| Focus Partners Wealth | 2,931,595 | $124.0m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 2,240,041 | $94.8m | 0.0% |
| LPL Financial LLC | 2,032,593 | $86.0m | 0.0% |
| MORGAN STANLEY | 1,918,907 | $81.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,167,917 | $49.4m | 0.0% |
| MML INVESTORS SERVICES, LLC | 962,934 | $40.7m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 512,061 | $21.7m | 0.0% |
| MinichMacGregor Wealth Management, LLC | 496,666 | $21.0m | 3.2% |
| CITIGROUP INC | 481,515 | $20.4m | 0.0% |
| Advisory Services Network, LLC | 480,676 | $20.3m | 0.2% |
| Cambridge Investment Research Advisors, Inc. | 427,100 | $18.1m | 0.0% |
| OSAIC HOLDINGS, INC. | 397,755 | $16.8m | 0.0% |
| ROYAL BANK OF CANADA | 384,670 | $16.3m | 0.0% |
| Zurich Insurance Group Ltd/FI | 366,090 | $15.5m | 0.1% |
| Camarda Financial Advisors, LLC | 342,521 | $14.5m | 4.4% |
| Equitable Holdings, Inc. | 327,160 | $13.8m | 0.1% |
| Prospera Financial Services Inc | 325,656 | $13.8m | 0.2% |
| GOLDMAN SACHS GROUP INC | 323,922 | $13.7m | 0.0% |
| UBS Group AG | 249,851 | $10.6m | 0.0% |
| Three Seasons Wealth, LLC | 249,263 | $10.5m | 1.0% |
| Orion Porfolio Solutions, LLC | 248,321 | $10.5m | 0.1% |
| Well Done, LLC | 213,136 | $9.0m | 1.2% |
| BNP PARIBAS FINANCIAL MARKETS | 207,437 | $8.8m | 0.0% |
| ADVISORTRUST PARTNERS, LLC | 201,487 | $8.5m | 2.9% |
| Summit Financial Consulting LLC | 182,668 | $7.7m | 5.2% |