| Destination Wealth Management | 967,931 | $90.1m | 2.1% |
| LPL Financial LLC | 396,750 | $37.0m | 0.0% |
| MORGAN STANLEY | 348,308 | $32.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 331,327 | $30.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 153,334 | $14.3m | 0.0% |
| Twelve Points Wealth Management LLC | 123,444 | $11.5m | 2.3% |
| Capital Investment Advisory Services, LLC | 115,582 | $10.8m | 0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 113,395 | $10.6m | 0.0% |
| Harbour Wealth Management Group, Inc. | 106,109 | $9.9m | 6.7% |
| MML INVESTORS SERVICES, LLC | 75,945 | $7.1m | 0.0% |
| Rockefeller Capital Management L.P. | 45,130 | $4.2m | 0.0% |
| Founders Financial Alliance, LLC | 43,652 | $4.1m | 0.5% |
| OSAIC HOLDINGS, INC. | 43,342 | $4.0m | 0.0% |
| UBS Group AG | 41,912 | $3.9m | 0.0% |
| Savvy Advisors, Inc. | 38,798 | $3.6m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 38,164 | $3.6m | 0.0% |
| BANK OF MONTREAL /CAN/ | 33,788 | $3.1m | 0.0% |
| Clark Capital Management Group, Inc. | 30,185 | $2.8m | 0.0% |
| Janney Montgomery Scott LLC | 26,950 | $2.5m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,836 | $2.4m | 0.0% |
| WCG Wealth Advisors LLC | 24,788 | $2.3m | 0.1% |
| Red Wave Investments LLC | 21,013 | $2.0m | 0.5% |
| COLUMBIA ADVISORY PARTNERS LLC | 18,768 | $1.7m | 1.0% |
| CITADEL ADVISORS LLC | 18,102 | $1.7m | 0.0% |
| TRUIST FINANCIAL CORP | 17,973 | $1.7m | 0.0% |