| BANK OF AMERICA CORP /DE/ | 1,881,920 | $412.5m | 0.0% |
| MORGAN STANLEY | 1,203,289 | $263.8m | 0.0% |
| UBS Group AG | 631,279 | $138.4m | 0.0% |
| JPMORGAN CHASE & CO | 530,288 | $116.2m | 0.0% |
| Cetera Investment Advisers | 514,718 | $112.8m | 0.1% |
| LPL Financial LLC | 488,679 | $107.1m | 0.0% |
| AMERIPRISE FINANCIAL INC | 367,875 | $80.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 367,536 | $80.6m | 0.0% |
| Shakespeare Wealth Management, LLC | 348,545 | $76.4m | 20.2% |
| OSAIC HOLDINGS, INC. | 306,817 | $67.4m | 0.1% |
| Corient Private Wealth LP | 297,405 | $65.2m | 0.1% |
| WELLS FARGO & COMPANY/MN | 290,756 | $63.7m | 0.0% |
| Stordahl Capital Management, Inc. | 249,707 | $54.7m | 10.0% |
| Cambridge Investment Research Advisors, Inc. | 191,215 | $41.9m | 0.0% |
| HighTower Advisors, LLC | 182,867 | $40.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 162,498 | $35.6m | 0.0% |
| Grant Street Asset Management, Inc. | 158,481 | $34.7m | 5.7% |
| Zhang Financial LLC | 124,151 | $27.2m | 0.8% |
| PETREDIS INVESTMENT ADVISORS LLC | 120,521 | $26.4m | 1.8% |
| Modern Wealth Management, LLC | 99,005 | $21.7m | 0.3% |
| ROYAL BANK OF CANADA | 95,833 | $21.0m | 0.0% |
| MMA ASSET MANAGEMENT LLC | 89,033 | $19.5m | 6.2% |
| Pathstone Holdings, LLC | 87,890 | $19.3m | 0.1% |
| Mesirow Financial Investment Management, Inc. | 85,349 | $18.7m | 0.3% |
| Graves Light Lenhart Wealth, Inc. | 79,037 | $17.3m | 1.6% |