| MORGAN STANLEY | 3,326,132 | $167.6m | 0.0% |
| Rockwood Wealth Management, LLC | 2,370,376 | $119.4m | 7.5% |
| Resonant Capital Advisors, LLC | 1,804,120 | $90.9m | 4.3% |
| BANK OF AMERICA CORP /DE/ | 1,412,588 | $71.2m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 1,054,864 | $53.1m | 0.1% |
| LPL Financial LLC | 755,026 | $38.0m | 0.0% |
| Integrated Wealth Concepts LLC | 685,657 | $34.5m | 0.2% |
| Foster Group, Inc. | 612,466 | $30.9m | 0.8% |
| Cetera Investment Advisers | 533,439 | $26.9m | 0.0% |
| Rockefeller Capital Management L.P. | 457,119 | $23.0m | 0.0% |
| Ullmann Wealth Partners Group, LLC | 444,308 | $22.4m | 2.0% |
| JPMORGAN CHASE & CO | 366,933 | $18.5m | 0.0% |
| OSAIC HOLDINGS, INC. | 341,827 | $17.2m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 313,594 | $15.8m | 0.0% |
| Equitable Holdings, Inc. | 291,789 | $14.7m | 0.1% |
| Smart Money Group LLC | 285,976 | $14.4m | 3.7% |
| Dynasty Wealth Management, LLC | 260,289 | $13.1m | 0.1% |
| Quotient Wealth Partners, LLC | 227,247 | $11.4m | 0.3% |
| ROYAL BANK OF CANADA | 207,538 | $10.5m | 0.0% |
| HighTower Advisors, LLC | 205,252 | $10.3m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 195,912 | $9.9m | 0.0% |
| 55 North Private Wealth, LLC | 189,921 | $9.6m | 1.9% |
| Focus Partners Wealth | 181,094 | $9.1m | 0.0% |
| Pine Harbor Wealth Management, LLC | 172,298 | $8.7m | 2.3% |
| UBS Group AG | 131,549 | $6.6m | 0.0% |