| MORGAN STANLEY | 1,900,775 | $42,492 |
| Bank of New York Mellon Corp | 1,591,519 | $35,578 |
| First Pacific Financial | 1,189,868 | $26,600 |
| Cambridge Investment Research Advisors, Inc. | 903,059 | $20 |
| Envestnet Portfolio Solutions, Inc. | 823,369 | $18,406 |
| WCG Wealth Advisors LLC | 744,182 | $16,636 |
| ENVESTNET ASSET MANAGEMENT INC | 576,160 | $12,880 |
| LPL Financial LLC | 474,351 | $10,604 |
| CGN Advisors LLC | 407,545 | $9,111 |
| Vestmark Advisory Solutions, Inc. | 380,041 | $8,496 |
| Focus Partners Wealth | 315,950 | $7,063 |
| Westfuller Advisors, LLC | 315,007 | $7,042 |
| Miracle Mile Advisors, LLC | 293,370 | $6,558 |
| Charter Oak Capital Management, LLC | 270,347 | $6,044 |
| BANK OF AMERICA CORP /DE/ | 258,074 | $5,769 |
| Koss-Olinger Consulting, LLC | 244,218 | $5,459 |
| ASSETMARK, INC | 185,683 | $4,151 |
| Perigon Wealth Management, LLC | 182,840 | $4,087 |
| Colorado Capital Management, Inc. | 154,014 | $3 |
| Boston Standard Wealth Management, LLC | 132,063 | $2,952 |
| PARK AVENUE SECURITIES LLC | 127,554 | $3 |
| Evolution Advisers, Inc. | 123,622 | $3 |
| RETIREMENT CAPITAL STRATEGIES | 121,505 | $2,716 |
| ROYAL BANK OF CANADA | 117,056 | $2,617 |
| WELLS FARGO & COMPANY/MN | 116,733 | $2,610 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 109,805 | $2,455 |
| Silver Oak Advisory Group, Inc. | 104,309 | $2 |
| CITADEL ADVISORS LLC | 95,760 | $2,141 |
| MAYPORT, LLC | 94,104 | $2,104 |
| Rockefeller Capital Management L.P. | 93,876 | $2,099 |
| Financial Network Wealth Management LLC | 92,318 | $2 |
| UMB Bank, n.a. | 90,268 | $2,018 |
| UBS Group AG | 83,076 | $1,857 |
| HighTower Advisors, LLC | 67,967 | $1,519 |
| Beacon Pointe Advisors, LLC | 67,020 | $1,498 |
| Litman Gregory Wealth Management LLC | 64,224 | $1,436 |
| Cetera Investment Advisers | 61,116 | $1,366 |
| CITIGROUP INC | 55,837 | $1,248 |
| AI Financial Services LLC | 53,495 | $1,196 |
| Atria Investments, Inc | 42,905 | $959 |
| Wealthfront Advisers LLC | 42,482 | $950 |
| US BANCORP \DE\ | 38,606 | $863 |
| rebel Financial LLC | 37,777 | $845 |
| OSAIC HOLDINGS, INC. | 36,514 | $816 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 36,455 | $815 |
| SageView Advisory Group, LLC | 36,039 | $806 |
| D.A. DAVIDSON & CO. | 35,836 | $801 |
| Mariner, LLC | 34,713 | $776 |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,722 | $754 |
| Allworth Financial LP | 33,692 | $753 |
| JANE STREET GROUP, LLC | 33,365 | $746 |
| OneDigital Investment Advisors LLC | 31,729 | $709 |
| BayBridge Capital Group, LLC | 31,014 | $693 |
| JPMORGAN CHASE & CO | 30,812 | $689 |
| Kelman-Lazarov, Inc. | 30,429 | $680 |
| Townsend Financial Planning, LLC | 29,439 | $658 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,282 | $611 |
| MML INVESTORS SERVICES, LLC | 26,782 | $599 |
| NewEdge Advisors, LLC | 26,529 | $593 |
| Wealthcare Advisory Partners LLC | 24,663 | $551 |
| MISSION WEALTH MANAGEMENT, LP | 24,512 | $548 |
| LOCKERMAN FINANCIAL GROUP, INC. | 24,491 | $547 |
| Legacy Financial Group LLC | 24,115 | $538 |
| STIFEL FINANCIAL CORP | 23,126 | $517 |
| RAYMOND JAMES FINANCIAL INC | 22,777 | $509 |
| Gerber Kawasaki Wealth & Investment Management | 22,211 | $497 |
| Avantax Planning Partners, Inc. | 21,289 | $476 |
| Walkner Condon Financial Advisors LLC | 20,920 | $468 |
| Sound View Wealth Advisors Group, LLC | 20,404 | $456 |
| EVOLVE PRIVATE WEALTH, LLC | 19,670 | $440 |
| Lifelong Wealth Advisors, Inc. | 19,098 | $427 |
| NATURAL INVESTMENTS, LLC | 15,907 | $0 |
| Parallel Advisors, LLC | 14,850 | $332 |
| JGP Wealth Management, LLC | 14,798 | $331 |
| Davis Wealth Advisors, LLC | 14,405 | $322 |
| Canal Capital Management, LLC | 13,923 | $311 |
| Sanctuary Advisors, LLC | 13,341 | $298 |
| Etesian Wealth Advisors, Inc. | 13,050 | $292 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,932 | $289 |
| SGL Investment Advisors, Inc. | 12,602 | $282 |
| Integrated Advisors Network LLC | 12,353 | $276 |
| Sensenig Capital Advisors, Inc | 12,010 | $268 |
| Aaron Wealth Advisors LLC | 12,003 | $268 |
| Avior Wealth Management, LLC | 11,173 | $250 |
| Creative Planning | 9,680 | $216 |
| TCFG WEALTH MANAGEMENT, LLC | 9,680 | $217 |
| Stratos Wealth Partners, LTD. | 9,635 | $215 |
| Wealth Enhancement Trust Services, Inc. | 9,613 | $215 |
| McAdam, LLC | 9,341 | $209 |
| Stordahl Capital Management, Inc. | 9,128 | $204 |
| Johnson Financial Group, LLC | 8,951 | $200 |
| Cherry Tree Wealth Management, LLC | 8,759 | $196 |
| Millstone Evans Group, LLC | 8,097 | $181 |
| HARBOUR INVESTMENTS, INC. | 7,669 | $171 |
| Ameritas Investment Partners, Inc. | 7,658 | $171 |
| Rossby Financial, LCC | 7,384 | $165 |
| CWM, LLC | 6,620 | $0 |
| IAG Wealth Partners, LLC | 6,039 | $135 |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,585 | $103 |
| PRIVATE TRUST CO NA | 4,109 | $92 |
| 24 other institutions | 37,952 | $809 |