| Choate Investment Advisors | 5,819,404 | $163.9m | 2.9% |
| Cerity Partners LLC | 3,359,852 | $94.6m | 0.1% |
| LPL Financial LLC | 2,130,645 | $60.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 1,074,551 | $30.3m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,062,060 | $29.9m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 935,881 | $27.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 933,925 | $26.3m | 0.0% |
| ABOUND FINANCIAL, LLC | 925,844 | $26.1m | 10.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 795,881 | $22.4m | 0.0% |
| ROYAL BANK OF CANADA | 655,583 | $18.5m | 0.0% |
| A&I FINANCIAL SERVICES, LLC | 598,911 | $16.9m | 7.3% |
| KWB Wealth | 486,376 | $13.7m | 1.2% |
| Steward Partners Investment Advisory, LLC | 403,016 | $11.4m | 0.1% |
| BEAM WEALTH ADVISORS, INC. | 382,037 | $10.8m | 2.4% |
| Appalachian Capital Management Ltd | 304,967 | $8.6m | 6.2% |
| Cambridge Investment Research Advisors, Inc. | 297,140 | $8.4m | 0.0% |
| NavPoint Financial, Inc. | 289,289 | $8.1m | 3.0% |
| Stratos Wealth Partners, LTD. | 260,119 | $7.3m | 0.1% |
| &PARTNERS | 227,913 | $6.4m | 0.0% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 225,564 | $6.4m | 3.2% |
| Three Magnolias Financial Advisors, LLC | 223,342 | $6.3m | 3.5% |
| Alliance Private Wealth, LLC | 207,457 | $5.8m | 2.0% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 195,673 | $5.5m | 1.7% |
| Cheviot Value Management, LLC | 192,975 | $5.4m | 0.6% |
| JABODON PT CO | 192,746 | $5.4m | 0.5% |