| 1 | Orgel Wealth Management, LLC | 6,325,741 | $153.9M | 3.40% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 3,691,697 | $89.0M | 0.01% | Share |
| 3 | MORGAN STANLEY | 2,785,502 | $67.0M | 0.00% | Share |
| 4 | Schneider Downs Wealth Management Advisors, LP | 2,426,389 | $59.0M | 6.65% | Share |
| 5 | Meeder Advisory Services, Inc. | 2,260,794 | $55.0M | 2.36% | Share |
| 6 | LPL Financial LLC | 2,046,660 | $49.0M | 0.01% | Share |
| 7 | Cetera Investment Advisers | 1,946,336 | $47.0M | 0.05% | Share |
| 8 | IAG Wealth Partners, LLC | 1,838,192 | $44.7M | 5.18% | Share |
| 9 | UBS Group AG | 1,697,340 | $41.3M | 0.01% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,682,573 | $40.0M | 0.01% | Share |
| 11 | Midwest Trust Co | 1,277,827 | $31.1M | 0.39% | Share |
| 12 | Mariner, LLC | 1,222,826 | $29.0M | 0.03% | Share |
| 13 | BANK OF AMERICA CORP /DE/ | 1,035,036 | $25.0M | 0.00% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 1,016,517 | $24.0M | 0.00% | Share |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 775,478 | $18.0M | 0.01% | Share |
| 16 | Pallas Capital Advisors LLC | 626,745 | $15.2M | 0.50% | Share |
| 17 | ROYAL BANK OF CANADA | 551,778 | $13.0M | 0.00% | Share |
| 18 | TruWealth Advisors, LLC | 518,202 | $12.6M | 0.62% | Share |
| 19 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 511,354 | $12.4M | 2.02% | Share |
| 20 | CONDOR CAPITAL MANAGEMENT | 495,798 | $12.1M | 0.98% | Share |
| 21 | Orion Porfolio Solutions, LLC | 498,293 | $12.0M | 0.09% | Share |
| 22 | CFO4Life Group, LLC | 476,879 | $11.6M | 1.65% | Share |
| 23 | MassMutual Private Wealth & Trust, FSB | 455,243 | $11.1M | 0.29% | Share |
| 24 | FLPUTNAM INVESTMENT MANAGEMENT CO | 463,899 | $11.0M | 0.16% | Share |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | 422,597 | $10.0M | 0.19% | Share |
| 26 | INVENIO WEALTH PARTNERS LLC | 398,128 | $9.7M | 3.60% | Share |
| 27 | VICUS CAPITAL | 379,218 | $9.2M | 0.69% | Share |
| 28 | Dynamic Advisor Solutions LLC | 346,073 | $8.4M | 0.27% | Share |
| 29 | Hudock, Inc. | 340,522 | $8.3M | 1.22% | Share |
| 30 | Summit Financial, LLC | 366,596 | $8.0M | 0.12% | Share |
| 31 | TRUIST FINANCIAL CORP | 301,980 | $7.3M | 0.01% | Share |
| 32 | Main Street Financial Solutions, LLC | 276,022 | $6.7M | 0.50% | Share |
| 33 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 217,309 | $5.3M | 0.01% | Share |
| 34 | Elyxium Wealth, LLC | 217,442 | $5.3M | 1.47% | Share |
| 35 | Prestige Wealth Management Group LLC | 214,452 | $5.2M | 1.00% | Share |
| 36 | GGM Financials LLC | 214,131 | $5.2M | 2.53% | Share |
| 37 | Sanctuary Advisors, LLC | 211,601 | $5.1M | 0.03% | Share |
| 38 | OSAIC HOLDINGS, INC. | 229,948 | $5.0M | 0.01% | Share |
| 39 | Bank of New York Mellon Corp | 240,938 | $5.0M | 0.00% | Share |
| 40 | RAYMOND JAMES FINANCIAL INC | 216,506 | $5.0M | 0.00% | Share |
| 41 | Sanctuary Advisors, LLC | 185,329 | $4.4M | 0.03% | Share |
| 42 | Sanctuary Advisors, LLC | 185,329 | $4.4M | 0.03% | Share |
| 43 | Brady Martz Wealth Solutions, LLC | 178,474 | $4.3M | 0.76% | Share |
| 44 | Avantax Planning Partners, Inc. | 171,499 | $4.0M | 0.11% | Share |
| 45 | STIFEL FINANCIAL CORP | 166,960 | $4.0M | 0.00% | Share |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 177,037 | $4.0M | 0.01% | Share |
| 47 | Smallwood Wealth Investment Management, LLC | 162,444 | $4.0M | 2.07% | Share |
| 48 | Sanctuary Advisors, LLC | 154,942 | $3.7M | 0.02% | Share |
| 49 | Bernardo Wealth Planning LLC | 150,098 | $3.7M | 0.70% | Share |
| 50 | Elequin Capital, LP | 134,234 | $3.3M | 0.24% | Share |