| WELLS FARGO & COMPANY/MN | 27,444,512 | $3.9bn | 0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,988,089 | $991.5m | 0.5% |
| Betterment LLC | 5,711,643 | $810.4m | 1.4% |
| MORGAN STANLEY | 5,039,761 | $715.1m | 0.0% |
| LPL Financial LLC | 3,220,388 | $456.9m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 3,182,271 | $451.5m | 0.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,928,946 | $415.6m | 7.5% |
| BANK OF AMERICA CORP /DE/ | 2,730,596 | $387.4m | 0.0% |
| SigFig Wealth Management, LLC | 1,998,523 | $281.6m | 7.5% |
| RiverFront Investment Group, LLC | 1,878,543 | $266.5m | 3.5% |
| GOLDMAN SACHS GROUP INC | 1,659,535 | $235.5m | 0.0% |
| HB Wealth Management, LLC | 1,305,326 | $185.2m | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 1,164,476 | $165.2m | 0.0% |
| Glenview Trust Co | 1,151,589 | $163.4m | 2.3% |
| Cetera Investment Advisers | 1,025,009 | $145.4m | 0.1% |
| SFMG, LLC | 870,472 | $123.5m | 7.4% |
| High Probability Advisors, LLC | 827,017 | $117.3m | 12.5% |
| Financial Management Professionals, Inc. | 789,342 | $112.0m | 10.6% |
| Riverpoint Wealth Management Holdings, LLC | 658,842 | $93.5m | 17.2% |
| OneDigital Investment Advisors LLC | 649,813 | $92.2m | 0.8% |
| ROYAL BANK OF CANADA | 644,108 | $91.4m | 0.0% |
| Goldstein Advisors, LLC | 621,939 | $88.2m | 8.1% |
| UBS Group AG | 592,065 | $84.0m | 0.0% |
| Lifelong Wealth Advisors, Inc. | 544,027 | $77.2m | 18.1% |
| FIRST FOUNDATION ADVISORS | 446,025 | $63.3m | 2.3% |