| New England Capital Financial Advisors LLC | 2,742,268 | $96.4m | 23.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,599,232 | $91.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 2,107,234 | $74.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,583,072 | $55.7m | 0.0% |
| Hartford Funds Management Co LLC | 1,559,242 | $54.8m | 4.4% |
| BENJAMIN EDWARDS INC | 968,502 | $34.1m | 0.3% |
| Retirement Management Systems Inc. | 832,783 | $29.3m | 6.0% |
| Modern Wealth Management, LLC | 773,637 | $27.2m | 0.3% |
| OSAIC HOLDINGS, INC. | 720,743 | $25.3m | 0.0% |
| Bleakley Financial Group, LLC | 643,146 | $22.6m | 0.3% |
| Wealthspire Retirement, LLC | 600,921 | $21.1m | 1.2% |
| Centric Wealth Management | 411,612 | $14.4m | 2.2% |
| ROYAL BANK OF CANADA | 389,715 | $13.7m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 372,711 | $13.1m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 313,490 | $11.1m | 0.0% |
| STIFEL FINANCIAL CORP | 308,104 | $10.8m | 0.0% |
| Live Oak Investment Partners | 266,848 | $9.4m | 5.0% |
| Focus Partners Wealth | 255,309 | $9.0m | 0.0% |
| Mutual Advisors, LLC | 244,505 | $8.6m | 0.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 233,559 | $8.2m | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 225,038 | $8.0m | 0.1% |
| LPL Financial LLC | 210,893 | $7.4m | 0.0% |
| MGO ONE SEVEN LLC | 202,154 | $7.1m | 0.1% |
| TRUIST FINANCIAL CORP | 194,597 | $6.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 178,985 | $6.3m | 0.0% |