| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,379,994 | $616.1m | 0.1% |
| JPMORGAN CHASE & CO | 8,272,672 | $381.4m | 0.0% |
| MORGAN STANLEY | 7,308,659 | $336.6m | 0.0% |
| Sequoia Financial Advisors, LLC | 7,131,321 | $328.4m | 1.6% |
| WELLS FARGO & COMPANY/MN | 6,285,301 | $289.4m | 0.0% |
| Savant Capital, LLC | 6,215,784 | $286.2m | 0.8% |
| BANK OF AMERICA CORP /DE/ | 4,132,207 | $190.3m | 0.0% |
| Waverly Advisors, LLC | 2,667,808 | $122.9m | 0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 2,634,836 | $121.3m | 0.0% |
| LPL Financial LLC | 2,071,878 | $95.4m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 2,013,557 | $92.7m | 0.0% |
| ROYAL BANK OF CANADA | 1,894,283 | $87.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 1,726,054 | $79.5m | 0.1% |
| Syntegra Private Wealth Group, LLC | 1,662,025 | $76.5m | 5.9% |
| Southern Financial Group, LLC | 1,410,454 | $65.0m | 16.6% |
| CARY STREET PARTNERS FINANCIAL LLC | 1,225,072 | $56.4m | 1.2% |
| Hilton Capital Management, LLC | 1,183,795 | $54.5m | 3.7% |
| Janney Montgomery Scott LLC | 1,133,112 | $52.2m | 0.1% |
| Williams Financial, LLC | 1,120,305 | $51.6m | 26.7% |
| Wagner Wealth Management, LLC | 1,034,574 | $47.6m | 8.8% |
| D'Orazio & Associates, Inc. | 991,357 | $45.7m | 5.3% |
| Rockefeller Capital Management L.P. | 966,943 | $44.5m | 0.1% |
| Enclave Advisors LLC | 960,511 | $44.2m | 5.6% |
| TRUIST FINANCIAL CORP | 879,721 | $40.5m | 0.0% |
| KINTRA WEALTH, LLC | 848,974 | $39.0m | 2.0% |