| BANK OF AMERICA CORP /DE/ | 308,503 | $88.8m | 0.0% |
| MORGAN STANLEY | 257,410 | $74.1m | 0.0% |
| Pathstone Holdings, LLC | 172,944 | $49.8m | 0.1% |
| ASSETMARK, INC | 113,045 | $32.5m | 0.1% |
| OSAIC HOLDINGS, INC. | 101,066 | $29.1m | 0.0% |
| TFC Financial Management, Inc. | 87,140 | $25.1m | 2.8% |
| LPL Financial LLC | 78,870 | $22.7m | 0.0% |
| AMERIPRISE FINANCIAL INC | 75,181 | $22.0m | 0.0% |
| WELLS FARGO & COMPANY/MN | 75,664 | $21.8m | 0.0% |
| Systelligence, LLC | 67,915 | $19.5m | 3.3% |
| QUEST INVESTMENT MANAGEMENT LLC | 66,964 | $19.3m | 2.3% |
| AMG National Trust Bank | 54,279 | $15.6m | 0.3% |
| Sound Income Strategies, LLC | 54,217 | $15.6m | 0.7% |
| UBS Group AG | 49,393 | $14.2m | 0.0% |
| Equitable Holdings, Inc. | 49,292 | $14.2m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 42,219 | $12.1m | 0.0% |
| WestHill Financial Advisors, Inc. | 41,503 | $11.9m | 2.0% |
| RAYMOND JAMES FINANCIAL INC | 39,615 | $11.4m | 0.0% |
| Rockefeller Capital Management L.P. | 39,370 | $11.3m | 0.0% |
| Cetera Investment Advisers | 37,169 | $10.7m | 0.0% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 34,002 | $9.8m | 0.1% |
| Institute for Wealth Management, LLC. | 32,625 | $9.4m | 0.8% |
| LJI Wealth Management, LLC | 31,517 | $9.1m | 1.3% |
| STIFEL FINANCIAL CORP | 29,201 | $8.4m | 0.0% |
| Nvest Financial, LLC | 27,103 | $7.8m | 2.5% |