| MORGAN STANLEY | 3,983,835 | $367.3m | 0.0% |
| LPL Financial LLC | 3,827,606 | $352.9m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,871,675 | $264.8m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 2,787,919 | $257.1m | 0.1% |
| WELLS FARGO & COMPANY/MN | 2,249,290 | $207.4m | 0.0% |
| AE Wealth Management LLC | 1,843,273 | $170.0m | 0.8% |
| BANK OF AMERICA CORP /DE/ | 1,839,221 | $169.6m | 0.0% |
| OneDigital Investment Advisors LLC | 1,835,711 | $169.3m | 1.4% |
| OSAIC HOLDINGS, INC. | 1,796,810 | $165.7m | 0.2% |
| TECTONIC ADVISORS LLC | 1,670,377 | $154.0m | 7.4% |
| NewEdge Advisors, LLC | 1,474,136 | $135.9m | 0.4% |
| Koss-Olinger Consulting, LLC | 1,347,216 | $124.2m | 9.6% |
| Waverly Advisors, LLC | 1,332,448 | $122.9m | 0.7% |
| Cetera Investment Advisers | 1,293,060 | $119.2m | 0.1% |
| Sand Hill Global Advisors, LLC | 1,243,907 | $114.7m | 3.5% |
| JPMORGAN CHASE & CO | 1,168,467 | $108.2m | 0.0% |
| Heirloom Wealth Management | 1,156,313 | $106.6m | 15.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 991,278 | $91.4m | 1.4% |
| UBS Group AG | 946,854 | $87.3m | 0.0% |
| CreativeOne Wealth, LLC | 905,609 | $83.5m | 1.8% |
| Gotham Asset Management, LLC | 798,729 | $73.7m | 0.2% |
| ROYAL BANK OF CANADA | 654,022 | $60.3m | 0.0% |
| Buck Wealth Strategies, LLC | 651,556 | $60.1m | 6.3% |
| Vickerman Investment Advisors, Inc. | 639,932 | $59.0m | 11.5% |
| Thrivent Financial for Lutherans | 639,633 | $59.0m | 0.1% |