| HB Wealth Management, LLC | 6,026,439 | $771.9m | 4.3% |
| AMERICAN CENTURY COMPANIES INC | 4,549,423 | $582.7m | 0.3% |
| Oak Root LLC | 2,905,949 | $372.2m | 41.1% |
| LPL Financial LLC | 2,541,722 | $325.5m | 0.1% |
| MASECO LLP | 2,377,661 | $304.6m | 8.6% |
| Annex Advisory Services, LLC | 2,025,359 | $259.4m | 4.4% |
| ENVESTNET ASSET MANAGEMENT INC | 2,009,207 | $257.3m | 0.1% |
| Focus Partners Wealth | 1,954,513 | $250.3m | 0.3% |
| FIFTH THIRD BANCORP | 1,764,029 | $225.9m | 0.4% |
| Prime Capital Investment Advisors, LLC | 1,763,123 | $225.8m | 2.2% |
| HighTower Advisors, LLC | 1,572,782 | $201.4m | 0.2% |
| Financial Plan, Inc. | 1,428,195 | $182.9m | 17.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,412,717 | $180.9m | 0.2% |
| Great Point Wealth Advisors, LLC | 1,182,649 | $151.5m | 24.5% |
| Beacon Pointe Advisors, LLC | 1,125,582 | $144.2m | 0.7% |
| Corient Private Wealth LP | 1,101,011 | $141.0m | 0.2% |
| Modera Wealth Management, LLC | 1,076,358 | $137.9m | 1.5% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1,015,751 | $130.1m | 9.3% |
| MORGAN STANLEY | 999,429 | $128.0m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 982,092 | $125.8m | 0.2% |
| RAYMOND JAMES FINANCIAL INC | 971,486 | $124.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 967,372 | $123.9m | 0.0% |
| Creative Planning | 938,149 | $120.2m | 0.1% |
| PARK AVENUE SECURITIES LLC | 914,760 | $117.2m | 0.7% |
| Quantum Financial Advisors, LLC | 907,573 | $116.2m | 11.5% |