| Thrivent Financial for Lutherans | 0.09% | Add +63.8% | 754,946 | $45.1M |
| JPMorgan Chase & Co. | 0.00% | Add +54.8% | 641,247 | $38.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | New | 475,290 | $28.4M |
| Beaumont Financial Advisors, LLC | 1.88% | Reduce -4.3% | 381,338 | $22.8M |
| LPL Financial LLC | 0.01% | Add +31.5% | 370,551 | $22.1M |
| American Planning Services, Inc. | 8.52% | Add +1.4% | 197,491 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3005.5% | 161,301 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +62.6% | 141,142 | $8.4M |
| MML Investors Services, LLC | 0.02% | New | 99,037 | $5.9M |
| Raymond James & Associates | 0.00% | New | 80,391 | $4.8M |
| Fifth Third Securities, Inc. | 0.46% | Add +3.5% | 79,748 | $4.8M |
| Cozad Asset Management Inc. | 0.40% | Add +14.3% | 64,980 | $3.9M |
| SFG Wealth Management, LLC. | 2.22% | Reduce -8.2% | 62,662 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | New | 46,663 | $2.8M |
| Cetera Investment Advisers | 0.01% | New | 45,373 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 38,595 | $2.3M |
| Level Four Advisory Services, LLC | 0.10% | No change | 36,124 | $1.9M |
| Good Life Advisors, LLC | 0.10% | New | 19,385 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +15.1% | 13,894 | $830K |
| World Investment Advisors | 0.11% | New | 12,773 | $763K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +101.2% | 8,584 | $513K |
| Synergy Asset Management, LLC | 0.06% | New | 5,603 | $335K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 5,582 | $334K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.6% | 5,467 | $327K |
| Lincoln National Corp. | 0.00% | New | 5,300 | $317K |
| Independent Financial Group, LLC | 0.01% | New | 4,900 | $293K |
| Denver Wealth Management, Inc. | 0.13% | New | 4,418 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,339 | $259K |
| Raymond James Trust N.A. | 0.01% | New | 4,287 | $256K |
| ICA Group Wealth Management, LLC | 0.04% | Add +46.2% | 3,450 | $206K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $170K |
| Jones Financial Companies LLLP | 0.00% | New | 947 | $57K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 938 | $56K |
| Highlander Capital Management, LLC | 0.02% | New | 850 | $51K |
| US Bancorp \de | 0.00% | No change | 793 | $47K |
| Principal Securities, Inc. | 0.00% | New | 571 | $34K |
| Planning Capital Management Corp | 0.01% | New | 118 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 83 | $5K |
| FMR LLC | 0.00% | Reduce -65.0% | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 36 | $2K |