| BANK OF AMERICA CORP /DE/ | 7,153,445 | $1.1bn | 0.1% |
| MORGAN STANLEY | 4,906,331 | $746.6m | 0.0% |
| LPL Financial LLC | 3,040,750 | $462.7m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 2,990,179 | $455.0m | 0.1% |
| Joel Isaacson & Co., LLC | 2,894,421 | $440.5m | 12.7% |
| WELLS FARGO & COMPANY/MN | 2,281,758 | $347.2m | 0.1% |
| ROYAL BANK OF CANADA | 2,039,089 | $310.3m | 0.0% |
| UBS Group AG | 1,674,173 | $254.8m | 0.0% |
| JPMORGAN CHASE & CO | 1,380,453 | $210.9m | 0.0% |
| AMERIPRISE FINANCIAL INC | 1,292,475 | $196.6m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,111,642 | $169.2m | 0.0% |
| MAI Capital Management | 1,002,472 | $152.6m | 0.6% |
| Bank of New York Mellon Corp | 910,494 | $138.6m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 873,659 | $133.0m | 0.2% |
| Pathstone Holdings, LLC | 793,377 | $120.7m | 0.4% |
| Cetera Investment Advisers | 750,297 | $114.2m | 0.1% |
| TRUIST FINANCIAL CORP | 689,697 | $105.0m | 0.1% |
| Destination Wealth Management | 635,081 | $96.6m | 2.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 618,230 | $94.1m | 0.9% |
| STIFEL FINANCIAL CORP | 587,808 | $89.5m | 0.1% |
| Janney Montgomery Scott LLC | 577,947 | $88.0m | 0.2% |
| OSAIC HOLDINGS, INC. | 552,440 | $84.1m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 536,116 | $82.1m | 0.0% |
| Jupiter Topco LLC | 502,815 | $76.5m | 0.0% |
| Capital Investment Advisors, LLC | 491,556 | $74.8m | 1.0% |