| MORGAN STANLEY | 2,073,233 | $45.9m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 1,890,044 | $41.8m | 0.0% |
| Bank of New York Mellon Corp | 1,726,746 | $38.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,662,364 | $36.8m | 0.0% |
| WCG Wealth Advisors LLC | 539,366 | $11.9m | 0.3% |
| LPL Financial LLC | 519,090 | $11.5m | 0.0% |
| CGN Advisors LLC | 452,900 | $10.0m | 0.7% |
| Composition Wealth, LLC | 426,103 | $9.4m | 0.1% |
| Westfuller Advisors, LLC | 313,124 | $6.9m | 2.5% |
| Focus Partners Wealth | 310,210 | $6.9m | 0.0% |
| Koss-Olinger Consulting, LLC | 302,281 | $6.7m | 0.5% |
| BANK OF AMERICA CORP /DE/ | 261,325 | $5.8m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 236,677 | $5.2m | 0.0% |
| JPMORGAN CHASE & CO | 204,117 | $4.5m | 0.0% |
| Perigon Wealth Management, LLC | 184,954 | $4.1m | 0.1% |
| ASSETMARK, INC | 179,602 | $4.0m | 0.0% |
| Colorado Capital Management, Inc. | 161,515 | $3.6m | 1.2% |
| Boston Standard Wealth Management, LLC | 149,955 | $3.3m | 0.5% |
| XY Planning Network, Inc. | 143,312 | $3.2m | 0.4% |
| Vestmark Advisory Solutions, Inc. | 143,046 | $3.2m | 0.0% |
| PARK AVENUE SECURITIES LLC | 134,567 | $3.0m | 0.0% |
| Beacon Pointe Advisors, LLC | 127,066 | $2.8m | 0.0% |
| Evolution Advisers, Inc. | 125,902 | $2.8m | 0.9% |
| RETIREMENT CAPITAL STRATEGIES | 125,258 | $2.8m | 1.0% |
| WELLS FARGO & COMPANY/MN | 115,102 | $2.5m | 0.0% |