| ASSETMARK, INC | 1,466,720 | $59.6m | 0.1% |
| BlackRock, Inc. | 1,132,722 | $46.1m | 0.0% |
| Sound Income Strategies, LLC | 975,442 | $39.7m | 1.8% |
| BANK OF AMERICA CORP /DE/ | 877,905 | $35.7m | 0.0% |
| WELLS FARGO & COMPANY/MN | 725,394 | $29.5m | 0.0% |
| Horizon Wealth Management, LLC | 359,127 | $14.6m | 1.9% |
| Summit Financial, LLC | 320,352 | $13.0m | 0.1% |
| LPL Financial LLC | 270,241 | $11.0m | 0.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 248,792 | $10.1m | 0.0% |
| Vontobel Holding Ltd. | 198,905 | $8.1m | 0.0% |
| MORGAN STANLEY | 179,234 | $7.3m | 0.0% |
| Systelligence, LLC | 110,155 | $4.5m | 0.7% |
| AE Wealth Management LLC | 108,150 | $4.4m | 0.0% |
| UBS Group AG | 93,335 | $3.8m | 0.0% |
| BLUELINE ADVISORS LLC | 92,965 | $3.8m | 2.6% |
| Mariner, LLC | 91,516 | $3.7m | 0.0% |
| HSBC HOLDINGS PLC | 91,300 | $3.7m | 0.0% |
| Kensington Asset Management, LLC | 81,603 | $3.3m | 0.2% |
| Mount Lucas Management LP | 77,798 | $3.2m | 1.1% |
| Cambridge Investment Research Advisors, Inc. | 75,042 | $3.1m | 0.0% |
| Cetera Investment Advisers | 73,793 | $3.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 70,191 | $2.9m | 0.0% |
| Tidal Investments LLC | 61,131 | $2.5m | 0.0% |
| Impact Partnership Wealth, LLC | 52,565 | $2.1m | 0.2% |
| FOCUS Wealth Advisors, LLC | 52,504 | $2.1m | 1.0% |