| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,181,993 | $420.7m | 0.1% |
| Composition Wealth, LLC | 633,969 | $63.8m | 0.7% |
| BANK OF AMERICA CORP /DE/ | 420,883 | $42.3m | 0.0% |
| Cetera Investment Advisers | 263,318 | $26.5m | 0.0% |
| Wedmont Private Capital | 244,141 | $24.4m | 0.7% |
| CAPTRUST FINANCIAL ADVISORS | 235,300 | $23.7m | 0.0% |
| GUGGENHEIM CAPITAL LLC | 227,332 | $22.9m | 0.1% |
| MORGAN STANLEY | 219,452 | $22.1m | 0.0% |
| LPL Financial LLC | 189,536 | $19.1m | 0.0% |
| Pasadena Private Wealth, LLC | 140,810 | $14.2m | 1.8% |
| Manhattan West Asset Management, LLC | 137,411 | $13.8m | 2.3% |
| MAI Capital Management | 95,428 | $9.6m | 0.0% |
| Concurrent Investment Advisors, LLC | 92,114 | $9.3m | 0.1% |
| Corient Private Wealth LP | 91,669 | $9.2m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 85,654 | $8.6m | 0.0% |
| ECLECTIC ASSOCIATES INC /ADV | 78,851 | $7.9m | 0.9% |
| Creative Planning | 69,671 | $7.0m | 0.0% |
| Brio Consultants, LLC | 58,901 | $5.9m | 0.7% |
| Ballast Rock Private Wealth LLC | 50,048 | $5.0m | 2.3% |
| Altiora Financial Group, LLC | 50,000 | $5.0m | 0.8% |
| PFG Advisors | 48,855 | $4.9m | 0.2% |
| Beacon Pointe Advisors, LLC | 47,768 | $4.8m | 0.0% |
| Bell Investment Advisors, Inc | 46,838 | $4.7m | 0.7% |
| Vise Technologies, Inc. | 44,658 | $4.5m | 0.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,500 | $4.4m | 0.0% |