| Destination Wealth Management | 892,414 | $83,307 |
| ENVESTNET ASSET MANAGEMENT INC | 411,670 | $38,429 |
| LPL Financial LLC | 393,935 | $36,774 |
| BANK OF AMERICA CORP /DE/ | 282,528 | $26,374 |
| Leo Wealth, LLC | 262,375 | $24,500 |
| MML INVESTORS SERVICES, LLC | 167,831 | $15,667 |
| UBS Group AG | 137,825 | $12,866 |
| Capital Investment Advisory Services, LLC | 109,515 | $10,223 |
| MORGAN STANLEY | 99,470 | $9,286 |
| Harbour Wealth Management Group, Inc. | 95,991 | $8,961 |
| RAYMOND JAMES FINANCIAL INC | 76,449 | $7,137 |
| BANK OF MONTREAL /CAN/ | 57,341 | $5,353 |
| Twelve Points Wealth Management LLC | 55,452 | $5,189 |
| OneDigital Investment Advisors LLC | 51,260 | $4,785 |
| Bank of New York Mellon Corp | 46,539 | $4,344 |
| Rockefeller Capital Management L.P. | 43,768 | $4,086 |
| OSAIC HOLDINGS, INC. | 41,175 | $3,844 |
| Prime Capital Investment Advisors, LLC | 40,263 | $3,759 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34,443 | $3,218 |
| Savvy Advisors, Inc. | 31,455 | $2,936 |
| Cetera Investment Advisers | 31,001 | $2,894 |
| Janney Montgomery Scott LLC | 27,967 | $3 |
| ROYAL BANK OF CANADA | 27,919 | $2,605 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,463 | $2,377 |
| Cambridge Investment Research Advisors, Inc. | 25,275 | $2 |
| ASSETMARK, INC | 24,869 | $2,322 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,358 | $2,274 |
| Betterment LLC | 22,460 | $2 |
| Red Wave Investments LLC | 22,326 | $2,084 |
| PARK AVENUE SECURITIES LLC | 21,352 | $2 |
| COLUMBIA ADVISORY PARTNERS LLC | 21,088 | $1,969 |
| Sanctuary Advisors, LLC | 21,024 | $1,963 |
| JPMORGAN CHASE & CO | 20,342 | $1,899 |
| WCG Wealth Advisors LLC | 20,161 | $1,882 |
| JANE STREET GROUP, LLC | 19,372 | $1,808 |
| TRUIST FINANCIAL CORP | 16,563 | $1,546 |
| Global Retirement Partners, LLC | 16,437 | $1,534 |
| ORG Partners LLC | 16,395 | $1,530 |
| Beacon Pointe Advisors, LLC | 16,071 | $1,500 |
| Able Wealth Management LLC | 15,784 | $1,473 |
| STIFEL FINANCIAL CORP | 15,371 | $1,435 |
| SCOTIA CAPITAL INC. | 11,686 | $1,091 |
| Alpine Bank Wealth Management | 11,465 | $1,070 |
| MILESTONE ASSET MANAGEMENT, LLC | 11,126 | $1,039 |
| CITADEL ADVISORS LLC | 10,880 | $1,016 |
| Perigon Wealth Management, LLC | 10,370 | $968 |
| Envestnet Portfolio Solutions, Inc. | 10,282 | $960 |
| Fundamentum, LLC | 8,918 | $833 |
| Trilogy Capital Inc. | 7,551 | $705 |
| GWN SECURITIES INC. | 7,244 | $676 |
| Coastal Bridge Advisors, LLC | 6,769 | $632 |
| Transamerica Financial Advisors, Inc. | 6,740 | $629 |
| Keebeck Wealth Management | 6,019 | $562 |
| Advisory Services Network, LLC | 5,274 | $492 |
| Founders Financial Alliance, LLC | 5,234 | $489 |
| Wealthcare Advisory Partners LLC | 5,178 | $483 |
| McAdam, LLC | 5,170 | $483 |
| Two West Capital Advisors LLC | 5,074 | $474 |
| Spectrum Planning & Advisory Services Inc. | 4,950 | $462 |
| OPPENHEIMER & CO INC | 4,483 | $418 |
| Maridea Wealth Management LLC | 4,210 | $393 |
| MERCER GLOBAL ADVISORS INC /ADV | 3,905 | $364 |
| Guardian Partners Inc. | 3,727 | $347 |
| EAGLE GLOBAL ADVISORS LLC | 3,530 | $330 |
| Sigma Planning Corp | 3,199 | $299 |
| GeoWealth Management, LLC | 3,163 | $295 |
| GC Wealth Management RIA, LLC | 3,160 | $295 |
| AdvisorNet Financial, Inc | 2,942 | $275 |
| Vista Cima Wealth Management LLC | 2,932 | $274 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,917 | $272 |
| COMPASS CAPITAL CORP /MA/ /ADV | 2,686 | $250 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,660 | $248 |
| FSA Advisors, Inc. | 2,542 | $237 |
| HARBOUR INVESTMENTS, INC. | 2,463 | $230 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,444 | $228 |
| Private Advisor Group, LLC | 2,430 | $227 |
| ONE Advisory Partners, LLC | 2,419 | $226 |
| Diversify Advisory Services, LLC | 2,345 | $220 |
| West Wealth Group, LLC | 2,287 | $214 |
| JOURNEY STRATEGIC WEALTH LLC | 2,283 | $213 |
| PNC Financial Services Group, Inc. | 2,002 | $187 |
| Geneos Wealth Management Inc. | 1,349 | $126 |
| Kestra Advisory Services, LLC | 1,279 | $119 |
| BlackRock, Inc. | 705 | $66 |
| Glass Jacobson Investment Advisors llc | 645 | $60 |
| Harbor Asset Planning, Inc. | 450 | $42 |
| Signature Equity Partners, LLC | 310 | $29 |
| Cape Investment Advisory, Inc. | 308 | $29 |
| COMERICA BANK | 296 | $28 |
| Spire Wealth Management | 283 | $26 |
| PRIVATE TRUST CO NA | 272 | $25 |
| WELLS FARGO & COMPANY/MN | 253 | $24 |
| Bangor Savings Bank | 185 | $17 |
| CoreCap Advisors, LLC | 175 | $16 |
| Mascoma Wealth Management LLC | 174 | $16 |
| North Star Investment Management Corp. | 167 | $16 |
| Farther Finance Advisors, LLC | 158 | $15 |
| AMERIFLEX GROUP, INC. | 100 | $9 |
| MidFirst Bank | 97 | $9 |
| NBT BANK N A /NY | 93 | $38 |
| 9 other institutions | 425 | $40 |