| JPMORGAN CHASE & CO | 2,659,489 | $125.5m | 0.0% |
| EP Wealth Advisors, LLC | 2,173,607 | $102.5m | 0.4% |
| HB Wealth Management, LLC | 666,586 | $31.4m | 0.2% |
| Roberts Wealth Advisors, LLC | 626,222 | $29.5m | 6.7% |
| MCF Advisors LLC | 514,151 | $24.2m | 0.9% |
| CGN Advisors LLC | 445,972 | $21.0m | 1.5% |
| Apella Capital, LLC | 414,958 | $19.5m | 0.3% |
| 5th Street Advisors, LLC | 396,649 | $18.7m | 7.1% |
| Bridgewealth Advisory Group, LLC | 387,797 | $18.3m | 3.5% |
| HighTower Advisors, LLC | 373,551 | $17.6m | 0.0% |
| TD Capital Management LLC | 372,471 | $17.6m | 1.4% |
| Roof Eidam Maycock Peralta, LLC | 347,102 | $16.4m | 3.2% |
| Integrated Wealth Concepts LLC | 345,066 | $16.3m | 0.1% |
| SkyOak Wealth, LLC | 313,090 | $14.8m | 2.4% |
| Hennion & Walsh Asset Management, Inc. | 312,314 | $14.7m | 0.4% |
| Summit Financial, LLC | 294,935 | $13.9m | 0.2% |
| RAYMOND JAMES FINANCIAL INC | 278,885 | $13.1m | 0.0% |
| Focus Partners Wealth | 256,767 | $12.1m | 0.0% |
| Global Retirement Partners, LLC | 209,110 | $9.9m | 0.2% |
| Main Street Financial Solutions, LLC | 189,754 | $8.9m | 0.6% |
| UBS Group AG | 186,871 | $8.8m | 0.0% |
| OSAIC HOLDINGS, INC. | 173,527 | $8.2m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 145,674 | $6.8m | 0.0% |
| Perigon Wealth Management, LLC | 138,292 | $6.5m | 0.1% |
| Waverly Advisors, LLC | 133,923 | $6.3m | 0.0% |