| HB Wealth Management, LLC | 12,380,010 | $586,193 |
| MORGAN STANLEY | 6,423,061 | $304,132 |
| BANK OF AMERICA CORP /DE/ | 5,912,091 | $279,938 |
| FACTORY MUTUAL INSURANCE CO | 5,846,314 | $276,823 |
| RAYMOND JAMES FINANCIAL INC | 4,767,284 | $225,731 |
| JPMORGAN CHASE & CO | 4,480,965 | $212,174 |
| OpenArc Corporate Advisory, LLC | 4,243,489 | $200,929 |
| Legacy Wealth Management, Inc | 3,729,750 | $176,604 |
| Dynasty Wealth Management, LLC | 3,724,827 | $176,371 |
| Mariner, LLC | 3,632,956 | $172,020 |
| HighTower Advisors, LLC | 2,964,524 | $140,370 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,835,771 | $134,274 |
| Janney Montgomery Scott LLC | 2,799,557 | $133 |
| Alpine Bank Wealth Management | 2,642,548 | $125,125 |
| Valeo Financial Advisors, LLC | 2,628,308 | $116,332 |
| Moss Adams Wealth Advisors LLC | 2,566,057 | $121,848 |
| Summit Financial Strategies, Inc. | 2,450,460 | $116,029 |
| WELLS FARGO & COMPANY/MN | 2,449,602 | $115,989 |
| OSAIC HOLDINGS, INC. | 2,251,056 | $106,595 |
| ENVESTNET ASSET MANAGEMENT INC | 2,231,270 | $105,651 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,137,936 | $101,381 |
| Vestmark Advisory Solutions, Inc. | 2,063,242 | $97,695 |
| First Pacific Financial | 1,925,157 | $91,156 |
| Cetera Investment Advisers | 1,886,115 | $89,308 |
| Modern Wealth Management, LLC | 1,830,324 | $86,666 |
| Grant Street Asset Management, Inc. | 1,707,858 | $80,867 |
| CGN Advisors LLC | 1,707,036 | $80,828 |
| Avantax Planning Partners, Inc. | 1,626,978 | $77,037 |
| Savant Capital, LLC | 1,589,416 | $75,259 |
| Bogart Wealth, LLC | 1,510,882 | $71,540 |
| D.B. Root & Company, LLC | 1,510,092 | $71,503 |
| Capital Analysts, LLC | 1,446,055 | $68 |
| Confluence Wealth Services, Inc. | 1,439,759 | $68,173 |
| Hughes Financial Services, LLC | 1,434,023 | $67,901 |
| CAPTRUST FINANCIAL ADVISORS | 1,336,996 | $63,307 |
| McAdam, LLC | 1,253,478 | $59,352 |
| Allen Capital Group, LLC | 1,217,603 | $57,653 |
| SENTINEL PENSION ADVISORS INC | 1,207,732 | $57,186 |
| Wiser Wealth Management, Inc | 1,189,548 | $56,325 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,181,018 | $55,921 |
| Harbor Group, Inc. | 1,016,099 | $48,112 |
| Berger Financial Group, Inc | 883,223 | $41,821 |
| Bouchey Financial Group Ltd | 878,614 | $41,655 |
| Cerity Partners LLC | 868,015 | $41,100 |
| Destiny Wealth Partners, LLC | 854,904 | $40,659 |
| First Washington CORP | 819,415 | $38,799 |
| PNC Financial Services Group, Inc. | 793,326 | $37,564 |
| Joseph Group Capital Management | 792,858 | $37,542 |
| Kestra Advisory Services, LLC | 778,685 | $36,871 |
| STIFEL FINANCIAL CORP | 767,451 | $36,339 |
| Tradition Wealth Management, LLC | 763,526 | $36,153 |
| Focus Partners Wealth | 735,496 | $34,954 |
| Hartford Financial Management Inc. | 725,735 | $34,364 |
| SNS Financial Group, LLC | 712,631 | $33,878 |
| Corient Private Wealth LLC | 709,602 | $33,298 |
| Helen Stephens Group, LLC | 706,710 | $33,463 |
| JONES FINANCIAL COMPANIES LLLP | 701,193 | $33,201 |
| Avidian Wealth Solutions, LLC | 701,185 | $33,201 |
| Continuum Advisory, LLC | 661,446 | $31,319 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 653,833 | $30,959 |
| Forum Private Client Group LLC | 641,397 | $30,370 |
| ROYAL BANK OF CANADA | 635,632 | $30,097 |
| KELLY FINANCIAL GROUP LLC | 633,585 | $30,121 |
| KINTRA WEALTH, LLC | 626,181 | $29,650 |
| Crusonia Wealth Advisors LLC | 618,792 | $29,300 |
| TRUIST FINANCIAL CORP | 609,777 | $28,873 |
| Tarbox Family Office, Inc. | 607,842 | $28,781 |
| Royal Harbor Partners, LLC | 600,032 | $28,412 |
| 46 Peaks LLC | 597,915 | $28,425 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 581,795 | $27,570 |
| DAYMARK WEALTH PARTNERS, LLC | 576,707 | $27,307 |
| Aptus Capital Advisors, LLC | 575,252 | $27,238 |
| AlphaCore Capital LLC | 574,494 | $27,312 |
| IMA Wealth, Inc. | 567,642 | $26,985 |
| Mach-1 Financial Group, LLC | 549,833 | $26,035 |
| VERUS CAPITAL PARTNERS, LLC | 536,367 | $25,397 |
| Johnson Financial Group, Inc. | 532,617 | $25,320 |
| Walkner Condon Financial Advisors LLC | 522,904 | $24,760 |
| MML INVESTORS SERVICES, LLC | 521,244 | $24,681 |
| Steele Capital Management, Inc. | 501,394 | $23,834 |
| KICKSTAND VENTURES, LLC. | 495,483 | $23,461 |
| Mascoma Wealth Management LLC | 488,955 | $23,152 |
| STEPHENS INC /AR/ | 477,714 | $22,620 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 466,152 | $22,072 |
| Waterloo Capital, L.P. | 452,260 | $21,414 |
| FOUNDERS FINANCIAL SECURITIES LLC | 450,455 | $21,329 |
| Horizon Investments, LLC | 449,407 | $21,279 |
| American Money Management, LLC | 445,324 | $21,086 |
| Bond & Devick Financial Network, Inc. | 444,722 | $21,058 |
| Peterson Wealth Advisors, LLC | 443,524 | $21,001 |
| FAGAN ASSOCIATES, INC. | 434,858 | $20,591 |
| CWM, LLC | 432,212 | $20 |
| D.A. DAVIDSON & CO. | 429,881 | $20,355 |
| Blue Water Asset Management | 426,891 | $20,213 |
| Magnus Financial Group LLC | 420,285 | $19,901 |
| Spire Wealth Management | 417,088 | $19,749 |
| SouthState Corp | 402,337 | $19,051 |
| TD Capital Management LLC | 395,905 | $18,746 |
| Selby Wealth Management, LLC | 387,675 | $18,356 |
| Trinity Legacy Partners, LLC | 365,333 | $17,299 |
| 331 other institutions | 22,788,721 | $1,008,428 |