| Tanglewood Wealth Management, Inc. | 1,334,706 | 18.7% | — |
| MORGAN STANLEY | 778,673 | 10.9% | — |
| BANK OF AMERICA CORP /DE/ | 725,818 | 10.2% | — |
| ROYAL BANK OF CANADA | 330,416 | 4.6% | — |
| Blume Capital Management, Inc. | 305,375 | 4.3% | — |
| LPL Financial LLC | 209,484 | 2.9% | — |
| ForthRight Wealth Management, LLC | 168,195 | 2.4% | — |
| STIFEL FINANCIAL CORP | 161,701 | 2.3% | — |
| RAYMOND JAMES FINANCIAL INC | 129,851 | 1.8% | — |
| Pinnacle Financial Partners, Inc. | 108,456 | 1.5% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 107,605 | 1.5% | — |
| Arkadios Wealth Advisors | 104,207 | 1.5% | — |
| BLVD Private Wealth, LLC | 92,615 | 1.3% | — |
| UBS Group AG | 89,772 | 1.3% | — |
| CITADEL ADVISORS LLC | 64,586 | 0.9% | — |