| Thrivent Financial for Lutherans | 0.12% | Add +24.8% | 941,813 | $58.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +12.1% | 532,992 | $33.2M |
| LPL Financial LLC | 0.02% | Add +32.2% | 489,820 | $30.5M |
| Beaumont Financial Advisors, LLC | 1.38% | Reduce -27.4% | 276,661 | $17.3M |
| American Planning Services, Inc. | 8.17% | Reduce -5.7% | 186,194 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +360.1% | 177,577 | $11.1M |
| Raymond James & Associates | 0.01% | Add +102.2% | 162,557 | $10.1M |
| Investment Planning Advisors, Inc. | 5.09% | — | 160,001 | $10.0M |
| Level Four Advisory Services, LLC | 0.40% | Add +298.3% | 143,889 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +35.5% | 134,164 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.8% | 128,644 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.9% | 121,129 | $7.6M |
| Fifth Third Securities, Inc. | 0.54% | Add +16.6% | 92,972 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +91.8% | 87,003 | $5.4M |
| Cozad Asset Management Inc. | 0.49% | Add +21.6% | 78,986 | $4.9M |
| SFG Wealth Management, LLC. | 2.55% | Add +14.6% | 71,816 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.5% | 59,475 | $3.7M |
| Jane Street Group, LLC | 0.00% | New | 48,655 | $3.0M |
| Moneco Advisors, LLC | 0.42% | New | 45,814 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.2% | 37,389 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2051.9% | 20,379 | $1.3M |
| Good Life Advisors, LLC | 0.09% | Reduce -5.8% | 18,269 | $1.1M |
| Royal Bank of Canada | 0.00% | New | 13,210 | $824K |
| World Investment Advisors | 0.05% | No change | 12,773 | $797K |
| Old Mission Capital LLC | 0.02% | New | 12,626 | $787K |
| D.A. Davidson & Co. | 0.01% | New | 12,214 | $762K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +42.2% | 12,209 | $761K |
| CIBC Private Wealth Group LLC | 0.00% | New | 11,453 | $727K |
| Citadel Advisors | 0.00% | New | 11,252 | $702K |
| Castle Wealth Management LLC | 0.25% | New | 8,431 | $526K |
| Raymond James Trust N.A. | 0.01% | Add +85.9% | 7,970 | $497K |
| Private Advisor Group, LLC | 0.00% | Add +13.6% | 6,343 | $396K |
| Equitable Holdings, Inc. | 0.00% | Add +11.7% | 6,104 | $381K |
| Fort Point Capital Partners LLC | 0.05% | New | 6,005 | $374K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.8% | 5,068 | $316K |
| Denver Wealth Management, Inc. | 0.14% | No change | 4,418 | $276K |
| ICA Group Wealth Management, LLC | 0.16% | Add +27.4% | 4,396 | $274K |
| DAVENPORT & Co LLC | 0.00% | New | 4,101 | $256K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,810 | $238K |
| Gentry Private Wealth, LLC | 0.18% | — | 3,299 | $206K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 3,291 | $205K |
| Advisory Alpha, LLC | 0.01% | New | 3,271 | $204K |
| Tennessee Valley Asset Management Partners | 0.04% | New | 3,224 | $201K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $177K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3006.0% | 2,578 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,439 | $90K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 938 | $58K |
| US Bancorp \de | 0.00% | No change | 793 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 571 | $36K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 502 | $31K |
| International Assets Investment Management, LLC | 0.00% | New | 418 | $26K |
| FMR LLC | 0.00% | No change | 41 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 36 | $2K |