| ENVESTNET ASSET MANAGEMENT INC | 19,652,832 | $2.0bn | 0.5% |
| Forum Financial Management, LP | 9,680,967 | $971.5m | 12.5% |
| BANK OF AMERICA CORP /DE/ | 7,056,628 | $708.1m | 0.0% |
| LPL Financial LLC | 6,711,248 | $673.5m | 0.2% |
| BlackRock, Inc. | 4,710,306 | $472.7m | 0.0% |
| MORGAN STANLEY | 3,540,643 | $355.3m | 0.0% |
| JPMORGAN CHASE & CO | 3,490,075 | $353.6m | 0.0% |
| TRUIST FINANCIAL CORP | 3,002,613 | $301.3m | 0.4% |
| AMERIPRISE FINANCIAL INC | 2,455,071 | $246.0m | 0.0% |
| ASSETMARK, INC | 2,446,904 | $245.5m | 0.4% |
| Envestnet Portfolio Solutions, Inc. | 2,288,353 | $229.6m | 1.1% |
| Dynasty Wealth Management, LLC | 2,050,071 | $205.7m | 1.5% |
| STIFEL FINANCIAL CORP | 1,746,571 | $175.3m | 0.1% |
| Cetera Investment Advisers | 1,662,099 | $166.8m | 0.2% |
| WELLS FARGO & COMPANY/MN | 1,660,729 | $166.7m | 0.0% |
| MATHER GROUP, LLC. | 1,537,777 | $154.3m | 1.3% |
| PARK AVENUE SECURITIES LLC | 1,367,082 | $137.2m | 0.9% |
| RiverFront Investment Group, LLC | 1,324,932 | $133.0m | 1.8% |
| Janney Montgomery Scott LLC | 1,220,050 | $122.4m | 0.2% |
| MML INVESTORS SERVICES, LLC | 1,192,620 | $119.7m | 0.2% |
| Bank of New York Mellon Corp | 1,110,583 | $111.4m | 0.0% |
| NewEdge Advisors, LLC | 931,209 | $93.4m | 0.3% |
| Destination Wealth Management | 891,126 | $89.4m | 2.1% |
| HAMILTON CAPITAL PARTNERS, LLC | 857,106 | $86.0m | 25.0% |
| BENJAMIN EDWARDS INC | 836,231 | $83.9m | 0.8% |