| Orgel Wealth Management, LLC | 1,115,920 | $153.5m | 3.3% |
| BANK OF AMERICA CORP /DE/ | 867,438 | $119.3m | 0.0% |
| MORGAN STANLEY | 825,868 | $113.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 594,078 | $81.7m | 0.0% |
| Mariner, LLC | 591,038 | $81.3m | 0.1% |
| Cerity Partners LLC | 442,935 | $60.9m | 0.1% |
| AMERIPRISE FINANCIAL INC | 430,671 | $59.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 378,299 | $52.0m | 0.0% |
| Pathstone Holdings, LLC | 363,428 | $50.0m | 0.1% |
| Savant Capital, LLC | 394,894 | $49.7m | 0.1% |
| JPMORGAN CHASE & CO | 361,491 | $49.4m | 0.0% |
| UBS Group AG | 355,333 | $48.9m | 0.0% |
| ROYAL BANK OF CANADA | 350,597 | $48.2m | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 338,693 | $46.6m | 0.3% |
| GOLDMAN SACHS GROUP INC | 304,644 | $41.9m | 0.0% |
| LPL Financial LLC | 268,540 | $36.9m | 0.0% |
| OSAIC HOLDINGS, INC. | 264,227 | $36.4m | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 250,961 | $34.5m | 0.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231,279 | $31.8m | 0.0% |
| Cetera Investment Advisers | 225,666 | $31.0m | 0.0% |
| Warwick Investment Management, Inc. | 215,237 | $29.6m | 3.3% |
| OLD NATIONAL BANCORP /IN/ | 172,006 | $23.7m | 0.5% |
| AdvisorNet Financial, Inc | 160,011 | $22.0m | 1.0% |
| Wiser Wealth Management, Inc | 153,116 | $21.1m | 4.0% |
| TCV Trust & Wealth Management, Inc. | 148,330 | $20.4m | 1.5% |