| BANK OF AMERICA CORP /DE/ | 4,450,098 | $1.0bn | 0.1% |
| LPL Financial LLC | 914,183 | $206.1m | 0.0% |
| Wellspring Financial Advisors, LLC | 788,817 | $177.9m | 2.6% |
| MORGAN STANLEY | 621,633 | $140.2m | 0.0% |
| PGIM Custom Harvest LLC | 496,263 | $111.9m | 1.4% |
| Compass Financial Group, INC/SD | 440,884 | $99.4m | 11.4% |
| WELLS FARGO & COMPANY/MN | 391,371 | $88.3m | 0.0% |
| Beacon Capital Management, Inc. | 369,724 | $83.4m | 5.0% |
| UBS Group AG | 326,457 | $73.6m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 310,460 | $70.0m | 0.1% |
| Cetera Investment Advisers | 274,055 | $61.8m | 0.1% |
| Empower Advisory Group, LLC | 270,255 | $60.9m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 246,022 | $55.5m | 0.0% |
| AMERIPRISE FINANCIAL INC | 230,760 | $52.2m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 198,097 | $44.7m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 176,857 | $39.9m | 0.1% |
| STIFEL FINANCIAL CORP | 156,697 | $35.3m | 0.0% |
| OSAIC HOLDINGS, INC. | 156,076 | $35.2m | 0.0% |
| Ameritas Advisory Services, LLC | 140,086 | $31.6m | 0.6% |
| ROYAL BANK OF CANADA | 137,333 | $31.0m | 0.0% |
| Cerity Partners LLC | 108,434 | $24.5m | 0.0% |
| Rockefeller Capital Management L.P. | 107,763 | $24.3m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 102,314 | $23.1m | 0.0% |
| Apollon Wealth Management, LLC | 84,745 | $19.1m | 0.2% |
| Blankinship & Foster, LLC | 82,532 | $18.6m | 3.8% |