| ASSETMARK, INC | 42,386,669 | $3.7bn | 6.4% |
| Cassaday & Co Wealth Management LLC | 18,830,638 | $1.7bn | 31.1% |
| MORGAN STANLEY | 13,160,627 | $1.2bn | 0.1% |
| BANK OF AMERICA CORP /DE/ | 10,051,265 | $883.6m | 0.1% |
| LPL Financial LLC | 5,833,591 | $512.8m | 0.1% |
| UBS Group AG | 5,148,612 | $452.6m | 0.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,295,085 | $377.6m | 2.8% |
| CAPTRUST FINANCIAL ADVISORS | 4,197,480 | $369.0m | 0.6% |
| AMERIPRISE FINANCIAL INC | 3,885,314 | $341.6m | 0.1% |
| Merit Financial Group, LLC | 3,641,887 | $320.2m | 2.0% |
| ENVESTNET ASSET MANAGEMENT INC | 3,554,068 | $312.4m | 0.1% |
| WELLS FARGO & COMPANY/MN | 3,270,904 | $287.5m | 0.0% |
| Cerity Partners LLC | 2,984,072 | $262.4m | 0.3% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,869,561 | $252.3m | 11.2% |
| PNC Financial Services Group, Inc. | 2,600,466 | $228.6m | 0.1% |
| Howard Capital Management, LLC | 2,273,520 | $199.9m | 2.4% |
| ROYAL BANK OF CANADA | 2,221,716 | $195.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 2,127,331 | $187.0m | 0.1% |
| Facet Wealth, Inc. | 1,844,907 | $162.2m | 2.3% |
| OSAIC HOLDINGS, INC. | 1,476,022 | $129.8m | 0.2% |
| PETREDIS INVESTMENT ADVISORS LLC | 1,371,662 | $120.6m | 8.1% |
| Rockefeller Capital Management L.P. | 1,221,378 | $107.4m | 0.2% |
| Falcon Wealth Planning | 1,198,494 | $105.4m | 6.7% |
| Strategic Investment Advisors / MI | 1,193,303 | $104.9m | 6.3% |
| Portfolio Strategies, Inc. | 1,176,248 | $103.4m | 10.1% |