| 1 | HBK Sorce Advisory LLC | 4,304,199 | $336.0M | 7.72% | Share |
| 2 | Wealthquest Corp | 415,700 | $30.9M | 2.33% | Share |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 214,005 | $16.3M | 0.02% | Share |
| 4 | CURIO WEALTH, LLC | 105,291 | $7.9M | 2.81% | Share |
| 5 | Chicago Partners Investment Group LLC | 91,421 | $7.0M | 0.17% | Share |
| 6 | Elite Life Management LLC | 78,937 | $6.2M | 10.02% | Share |
| 7 | M Holdings Securities, Inc. | 67,918 | $5.0M | 0.36% | Share |
| 8 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 40,225 | $3.1M | 2.28% | Share |
| 9 | CITADEL ADVISORS LLC | 38,329 | $2.0M | 0.00% | Share |
| 10 | WPWealth LLP | 16,590 | $1.2M | 0.19% | Share |
| 11 | EWA, LLC | 14,828 | $1.1M | 0.27% | Share |
| 12 | First Financial Group Corp | 14,690 | $1.1M | 0.93% | Share |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | 14,009 | $1.0M | 0.03% | Share |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,329 | $1.0M | 0.00% | Share |
| 15 | Vantage Point Financial LLC | 12,273 | $912K | 0.33% | Share |
| 16 | American Investment Services, Inc. | 11,676 | $868K | 0.20% | Share |
| 17 | Pinion Investment Advisors, LLC | 10,935 | $813K | 0.20% | Share |
| 18 | Northwest Bancshares, Inc. | 5,883 | $437K | 0.08% | Share |
| 19 | PRIVATE TRUST CO NA | 4,739 | $352K | 0.03% | Share |
| 20 | Rockwood Wealth Management, LLC | 3,983 | $296K | 0.02% | Share |
| 21 | Signature Resources Capital Management, LLC | 1,500 | $111K | 0.06% | Share |
| 22 | OPTIMA CAPITAL LLC | 1,345 | $100K | 0.04% | Share |
| 23 | CWM, LLC | 1,077 | $80K | 0.00% | Share |
| 24 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 418 | $31K | 0.01% | Share |
| 25 | Allworth Financial LP | 136 | $10K | 0.00% | Share |
| 26 | UBS Group AG | 99 | $7K | 0.00% | Share |
| 27 | ELEVATE WEALTH ADVISORY, INC | 71 | $5K | 0.00% | Share |
| 28 | ASSETMARK, INC | 59 | $4K | 0.00% | Share |
| 29 | HighTower Advisors, LLC | 3,767 | $0 | 0.00% | Share |
| 30 | CITIGROUP INC | 33 | $0 | 0.00% | Share |
| 31 | Colonial Trust Co / SC | 56 | $0 | 0.00% | Share |
| 32 | OSAIC HOLDINGS, INC. | 500 | $0 | 0.00% | Share |
| 33 | WELLS FARGO & COMPANY/MN | 1,503 | $0 | 0.00% | Share |
| 34 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0 | $0 | 0.00% | Share |
| 35 | ROYAL BANK OF CANADA | 326 | $0 | 0.00% | Share |
| 36 | MORGAN STANLEY | 111 | $0 | 0.00% | Share |
| 37 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | Share |
| 38 | JPMORGAN CHASE & CO | 0 | $0 | 0.00% | Share |
| 39 | LPL Financial LLC | 8,058 | $0 | 0.00% | Share |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 1,533 | $0 | 0.00% | Share |
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 446 | $0 | 0.00% | Share |
| 42 | MORGAN STANLEY | 874 | $0 | 0.00% | Share |