| 1 | Align Financial, LLC | 12,970,475 | $13.0B | 7.52% | Share |
| 2 | MORGAN STANLEY | 2,366,750 | $99.0M | 0.01% | Share |
| 3 | AE Wealth Management LLC | 1,772,395 | $74.3M | 0.43% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,775,337 | $74.0M | 0.02% | Share |
| 5 | Verus Financial Partners, Inc. | 1,474,290 | $62.0M | 5.70% | Share |
| 6 | Hill Investment Group Partners, LLC | 1,385,146 | $58.1M | 6.91% | Share |
| 7 | Simplicity Wealth,LLC | 1,160,373 | $48.6M | 2.90% | Share |
| 8 | Pacific Life Fund Advisors LLC | 1,122,939 | $47.1M | 4.85% | Share |
| 9 | LPL Financial LLC | 978,173 | $41.0M | 0.01% | Share |
| 10 | Janney Montgomery Scott LLC | 934,908 | $39.0M | 0.09% | Share |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | 906,426 | $37.0M | 0.71% | Share |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | 778,702 | $32.6M | 0.13% | Share |
| 13 | REGATTA CAPITAL GROUP, LLC | 771,101 | $32.3M | 4.88% | Share |
| 14 | AE Wealth Management LLC | 766,687 | $32.1M | 0.18% | Share |
| 15 | Arax Advisory Partners | 774,265 | $32.0M | 0.93% | Share |
| 16 | BCR Wealth Strategies, LLC | 703,931 | $29.5M | 9.79% | Share |
| 17 | Echo Wealth Management, LLC | 622,214 | $26.1M | 15.23% | Share |
| 18 | PARK AVENUE SECURITIES LLC | 552,061 | $23.1M | 0.20% | Share |
| 19 | Allegiance Financial Group Advisory Services LLC | 540,374 | $22.7M | 4.76% | Share |
| 20 | Centennial Wealth Advisory LLC | 532,233 | $22.3M | 5.90% | Share |
| 21 | Highland Financial Advisors, LLC | 529,715 | $22.2M | 6.16% | Share |
| 22 | AE Wealth Management LLC | 527,863 | $22.1M | 0.13% | Share |
| 23 | Creative Planning | 524,440 | $21.0M | 0.02% | Share |
| 24 | ROYAL BANK OF CANADA | 500,600 | $20.0M | 0.00% | Share |
| 25 | TRUIST FINANCIAL CORP | 407,799 | $17.1M | 0.02% | Share |
| 26 | AE Wealth Management LLC | 402,128 | $16.9M | 0.10% | Share |
| 27 | RAYMOND JAMES FINANCIAL INC | 382,004 | $16.0M | 0.00% | Share |
| 28 | AE Wealth Management LLC | 372,353 | $15.6M | 0.09% | Share |
| 29 | AE Wealth Management LLC | 337,015 | $14.1M | 0.08% | Share |
| 30 | Allodium Investment Consultants, LLC | 278,373 | $11.7M | 5.91% | Share |
| 31 | AE Wealth Management LLC | 264,487 | $11.1M | 0.06% | Share |
| 32 | AMERICAN CENTURY COMPANIES INC | 273,637 | $11.0M | 0.01% | Share |
| 33 | Ferguson Johnson Wealth Management Inc | 259,748 | $10.9M | 9.06% | Share |
| 34 | Kestra Investment Management, LLC | 256,523 | $10.8M | 0.26% | Share |
| 35 | Networth Advisors, LLC | 254,194 | $10.7M | 7.86% | Share |
| 36 | AE Wealth Management LLC | 233,046 | $9.8M | 0.06% | Share |
| 37 | Corient Private Wealth LLC | 227,970 | $9.6M | 0.01% | Share |
| 38 | &PARTNERS | 221,126 | $9.0M | 0.05% | Share |
| 39 | Cogent Private Wealth, Inc. | 203,871 | $8.5M | 6.51% | Share |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 197,719 | $8.0M | 0.01% | Share |
| 41 | Cresset Asset Management, LLC | 202,883 | $8.0M | 0.03% | Share |
| 42 | Mariner, LLC | 175,300 | $7.0M | 0.01% | Share |
| 43 | Trajan Wealth LLC | 171,930 | $7.0M | 0.29% | Share |
| 44 | Herold Advisors, Inc. | 163,371 | $6.8M | 1.53% | Share |
| 45 | AE Wealth Management LLC | 163,327 | $6.8M | 0.04% | Share |
| 46 | AE Wealth Management LLC | 158,736 | $6.7M | 0.04% | Share |
| 47 | Pacific Asset Management, LLC | 148,489 | $6.2M | 3.74% | Share |
| 48 | Allworth Financial LP | 146,311 | $6.1M | 0.03% | Share |
| 49 | MATTERN CAPITAL MANAGEMENT, LLC | 145,870 | $6.1M | 0.72% | Share |
| 50 | AE Wealth Management LLC | 143,923 | $6.0M | 0.03% | Share |