| WELLS FARGO & COMPANY/MN | 26,474,330 | $2.0bn | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 24,235,046 | $1.9bn | 0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,822,370 | $983.5m | 0.5% |
| EP Wealth Advisors, LLC | 12,178,869 | $934.1m | 3.6% |
| GOLDMAN SACHS GROUP INC | 11,248,421 | $862.8m | 0.1% |
| MORGAN STANLEY | 8,675,092 | $665.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 7,224,992 | $554.2m | 0.0% |
| Baird Financial Group, Inc. | 6,176,904 | $473.8m | 0.7% |
| True Link Financial Advisors, LLC | 5,706,056 | $437.7m | 25.3% |
| LPL Financial LLC | 5,360,448 | $411.1m | 0.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,995,262 | $306.4m | 1.7% |
| AMERIPRISE FINANCIAL INC | 3,911,085 | $299.6m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 3,393,708 | $261.2m | 0.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,435,399 | $186.8m | 0.6% |
| RAYMOND JAMES FINANCIAL INC | 2,400,546 | $184.1m | 0.0% |
| LINCOLN NATIONAL CORP | 2,251,874 | $172.7m | 4.4% |
| Cambridge Investment Research Advisors, Inc. | 2,210,316 | $169.5m | 0.2% |
| OSAIC HOLDINGS, INC. | 2,073,835 | $159.1m | 0.2% |
| ROYAL BANK OF CANADA | 2,057,704 | $157.8m | 0.0% |
| Mariner, LLC | 2,020,987 | $155.0m | 0.2% |
| Zhang Financial LLC | 1,914,897 | $146.9m | 4.3% |
| UBS Group AG | 1,839,154 | $141.1m | 0.0% |
| Retirement Investment Advisors, Inc. | 1,825,373 | $138.2m | 9.9% |
| Cetera Investment Advisers | 1,793,272 | $137.5m | 0.1% |
| MATHER GROUP, LLC. | 1,630,105 | $125.0m | 1.1% |