| BANK OF AMERICA CORP /DE/ | 38,242,878 | $1.9bn | 0.1% |
| MORGAN STANLEY | 17,490,722 | $891.2m | 0.0% |
| LPL Financial LLC | 9,975,366 | $508.2m | 0.1% |
| Cetera Investment Advisers | 9,411,298 | $479.5m | 0.4% |
| Cullen/Frost Bankers, Inc. | 8,610,022 | $438.7m | 4.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,976,865 | $406.4m | 0.5% |
| GLENMEDE TRUST CO NA | 7,259,712 | $369.9m | 1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,620,755 | $337.3m | 0.2% |
| UBS Group AG | 5,997,586 | $305.6m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 5,790,242 | $295.0m | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 5,400,725 | $275.2m | 0.1% |
| Modern Wealth Management, LLC | 3,809,127 | $194.1m | 2.3% |
| WELLS FARGO & COMPANY/MN | 3,450,127 | $175.8m | 0.0% |
| Allegheny Financial Group | 2,609,319 | $132.9m | 14.1% |
| STIFEL FINANCIAL CORP | 2,469,602 | $125.8m | 0.1% |
| Janney Montgomery Scott LLC | 2,129,491 | $108.5m | 0.2% |
| Amplius Wealth Advisors, LLC | 2,038,034 | $103.8m | 7.6% |
| OSAIC HOLDINGS, INC. | 1,674,245 | $85.3m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 1,669,830 | $85.1m | 0.0% |
| HighTower Advisors, LLC | 1,588,721 | $80.9m | 0.1% |
| Opal Wealth Advisors, LLC | 1,562,614 | $79.6m | 17.2% |
| Oak Barrel Wealth Advisory LLC | 1,442,912 | $73.5m | 32.5% |
| Kestra Advisory Services, LLC | 1,392,651 | $71.0m | 0.2% |
| Corient Private Wealth LP | 1,312,998 | $66.9m | 0.1% |
| Sanctuary Advisors, LLC | 1,277,368 | $65.1m | 0.3% |