| 1 | Archvest Wealth Advisors, Inc. | 1,639,598 | $39.3M | 25.07% | Share |
| 2 | LPL Financial LLC | 646,961 | $25.0M | 0.01% | Share |
| 3 | RAYMOND JAMES FINANCIAL INC | 386,710 | $15.0M | 0.00% | Share |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 351,180 | $12.7M | 0.01% | Share |
| 5 | BlackRock, Inc. | 318,824 | $12.0M | 0.00% | Share |
| 6 | MORGAN STANLEY | 205,457 | $8.0M | 0.00% | Share |
| 7 | Curran Financial Partners, LLC | 174,567 | $7.0M | 1.33% | Share |
| 8 | Cetera Investment Advisers | 197,767 | $7.0M | 0.01% | Share |
| 9 | Lido Advisors, LLC | 156,719 | $6.0M | 0.02% | Share |
| 10 | Weaver Consulting Group | 146,430 | $5.9M | 1.44% | Share |
| 11 | Investment Advisory Group, LLC | 144,388 | $5.8M | 1.49% | Share |
| 12 | CONGRESS ASSET MANAGEMENT CO | 135,812 | $5.5M | 0.04% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 134,926 | $5.0M | 0.00% | Share |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 98,096 | $3.0M | 0.00% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 77,005 | $3.0M | 0.00% | Share |
| 16 | STIFEL FINANCIAL CORP | 88,851 | $3.0M | 0.00% | Share |
| 17 | Cambridge Investment Research Advisors, Inc. | 92,818 | $3.0M | 0.01% | Share |
| 18 | Private Advisor Group, LLC | 75,264 | $3.0M | 0.01% | Share |
| 19 | Legacy Capital Wealth Partners, LLC | 54,879 | $2.2M | 0.47% | Share |
| 20 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 52,035 | $2.0M | 0.03% | Share |
| 21 | BANK OF AMERICA CORP /DE/ | 65,230 | $2.0M | 0.00% | Share |
| 22 | OSAIC HOLDINGS, INC. | 51,801 | $2.0M | 0.00% | Share |
| 23 | Gladstone Institutional Advisory LLC | 51,945 | $2.0M | 0.08% | Share |
| 24 | Visionary Wealth Advisors | 48,378 | $1.9M | 0.09% | Share |
| 25 | High Net Worth Advisory Group LLC | 43,650 | $1.8M | 0.40% | Share |
| 26 | GILPIN WEALTH MANAGEMENT, LLC | 41,371 | $1.7M | 1.31% | Share |
| 27 | Forefront Analytics, LLC | 36,492 | $1.5M | 1.29% | Share |
| 28 | Consilium Wealth Advisory, LLC | 36,295 | $1.5M | 0.54% | Share |
| 29 | Corient Private Wealth LLC | 35,003 | $1.4M | 0.00% | Share |
| 30 | J.W. COLE ADVISORS, INC. | 35,154 | $1.4M | 0.03% | Share |
| 31 | KMG FIDUCIARY PARTNERS, LLC | 33,918 | $1.4M | 0.10% | Share |
| 32 | Onyx Bridge Wealth Group LLC | 32,705 | $1.3M | 0.14% | Share |
| 33 | RCW Management, LLC | 31,989 | $1.3M | 1.30% | Share |
| 34 | BlueStem Wealth Partners, LLC | 31,382 | $1.3M | 0.14% | Share |
| 35 | Brookstone Capital Management | 30,769 | $1.2M | 0.01% | Share |
| 36 | HARBOUR INVESTMENTS, INC. | 30,312 | $1.2M | 0.02% | Share |
| 37 | RIK SAYLOR FINANCIAL, INC. | 29,455 | $1.2M | 0.87% | Share |
| 38 | UBS Group AG | 28,707 | $1.2M | 0.00% | Share |
| 39 | Sovereign Financial Group, Inc. | 28,369 | $1.1M | 0.20% | Share |
| 40 | Thrive Capital Management, LLC | 26,870 | $1.1M | 0.24% | Share |
| 41 | Elevation Capital Advisory, LLC | 26,059 | $1.0M | 0.43% | Share |
| 42 | NATIONAL BANK OF CANADA /FI/ | 38,921 | $1.0M | 0.00% | Share |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 37,290 | $1.0M | 0.00% | Share |
| 44 | MORGAN STANLEY | 35,693 | $1.0M | 0.00% | Share |
| 45 | Rothschild Wealth LLC | 39,623 | $1.0M | 0.12% | Share |
| 46 | Waterloo Capital, L.P. | 36,058 | $1.0M | 0.07% | Share |
| 47 | BANK OF AMERICA CORP /DE/ | 40,484 | $1.0M | 0.00% | Share |
| 48 | AMERIPRISE FINANCIAL INC | 37,703 | $1.0M | 0.00% | Share |
| 49 | Steward Partners Investment Advisory, LLC | 26,804 | $1.0M | 0.01% | Share |
| 50 | Janney Montgomery Scott LLC | 25,929 | $1.0M | 0.00% | Share |