| Wealthfront Advisers LLC | 5,067,526 | $156.3m | 0.3% |
| AMERIPRISE FINANCIAL INC | 4,105,014 | $127.1m | 0.0% |
| LPL Financial LLC | 3,934,329 | $121.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,699,472 | $83.3m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 2,456,048 | $75.8m | 0.0% |
| MORGAN STANLEY | 1,974,296 | $60.9m | 0.0% |
| New York Life Investment Management LLC | 1,967,252 | $60.7m | 0.4% |
| WELLS FARGO & COMPANY/MN | 1,868,939 | $57.7m | 0.0% |
| Curbstone Financial Management Corp | 1,304,506 | $40.2m | 6.9% |
| Facet Wealth, Inc. | 1,166,828 | $36.0m | 0.5% |
| Cetera Investment Advisers | 1,007,464 | $31.1m | 0.0% |
| Stratos Investment Management, LLC | 991,167 | $30.6m | 1.1% |
| Farther Finance Advisors, LLC | 976,402 | $30.1m | 0.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 969,434 | $29.9m | 0.1% |
| STATE STREET CORP | 941,322 | $29.0m | 0.0% |
| MFA WEALTH ADVISORS, LLC | 930,045 | $28.7m | 4.9% |
| Cornerstone Management, Inc. | 872,431 | $26.9m | 3.9% |
| RAYMOND JAMES FINANCIAL INC | 847,170 | $26.1m | 0.0% |
| Advisory Alpha, LLC | 806,621 | $24.9m | 0.6% |
| MILESTONE ASSET MANAGEMENT, LLC | 796,500 | $24.6m | 3.9% |
| WESCAP Management Group, Inc. | 790,575 | $24.4m | 4.6% |
| Coppell Advisory Solutions LLC | 873,369 | $23.2m | 2.2% |
| Ameliora Wealth Management Ltd. | 742,057 | $22.9m | 6.8% |
| Beacon Capital Management, Inc. | 736,373 | $22.7m | 1.4% |
| Penobscot Investment Management Company, Inc. | 629,278 | $19.4m | 1.3% |