| Jupiter Topco LLC | 3,029,436 | 13.7% | — |
| BlackRock, Inc. | 2,360,268 | 10.7% | +262,909 |
| ENVESTNET ASSET MANAGEMENT INC | 2,017,944 | 9.1% | −652,833 |
| LPL Financial LLC | 1,968,129 | 8.9% | +28,238 |
| Advocacy Wealth Management, LLC | 1,099,924 | 5.0% | +46,137 |
| MORGAN STANLEY | 967,249 | 4.4% | +141,760 |
| INSPIRION WEALTH ADVISORS, LLC | 662,318 | 3.0% | +98,975 |
| Cetera Investment Advisers | 648,045 | 2.9% | +60,657 |
| JPMORGAN CHASE & CO | 587,131 | 2.7% | — |
| Pallas Capital Advisors LLC | 548,355 | 2.5% | +35,373 |
| CenturyLink Investment Management Co | 511,600 | 2.3% | — |
| MML INVESTORS SERVICES, LLC | 475,109 | 2.2% | +34,179 |
| Vestmark Advisory Solutions, Inc. | 443,792 | 2.0% | +3,284 |
| Goldstone Financial Group, LLC | 366,312 | 1.7% | +62,389 |
| OneDigital Investment Advisors LLC | 342,704 | 1.6% | +50,337 |