| 1 | BANK OF AMERICA CORP /DE/ | 1,580,220 | $318.2T | 25.71% | — |
| 2 | WELLS FARGO & COMPANY/MN | 594,718 | $119.8T | 27.20% | — |
| 3 | MORGAN STANLEY | 558,717 | $112.5T | 8.04% | — |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 522,390 | $105.2T | 33.92% | — |
| 5 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 499,875 | $100.7T | 100.00% | — |
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | 480,962 | $96.9T | 4.79% | — |
| 7 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 474,250 | $95.5T | 19.54% | — |
| 8 | AMERIPRISE FINANCIAL INC | 450,142 | $90.7T | 24.48% | — |
| 9 | LPL Financial LLC | 440,223 | $88.7T | 34.48% | — |
| 10 | UBS Group AG | 432,216 | $87.0T | 16.00% | — |
| 11 | Cadence Bank | 426,441 | $85.9T | 6.13% | — |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 416,895 | $84.0T | 43.96% | — |
| 13 | Apella Capital, LLC | 323,304 | $63.6T | 2.18% | — |
| 14 | RAYMOND JAMES FINANCIAL INC | 304,460 | $61.3T | 23.08% | — |
| 15 | Cetera Investment Advisers | 272,932 | $55.0T | 100.00% | — |
| 16 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 214,599 | $43.2T | 13.24% | — |
| 17 | CAPTRUST FINANCIAL ADVISORS | 201,282 | $40.5T | 100.00% | — |
| 18 | Forvis Mazars Wealth Advisors, LLC | 200,732 | $40.4T | 0.97% | — |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 194,300 | $39.1T | 55.38% | — |
| 20 | JONES FINANCIAL COMPANIES LLLP | 476,255 | $36.4T | 32.61% | — |
| 21 | TRUIST FINANCIAL CORP | 180,488 | $36.3T | 58.14% | — |
| 22 | One Capital Management, LLC | 173,855 | $35.0T | 1.18% | — |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 169,288 | $34.1T | 27.88% | — |
| 24 | Orion Portfolio Solutions, LLC | 158,428 | $33.7T | 100.00% | — |
| 25 | IEQ CAPITAL, LLC | 163,459 | $32.9T | 100.00% | — |
| 26 | ROYAL BANK OF CANADA | 143,366 | $28.9T | 6.03% | — |
| 27 | ProVise Management Group, LLC | 132,235 | $26.6T | 2.26% | — |
| 28 | Rockefeller Capital Management L.P. | 121,638 | $24.5T | 60.46% | — |
| 29 | Mesirow Financial Investment Management, Inc. | 105,178 | $21.2T | 100.00% | — |
| 30 | OSAIC HOLDINGS, INC. | 101,151 | $20.4T | 45.42% | — |
| 31 | FSA WEALTH PARTNERS, INC. | 98,078 | $19.8T | 7.47% | — |
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 88,394 | $17.8T | 0.66% | — |
| 33 | Atlantic Union Bankshares Corp | 85,670 | $17.3T | 1.04% | — |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79,888 | $16.1T | 30.77% | — |
| 35 | Creative Planning | 79,370 | $16.0T | 15.03% | — |
| 36 | VSM Wealth Advisory, LLC | 74,048 | $14.9T | 5.36% | — |
| 37 | COZAD ASSET MANAGEMENT INC | 72,572 | $14.6T | 1.46% | — |
| 38 | Modera Wealth Management, LLC | 72,486 | $14.6T | 100.00% | — |
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,717 | $14.2T | 0.37% | — |
| 40 | Capital Investment Advisors, LLC | 70,001 | $14.1T | 100.00% | — |
| 41 | Ascent Group, LLC | 68,615 | $13.8T | 0.59% | — |
| 42 | GREAT VALLEY ADVISOR GROUP, INC. | 65,199 | $13.1T | 0.28% | — |
| 43 | CreativeOne Wealth, LLC | 56,051 | $11.3T | 0.34% | — |
| 44 | Keel Point, LLC | 48,592 | $9.8T | 0.76% | — |
| 45 | Baird Financial Group, Inc. | 47,322 | $9.5T | 18.35% | — |
| 46 | TriaGen Wealth Management LLC | 46,009 | $9.3T | 3.27% | — |
| 47 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 44,553 | $9.0T | 0.69% | — |
| 48 | Buttonwood Financial Group, LLC | 46,843 | $8.9T | 5.21% | — |
| 49 | Blackston Financial Advisory Group, LLC | 42,530 | $8.6T | 4.36% | — |
| 50 | Destination Wealth Management | 41,367 | $8.3T | 0.26% | — |