| BANK OF AMERICA CORP /DE/ | 10,913,014 | $589.6m | 0.0% |
| AMERIPRISE FINANCIAL INC | 7,906,162 | $428.8m | 0.1% |
| PNC Financial Services Group, Inc. | 4,845,541 | $261.8m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 4,787,226 | $258.6m | 0.1% |
| Waverly Advisors, LLC | 3,577,537 | $193.3m | 1.1% |
| Mariner, LLC | 3,028,669 | $163.6m | 0.2% |
| LPL Financial LLC | 2,999,878 | $162.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,717,237 | $146.8m | 0.2% |
| WELLS FARGO & COMPANY/MN | 2,244,137 | $121.3m | 0.0% |
| D.A. DAVIDSON & CO. | 2,175,841 | $117.6m | 0.6% |
| MORGAN STANLEY | 2,130,186 | $115.1m | 0.0% |
| Arbor Investment Advisors, LLC | 2,054,047 | $111.0m | 12.6% |
| Linscomb Wealth, Inc. | 1,930,191 | $104.3m | 4.5% |
| CI INVESTMENTS INC. | 1,594,635 | $86.2m | 0.3% |
| Focus Partners Wealth | 1,590,833 | $86.0m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,581,355 | $85.4m | 0.0% |
| Berman McAleer LLC | 1,558,975 | $84.2m | 9.8% |
| RAYMOND JAMES FINANCIAL INC | 1,539,147 | $83.2m | 0.0% |
| Invesco Ltd. | 1,481,520 | $80.0m | 0.0% |
| Pinnacle Financial Partners, Inc. | 1,283,319 | $69.3m | 0.5% |
| ROYAL BANK OF CANADA | 1,231,992 | $66.6m | 0.0% |
| Larson Financial Group LLC | 1,123,915 | $60.7m | 1.6% |
| RFG Advisory, LLC | 1,100,004 | $59.4m | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 1,035,921 | $56.0m | 0.1% |
| Cetera Investment Advisers | 971,329 | $52.5m | 0.0% |