| LPL Financial LLC | 4,105,997 | $395.5m | 0.1% |
| PNC Financial Services Group, Inc. | 3,485,235 | $335.7m | 0.2% |
| MORGAN STANLEY | 2,938,251 | $283.0m | 0.0% |
| Focus Partners Wealth | 2,612,755 | $251.7m | 0.3% |
| AMERIPRISE FINANCIAL INC | 2,439,830 | $235.0m | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,476,721 | $142.2m | 2.2% |
| Creative Planning | 1,339,092 | $129.0m | 0.1% |
| UBS Group AG | 1,315,387 | $126.7m | 0.0% |
| Trilogy Capital Inc. | 1,196,646 | $115.3m | 4.5% |
| Cetera Investment Advisers | 1,094,640 | $105.4m | 0.1% |
| Evercore Wealth Management, LLC | 1,035,464 | $99.7m | 1.4% |
| BANK OF AMERICA CORP /DE/ | 1,034,935 | $99.7m | 0.0% |
| Clearstead Advisors, LLC | 942,613 | $90.8m | 0.9% |
| WELLS FARGO & COMPANY/MN | 805,255 | $77.6m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 784,125 | $75.5m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 735,996 | $70.9m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 640,994 | $61.7m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 591,837 | $57.0m | 0.1% |
| Waterway Wealth Management, LLC | 655,697 | $56.8m | 11.6% |
| OSAIC HOLDINGS, INC. | 517,478 | $49.8m | 0.1% |
| CLG LLC | 460,674 | $44.4m | 9.7% |
| ROYAL BANK OF CANADA | 460,179 | $44.3m | 0.0% |
| IAG Wealth Partners, LLC | 402,998 | $38.8m | 3.9% |
| Lee, Kelleher & Klein Wealth Management | 381,301 | $36.7m | 19.2% |
| Rockefeller Capital Management L.P. | 352,850 | $34.0m | 0.1% |