| BANK OF AMERICA CORP /DE/ | 4,618,229 | $235.5m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,833,193 | $195.5m | 0.1% |
| HB Wealth Management, LLC | 3,268,293 | $166.7m | 0.9% |
| LPL Financial LLC | 3,079,442 | $157.1m | 0.0% |
| Resonant Capital Advisors, LLC | 1,841,965 | $93.9m | 4.5% |
| WELLS FARGO & COMPANY/MN | 1,577,056 | $80.4m | 0.0% |
| Bank of New York Mellon Corp | 1,562,424 | $79.7m | 0.0% |
| FMR LLC | 1,380,788 | $70.4m | 0.0% |
| Salomon & Ludwin, LLC | 1,202,000 | $61.2m | 5.0% |
| JPMORGAN CHASE & CO | 1,199,281 | $61.2m | 0.0% |
| BAILARD, INC. | 1,147,099 | $58.5m | 1.2% |
| UBS Group AG | 1,081,228 | $55.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 960,457 | $49.0m | 0.0% |
| Integrated Wealth Concepts LLC | 823,139 | $42.0m | 0.2% |
| AlphaCore Capital LLC | 747,047 | $38.1m | 0.7% |
| WEATHERLY ASSET MANAGEMENT L. P. | 727,451 | $37.1m | 2.6% |
| OSAIC HOLDINGS, INC. | 716,864 | $36.6m | 0.0% |
| ROYAL BANK OF CANADA | 710,261 | $36.2m | 0.0% |
| Bridgewater Advisors Inc. | 678,796 | $34.5m | 1.9% |
| NorthRock Partners, LLC | 662,850 | $33.8m | 0.5% |
| Corient Private Wealth LP | 630,077 | $32.1m | 0.0% |
| Mariner, LLC | 614,234 | $31.3m | 0.0% |
| Cerity Partners LLC | 604,676 | $30.8m | 0.0% |
| CWA Asset Management Group, LLC | 601,091 | $30.7m | 0.9% |
| Sage Mountain Advisors LLC | 556,512 | $28.4m | 1.7% |