| BANK OF AMERICA CORP /DE/ | 2,130,117 | $105.2m | 0.0% |
| AE Wealth Management LLC | 1,368,842 | $67.6m | 0.3% |
| Tanager Wealth Management LLP | 943,490 | $46.6m | 4.1% |
| SMITH, MOORE & CO. | 906,468 | $44.8m | 2.9% |
| Focus Partners Wealth | 809,753 | $40.0m | 0.0% |
| ACCESS FINANCIAL SERVICES, INC. | 489,580 | $24.2m | 7.9% |
| VICTORY FINANCIAL GROUP, LLC | 389,679 | $19.2m | 2.0% |
| Buck Wealth Strategies, LLC | 316,178 | $15.6m | 1.6% |
| Nemes Rush Group LLC | 281,252 | $13.9m | 1.1% |
| EP Wealth Advisors, LLC | 256,126 | $12.6m | 0.0% |
| Cetera Investment Advisers | 224,932 | $11.1m | 0.0% |
| Empowered Funds, LLC | 213,600 | $10.5m | 0.1% |
| GOLDMAN SACHS GROUP INC | 201,207 | $9.9m | 0.0% |
| Janney Montgomery Scott LLC | 184,131 | $9.1m | 0.0% |
| eCIO, Inc. | 171,397 | $8.5m | 2.4% |
| Aptus Capital Advisors, LLC | 127,971 | $6.3m | 0.0% |
| Financial Guidance Group, Inc. | 127,971 | $6.3m | 2.4% |
| Warren Street Wealth Advisors, LLC | 125,987 | $6.2m | 1.4% |
| MORGAN STANLEY | 121,762 | $6.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 105,029 | $5.2m | 0.0% |
| North Forty Two & Co. | 97,920 | $4.8m | 4.1% |
| S&A Financial Services, Inc. | 97,673 | $4.8m | 2.9% |
| MIDLAND WEALTH ADVISORS, LLC | 88,582 | $4.4m | 0.2% |
| Baird Financial Group, Inc. | 85,813 | $4.2m | 0.0% |
| Strait & Sound Wealth Management LLC | 71,858 | $3.5m | 1.2% |