| MORGAN STANLEY | 1,025,573 | $150.0m | 0.0% |
| LPL Financial LLC | 642,574 | $94.0m | 0.0% |
| AMERIPRISE FINANCIAL INC | 575,480 | $84.2m | 0.0% |
| Fusion Family Wealth, LLC | 545,385 | $79.8m | 5.3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 537,216 | $78.6m | 0.6% |
| BANK OF AMERICA CORP /DE/ | 322,875 | $47.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 255,166 | $37.3m | 0.0% |
| Bleakley Financial Group, LLC | 213,037 | $31.2m | 0.4% |
| Resonant Capital Advisors, LLC | 172,713 | $25.3m | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 145,721 | $21.3m | 0.0% |
| RVW Wealth, LLC | 128,463 | $18.8m | 1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,415 | $18.6m | 0.0% |
| UBS Group AG | 119,152 | $17.4m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 95,551 | $14.0m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 82,709 | $12.1m | 0.0% |
| OSAIC HOLDINGS, INC. | 76,802 | $11.2m | 0.0% |
| EverSource Wealth Advisors, LLC | 47,603 | $7.0m | 0.2% |
| Ipsen Advisor Group LLC | 45,186 | $6.6m | 4.3% |
| ROYAL BANK OF CANADA | 41,746 | $6.1m | 0.0% |
| NWAM LLC | 39,343 | $5.8m | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39,065 | $5.7m | 0.0% |
| Private Advisor Group, LLC | 35,265 | $5.2m | 0.0% |
| Marshall & Sterling Wealth Advisors Inc. | 34,972 | $5.1m | 3.0% |
| Cetera Investment Advisers | 32,777 | $4.8m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 31,632 | $4.6m | 0.0% |