| Capital Group Private Client Services, Inc. | 0.43% | Add +8.3% | 1,469,800 | $42.1M |
| Confluence Wealth Services, Inc. | 2.31% | Add +46.3% | 912,978 | $26.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +60.5% | 717,184 | $20.5M |
| Valmark Advisers, Inc. | 0.19% | Add +38.6% | 389,970 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +576.7% | 281,605 | $8.1M |
| Sweeney & Michel, LLC | 3.42% | — | 267,155 | $7.7M |
| MML Investors Services, LLC | 0.03% | Add +828.1% | 262,084 | $7.5M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +4.1% | 253,084 | $7.2M |
| Rothschild Investment LLC | 0.38% | Add +103.4% | 182,590 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +99.3% | 164,637 | $4.7M |
| Stifel Financial Corp. | 0.01% | Add +0.9% | 161,203 | $4.6M |
| LPL Financial LLC | 0.00% | New | 151,982 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +76.3% | 144,135 | $4.1M |
| Old Mission Capital LLC | 0.09% | Add +102.4% | 133,951 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +44.3% | 99,893 | $2.9M |
| Morgan Stanley | 0.00% | New | 89,235 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +66.3% | 82,922 | $2.4M |
| Capital International Investors | 0.00% | Reduce -85.6% | 80,000 | $2.3M |
| Raymond James & Associates | 0.00% | New | 73,508 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +92.1% | 71,034 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +462.4% | 62,961 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | New | 60,387 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +62.6% | 58,403 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +431.0% | 54,161 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 47,452 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 42,191 | $1.2M |
| Cetera Investment Advisers | 0.00% | New | 41,908 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +214.4% | 36,428 | $1.0M |
| Seamount Financial Group Inc. | 0.90% | Add +28.1% | 35,992 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +167.8% | 35,823 | $1.0M |
| Pillar Wealth Advisors, LLC | 0.76% | Add +7.1% | 35,036 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +128.7% | 34,048 | $975K |
| HighTower Advisors, LLC | 0.00% | New | 30,966 | $880K |
| World Investment Advisors | 0.09% | Add +79.1% | 21,225 | $608K |
| Tempus Wealth Planning, LLC | 0.26% | Add +164.8% | 20,560 | $589K |
| Sigma Planning Corp | 0.01% | New | 16,072 | $460K |
| Lincoln National Corp. | 0.01% | New | 13,442 | $385K |
| Private Advisor Group, LLC | 0.00% | New | 13,388 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +117.7% | 10,360 | $297K |
| Trueblood Wealth Management, LLC | 0.13% | New | 7,914 | $227K |
| NewEdge Advisors, LLC | 0.00% | New | 6,396 | $183K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,368 | $154K |
| Larson Financial Group LLC | 0.01% | Add +92.1% | 3,650 | $105K |
| Creative Financial Designs Inc. | 0.01% | Add +46.2% | 2,562 | $73K |
| Sunbelt Securities, Inc. | 0.01% | New | 2,300 | $66K |
| IFP Advisors, Inc | 0.00% | New | 1,330 | $38K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 550 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +22.5% | 408 | $12K |
| Clear Point Advisors Inc. | 0.01% | Add +0.5% | 402 | $11K |
| Retirement Group, LLC | 0.00% | No change | 61 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | Add +66.7% | 50 | $1K |