| Focus Partners Wealth | 13,414,075 | $538.3m | 0.6% |
| Forum Financial Management, LP | 5,642,966 | $226.5m | 2.9% |
| MATHER GROUP, LLC. | 5,210,680 | $209.1m | 1.8% |
| Focus Partners Advisor Solutions, LLC | 3,118,868 | $125.2m | 1.1% |
| BANK OF AMERICA CORP /DE/ | 2,991,895 | $120.1m | 0.0% |
| Savant Capital, LLC | 2,629,312 | $109.5m | 0.3% |
| UBS Group AG | 2,485,157 | $99.7m | 0.0% |
| RITHOLTZ WEALTH MANAGEMENT | 2,385,040 | $95.7m | 1.4% |
| Cerity Partners LLC | 1,592,790 | $63.9m | 0.1% |
| Integrated Wealth Concepts LLC | 1,413,192 | $56.7m | 0.3% |
| NORTHERN TRUST CORP | 1,318,379 | $52.9m | 0.0% |
| Evanson Financial, LLC | 1,210,764 | $48.6m | 2.4% |
| Asset Dedication, LLC | 1,210,491 | $48.6m | 3.1% |
| Corient Private Wealth LP | 1,018,423 | $40.9m | 0.1% |
| MONOGRAPH WEALTH ADVISORS, LLC | 979,700 | $39.3m | 3.2% |
| HighTower Advisors, LLC | 978,432 | $39.3m | 0.0% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 958,337 | $38.5m | 3.0% |
| GREAT OAK CAPITAL PARTNERS, LLC | 871,449 | $35.5m | 7.7% |
| Creative Planning | 877,952 | $35.2m | 0.0% |
| BANK OF MONTREAL /CAN/ | 829,638 | $33.3m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 823,817 | $33.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 815,545 | $32.7m | 0.0% |
| JANE STREET GROUP, LLC | 786,039 | $31.5m | 0.0% |
| Planning Center, Inc. | 697,483 | $28.0m | 2.6% |
| Index Fund Advisors, Inc. | 654,082 | $26.2m | 1.0% |