| Fiduciary Trust Co | 1,778,576 | $138.4m | 1.5% |
| LPL Financial LLC | 1,638,719 | $127.5m | 0.0% |
| MORGAN STANLEY | 928,869 | $72.3m | 0.0% |
| Garrett Wealth Advisory Group, LLC | 752,712 | $58.6m | 9.0% |
| Cetera Investment Advisers | 687,129 | $53.5m | 0.0% |
| Private Advisor Group, LLC | 664,596 | $51.7m | 0.2% |
| INTEGRITY ALLIANCE, LLC. | 562,910 | $43.8m | 1.4% |
| WealthPlan Investment Management, LLC | 516,386 | $40.2m | 2.0% |
| Team Financial Group, LLC | 457,411 | $35.6m | 15.1% |
| Kestra Advisory Services, LLC | 382,217 | $29.7m | 0.1% |
| Financial Gravity Companies, Inc. | 304,306 | $23.7m | 3.8% |
| IEQ CAPITAL, LLC | 265,154 | $20.6m | 0.1% |
| FLAGSHIP WEALTH ADVISORS, LLC | 233,980 | $18.2m | 4.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 198,886 | $15.5m | 0.0% |
| Stenger Family Office, LLC | 184,220 | $14.3m | 2.3% |
| BANK OF AMERICA CORP /DE/ | 175,418 | $13.6m | 0.0% |
| JPMORGAN CHASE & CO | 172,483 | $13.4m | 0.0% |
| Focus Partners Wealth | 141,071 | $11.0m | 0.0% |
| Maia Wealth LLC | 119,691 | $9.3m | 1.4% |
| EASTERN BANK | 117,104 | $9.1m | 0.1% |
| Ameritas Advisory Services, LLC | 107,375 | $8.4m | 0.2% |
| Marietta Wealth Management, LLC | 99,476 | $7.7m | 0.8% |
| UBS Group AG | 90,272 | $7.0m | 0.0% |
| Creative Planning | 88,954 | $6.9m | 0.0% |
| VISTA INVESTMENT MANAGEMENT | 85,033 | $6.6m | 2.0% |