| 1 | Koss-Olinger Consulting, LLC | 1,233,487 | $61.8M | 4.79% | Share |
| 2 | LPL Financial LLC | 900,097 | $45.0M | 0.01% | Share |
| 3 | RAYMOND JAMES FINANCIAL INC | 720,078 | $36.0M | 0.01% | Share |
| 4 | BANK OF AMERICA CORP /DE/ | 566,651 | $28.0M | 0.00% | Share |
| 5 | Hartford Financial Management Inc. | 333,388 | $16.7M | 4.34% | Share |
| 6 | Aprio Wealth Management, LLC | 310,338 | $15.5M | 0.89% | Share |
| 7 | ROYAL BANK OF CANADA | 307,957 | $15.0M | 0.00% | Share |
| 8 | MORGAN STANLEY | 290,646 | $14.0M | 0.00% | Share |
| 9 | Goldstein Advisors, LLC | 228,459 | $11.4M | 1.30% | Share |
| 10 | Gerber Kawasaki Wealth & Investment Management | 195,859 | $9.8M | 0.34% | Share |
| 11 | APPLETON PARTNERS INC/MA | 190,012 | $9.5M | 0.63% | Share |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 194,854 | $9.0M | 0.00% | Share |
| 13 | Keystone Financial Services, LLC | 156,573 | $7.8M | 5.34% | Share |
| 14 | Sprinkle Financial Consultants LLC | 149,867 | $7.5M | 3.81% | Share |
| 15 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 140,118 | $7.0M | 0.10% | Share |
| 16 | TRUIST FINANCIAL CORP | 124,526 | $6.2M | 0.01% | Share |
| 17 | Ipsen Advisor Group LLC | 113,028 | $5.7M | 4.02% | Share |
| 18 | DAVENPORT & Co LLC | 107,544 | $5.4M | 0.03% | Share |
| 19 | JONES FINANCIAL COMPANIES LLLP | 109,475 | $5.0M | 0.00% | Share |
| 20 | Capital Advisors Wealth Management, LLC | 95,287 | $4.8M | 0.65% | Share |
| 21 | First Pacific Financial | 71,657 | $3.6M | 0.47% | Share |
| 22 | Kingsview Wealth Management, LLC | 69,603 | $3.0M | 0.04% | Share |
| 23 | Family Capital Management, Inc. | 53,467 | $2.7M | 1.19% | Share |
| 24 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 40,668 | $2.0M | 1.83% | Share |
| 25 | STIFEL FINANCIAL CORP | 50,486 | $2.0M | 0.00% | Share |
| 26 | Integrated Wealth Concepts LLC | 57,010 | $2.0M | 0.02% | Share |
| 27 | Cetera Investment Advisers | 52,370 | $2.0M | 0.00% | Share |
| 28 | Cambridge Investment Research Advisors, Inc. | 46,940 | $2.0M | 0.01% | Share |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 42,718 | $2.0M | 0.00% | Share |
| 30 | FIFTH THIRD SECURITIES, INC. | 33,617 | $1.7M | 0.11% | Share |
| 31 | J.W. COLE ADVISORS, INC. | 31,685 | $1.6M | 0.04% | Share |
| 32 | KWB Wealth | 27,329 | $1.4M | 0.13% | Share |
| 33 | Cornerstone Wealth Management, LLC | 26,974 | $1.4M | 0.07% | Share |
| 34 | Vantus Wealth LLC | 26,935 | $1.3M | 0.99% | Share |
| 35 | Advyzon Investment Management, LLC | 26,878 | $1.3M | 0.16% | Share |
| 36 | Sanctuary Advisors, LLC | 24,469 | $1.2M | 0.01% | Share |
| 37 | Financial Engines Advisors L.L.C. | 24,343 | $1.2M | 0.00% | Share |
| 38 | LWM Advisory Services, LLC | 23,488 | $1.2M | 0.69% | Share |
| 39 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 22,678 | $1.1M | 0.18% | Share |
| 40 | NewEdge Advisors, LLC | 20,689 | $1.0M | 0.00% | Share |
| 41 | JPMORGAN CHASE & CO | 24,442 | $1.0M | 0.00% | Share |
| 42 | RAYMOND JAMES FINANCIAL INC | 27,952 | $1.0M | 0.00% | Share |
| 43 | Western Wealth Management, LLC | 34,296 | $1.0M | 0.05% | Share |
| 44 | Gallacher Capital Management LLC | 16,064 | $804K | 0.31% | Share |
| 45 | Capital Developers, LLC | 13,947 | $698K | 0.63% | Share |
| 46 | OAK HARBOR WEALTH PARTNERS, LLC | 13,734 | $687K | 0.16% | Share |
| 47 | McLaughlin Asset Management, Inc. | 12,190 | $610K | 0.55% | Share |
| 48 | COMPASS CAPITAL MANAGEMENT, INC | 12,170 | $609K | 0.03% | Share |
| 49 | NOTTINGHAM ADVISORS, INC. | 11,034 | $552K | 0.08% | Share |
| 50 | CARY STREET PARTNERS FINANCIAL LLC | 10,371 | $519K | 0.01% | Share |