| BANK OF AMERICA CORP /DE/ | 2,829,358 | $157.8m | 0.0% |
| LPL Financial LLC | 1,398,235 | $78.0m | 0.0% |
| MORGAN STANLEY | 1,300,997 | $72.6m | 0.0% |
| Waverly Advisors, LLC | 1,071,783 | $59.8m | 0.3% |
| Cetera Investment Advisers | 1,034,707 | $57.7m | 0.1% |
| WELLS FARGO & COMPANY/MN | 1,031,039 | $57.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,010,685 | $56.4m | 0.0% |
| Arbor Investment Advisors, LLC | 805,518 | $44.9m | 5.1% |
| ROYAL BANK OF CANADA | 767,863 | $42.8m | 0.0% |
| Stonebridge Financial Group, LLC | 762,863 | $42.5m | 3.2% |
| FIRST FOUNDATION ADVISORS | 739,179 | $41.2m | 1.5% |
| WCG Wealth Advisors LLC | 634,759 | $35.4m | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 422,426 | $23.1m | 0.0% |
| Wealthspire Retirement, LLC | 355,967 | $19.9m | 1.1% |
| Sanctuary Advisors, LLC | 293,041 | $16.3m | 0.1% |
| Baird Financial Group, Inc. | 288,249 | $16.1m | 0.0% |
| Equitable Holdings, Inc. | 286,779 | $16.0m | 0.1% |
| Traction Financial Partners, LLC | 285,584 | $15.9m | 8.5% |
| Johnson & White Wealth Management, LLC | 266,421 | $14.9m | 5.6% |
| Three Bridge Wealth Advisors, LLC | 261,632 | $14.6m | 3.7% |
| CAPTRUST FINANCIAL ADVISORS | 247,800 | $13.8m | 0.0% |
| UBS Group AG | 241,394 | $13.5m | 0.0% |
| Federation des caisses Desjardins du Quebec | 241,085 | $13.4m | 0.0% |
| AlphaCore Capital LLC | 234,261 | $13.1m | 0.2% |
| AQR CAPITAL MANAGEMENT LLC | 224,734 | $12.5m | 0.0% |