth Advisors, LLC | 2,138,160 | $101,684 |
| JPMORGAN CHASE & CO | 1,794,460 | $85,339 |
| CWM, LLC | 897,404 | $43 |
| HB Wealth Management, LLC | 835,354 | $39,727 |
| Roberts Wealth Advisors, LLC | 497,126 | $23,642 |
| Apella Capital, LLC | 462,858 | $22,012 |
| Hennion & Walsh Asset Management, Inc. | 408,925 | $19,447 |
| 5th Street Advisors, LLC | 367,820 | $17,492 |
| Bridgewealth Advisory Group, LLC | 354,395 | $16,854 |
| Roof Eidam Maycock Peralta, LLC | 338,653 | $16,105 |
| OSAIC HOLDINGS, INC. | 336,056 | $15,983 |
| HighTower Advisors, LLC | 317,388 | $15,094 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281,859 | $13,411 |
| TD Capital Management LLC | 280,323 | $13,331 |
| SkyOak Wealth, LLC | 271,185 | $12,897 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 263,837 | $12,547 |
| Focus Partners Wealth | 247,249 | $11,803 |
| Allworth Financial LP | 233,227 | $11,092 |
| RAYMOND JAMES FINANCIAL INC | 204,433 | $9,722 |
| CITADEL ADVISORS LLC | 194,180 | $9,235 |
| Thrivent Financial for Lutherans | 169,638 | $8 |
| Main Street Financial Solutions, LLC | 144,378 | $6,866 |
| Waverly Advisors, LLC | 142,884 | $6,795 |
| UBS Group AG | 129,849 | $6,175 |
| Visionary Wealth Advisors | 123,740 | $5,885 |
| Perigon Wealth Management, LLC | 120,232 | $5,718 |
| NOESIS CAPITAL MANGEMENT CORP | 99,645 | $4,739 |
| Milestone Investment Advisors LLC | 95,716 | $4,552 |
| BELLEVUE ASSET MANAGEMENT, LLC | 93,160 | $4,430 |
| COMMONWEALTH EQUITY SERVICES, LLC | 92,080 | $4,379 |
| Legacy Edge Advisors, LLC | 89,025 | $4,234 |
| MAI Capital Management | 87,840 | $4,177 |
| CAPTRUST FINANCIAL ADVISORS | 75,971 | $3,613 |
| 21 West Wealth Management LLC | 68,326 | $3,249 |
| JONES FINANCIAL COMPANIES LLLP | 66,928 | $3,183 |
| Tradition Wealth Management, LLC | 59,521 | $2,831 |
| CARY STREET PARTNERS FINANCIAL LLC | 54,538 | $2,594 |
| Wealthspire Advisors, LLC | 54,217 | $2,578 |
| PROMETHIUM ADVISORS,LLC | 50,415 | $2,407 |
| Heritage Wealth Management, Inc. | 49,207 | $2,340 |
| Merit Financial Group, LLC | 47,479 | $2,258 |
| Clear Point Advisors Inc. | 46,485 | $2,211 |
| Clear Creek Financial Management, LLC | 46,396 | $2,206 |
| Beaumont Financial Advisors, LLC | 39,673 | $1,887 |
| Kingsview Wealth Management, LLC | 36,204 | $1,722 |
| Farther Finance Advisors, LLC | 33,985 | $1,616 |
| BBR PARTNERS, LLC | 33,530 | $1,595 |
| D.A. DAVIDSON & CO. | 33,140 | $1,576 |
| FAGAN ASSOCIATES, INC. | 30,745 | $1,462 |
| MML INVESTORS SERVICES, LLC | 29,801 | $1,417 |
| BEAM WEALTH ADVISORS, INC. | 29,056 | $1,382 |
| Sanctuary Advisors, LLC | 27,828 | $1,323 |
| LPL Financial LLC | 27,031 | $1,286 |
| Global Retirement Partners, LLC | 26,227 | $1,247 |
| USAdvisors Wealth Management, LLC | 24,661 | $1 |
| New Insight Wealth Advisors | 23,333 | $1,110 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 21,794 | $1,036 |
| Capstone Wealth Management, Inc. | 20,965 | $997 |
| ENVESTNET ASSET MANAGEMENT INC | 20,654 | $982 |
| GeoWealth Management, LLC | 20,555 | $978 |
| AIFG Consultants Ltd. | 20,096 | $956 |
| Southeast Asset Advisors Inc. | 19,780 | $941 |
| TBH Global Asset Management, LLC | 19,190 | $1,009 |
| HARBOUR INVESTMENT MANAGEMENT LLC | 18,785 | $897 |
| MidAtlantic Capital Management, Inc. | 16,525 | $786 |
| Interchange Capital Partners, LLC | 16,331 | $777 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 16,010 | $761 |
| NATIXIS ADVISORS, L.P. | 14,833 | $1 |
| Lodestone Wealth Management LLC | 13,704 | $652 |
| Kestra Advisory Services, LLC | 12,010 | $571 |
| Cambridge Investment Research Advisors, Inc. | 12,003 | $1 |
| Krilogy Financial LLC | 11,227 | $535 |
| BCGM Wealth Management, LLC | 10,782 | $513 |
| Professional Financial Advisors, LLC | 10,217 | $486 |
| INVENIO WEALTH PARTNERS LLC | 9,978 | $475 |
| FLOW TRADERS U.S. LLC | 9,972 | $0 |
| Vawter Financial, Ltd. | 9,430 | $448 |
| STIFEL FINANCIAL CORP | 8,616 | $410 |
| Summit Wealth Partners, LLC | 8,058 | $383 |
| Leo Wealth, LLC | 7,469 | $355 |
| Legacy Wealth Managment, LLC/ID | 7,349 | $349 |
| BLUEDOOR PRIVATE WEALTH, LLC | 6,002 | $285 |
| CGN Advisors LLC | 5,919 | $281 |
| Whitegate Investment Counselors, Inc. | 5,696 | $271 |
| Tortoise Investment Management, LLC | 5,695 | $271 |
| Barnes Wealth Management Group, Inc | 5,414 | $257 |
| MOSAIC FINANCIAL GROUP, LLC | 5,313 | $0 |
| PNC Financial Services Group, Inc. | 5,310 | $253 |
| Cetera Investment Advisers | 5,094 | $242 |
| Prospera Financial Services Inc | 5,020 | $239 |
| Gradient Capital Advisors, LLC | 4,909 | $233 |
| MERCER GLOBAL ADVISORS INC /ADV | 4,334 | $206 |
| Flagship Capital Management Inc. | 4,325 | $206 |
| Salomon & Ludwin, LLC | 3,655 | $174 |
| Geneos Wealth Management Inc. | 3,400 | $162 |
| HFM Investment Advisors, LLC | 3,232 | $154 |
| MORGAN STANLEY | 2,901 | $138 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,952 | $93 |
| ROYAL BANK OF CANADA | 1,143 | $55 |
| Colonial Trust Advisors | 708 | $34 |
| 5 other institutions | 1,370 | $65 |