| Lido Advisors, LLC | 54,893,698 | $1.1bn | 2.9% |
| MORGAN STANLEY | 10,263,779 | $201.3m | 0.0% |
| UBS Group AG | 7,688,698 | $150.8m | 0.0% |
| LPL Financial LLC | 7,504,308 | $147.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 7,083,981 | $139.0m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 6,235,176 | $122.3m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 5,750,292 | $112.8m | 0.0% |
| Invesco Ltd. | 4,001,961 | $78.5m | 0.0% |
| MAI Capital Management | 3,152,593 | $61.8m | 0.2% |
| Bluespring Wealth Management, LLC | 2,704,348 | $53.0m | 1.0% |
| ROYAL BANK OF CANADA | 2,619,846 | $51.4m | 0.0% |
| MML INVESTORS SERVICES, LLC | 2,188,800 | $42.9m | 0.1% |
| Avior Wealth Management, LLC | 2,165,477 | $42.5m | 1.1% |
| Thrivent Financial for Lutherans | 1,858,277 | $36.5m | 0.1% |
| DAVIS R M INC | 1,794,655 | $35.2m | 0.6% |
| OSAIC HOLDINGS, INC. | 1,603,181 | $31.5m | 0.0% |
| MONECO ADVISORS, LLC | 1,465,168 | $28.7m | 1.8% |
| Brookstone Capital Management | 1,430,128 | $28.1m | 0.3% |
| Atlantic Union Bankshares Corp | 1,416,854 | $27.8m | 0.5% |
| Hills Bank & Trust Co | 1,390,074 | $27.3m | 1.2% |
| TLWM | 1,348,131 | $26.4m | 4.3% |
| Clark Asset Management, LLC | 1,307,608 | $25.6m | 2.0% |
| Baird Financial Group, Inc. | 1,209,315 | $23.7m | 0.0% |
| Kestra Advisory Services, LLC | 1,207,482 | $23.7m | 0.1% |
| STIFEL FINANCIAL CORP | 1,181,763 | $23.2m | 0.0% |