| MORGAN STANLEY | 4,615,172 | $259.3m | 0.0% |
| Davis Selected Advisers | 3,400,745 | $191.1m | 0.8% |
| BANK OF AMERICA CORP /DE/ | 1,675,821 | $94.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 925,842 | $52.0m | 0.0% |
| Kestra Advisory Services, LLC | 918,489 | $51.6m | 0.2% |
| WELLS FARGO & COMPANY/MN | 789,324 | $44.3m | 0.0% |
| LPL Financial LLC | 705,267 | $39.6m | 0.0% |
| UBS Group AG | 613,239 | $34.5m | 0.0% |
| Next Level Private LLC | 461,878 | $25.9m | 5.1% |
| ODonnell Financial Services, LLC | 459,277 | $25.8m | 7.6% |
| Melone Private Wealth, LLC | 327,833 | $18.4m | 7.0% |
| OSAIC HOLDINGS, INC. | 275,196 | $15.5m | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 170,526 | $9.6m | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 159,604 | $9.0m | 0.0% |
| Lunt Capital Management, Inc. | 156,160 | $8.8m | 3.2% |
| STIFEL FINANCIAL CORP | 155,285 | $8.7m | 0.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 138,769 | $7.8m | 0.2% |
| D.A. DAVIDSON & CO. | 138,110 | $7.8m | 0.0% |
| Geneos Wealth Management Inc. | 104,955 | $5.9m | 0.1% |
| ROYAL BANK OF CANADA | 91,151 | $5.1m | 0.0% |
| HighPoint Advisor Group LLC | 60,104 | $3.4m | 0.1% |
| Atria Investments, Inc | 56,158 | $3.2m | 0.0% |
| Rockefeller Capital Management L.P. | 53,406 | $3.0m | 0.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 49,940 | $2.8m | 0.2% |
| SUMMIT WEALTH GROUP LLC / CO | 47,770 | $2.7m | 0.2% |