| UBS Group AG | 33,203,874 | $3.5bn | 0.4% |
| LPL Financial LLC | 27,064,856 | $2.9bn | 0.6% |
| BANK OF AMERICA CORP /DE/ | 23,651,197 | $2.5bn | 0.2% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5,977,896 | $635.5m | 2.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,723,225 | $608.4m | 0.1% |
| MORGAN STANLEY | 5,685,502 | $604.4m | 0.0% |
| Phoenix Financial Ltd. | 3,039,300 | $323.1m | 2.2% |
| Creative Planning | 2,768,104 | $294.3m | 0.2% |
| SageView Advisory Group, LLC | 2,764,707 | $293.9m | 9.6% |
| ENVESTNET ASSET MANAGEMENT INC | 2,396,918 | $254.8m | 0.1% |
| OpenArc Corporate Advisory, LLC | 2,362,467 | $251.2m | 3.0% |
| WELLS FARGO & COMPANY/MN | 1,822,306 | $193.7m | 0.0% |
| Janney Montgomery Scott LLC | 1,783,310 | $189.6m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 1,767,396 | $187.9m | 0.1% |
| GOLDMAN SACHS GROUP INC | 1,694,201 | $180.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,580,126 | $168.0m | 0.2% |
| TRUIST FINANCIAL CORP | 1,534,903 | $163.2m | 0.2% |
| Pathstone Holdings, LLC | 1,244,115 | $132.3m | 0.4% |
| AMERIPRISE FINANCIAL INC | 1,235,609 | $131.4m | 0.0% |
| CITIGROUP INC | 1,099,549 | $116.9m | 0.0% |
| JPMORGAN CHASE & CO | 1,067,984 | $113.7m | 0.0% |
| OSAIC HOLDINGS, INC. | 1,034,624 | $110.0m | 0.1% |
| Aaron Wealth Advisors LLC | 976,287 | $103.8m | 5.3% |
| Equitable Holdings, Inc. | 946,765 | $100.7m | 0.6% |
| Global Strategic Investment Solutions, LLC | 865,244 | $92.0m | 8.2% |