| Retirement Planning Group, LLC | 6,100,216 | $260.6m | 6.6% |
| LPL Financial LLC | 5,368,764 | $229.4m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 2,725,704 | $116.4m | 0.0% |
| Capital Analysts, LLC | 1,619,997 | $69.2m | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 1,609,833 | $68.8m | 0.0% |
| Sanctuary Advisors, LLC | 957,291 | $40.9m | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 944,961 | $40.4m | 0.0% |
| NewEdge Advisors, LLC | 876,397 | $37.4m | 0.1% |
| Legacy Financial Advisors, Inc. | 860,443 | $36.8m | 4.5% |
| MCF Advisors LLC | 808,938 | $35.1m | 1.3% |
| Cetera Investment Advisers | 812,033 | $34.7m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 756,101 | $32.3m | 0.0% |
| Baron Wealth Management LLC | 748,975 | $32.0m | 8.3% |
| Koshinski Asset Management, Inc. | 641,960 | $27.4m | 1.5% |
| TriaGen Wealth Management LLC | 610,254 | $26.1m | 6.5% |
| FLAGSHIP HARBOR ADVISORS, LLC | 596,243 | $25.5m | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 585,710 | $25.0m | 0.0% |
| Bank of New York Mellon Corp | 508,257 | $21.7m | 0.0% |
| HARBOUR INVESTMENTS, INC. | 491,712 | $21.0m | 0.3% |
| FRANKLIN RESOURCES INC | 435,715 | $18.6m | 0.0% |
| AllGen Financial Advisors, Inc. | 414,857 | $17.7m | 3.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 389,743 | $16.6m | 0.2% |
| STIFEL FINANCIAL CORP | 378,323 | $16.2m | 0.0% |
| Vickerman Investment Advisors, Inc. | 357,350 | $15.3m | 3.0% |
| JONES FINANCIAL COMPANIES LLLP | 318,793 | $13.5m | 0.0% |