| LPL Financial LLC | 2,424,439 | $85.0m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,727,238 | $60.6m | 0.0% |
| Northwest Financial Advisors | 1,676,055 | $58.8m | 7.8% |
| Bank of New York Mellon Corp | 1,569,805 | $55.1m | 0.0% |
| CIBC Bancorp USA Inc. | 1,168,787 | $40.8m | 0.0% |
| TOMPKINS FINANCIAL CORP | 869,425 | $30.5m | 2.1% |
| Snowden Capital Advisors LLC | 624,788 | $21.9m | 0.5% |
| DENVER WEALTH MANAGEMENT, INC. | 562,823 | $19.7m | 5.7% |
| Alliance Wealth Advisors, LLC | 455,384 | $16.0m | 5.2% |
| JONES FINANCIAL COMPANIES LLLP | 458,737 | $15.9m | 0.0% |
| NORTHLAND SECURITIES, INC. | 412,738 | $14.5m | 8.4% |
| JSF Financial, LLC | 409,180 | $14.3m | 2.3% |
| Pinnacle Wealth Management, LLC | 405,922 | $14.2m | 8.8% |
| ENVESTNET ASSET MANAGEMENT INC | 373,249 | $13.1m | 0.0% |
| Navigation Group, LLC | 334,968 | $11.7m | 2.3% |
| Meridian Financial Partners LLC | 319,202 | $11.1m | 3.8% |
| Members Advisory Group LLC | 311,190 | $10.9m | 3.0% |
| Western Wealth Management, LLC | 308,941 | $10.8m | 0.4% |
| Prosperity Bancshares Inc | 308,275 | $10.8m | 7.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 302,354 | $10.6m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 274,463 | $9.6m | 0.0% |
| PNC Financial Services Group, Inc. | 250,650 | $8.8m | 0.0% |
| WELLS FARGO & COMPANY/MN | 211,736 | $7.4m | 0.0% |
| Provident Wealth Management, LLC | 174,568 | $6.1m | 1.6% |
| Sigma Planning Corp | 169,655 | $5.9m | 0.1% |