| OXFORD FINANCIAL GROUP LTD | 3,974,977 | $176,727 |
| JPMORGAN CHASE & CO | 3,527,997 | $156,855 |
| LPL Financial LLC | 1,071,712 | $47,648 |
| ROYAL BANK OF CANADA | 785,933 | $34,942 |
| WELLS FARGO & COMPANY/MN | 680,460 | $30,253 |
| One Charles Private Wealth Services, LLC | 496,213 | $22,062 |
| Bank of New York Mellon Corp | 395,387 | $17,579 |
| Rockefeller Capital Management L.P. | 384,522 | $17,096 |
| UBS Group AG | 374,047 | $16,630 |
| Janney Montgomery Scott LLC | 303,553 | $13 |
| Bayshore Capital Advisors, LLC | 292,692 | $13,013 |
| COMMONWEALTH EQUITY SERVICES, LLC | 283,048 | $12,584 |
| CAPTRUST FINANCIAL ADVISORS | 275,747 | $12,260 |
| MAI Capital Management | 251,512 | $11,182 |
| Hilltop National Bank | 249,174 | $11,078 |
| RAYMOND JAMES FINANCIAL INC | 236,615 | $10,520 |
| FIRST FOUNDATION ADVISORS | 224,344 | $9,974 |
| Aptus Capital Advisors, LLC | 212,696 | $9,456 |
| DIVERSIFIED MANAGEMENT INC | 206,947 | $9,201 |
| ENVESTNET ASSET MANAGEMENT INC | 194,782 | $8,660 |
| Coastal Bridge Advisors, LLC | 187,599 | $8,341 |
| Longview Financial Advisors, Inc. | 172,913 | $7,688 |
| Independent Family Office, LLC | 161,294 | $7,171 |
| Kestra Investment Management, LLC | 156,783 | $6,971 |
| Philip James Wealth Mangement, LLC | 148,013 | $6,581 |
| HighTower Advisors, LLC | 142,024 | $6,314 |
| Atlas Wealth Partners, LLC | 130,556 | $5,805 |
| NCM Capital Management, LLC | 126,123 | $5,607 |
| Focus Partners Wealth | 125,762 | $5,591 |
| Corient Private Wealth LLC | 123,678 | $5,499 |
| CULLEN/FROST BANKERS, INC. | 122,600 | $5,451 |
| Moors & Cabot, Inc. | 117,207 | $5,211 |
| Baird Financial Group, Inc. | 116,266 | $5,169 |
| IFP Advisors, Inc | 113,204 | $5,033 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 105,959 | $4,711 |
| SCS Capital Management LLC | 101,830 | $4,527 |
| Waterloo Capital, L.P. | 100,041 | $4,448 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 98,980 | $4,401 |
| NewEdge Wealth, LLC | 88,193 | $3,921 |
| EagleClaw Capital Managment, LLC | 86,605 | $3,850 |
| INTREPID FAMILY OFFICE LLC | 85,000 | $3,779 |
| STIFEL FINANCIAL CORP | 80,863 | $3,595 |
| OneDigital Investment Advisors LLC | 74,980 | $3,334 |
| OSAIC HOLDINGS, INC. | 64,228 | $2,856 |
| Sanctuary Advisors, LLC | 63,278 | $2,813 |
| Proficio Capital Partners LLC | 58,813 | $2,615 |
| Ausdal Financial Partners, Inc. | 58,791 | $2,614 |
| DAVENPORT & Co LLC | 56,030 | $2,491 |
| Abacus Planning Group, Inc. | 54,958 | $2,443 |
| PECAUT & CO. | 52,153 | $2,319 |
| Steward Partners Investment Advisory, LLC | 51,635 | $2,296 |
| Pekin Hardy Strauss, Inc. | 49,828 | $2,215 |
| Advisory Services Network, LLC | 49,654 | $2,208 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 45,823 | $2,037 |
| Spire Wealth Management | 45,216 | $2,010 |
| Lionsbridge Wealth Management LLC | 42,450 | $1,887 |
| Cerity Partners LLC | 40,847 | $1,816 |
| Wealthspire Advisors, LLC | 39,642 | $1,762 |
| Stratos Wealth Partners, LTD. | 37,034 | $1,647 |
| Compass Ion Advisors, LLC | 36,383 | $1,618 |
| MORGAN STANLEY | 33,130 | $1,473 |
| Private Advisor Group, LLC | 30,552 | $1,358 |
| Atria Investments, Inc | 28,005 | $1,245 |
| GUIDANCE CAPITAL, INC | 26,254 | $1,304 |
| Meridian Wealth Advisors, LLC | 25,898 | $1,151 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,760 | $1,167 |
| Trilogy Capital Inc. | 22,605 | $1,005 |
| Cresset Asset Management, LLC | 22,118 | $983 |
| Compound Planning, Inc. | 21,672 | $964 |
| Savvy Advisors, Inc. | 21,541 | $958 |
| Essex Financial Services, Inc. | 21,343 | $949 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20,816 | $925 |
| GTS SECURITIES LLC | 19,655 | $874 |
| Baker Ellis Asset Management LLC | 18,972 | $843 |
| Beacon Pointe Advisors, LLC | 18,622 | $828 |
| Straight Path Wealth Management | 18,555 | $825 |
| PURE PORTFOLIOS HOLDINGS LLC | 17,834 | $793 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 16,500 | $734 |
| JNBA Financial Advisors | 16,215 | $721 |
| IHT Wealth Management, LLC | 15,859 | $705 |
| Copia Wealth Management | 15,803 | $703 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15,031 | $668 |
| Cambridge Investment Research Advisors, Inc. | 14,452 | $1 |
| Mezzasalma Advisors, LLC | 14,364 | $642 |
| Bright Futures Wealth Management, LLC. | 13,759 | $612 |
| Autumn Glory Partners, LLC | 13,623 | $606 |
| Cetera Investment Advisers | 12,951 | $576 |
| Perigon Wealth Management, LLC | 12,000 | $534 |
| Requisite Capital Management, LLC | 11,100 | $494 |
| NewEdge Advisors, LLC | 10,632 | $473 |
| INGALLS & SNYDER LLC | 10,468 | $0 |
| Mariner, LLC | 10,104 | $449 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 9,871 | $439 |
| Principia Wealth Advisory, LLC | 9,655 | $429 |
| Evanson Asset Management, LLC | 9,574 | $426 |
| Sigma Planning Corp | 9,502 | $422 |
| GARRISON POINT ADVISORS, LLC | 9,459 | $421 |
| OPPENHEIMER & CO INC | 9,237 | $411 |
| Auxano Advisors, LLC | 9,222 | $410 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,054 | $358 |
| 48 other institutions | 124,198 | $5,502 |