| BANK OF AMERICA CORP /DE/ | 8,992,908 | $186.9m | 0.0% |
| MORGAN STANLEY | 8,156,835 | $169.5m | 0.0% |
| WELLS FARGO & COMPANY/MN | 5,508,838 | $114.5m | 0.0% |
| UBS Group AG | 3,210,615 | $66.7m | 0.0% |
| IFC Advisors LLC | 2,973,070 | $61.8m | 7.8% |
| Arkadios Wealth Advisors | 2,889,043 | $60.0m | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 1,479,191 | $30.7m | 0.0% |
| Focus Partners Wealth | 1,466,700 | $30.5m | 0.0% |
| CHANNEL WEALTH LLC | 1,339,350 | $27.8m | 6.2% |
| OSAIC HOLDINGS, INC. | 1,214,579 | $25.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,107,410 | $23.0m | 0.0% |
| N10 WEALTH, LLC | 1,006,181 | $20.9m | 7.4% |
| Bank of New York Mellon Corp | 937,679 | $19.5m | 0.0% |
| EP Wealth Advisors, LLC | 902,108 | $18.7m | 0.1% |
| Tortoise Investment Management, LLC | 651,023 | $13.5m | 1.0% |
| STIFEL FINANCIAL CORP | 596,599 | $12.4m | 0.0% |
| LPL Financial LLC | 565,204 | $11.7m | 0.0% |
| Crescent Grove Advisors, LLC | 561,797 | $11.7m | 1.0% |
| Baird Financial Group, Inc. | 552,850 | $11.5m | 0.0% |
| MBL Wealth, LLC | 530,615 | $11.0m | 0.8% |
| Greenwich Wealth Management LLC | 490,759 | $10.2m | 0.4% |
| Lifestyle Asset Management, Inc. | 469,008 | $9.7m | 2.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 430,895 | $9.0m | 0.1% |
| OneAscent Financial Services LLC | 417,876 | $8.7m | 0.4% |
| Legacy CG, LLC | 412,073 | $8.6m | 2.2% |