| JPMORGAN CHASE & CO | 56,233,619 | $4,066,815 |
| MORGAN STANLEY | 3,574,797 | $258,529 |
| Integrated Wealth Concepts LLC | 2,015,251 | $145,743 |
| BANK OF AMERICA CORP /DE/ | 872,901 | $63,128 |
| Aptus Capital Advisors, LLC | 594,360 | $42,984 |
| KELLY FINANCIAL GROUP LLC | 541,542 | $39,164 |
| OSAIC HOLDINGS, INC. | 491,630 | $35,555 |
| Pallas Capital Advisors LLC | 489,352 | $35,390 |
| Perigon Wealth Management, LLC | 465,267 | $33,648 |
| ASSETMARK, INC | 457,852 | $33,112 |
| Cetera Investment Advisers | 375,405 | $27,149 |
| LPL Financial LLC | 286,713 | $20,735 |
| Advisory Services Network, LLC | 229,629 | $16,607 |
| ROTHSCHILD INVESTMENT LLC | 188,817 | $13,655 |
| Focus Partners Wealth | 164,790 | $11,918 |
| CWM, LLC | 156,961 | $11 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 150,706 | $10,899 |
| Graney & King, LLC | 134,778 | $9,747 |
| Jacobi Capital Management LLC | 97,207 | $7,030 |
| ENVESTNET ASSET MANAGEMENT INC | 95,668 | $6,919 |
| Gateway Wealth Partners, LLC | 94,709 | $6,849 |
| Clarius Group, LLC | 93,183 | $6,739 |
| HSBC HOLDINGS PLC | 88,523 | $6,402 |
| Alpha Advisors, LLC/VA | 88,238 | $6,382 |
| MML INVESTORS SERVICES, LLC | 80,567 | $5,827 |
| MN Wealth Advisors, LLC | 76,296 | $5,518 |
| DAYMARK WEALTH PARTNERS, LLC | 73,332 | $5,303 |
| Ascent Group, LLC | 66,966 | $4,843 |
| RAYMOND JAMES FINANCIAL INC | 62,025 | $4,486 |
| 5T Wealth, LLC | 59,729 | $4,320 |
| ROYAL BANK OF CANADA | 49,639 | $3,589 |
| Sanctuary Advisors, LLC | 45,006 | $3,255 |
| Horizon Family Wealth, Inc. | 44,638 | $3,228 |
| Private Advisor Group, LLC | 42,915 | $3,104 |
| Bank of New York Mellon Corp | 31,982 | $2,313 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30,997 | $2,242 |
| ORG Partners LLC | 30,247 | $2,187 |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,003 | $2,025 |
| Northwest Wealth Advisors, LLC | 27,967 | $2,023 |
| Geneos Wealth Management Inc. | 26,627 | $1,926 |
| Emerald Advisors, LLC | 19,216 | $1,390 |
| Merited Wealth, LLC | 17,352 | $1,255 |
| 3Chopt Investment Partners, LLC | 17,199 | $1,244 |
| Ignite Planners, LLC | 16,521 | $1,258 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 15,698 | $1,237 |
| Strategic Financial Concepts, LLC | 15,669 | $1,133 |
| Robertson Stephens Wealth Management, LLC | 15,013 | $1,086 |
| Cambridge Investment Research Advisors, Inc. | 14,875 | $1 |
| Insight Advisors, LLC/ PA | 14,470 | $1,046 |
| Elevation Wealth Management LLC | 14,341 | $1,037 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,207 | $883 |
| PRINCIPAL SECURITIES, INC. | 11,605 | $839 |
| Creative Planning | 11,553 | $835 |
| Qube Research & Technologies Ltd | 10,805 | $781 |
| TRUIST FINANCIAL CORP | 10,162 | $735 |
| FLAGSHIP HARBOR ADVISORS, LLC | 9,257 | $669 |
| TFB Advisors LLC | 8,385 | $606 |
| GSB Wealth Management, LLC | 7,800 | $564 |
| Plan Group Financial, LLC | 7,201 | $521 |
| Miracle Mile Advisors, LLC | 6,963 | $504 |
| Cobblestone Asset Management LLC | 6,706 | $485 |
| RICHARDSON FINANCIAL SERVICES INC. | 6,641 | $480 |
| MGO ONE SEVEN LLC | 6,322 | $457 |
| CITADEL ADVISORS LLC | 6,228 | $450 |
| WealthPlan Investment Management, LLC | 5,601 | $405 |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,371 | $388 |
| IFP Advisors, Inc | 5,324 | $385 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,232 | $388 |
| Farther Finance Advisors, LLC | 5,059 | $366 |
| Rockefeller Capital Management L.P. | 4,980 | $360 |
| AMERIPRISE FINANCIAL INC | 4,900 | $354 |
| Janney Montgomery Scott LLC | 4,630 | $0 |
| MB Generational Wealth, LLC | 4,445 | $321 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,290 | $310 |
| PARK AVENUE SECURITIES LLC | 4,258 | $0 |
| Equitable Holdings, Inc. | 4,136 | $299 |
| NewEdge Advisors, LLC | 3,992 | $289 |
| SeaCrest Wealth Management, LLC | 3,832 | $283 |
| WHITTIER TRUST CO OF NEVADA INC | 3,693 | $274 |
| TWO SIGMA SECURITIES, LLC | 3,515 | $254 |
| Capital Investment Advisory Services, LLC | 3,256 | $235 |
| VANGUARD GROUP INC | 3,247 | $235 |
| HRT FINANCIAL LP | 3,146 | $0 |
| FMR LLC | 2,748 | $199 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,521 | $182 |
| COMERICA BANK | 1,656 | $120 |
| Key Financial Inc | 1,131 | $82 |
| AlphaCore Capital LLC | 1,116 | $81 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,091 | $79 |
| WHITTIER TRUST CO | 983 | $73 |
| SRS Capital Advisors, Inc. | 830 | $60 |
| US BANCORP \DE\ | 778 | $56 |
| AdvisorNet Financial, Inc | 657 | $48 |
| CARY STREET PARTNERS FINANCIAL LLC | 619 | $45 |
| GGM Financials LLC | 617 | $45 |
| Global Retirement Partners, LLC | 493 | $36 |
| Steward Partners Investment Advisory, LLC | 397 | $29 |
| Allworth Financial LP | 384 | $28 |
| WealthShield Partners, LLC | 383 | $28 |
| Spire Wealth Management | 370 | $27 |
| 17 other institutions | 1,784 | $129 |