| BANK OF AMERICA CORP /DE/ | 389,567 | $62,304 |
| Pathstone Holdings, LLC | 206,385 | $33,007 |
| MORGAN STANLEY | 175,277 | $28,032 |
| LPL Financial LLC | 117,082 | $18,725 |
| COMMERCE BANK | 95,199 | $15,225 |
| Rockefeller Capital Management L.P. | 93,753 | $14,994 |
| Bragg Financial Advisors, Inc | 85,691 | $13,705 |
| WELLS FARGO & COMPANY/MN | 82,477 | $13,190 |
| AMERIPRISE FINANCIAL INC | 77,353 | $12,348 |
| OSAIC HOLDINGS, INC. | 59,445 | $9,507 |
| WestHill Financial Advisors, Inc. | 59,170 | $9,463 |
| Financial Advisory Corp | 50,415 | $8,063 |
| Savant Capital, LLC | 46,270 | $7,400 |
| AMG National Trust Bank | 44,707 | $7,150 |
| Institute for Wealth Management, LLC. | 43,494 | $6,956 |
| RAYMOND JAMES FINANCIAL INC | 40,114 | $6,415 |
| Adviser Investments LLC | 37,912 | $6,063 |
| Kestra Advisory Services, LLC | 36,044 | $5,765 |
| Cetera Investment Advisers | 33,613 | $5,376 |
| UBS Group AG | 32,471 | $5,193 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 28,352 | $4,534 |
| Virtue Capital Management, LLC | 25,173 | $4,056 |
| FRANKLIN RESOURCES INC | 24,833 | $3,972 |
| GOLDMAN SACHS GROUP INC | 23,791 | $3,805 |
| BlackRock, Inc. | 23,043 | $3,685 |
| Brandywine Asset Management, Inc. | 22,759 | $3,965 |
| Equitable Holdings, Inc. | 22,112 | $3,536 |
| JPMORGAN CHASE & CO | 22,069 | $3,529 |
| HighTower Advisors, LLC | 19,201 | $3,071 |
| Private Advisor Group, LLC | 18,731 | $2,996 |
| CIBC WORLD MARKET INC. | 17,312 | $2,769 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 16,829 | $2,691 |
| Rodgers & Associates, LTD | 16,446 | $2,630 |
| Allegheny Financial Group LTD | 15,990 | $2,557 |
| Phoenix Wealth Advisors | 14,883 | $2,380 |
| Wealth Dimensions Group, Ltd. | 14,817 | $2,370 |
| CAPTRUST FINANCIAL ADVISORS | 14,616 | $2,338 |
| LBJ Family Wealth Advisors, Ltd. | 14,439 | $2 |
| ENVESTNET ASSET MANAGEMENT INC | 14,368 | $2,298 |
| NYL Investors LLC | 14,206 | $2,272 |
| D.A. DAVIDSON & CO. | 13,970 | $2,234 |
| Clearstead Advisors, LLC | 12,854 | $2,056 |
| Parkside Financial Bank & Trust | 12,731 | $2,036 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,969 | $1,914 |
| Fifth Third Securities, Inc. | 11,727 | $1,876 |
| Summit Financial, LLC | 10,988 | $1,757 |
| Gotham Asset Management, LLC | 10,645 | $1,702 |
| Gibraltar Capital Management, Inc. | 10,620 | $1,698 |
| ROYAL BANK OF CANADA | 9,881 | $1,580 |
| OPPENHEIMER & CO INC | 9,698 | $1,551 |
| Baird Financial Group, Inc. | 9,551 | $1,527 |
| Financial Engines Advisors L.L.C. | 9,116 | $1,458 |
| FourThought Financial Partners, LLC | 8,614 | $1,378 |
| Cambridge Investment Research Advisors, Inc. | 8,529 | $1 |
| MidWestOne Financial Group, Inc. | 8,482 | $1,357 |
| Roundview Capital LLC | 8,457 | $1,353 |
| STIFEL FINANCIAL CORP | 8,110 | $1,297 |
| Jordan Park Group LLC | 8,023 | $1,283 |
| TOBIAS FINANCIAL ADVISORS, INC. | 7,661 | $1,225 |
| COOKE & BIELER LP | 7,510 | $1,201 |
| GREAT VALLEY ADVISOR GROUP, INC. | 6,660 | $1,065 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,455 | $1,032 |
| Sigma Planning Corp | 6,269 | $1,003 |
| Wrenne Financial Planning LLC | 6,008 | $961 |
| Morangie Management LLC | 5,929 | $948 |
| CITADEL ADVISORS LLC | 5,758 | $921 |
| McLean Asset Management Corp | 5,504 | $940 |
| Brooklyn FI, LLC | 5,337 | $854 |
| Lido Advisors, LLC | 5,182 | $823 |
| Mariner, LLC | 4,962 | $794 |
| Miracle Mile Advisors, LLC | 4,592 | $734 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,582 | $759 |
| IVC Wealth Advisors LLC | 4,394 | $703 |
| Michels Family Financial, LLC | 4,341 | $694 |
| BANK OF MONTREAL /CAN/ | 4,244 | $679 |
| NewEdge Advisors, LLC | 3,983 | $637 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,798 | $607 |
| Clear Retirement Advice LLC | 3,646 | $636 |
| 1900 WEALTH MANAGEMENT LLC | 3,643 | $583 |
| Kelsey Financial, LLC | 3,634 | $581 |
| MML INVESTORS SERVICES, LLC | 3,459 | $553 |
| Wealthcare Advisory Partners LLC | 3,438 | $550 |
| Janney Montgomery Scott LLC | 3,412 | $1 |
| AdvisorNet Financial, Inc | 3,365 | $538 |
| Tennessee Valley Asset Management Partners | 3,098 | $495 |
| TRUIST FINANCIAL CORP | 3,090 | $494 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,000 | $480 |
| NEUBERGER BERMAN GROUP LLC | 2,846 | $455 |
| Stordahl Capital Management, Inc. | 2,827 | $452 |
| FIRST NATIONAL BANK OF OMAHA | 2,740 | $441 |
| IEQ CAPITAL, LLC | 2,714 | $434 |
| Vawter Financial, Ltd. | 2,661 | $426 |
| MOSAIC FINANCIAL GROUP, LLC | 2,649 | $0 |
| FAS Wealth Partners, Inc. | 2,646 | $423 |
| Investor's Fiduciary Advisor Network, LLC | 2,570 | $0 |
| JONES FINANCIAL COMPANIES LLLP | 2,564 | $410 |
| Curi Capital, LLC | 2,528 | $404 |
| Plancorp, LLC | 2,507 | $401 |
| Note Advisors, LLC | 2,485 | $433 |
| VANCE WEALTH, LLC | 2,422 | $387 |
| 68 other institutions | 60,155 | $9,506 |