| RMG Wealth Management LLC | 1,326,149 | $86.9m | 9.0% |
| HighTower Advisors, LLC | 301,756 | $33.8m | 0.0% |
| MORGAN STANLEY | 289,760 | $32.5m | 0.0% |
| LPL Financial LLC | 193,635 | $21.7m | 0.0% |
| Cetera Investment Advisers | 132,456 | $14.8m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 114,985 | $12.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 92,231 | $10.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 84,241 | $9.4m | 0.0% |
| ROYAL BANK OF CANADA | 81,343 | $9.1m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 44,317 | $5.0m | 0.0% |
| MML INVESTORS SERVICES, LLC | 43,836 | $4.9m | 0.0% |
| TRUIST FINANCIAL CORP | 41,272 | $4.6m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 38,882 | $4.4m | 0.0% |
| MAI Capital Management | 28,940 | $3.2m | 0.0% |
| HighPoint Advisor Group LLC | 28,741 | $3.2m | 0.1% |
| Great Diamond Partners, LLC | 25,482 | $2.9m | 0.5% |
| Fifth Third Securities, Inc. | 25,192 | $2.8m | 0.2% |
| AMERIPRISE FINANCIAL INC | 24,395 | $2.7m | 0.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | 20,675 | $2.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 19,773 | $2.2m | 0.0% |
| Capital Asset Advisory Services LLC | 19,675 | $2.2m | 0.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,675 | $2.2m | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 19,392 | $2.2m | 0.0% |
| Outlook Wealth Advisors, LLC | 19,316 | $2.2m | 0.5% |
| Braeburn Wealth Management LLC | 16,415 | $1.8m | 0.8% |