| 1 | Sound Income Strategies, LLC | 2,100,916 | $42.2M | 2.00% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 950,294 | $18.0M | 0.00% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 694,448 | $13.0M | 0.00% | Share |
| 4 | ASSETMARK, INC | 644,486 | $12.8M | 0.03% | Share |
| 5 | LPL Financial LLC | 311,839 | $6.0M | 0.00% | Share |
| 6 | MORGAN STANLEY | 258,465 | $5.0M | 0.00% | Share |
| 7 | Hennion & Walsh Asset Management, Inc. | 250,966 | $5.0M | 0.17% | Share |
| 8 | CAPE COD FIVE CENTS SAVINGS BANK | 204,742 | $4.1M | 0.37% | Share |
| 9 | RAYMOND JAMES FINANCIAL INC | 201,951 | $4.0M | 0.00% | Share |
| 10 | AE Wealth Management LLC | 191,537 | $3.8M | 0.02% | Share |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | 187,315 | $3.7M | 0.23% | Share |
| 12 | Tidemark, LLC | 166,070 | $3.3M | 0.94% | Share |
| 13 | AMERIPRISE FINANCIAL INC | 186,250 | $3.0M | 0.00% | Share |
| 14 | &PARTNERS | 167,240 | $3.0M | 0.02% | Share |
| 15 | Ocean Park Asset Management, LLC | 112,800 | $2.2M | 0.11% | Share |
| 16 | Cetera Investment Advisers | 109,786 | $2.0M | 0.00% | Share |
| 17 | Cambria Investment Management, L.P. | 115,759 | $2.0M | 0.12% | Share |
| 18 | GOLDMAN SACHS GROUP INC | 128,620 | $2.0M | 0.00% | Share |
| 19 | Orion Porfolio Solutions, LLC | 131,762 | $2.0M | 0.01% | Share |
| 20 | OPPENHEIMER & CO INC | 77,188 | $1.5M | 0.02% | Share |
| 21 | Whitcomb & Hess, Inc. | 74,116 | $1.5M | 0.35% | Share |
| 22 | Belpointe Asset Management LLC | 71,814 | $1.4M | 0.05% | Share |
| 23 | UBS Group AG | 66,426 | $1.3M | 0.00% | Share |
| 24 | Verde Capital Management | 63,303 | $1.3M | 0.27% | Share |
| 25 | SCOTIA CAPITAL INC. | 60,623 | $1.0M | 0.00% | Share |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 63,722 | $1.0M | 0.00% | Share |
| 27 | JANE STREET GROUP, LLC | 94,639 | $1.0M | 0.00% | Share |
| 28 | GUGGENHEIM CAPITAL LLC | 66,682 | $1.0M | 0.01% | Share |
| 29 | Rockefeller Capital Management L.P. | 59,546 | $1.0M | 0.00% | Share |
| 30 | MML INVESTORS SERVICES, LLC | 81,201 | $1.0M | 0.00% | Share |
| 31 | ROYAL BANK OF CANADA | 94,164 | $1.0M | 0.00% | Share |
| 32 | Seed Wealth Management, Inc. | 45,510 | $905K | 0.62% | Share |
| 33 | Geneos Wealth Management Inc. | 44,375 | $882K | 0.02% | Share |
| 34 | Sage Advisory Services, Ltd.Co. | 44,310 | $881K | 0.48% | Share |
| 35 | Focus Financial Network, Inc. | 39,729 | $790K | 0.03% | Share |
| 36 | INTEGRITY ALLIANCE, LLC. | 38,867 | $773K | 0.03% | Share |
| 37 | Etesian Wealth Advisors, Inc. | 36,377 | $723K | 0.23% | Share |
| 38 | KINGSWOOD WEALTH ADVISORS, LLC | 33,628 | $668K | 0.03% | Share |
| 39 | Farther Finance Advisors, LLC | 33,450 | $665K | 0.01% | Share |
| 40 | Acorn Wealth Advisors, LLC | 33,308 | $662K | 0.20% | Share |
| 41 | Trademark Financial Management, LLC | 32,663 | $649K | 0.36% | Share |
| 42 | Able Wealth Management LLC | 32,403 | $644K | 0.20% | Share |
| 43 | J.W. COLE ADVISORS, INC. | 31,785 | $632K | 0.02% | Share |
| 44 | WCG Wealth Advisors LLC | 21,231 | $422K | 0.01% | Share |
| 45 | Rareview Capital LLC | 18,696 | $370K | 0.24% | Share |
| 46 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 18,400 | $365K | 0.02% | Share |
| 47 | Yoffe Investment Management, LLC | 16,930 | $336K | 0.43% | Share |
| 48 | UBS Group AG | 15,573 | $309K | 0.00% | Share |
| 49 | Coastal Bridge Advisors, LLC | 14,239 | $283K | 0.02% | Share |
| 50 | Endowment Wealth Management, Inc. | 13,568 | $269K | 0.12% | Share |