| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,742,873 | $443.3M | 0.28% | Share |
| 2 | BlackRock, Inc. | 1,888,872 | $122.0M | 0.00% | Share |
| 3 | LPL Financial LLC | 922,396 | $59.0M | 0.02% | Share |
| 4 | WELLS FARGO & COMPANY/MN | 852,109 | $55.0M | 0.01% | Share |
| 5 | Worth Asset Management, LLC | 670,703 | $43.6M | 18.49% | Share |
| 6 | RAYMOND JAMES FINANCIAL INC | 610,809 | $39.0M | 0.01% | Share |
| 7 | JPMORGAN CHASE & CO | 580,413 | $37.0M | 0.00% | Share |
| 8 | MORGAN STANLEY | 553,337 | $35.0M | 0.00% | Share |
| 9 | Mesirow Financial Investment Management, Inc. | 483,350 | $31.4M | 0.65% | Share |
| 10 | ASPIRIANT, LLC | 481,329 | $31.3M | 0.90% | Share |
| 11 | BARCLAYS PLC | 419,700 | $27.0M | 0.01% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 411,474 | $26.0M | 0.00% | Share |
| 13 | JIM SAULNIER & ASSOCIATES, LLC | 392,041 | $25.5M | 13.21% | Share |
| 14 | Focus Partners Wealth | 357,643 | $23.0M | 0.03% | Share |
| 15 | STIFEL FINANCIAL CORP | 364,102 | $23.0M | 0.02% | Share |
| 16 | WELLS FARGO & COMPANY/MN | 339,412 | $22.0M | 0.00% | Share |
| 17 | Consilium Wealth Advisory, LLC | 319,268 | $20.8M | 7.66% | Share |
| 18 | ASSETMARK, INC | 280,640 | $18.2M | 0.04% | Share |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 284,966 | $18.0M | 0.24% | Share |
| 20 | BSW Wealth Partners | 247,812 | $16.1M | 1.93% | Share |
| 21 | Waverly Advisors, LLC | 247,953 | $16.0M | 0.13% | Share |
| 22 | UBS Group AG | 245,431 | $16.0M | 0.00% | Share |
| 23 | Lebenthal Global Advisors, LLC | 224,379 | $14.6M | 2.25% | Share |
| 24 | Cambridge Investment Research Advisors, Inc. | 200,731 | $13.0M | 0.03% | Share |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 199,303 | $12.0M | 0.00% | Share |
| 26 | ROYAL BANK OF CANADA | 194,553 | $12.0M | 0.00% | Share |
| 27 | Phil A. Younker & Associates, Ltd. | 177,547 | $11.5M | 8.05% | Share |
| 28 | BANK OF AMERICA CORP /DE/ | 165,856 | $10.0M | 0.00% | Share |
| 29 | KESTRA PRIVATE WEALTH SERVICES, LLC | 140,652 | $9.1M | 0.11% | Share |
| 30 | Cetera Investment Advisers | 144,729 | $9.0M | 0.01% | Share |
| 31 | TRUE Private Wealth Advisors | 124,898 | $8.1M | 0.81% | Share |
| 32 | OSAIC HOLDINGS, INC. | 136,415 | $8.0M | 0.01% | Share |
| 33 | Ellenbecker Investment Group | 113,071 | $7.3M | 1.03% | Share |
| 34 | TRUIST FINANCIAL CORP | 109,727 | $7.1M | 0.01% | Share |
| 35 | EIGHT 31 FINANCIAL, LLC | 109,553 | $7.1M | 3.91% | Share |
| 36 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 109,190 | $7.1M | 0.71% | Share |
| 37 | Kestra Advisory Services, LLC | 109,568 | $7.0M | 0.03% | Share |
| 38 | Janney Montgomery Scott LLC | 108,561 | $7.0M | 0.02% | Share |
| 39 | Legacy Wealth Partners, LLC | 105,680 | $6.9M | 1.78% | Share |
| 40 | NBT BANK N A /NY | 65 | $6.6M | 0.43% | Share |
| 41 | HANOVER ADVISORS INC | 100,435 | $6.5M | 2.53% | Share |
| 42 | Cogent Private Wealth, Inc. | 97,260 | $6.3M | 4.81% | Share |
| 43 | Strategic Family Wealth Counselors, L.L.C. | 92,928 | $6.1M | 1.36% | Share |
| 44 | UNIQUE WEALTH, LLC | 91,599 | $6.0M | 0.83% | Share |
| 45 | Wealth Forward, LLC | 86,635 | $5.6M | 3.18% | Share |
| 46 | PATTON ALBERTSON MILLER GROUP, LLC | 85,405 | $5.6M | 0.65% | Share |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80,089 | $5.3M | 0.01% | Share |
| 48 | Weaver Consulting Group | 77,658 | $5.0M | 1.23% | Share |
| 49 | Prosperity Consulting Group, LLC | 76,368 | $5.0M | 0.22% | Share |
| 50 | LBMC INVESTMENT ADVISORS, LLC | 72,654 | $4.7M | 0.29% | Share |