| BANK OF AMERICA CORP /DE/ | 5,171,126 | $134.1m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,099,211 | $75.4m | 0.1% |
| CITIGROUP INC | 2,121,200 | $55.0m | 0.0% |
| Boothe Investment Group, Inc. | 1,741,958 | $45.2m | 14.2% |
| LPL Financial LLC | 1,475,530 | $38.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,160,469 | $30.1m | 0.0% |
| AE Wealth Management LLC | 1,001,267 | $26.0m | 0.1% |
| Independence Wealth Advisors, LLC | 973,762 | $25.3m | 12.7% |
| IAG Wealth Partners, LLC | 821,040 | $21.3m | 2.1% |
| UBS Group AG | 804,759 | $20.9m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 760,234 | $19.7m | 0.0% |
| Allie Family Office LLC | 671,800 | $17.4m | 3.1% |
| ASSETMARK, INC | 620,809 | $16.1m | 0.0% |
| Deane Retirement Strategies, Inc. | 597,723 | $15.5m | 6.6% |
| HighTower Advisors, LLC | 538,438 | $14.0m | 0.0% |
| ABBINGTON INVESTMENT GROUP | 537,313 | $13.9m | 8.9% |
| Beacon Capital Management, Inc. | 528,537 | $13.7m | 0.8% |
| Pasadena Private Wealth, LLC | 512,694 | $13.3m | 1.7% |
| Altiora Financial Group, LLC | 503,393 | $13.1m | 2.1% |
| Fielder Capital Group LLC | 486,636 | $12.6m | 2.7% |
| Compound Planning, Inc. | 463,212 | $12.0m | 0.3% |
| TRUIST FINANCIAL CORP | 455,688 | $11.8m | 0.0% |
| &PARTNERS | 447,318 | $11.5m | 0.0% |
| New York Life Investment Management LLC | 434,277 | $11.3m | 0.1% |
| PEAK FINANCIAL ADVISORS LLC | 427,579 | $11.1m | 4.6% |