| SEI INVESTMENTS CO | 2,745,969 | $330.1m | 0.3% |
| ASPIRIANT, LLC | 2,432,810 | $292.5m | 7.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,633,451 | $196.4m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 1,181,253 | $142.0m | 0.0% |
| BlackRock, Inc. | 1,170,834 | $140.8m | 0.0% |
| LPL Financial LLC | 742,422 | $89.3m | 0.0% |
| 1832 Asset Management L.P. | 703,180 | $84.5m | 0.0% |
| UBS Group AG | 475,683 | $57.2m | 0.0% |
| MORGAN STANLEY | 399,735 | $48.1m | 0.0% |
| JANE STREET GROUP, LLC | 208,290 | $25.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 194,067 | $23.3m | 0.0% |
| DORVAL Corp | 186,708 | $22.4m | 6.5% |
| BESSEMER GROUP INC | 167,514 | $20.1m | 0.0% |
| Rockefeller Capital Management L.P. | 149,432 | $18.0m | 0.0% |
| JPMORGAN CHASE & CO | 135,700 | $16.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 134,472 | $16.2m | 0.0% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 128,883 | $15.5m | 2.0% |
| HB Wealth Management, LLC | 122,463 | $14.7m | 0.1% |
| Ackerman Capital Advisors, LLC | 119,876 | $14.4m | 2.9% |
| AMERIPRISE FINANCIAL INC | 116,318 | $14.0m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 111,010 | $13.3m | 0.0% |
| RFP Financial Group LLC | 102,954 | $12.4m | 5.5% |
| Tacita Capital Inc | 90,522 | $10.9m | 5.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86,914 | $10.4m | 0.0% |
| Mariner, LLC | 86,019 | $10.3m | 0.0% |