| RWA WEALTH PARTNERS, LLC | 5,537,339 | $228.5m | 2.2% |
| LPL Financial LLC | 1,992,964 | $82.2m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 984,120 | $40.6m | 0.0% |
| WELLS FARGO & COMPANY/MN | 863,886 | $35.7m | 0.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | 429,140 | $17.7m | 0.7% |
| TRUIST FINANCIAL CORP | 314,257 | $13.0m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 248,912 | $10.3m | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 236,030 | $9.7m | 0.2% |
| Sanchez Wealth Management Group | 225,303 | $9.3m | 1.6% |
| ENVESTNET ASSET MANAGEMENT INC | 216,912 | $9.0m | 0.0% |
| Embree Financial Group | 181,678 | $7.5m | 0.8% |
| NewEdge Advisors, LLC | 170,409 | $7.0m | 0.0% |
| WPG Advisers, LLC | 153,165 | $6.3m | 3.7% |
| STIFEL FINANCIAL CORP | 137,329 | $5.7m | 0.0% |
| Sanctuary Advisors, LLC | 128,209 | $5.3m | 0.0% |
| Colonial River Investments, LLC | 125,590 | $5.2m | 1.5% |
| Castle Rock Wealth Management, LLC | 118,358 | $4.8m | 0.9% |
| Gladstone Institutional Advisory LLC | 113,744 | $4.7m | 0.1% |
| HighTower Advisors, LLC | 113,015 | $4.7m | 0.0% |
| &PARTNERS | 109,643 | $4.5m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,000 | $4.1m | 0.0% |
| CORA CAPITAL ADVISORS LLC | 93,724 | $3.9m | 1.1% |
| Wealth Management Partners, LLC | 92,852 | $3.8m | 0.9% |
| Janney Montgomery Scott LLC | 71,740 | $3.0m | 0.0% |
| Onyx Bridge Wealth Group LLC | 65,537 | $2.7m | 0.2% |