| JPMORGAN CHASE & CO | 11,862,545 | $1.1bn | 0.1% |
| LPL Financial LLC | 7,879,633 | $776.9m | 0.2% |
| CAPTRUST FINANCIAL ADVISORS | 4,399,109 | $433.7m | 0.7% |
| RAYMOND JAMES FINANCIAL INC | 4,055,025 | $399.8m | 0.1% |
| AMERIPRISE FINANCIAL INC | 4,022,127 | $396.6m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 3,383,745 | $318.2m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 2,505,634 | $247.0m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,715,615 | $169.1m | 0.2% |
| UBS Group AG | 1,354,176 | $133.5m | 0.0% |
| ROYAL BANK OF CANADA | 1,353,914 | $133.5m | 0.0% |
| Cetera Investment Advisers | 1,294,276 | $127.6m | 0.1% |
| Janney Montgomery Scott LLC | 1,270,516 | $125.3m | 0.2% |
| ENVESTNET ASSET MANAGEMENT INC | 1,190,363 | $117.4m | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,122,378 | $110.7m | 0.0% |
| Private Advisor Group, LLC | 1,095,108 | $108.0m | 0.5% |
| Northwest Financial Advisors | 991,333 | $97.7m | 13.0% |
| OSAIC HOLDINGS, INC. | 923,634 | $91.1m | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 867,409 | $79.5m | 0.1% |
| Integrated Wealth Concepts LLC | 727,558 | $71.7m | 0.3% |
| Goldstein Advisors, LLC | 700,355 | $69.0m | 6.3% |
| Avior Wealth Management, LLC | 688,966 | $67.9m | 1.8% |
| Focus Partners Wealth | 680,124 | $67.1m | 0.1% |
| American Trust | 616,315 | $60.8m | 4.7% |
| GGM Financial LLC | 610,144 | $60.2m | 22.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | 578,497 | $57.0m | 0.9% |