| BANK OF AMERICA CORP /DE/ | 2,588,077 | $279.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,004,950 | $216.2m | 0.1% |
| Howard Capital Management, LLC | 1,993,096 | $214.9m | 2.6% |
| LPL Financial LLC | 1,628,253 | $175.6m | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,524,239 | $164.3m | 0.0% |
| MORGAN STANLEY | 1,496,947 | $161.4m | 0.0% |
| Cetera Investment Advisers | 1,274,155 | $137.4m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,231,810 | $132.8m | 0.1% |
| BESSEMER GROUP INC | 1,215,879 | $131.1m | 0.2% |
| AMERIPRISE FINANCIAL INC | 813,427 | $87.7m | 0.0% |
| ASSETMARK, INC | 743,030 | $80.1m | 0.1% |
| PNC Financial Services Group, Inc. | 736,701 | $79.4m | 0.0% |
| DEUTSCHE BANK AG\ | 684,479 | $73.8m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 570,734 | $61.5m | 0.1% |
| Goodman Advisory Group, LLC | 526,030 | $56.7m | 13.0% |
| UBS Group AG | 489,822 | $52.8m | 0.0% |
| BANK OF MONTREAL /CAN/ | 422,729 | $45.6m | 0.0% |
| ROYAL BANK OF CANADA | 389,739 | $42.0m | 0.0% |
| New York Life Investment Management LLC | 365,834 | $39.4m | 0.3% |
| One Wealth Map LLC | 388,508 | $38.2m | 17.4% |
| RAYMOND JAMES FINANCIAL INC | 354,204 | $38.2m | 0.0% |
| Horizon Investments, LLC | 272,048 | $29.2m | 0.3% |
| POTOMAC FUND MANAGEMENT INC /ADV | 257,100 | $27.7m | 0.7% |
| GOLDMAN SACHS GROUP INC | 246,300 | $26.6m | 0.0% |
| River Wealth Advisors LLC | 238,819 | $25.7m | 2.7% |