| TRUE Private Wealth Advisors | 1,308,162 | $34.4m | 3.0% |
| RAYMOND JAMES FINANCIAL INC | 506,893 | $13.3m | 0.0% |
| Quantum Financial Advisors, LLC | 281,307 | $7.4m | 0.7% |
| BlackRock, Inc. | 170,663 | $4.5m | 0.0% |
| D.A. DAVIDSON & CO. | 163,246 | $4.3m | 0.0% |
| MORGAN STANLEY | 124,436 | $3.3m | 0.0% |
| CENTRAL TRUST Co | 81,847 | $2.1m | 0.0% |
| OSAIC HOLDINGS, INC. | 63,032 | $1.7m | 0.0% |
| GOLDMAN SACHS GROUP INC | 48,275 | $1.3m | 0.0% |
| JANE STREET GROUP, LLC | 40,212 | $1.1m | 0.0% |
| IFG Advisory, LLC | 38,892 | $1.0m | 0.0% |
| JIM SAULNIER & ASSOCIATES, LLC | 28,974 | $760,847 | 0.3% |
| Bradley & Co. Private Wealth Management, LLC | 28,329 | $743,926 | 0.4% |
| MKT Advisors LLC | 24,265 | $622,403 | 0.2% |
| FLOW TRADERS U.S. LLC | 20,422 | $536,000 | 0.0% |
| ARK & TLK INVESTMENTS, LLC | 18,825 | $494,345 | 0.1% |
| NewEdge Advisors, LLC | 17,888 | $469,739 | 0.0% |
| BlackDiamond Wealth Management, LLC | 16,572 | $424,831 | 0.2% |
| LPL Financial LLC | 14,772 | $387,917 | 0.0% |
| 4Thought Financial Group Inc. | 13,835 | $363,309 | 0.2% |
| Creative Planning | 11,829 | $310,628 | 0.0% |
| ROYAL BANK OF CANADA | 9,155 | $240,000 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,012 | $236,660 | 0.0% |
| Allworth Financial LP | 8,507 | $223,394 | 0.0% |
| FMR LLC | 2,628 | $69,001 | 0.0% |