| Confluence Wealth Services, Inc. | 0.95% | Reduce -0.8% | 620,879 | $15.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +85.1% | 344,930 | $8.6M |
| MML Investors Services, LLC | 0.02% | Add +4.1% | 234,118 | $5.9M |
| LPL Financial LLC | 0.00% | New | 201,707 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +491.4% | 198,754 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Add +16.5% | 156,136 | $3.9M |
| Gutierrez Wealth Advisory, LLC | 2.81% | Add +7.5% | 138,357 | $3.5M |
| Raymond James Financial Inc. | 0.00% | New | 112,579 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +217.7% | 96,802 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +349.1% | 93,676 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +113.5% | 82,978 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | New | 81,652 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.7% | 80,539 | $2.0M |
| Captrust Financial Advisors | 0.01% | Add +90.8% | 80,035 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +4.4% | 76,397 | $1.9M |
| Capital International Investors | 0.00% | Reduce -16.7% | 75,000 | $1.9M |
| Betterment LLC | 0.00% | Add +1.9% | 40,275 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +97.4% | 31,774 | $796K |
| Envestnet Asset Management Inc. | 0.00% | Add +67.7% | 31,514 | $790K |
| Koshinski Asset Management, Inc. | 0.06% | Add +108.0% | 27,483 | $689K |
| Prospera Financial Services Inc | 0.01% | New | 25,949 | $650K |
| Earned Wealth Advisors, LLC | 0.14% | New | 24,702 | $619K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 24,481 | $614K |
| Harbour Investments, Inc. | 0.02% | Add +15.6% | 21,248 | $532K |
| Jacobi Capital Management LLC | 0.04% | New | 20,608 | $516K |
| Strata Wealth Advisors, LLC | 0.14% | Add +105.5% | 18,509 | $464K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 18,134 | $454K |
| Old Mission Capital LLC | 0.01% | Reduce -58.3% | 16,411 | $411K |
| Wayfinding Financial, LLC | 0.18% | New | 16,001 | $401K |
| Capital Analysts, LLC | 0.01% | No change | 14,046 | $352K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 13,900 | $348K |
| Oak Hill Wealth Advisors, LLC | 0.07% | New | 11,945 | $299K |
| Midwest Heritage Bank, FSB | 0.11% | Add +0.2% | 11,064 | $277K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,542 | $264K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.6% | 10,492 | $263K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 10,123 | $254K |
| Synergy Investment Management, LLC | 0.10% | New | 9,750 | $244K |
| Freedom Financial Partners LLC | 0.11% | New | 9,506 | $238K |
| Capital Planning LLC | 0.07% | No change | 9,337 | $234K |
| Perennial Investment Advisors, LLC | 0.02% | New | 8,466 | $212K |
| International Assets Investment Management, LLC | 0.02% | New | 8,325 | $209K |
| Wood Tarver Financial Group, LLC | 0.01% | Add +0.9% | 1,579 | $40K |
| Financial Perspectives, Inc | 0.01% | Add +0.8% | 1,201 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,044 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 810 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 217 | $5K |