| MORGAN STANLEY | 30,547,370 | $1.4bn | 0.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22,369,778 | $1.0bn | 0.1% |
| BANK OF AMERICA CORP /DE/ | 9,888,964 | $444.9m | 0.0% |
| Haverford Trust Co | 3,993,467 | $179.7m | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 3,410,091 | $153.4m | 0.0% |
| OSAIC HOLDINGS, INC. | 3,363,367 | $151.3m | 0.2% |
| Corient Private Wealth LP | 3,321,191 | $149.5m | 0.2% |
| Focus Partners Wealth | 2,825,037 | $127.2m | 0.1% |
| Gradient Investments LLC | 2,688,767 | $121.0m | 1.7% |
| UBS Group AG | 2,597,488 | $116.9m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,420,928 | $108.9m | 0.0% |
| AMERIPRISE FINANCIAL INC | 2,206,955 | $99.3m | 0.0% |
| Hamilton Capital, LLC | 2,035,111 | $91.6m | 4.5% |
| ROYAL BANK OF CANADA | 1,989,959 | $89.5m | 0.0% |
| FOSTER & MOTLEY INC | 1,856,863 | $83.5m | 3.8% |
| LPL Financial LLC | 1,846,020 | $83.1m | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,835,337 | $82.6m | 0.0% |
| Advance Capital Management, Inc. | 1,789,564 | $80.5m | 2.6% |
| Pallas Capital Advisors LLC | 1,638,165 | $73.7m | 2.3% |
| Bank of New York Mellon Corp | 1,179,100 | $53.0m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,163,322 | $52.0m | 0.1% |
| Madison Asset Management, LLC | 1,106,482 | $49.8m | 0.6% |
| EP Wealth Advisors, LLC | 1,068,068 | $48.1m | 0.2% |
| CAPITAL ADVISORS INC/OK | 1,047,135 | $47.1m | 0.7% |
| INSPIRION WEALTH ADVISORS, LLC | 850,946 | $38.2m | 4.4% |