| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 3,471,206 | 4.3% | +52,489 |
| Focus Partners Wealth | 3,426,968 | 4.3% | +5,523 |
| BANK OF AMERICA CORP /DE/ | 3,057,130 | 3.8% | +330,794 |
| Stratos Wealth Advisors, LLC | 2,769,082 | 3.4% | +2,739,342 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,637,890 | 3.3% | +232,379 |
| WELLS FARGO & COMPANY/MN | 1,914,158 | 2.4% | −1,125,010 |
| Arax Advisory Partners | 1,889,290 | 2.3% | — |
| RAYMOND JAMES FINANCIAL INC | 1,822,459 | 2.3% | −125,162 |
| Integrated Wealth Concepts LLC | 1,679,990 | 2.1% | +870,042 |
| BAILARD, INC. | 1,439,724 | 1.8% | +77,771 |
| UBS Group AG | 1,381,039 | 1.7% | −29,336 |
| Brookstone Capital Management | 1,373,314 | 1.7% | +18,398 |
| Financial Advisory Corp | 1,347,199 | 1.7% | +112,581 |
| ENVESTNET ASSET MANAGEMENT INC | 1,340,234 | 1.7% | +69,857 |
| Heartwood Wealth Advisors LLC | 1,306,170 | 1.6% | +14,279 |