| Focus Partners Wealth | 912,075 | $59.8m | 0.1% |
| JPMORGAN CHASE & CO | 841,940 | $54.6m | 0.0% |
| LPL Financial LLC | 690,456 | $45.3m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 560,178 | $36.7m | 0.0% |
| OSAIC HOLDINGS, INC. | 553,100 | $36.3m | 0.0% |
| Cetera Investment Advisers | 410,071 | $26.9m | 0.0% |
| Gallagher Fiduciary Advisors, LLC | 317,469 | $20.8m | 0.7% |
| AMERIPRISE FINANCIAL INC | 316,433 | $20.7m | 0.0% |
| Atria Investments, Inc | 316,378 | $20.7m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 276,453 | $18.1m | 0.0% |
| Foundations Investment Advisors, LLC | 264,025 | $17.3m | 0.2% |
| MORGAN STANLEY | 262,779 | $17.2m | 0.0% |
| Black Diamond Financial, LLC | 192,806 | $12.6m | 1.1% |
| Matrix Trust Co | 180,159 | $11.8m | 1.7% |
| Steele Capital Management, Inc. | 180,159 | $11.8m | 0.4% |
| UBS Group AG | 166,628 | $10.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 158,473 | $10.4m | 0.0% |
| WELLS FARGO & COMPANY/MN | 154,376 | $10.1m | 0.0% |
| Mariner, LLC | 132,530 | $8.7m | 0.0% |
| EP Wealth Advisors, LLC | 128,722 | $8.4m | 0.0% |
| Ipsen Advisor Group LLC | 115,986 | $7.6m | 4.9% |
| NorthStar Asset Management LLC /NJ/ | 112,064 | $7.3m | 1.3% |
| MRA Advisory Group | 110,815 | $7.3m | 2.6% |
| McKinley Carter Wealth Services, Inc. | 107,441 | $7.0m | 0.4% |
| BEAM WEALTH ADVISORS, INC. | 101,160 | $6.6m | 1.5% |