| 1 | StoryOne LLC | 0 | $6.6B | 4.00% | Share |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 5,346,109 | $271.0M | 0.15% | Share |
| 3 | Merit Financial Group, LLC | 2,598,595 | $132.1M | 1.06% | Share |
| 4 | MORGAN STANLEY | 2,173,526 | $110.0M | 0.01% | Share |
| 5 | LPL Financial LLC | 1,334,919 | $67.0M | 0.02% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 794,781 | $40.0M | 0.00% | Share |
| 7 | Amplius Wealth Advisors, LLC | 769,637 | $39.1M | 3.28% | Share |
| 8 | Stonebridge Financial Group, LLC | 761,559 | $38.7M | 3.31% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 596,862 | $30.0M | 0.00% | Share |
| 10 | Capital Analysts, LLC | 528,129 | $26.9M | 0.82% | Share |
| 11 | Broadway Wealth Solutions, Inc. | 520,018 | $26.4M | 14.12% | Share |
| 12 | Marquette Asset Management, LLC | 516,850 | $26.3M | 3.88% | Share |
| 13 | Waverly Advisors, LLC | 424,414 | $21.0M | 0.17% | Share |
| 14 | Private Advisor Group, LLC | 397,990 | $20.0M | 0.09% | Share |
| 15 | MOTCO | 338,284 | $17.0M | 1.54% | Share |
| 16 | ERn Financial, LLC | 315,306 | $16.0M | 3.01% | Share |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 289,315 | $14.7M | 0.02% | Share |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 256,667 | $13.0M | 0.02% | Share |
| 19 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 252,435 | $12.8M | 9.07% | Share |
| 20 | Cornerstone Planning Group LLC | 246,096 | $12.5M | 1.95% | Share |
| 21 | Redhawk Wealth Advisors, Inc. | 240,339 | $12.2M | 1.37% | Share |
| 22 | STIFEL FINANCIAL CORP | 243,410 | $12.0M | 0.01% | Share |
| 23 | UBS Group AG | 219,312 | $11.1M | 0.00% | Share |
| 24 | HORAN Wealth, LLC | 219,038 | $11.1M | 1.71% | Share |
| 25 | KINTRA WEALTH, LLC | 216,542 | $11.0M | 1.54% | Share |
| 26 | RAYMOND JAMES FINANCIAL INC | 227,847 | $11.0M | 0.00% | Share |
| 27 | OSAIC HOLDINGS, INC. | 231,965 | $11.0M | 0.02% | Share |
| 28 | Certified Advisory Corp | 209,895 | $10.7M | 0.97% | Share |
| 29 | BlueStem Wealth Partners, LLC | 209,508 | $10.7M | 1.18% | Share |
| 30 | Pine Valley Investments Ltd Liability Co | 202,823 | $10.3M | 0.48% | Share |
| 31 | ROYAL BANK OF CANADA | 209,327 | $10.0M | 0.00% | Share |
| 32 | Pine Valley Investments Ltd Liability Co | 195,521 | $10.0M | 0.49% | Share |
| 33 | Apella Capital, LLC | 195,167 | $9.9M | 0.20% | Share |
| 34 | TOTH FINANCIAL ADVISORY CORP | 190,774 | $9.7M | 1.05% | Share |
| 35 | CREATIVE FINANCIAL DESIGNS INC /ADV | 184,845 | $9.4M | 0.59% | Share |
| 36 | ADAPT WEALTH ADVISORS, LLC | 181,301 | $9.2M | 3.17% | Share |
| 37 | Pine Valley Investments Ltd Liability Co | 178,814 | $9.1M | 0.50% | Share |
| 38 | Pine Valley Investments Ltd Liability Co | 177,056 | $9.0M | 0.54% | Share |
| 39 | Pinnacle Wealth Management Group, Inc. | 158,859 | $8.1M | 4.03% | Share |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 166,923 | $8.0M | 0.00% | Share |
| 41 | Bensler, LLC | 154,508 | $7.9M | 0.79% | Share |
| 42 | Farther Finance Advisors, LLC | 149,102 | $7.6M | 0.08% | Share |
| 43 | AVAII WEALTH MANAGEMENT, LLC | 148,801 | $7.6M | 2.74% | Share |
| 44 | RAYMOND JAMES FINANCIAL INC | 141,251 | $7.0M | 0.00% | Share |
| 45 | Integrated Wealth Concepts LLC | 139,200 | $7.0M | 0.08% | Share |
| 46 | Winter & Associates, Inc. | 132,438 | $6.7M | 6.22% | Share |
| 47 | Quadcap Wealth Management, LLC | 128,399 | $6.5M | 0.75% | Share |
| 48 | Smith Thornton Advisors LLC | 124,488 | $6.3M | 3.22% | Share |
| 49 | Summit Financial, LLC | 133,977 | $6.0M | 0.09% | Share |
| 50 | MML INVESTORS SERVICES, LLC | 130,057 | $6.0M | 0.01% | Share |