| Cerity Partners OCIO LLC | 7,812,961 | $169.4m | 8.6% |
| CI INVESTMENTS INC. | 4,435,253 | $96.2m | 0.3% |
| MORGAN STANLEY | 3,443,678 | $74.7m | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,740,387 | $37.7m | 0.0% |
| Checchi Capital Advisers, LLC | 1,446,266 | $31.4m | 1.4% |
| Creative Planning | 1,256,828 | $27.2m | 0.0% |
| JANE STREET GROUP, LLC | 1,000,518 | $21.7m | 0.0% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 755,142 | $16.4m | 2.6% |
| TECTONIC ADVISORS LLC | 744,825 | $16.1m | 0.8% |
| ENVESTNET ASSET MANAGEMENT INC | 697,184 | $15.1m | 0.0% |
| LEUTHOLD GROUP, LLC | 531,295 | $11.5m | 1.2% |
| Walkner Condon Financial Advisors LLC | 494,885 | $10.7m | 1.2% |
| BANK OF AMERICA CORP /DE/ | 469,476 | $10.2m | 0.0% |
| CITIGROUP INC | 466,784 | $10.1m | 0.0% |
| LPL Financial LLC | 419,399 | $9.1m | 0.0% |
| Net Worth Advisory Group | 384,335 | $8.3m | 2.1% |
| Financial Engines Advisors L.L.C. | 360,232 | $7.8m | 0.0% |
| Ackerman Capital Advisors, LLC | 320,396 | $6.9m | 1.4% |
| Cetera Investment Advisers | 308,639 | $6.7m | 0.0% |
| Upper Left Wealth Management, LLC | 306,718 | $6.6m | 3.7% |
| AMERIPRISE FINANCIAL INC | 302,158 | $6.5m | 0.0% |
| PNC Financial Services Group, Inc. | 239,631 | $5.2m | 0.0% |
| NewSquare Capital LLC | 235,237 | $5.1m | 0.4% |
| ASSETMARK, INC | 233,512 | $5.1m | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 219,917 | $4.8m | 0.0% |