| LPL Financial LLC | 3,416,136 | $107.2m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 3,339,145 | $104.8m | 0.0% |
| Northwest Financial Advisors | 2,422,914 | $76.1m | 10.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,926,873 | $60.5m | 1.0% |
| Thrivent Financial for Lutherans | 1,839,407 | $57.7m | 0.1% |
| Ascension Capital Advisors, Inc. | 1,295,622 | $40.7m | 11.4% |
| ENVESTNET ASSET MANAGEMENT INC | 943,476 | $29.6m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 666,160 | $20.9m | 0.0% |
| Rockefeller Capital Management L.P. | 539,520 | $16.9m | 0.0% |
| Lantz Financial LLC | 488,669 | $15.3m | 2.8% |
| Jefferies Financial Group Inc. | 425,000 | $13.3m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 417,168 | $13.1m | 0.0% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 394,100 | $12.4m | 1.6% |
| Integrated Wealth Concepts LLC | 389,281 | $12.2m | 0.1% |
| TRUIST FINANCIAL CORP | 368,426 | $11.6m | 0.0% |
| WELLS FARGO & COMPANY/MN | 348,367 | $10.9m | 0.0% |
| OSAIC HOLDINGS, INC. | 332,013 | $10.4m | 0.0% |
| ROYAL BANK OF CANADA | 306,738 | $9.6m | 0.0% |
| NewEdge Advisors, LLC | 298,526 | $9.4m | 0.0% |
| Steward Partners Investment Advisory, LLC | 292,535 | $9.2m | 0.0% |
| Private Advisor Group, LLC | 228,685 | $7.2m | 0.0% |
| Cetera Investment Advisers | 198,595 | $6.2m | 0.0% |
| FOCUSED ALPHA, LLC | 182,324 | $5.7m | 1.5% |
| Equitable Holdings, Inc. | 150,990 | $4.7m | 0.0% |
| Janney Montgomery Scott LLC | 150,235 | $4.7m | 0.0% |