| LPL Financial LLC | 4,836,523 | $319.4m | 0.1% |
| Retirement Planning Group, LLC | 4,540,625 | $299.8m | 7.6% |
| MORGAN STANLEY | 3,143,846 | $207.6m | 0.0% |
| TRUST POINT INC. | 2,477,989 | $163.6m | 13.9% |
| BANK OF AMERICA CORP /DE/ | 2,136,892 | $141.1m | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,160,231 | $76.6m | 1.1% |
| Private Advisor Group, LLC | 1,113,144 | $73.5m | 0.3% |
| RVW Wealth, LLC | 1,073,242 | $70.9m | 4.7% |
| RAYMOND JAMES FINANCIAL INC | 912,147 | $60.2m | 0.0% |
| Bluespring Wealth Management, LLC | 692,580 | $45.7m | 0.9% |
| ENVESTNET ASSET MANAGEMENT INC | 681,763 | $45.0m | 0.0% |
| Rockefeller Capital Management L.P. | 548,800 | $36.2m | 0.1% |
| HighTower Advisors, LLC | 540,515 | $35.7m | 0.0% |
| UBS Group AG | 516,476 | $34.1m | 0.0% |
| Kestra Advisory Services, LLC | 475,740 | $31.4m | 0.1% |
| COLUMBIA ADVISORY PARTNERS LLC | 436,638 | $28.8m | 15.9% |
| Cetera Investment Advisers | 429,394 | $28.4m | 0.0% |
| Quattro Advisors LLC | 363,175 | $24.0m | 16.0% |
| Prestige Wealth Management Group LLC | 360,786 | $23.8m | 4.3% |
| OSAIC HOLDINGS, INC. | 357,500 | $23.6m | 0.0% |
| Ritter Daniher Financial Advisory LLC / DE | 345,390 | $22.8m | 3.5% |
| Legacy Financial Advisors, Inc. | 336,730 | $22.2m | 2.7% |
| Western Wealth Management, LLC | 300,758 | $19.9m | 0.6% |
| Etesian Wealth Advisors, Inc. | 297,728 | $19.7m | 5.8% |
| Smartleaf Asset Management LLC | 277,406 | $18.1m | 0.6% |