| FMR LLC | 4,814,831 | $243.5m | 0.0% |
| UBS Group AG | 4,266,367 | $215.8m | 0.0% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,228,824 | $213.9m | 12.4% |
| BANK OF AMERICA CORP /DE/ | 3,905,917 | $197.6m | 0.0% |
| LPL Financial LLC | 3,824,663 | $193.5m | 0.0% |
| Focus Partners Wealth | 3,144,032 | $159.0m | 0.2% |
| BOK Financial Private Wealth, Inc. | 2,097,755 | $106.1m | 5.4% |
| Temasek Holdings (Private) Ltd | 1,973,943 | $99.8m | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,947,459 | $98.0m | 0.2% |
| ROYAL BANK OF CANADA | 1,864,828 | $94.3m | 0.0% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1,708,669 | $86.4m | 2.5% |
| RAYMOND JAMES FINANCIAL INC | 1,377,331 | $69.7m | 0.0% |
| Iron Gate Global Advisors LLC | 1,368,146 | $69.2m | 6.7% |
| Winthrop Advisory Group LLC | 1,360,435 | $68.8m | 4.6% |
| Summit Financial, LLC | 1,203,043 | $60.8m | 0.7% |
| Foster Group, Inc. | 1,181,596 | $59.8m | 1.6% |
| Cambridge Investment Research Advisors, Inc. | 1,145,174 | $57.9m | 0.1% |
| Acorns Advisers, LLC | 1,074,931 | $54.4m | 0.4% |
| Diversified Portfolios, Inc. | 1,073,775 | $54.3m | 3.9% |
| BlackRock, Inc. | 1,039,430 | $52.6m | 0.0% |
| Mariner, LLC | 944,326 | $47.8m | 0.0% |
| Macro Advisors, Inc. | 929,607 | $47.0m | 15.0% |
| OSAIC HOLDINGS, INC. | 911,467 | $46.1m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 840,079 | $42.5m | 0.0% |
| Valtinson Bruner Financial Planning LLC | 812,880 | $41.1m | 10.3% |