| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,685,375 | $809.0m | 1.4% |
| Blue Trust, Inc. | 4,811,325 | $411.2m | 4.3% |
| Equitable Holdings, Inc. | 1,421,610 | $121.5m | 0.7% |
| LPL Financial LLC | 838,538 | $71.7m | 0.0% |
| JPMORGAN CHASE & CO | 770,814 | $65.0m | 0.0% |
| Shore Point Advisors, LLC | 701,536 | $44.0m | 15.1% |
| EP Wealth Advisors, LLC | 386,525 | $33.0m | 0.1% |
| Nova R Wealth, Inc. | 249,662 | $21.3m | 6.2% |
| MAGNOLIA CAPITAL ADVISORS LLC | 236,029 | $20.2m | 3.5% |
| ARQ WEALTH ADVISORS, LLC | 206,445 | $17.0m | 2.1% |
| CABOT WEALTH MANAGEMENT INC | 172,574 | $14.7m | 1.5% |
| Vident Advisory, LLC | 172,407 | $14.7m | 0.1% |
| West Wealth Group, LLC | 141,345 | $12.1m | 2.0% |
| Cassia Capital Partners, LLC | 137,154 | $11.7m | 5.7% |
| Corient Private Wealth LP | 109,331 | $9.3m | 0.0% |
| Vise Technologies, Inc. | 89,189 | $7.6m | 0.1% |
| Savant Capital, LLC | 79,317 | $6.8m | 0.0% |
| 5T Wealth, LLC | 76,463 | $6.5m | 2.4% |
| Wealth Enhancement Trust Services, Inc. | 72,702 | $6.2m | 0.7% |
| Kingsview Wealth Management, LLC | 67,756 | $5.8m | 0.1% |
| Orion Porfolio Solutions, LLC | 65,000 | $5.6m | 0.0% |
| Kathmere Capital Management, LLC | 57,709 | $4.9m | 0.3% |
| Fifth Third Securities, Inc. | 57,242 | $4.9m | 0.3% |
| BANK OF AMERICA CORP /DE/ | 53,517 | $4.6m | 0.0% |
| KELLY FINANCIAL GROUP LLC | 53,016 | $4.5m | 0.5% |