| MORGAN STANLEY | 965,799 | $66,408 |
| LPL Financial LLC | 476,596 | $32,771 |
| WELLS FARGO & COMPANY/MN | 402,918 | $27,705 |
| BANK OF AMERICA CORP /DE/ | 389,840 | $26,805 |
| LRI Investments, LLC | 386,546 | $26,579 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 331,892 | $23,239 |
| Valmark Advisers, Inc. | 307,500 | $21,144 |
| UBS Group AG | 180,277 | $12,396 |
| ENVESTNET ASSET MANAGEMENT INC | 130,689 | $8,986 |
| Kestra Advisory Services, LLC | 128,785 | $8,855 |
| MOLLER FINANCIAL SERVICES | 102,757 | $7,066 |
| MML INVESTORS SERVICES, LLC | 89,135 | $6,129 |
| RAYMOND JAMES FINANCIAL INC | 87,632 | $6,026 |
| AMERIPRISE FINANCIAL INC | 80,864 | $5,560 |
| Cetera Investment Advisers | 79,524 | $5,468 |
| NewSquare Capital LLC | 73,669 | $5,065 |
| JFS WEALTH ADVISORS, LLC | 71,739 | $4,933 |
| Key Financial Inc | 60,293 | $4,146 |
| MISSION WEALTH MANAGEMENT, LP | 57,481 | $3,952 |
| Smallwood Wealth Investment Management, LLC | 57,383 | $3,946 |
| HBK Sorce Advisory LLC | 54,070 | $3,969 |
| TOBIAS FINANCIAL ADVISORS, INC. | 52,794 | $3,630 |
| CIBC WORLD MARKET INC. | 52,074 | $3,581 |
| Merit Financial Group, LLC | 47,431 | $3,261 |
| Envision Financial LLC | 47,414 | $3,260 |
| SEI INVESTMENTS CO | 41,702 | $2,867 |
| FLOW TRADERS U.S. LLC | 33,525 | $2 |
| OSAIC HOLDINGS, INC. | 33,427 | $2,300 |
| TopTier Wealth Management, LLC | 32,232 | $2,216 |
| Janney Montgomery Scott LLC | 30,354 | $2 |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 28,430 | $1,955 |
| Creative Planning | 27,603 | $1,898 |
| COURIER CAPITAL LLC | 26,803 | $1,843 |
| Geneos Wealth Management Inc. | 26,344 | $1,811 |
| &PARTNERS | 24,253 | $1,668 |
| PLIMOTH TRUST CO LLC | 23,767 | $1,634 |
| Stratos Wealth Advisors, LLC | 21,221 | $1,459 |
| Pinnacle Wealth Planning Services, Inc. | 19,312 | $1,328 |
| Frazier Financial Advisors, LLC | 17,397 | $1,196 |
| ROYAL BANK OF CANADA | 17,036 | $1,171 |
| Kondo Wealth Advisors, Inc. | 16,107 | $1,108 |
| Focus Partners Wealth | 15,887 | $1,092 |
| Cambridge Investment Research Advisors, Inc. | 15,051 | $1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,729 | $1,013 |
| ProVise Management Group, LLC | 14,692 | $1,010 |
| Robertson Stephens Wealth Management, LLC | 14,511 | $998 |
| DAVENPORT & Co LLC | 14,180 | $975 |
| Octavia Wealth Advisors, LLC | 13,816 | $950 |
| STIFEL FINANCIAL CORP | 13,705 | $942 |
| KMG FIDUCIARY PARTNERS, LLC | 13,031 | $896 |
| Thrive Capital Management, LLC | 12,861 | $884 |
| OneAscent Financial Services LLC | 12,816 | $881 |
| HighTower Advisors, LLC | 12,715 | $874 |
| Intrua Financial, LLC | 12,636 | $869 |
| COMERICA BANK | 12,532 | $862 |
| Modera Wealth Management, LLC | 11,879 | $817 |
| Falcon Wealth Planning | 11,601 | $798 |
| JPMORGAN CHASE & CO | 11,524 | $792 |
| Brightwater Advisory LLC | 11,473 | $789 |
| OARSMAN CAPITAL, INC. | 11,392 | $783 |
| JANE STREET GROUP, LLC | 10,766 | $740 |
| Steward Partners Investment Advisory, LLC | 9,405 | $647 |
| Kingsview Wealth Management, LLC | 9,228 | $635 |
| Rockefeller Capital Management L.P. | 8,485 | $583 |
| JONES FINANCIAL COMPANIES LLLP | 7,169 | $493 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,159 | $492 |
| Litman Gregory Wealth Management LLC | 7,000 | $481 |
| Allen Capital Group, LLC | 6,868 | $472 |
| CAPE ANN SAVINGS BANK | 6,794 | $467 |
| PNC Financial Services Group, Inc. | 6,450 | $444 |
| INSPIRION WEALTH ADVISORS, LLC | 6,237 | $429 |
| Pinnacle Financial Group, LLC / IL | 5,971 | $411 |
| TRUST CO OF VIRGINIA /VA | 5,783 | $398 |
| New World Advisors LLC | 5,706 | $392 |
| HOWARD WEALTH MANAGEMENT, LLC | 5,615 | $386 |
| Global Retirement Partners, LLC | 5,338 | $367 |
| Private Advisor Group, LLC | 5,208 | $358 |
| NewEdge Advisors, LLC | 5,124 | $352 |
| Arlington Financial Advisors, LLC | 4,887 | $336 |
| McNamara Financial Services, Inc. | 4,720 | $325 |
| Rockbridge Investment Management, LCC | 4,690 | $322 |
| REGIMEN WEALTH, LLC | 4,521 | $311 |
| CWM, LLC | 4,430 | $0 |
| JTC Employer Solutions Trustee Ltd | 4,226 | $0 |
| New Perspectives, Inc | 4,175 | $287 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 4,107 | $282 |
| Viewpoint Capital Management LLC | 4,100 | $282 |
| VALLEY NATIONAL ADVISERS INC | 4,014 | $0 |
| Sanctuary Advisors, LLC | 3,869 | $266 |
| CAHILL FINANCIAL ADVISORS INC | 3,731 | $257 |
| Duncan Williams Asset Management, LLC | 3,717 | $271 |
| CULBERTSON A N & CO INC | 3,695 | $254 |
| UBS ASSET MANAGEMENT AMERICAS INC | 3,397 | $234 |
| 4WEALTH ADVISORS, INC. | 3,354 | $231 |
| Pathstone Holdings, LLC | 3,225 | $222 |
| American Trust | 3,137 | $216 |
| NBC SECURITIES, INC. | 2,975 | $205 |
| Independence Bank of Kentucky | 2,415 | $166 |
| BLAIR WILLIAM & CO/IL | 2,081 | $143 |
| FMR LLC | 1,966 | $135 |
| 24 other institutions | 13,539 | $929 |