| MORGAN STANLEY | 6,660,700 | $654.1m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 6,351,629 | $623.7m | 0.0% |
| UBS Group AG | 4,269,527 | $419.3m | 0.1% |
| Orgel Wealth Management, LLC | 3,084,964 | $302.9m | 6.5% |
| LPL Financial LLC | 2,888,314 | $283.6m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,800,924 | $275.1m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 2,797,471 | $273.6m | 0.1% |
| WELLS FARGO & COMPANY/MN | 2,491,771 | $244.7m | 0.0% |
| AMERIPRISE FINANCIAL INC | 2,335,889 | $229.3m | 0.0% |
| ROYAL BANK OF CANADA | 1,983,451 | $194.8m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 1,813,467 | $178.1m | 0.3% |
| RAYMOND JAMES FINANCIAL INC | 1,709,221 | $167.8m | 0.0% |
| Confluence Wealth Services, Inc. | 1,530,507 | $150.3m | 4.3% |
| Mariner, LLC | 962,375 | $94.5m | 0.1% |
| HighTower Advisors, LLC | 854,674 | $83.9m | 0.1% |
| Creative Planning | 721,215 | $70.8m | 0.0% |
| Cetera Investment Advisers | 675,900 | $66.4m | 0.1% |
| Summit Financial Wealth Advisors, LLC | 670,311 | $65.8m | 8.4% |
| PNC Financial Services Group, Inc. | 653,380 | $64.2m | 0.0% |
| Equitable Holdings, Inc. | 622,475 | $61.1m | 0.4% |
| FOSTER & MOTLEY INC | 613,923 | $60.3m | 2.8% |
| Cambridge Investment Research Advisors, Inc. | 593,632 | $58.3m | 0.1% |
| OSAIC HOLDINGS, INC. | 568,850 | $55.9m | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 478,114 | $47.0m | 0.1% |
| JPMORGAN CHASE & CO | 477,136 | $46.9m | 0.0% |