| ASSETMARK, INC | 15,842,689 | $2.6bn | 4.5% |
| BANK OF AMERICA CORP /DE/ | 4,675,795 | $764.3m | 0.0% |
| MORGAN STANLEY | 3,220,989 | $526.5m | 0.0% |
| AMERIPRISE FINANCIAL INC | 2,461,240 | $402.3m | 0.1% |
| UBS Group AG | 1,790,527 | $292.7m | 0.0% |
| Merit Financial Group, LLC | 1,652,554 | $270.1m | 1.6% |
| ENVESTNET ASSET MANAGEMENT INC | 1,237,905 | $202.3m | 0.0% |
| LPL Financial LLC | 1,158,233 | $189.3m | 0.0% |
| PNC Financial Services Group, Inc. | 1,105,925 | $180.8m | 0.1% |
| WELLS FARGO & COMPANY/MN | 993,873 | $162.4m | 0.0% |
| HighTower Advisors, LLC | 877,045 | $143.4m | 0.1% |
| OSAIC HOLDINGS, INC. | 789,084 | $129.0m | 0.2% |
| Cambridge Investment Research Advisors, Inc. | 777,440 | $127.1m | 0.1% |
| Black Diamond Financial, LLC | 757,229 | $123.8m | 10.9% |
| RAYMOND JAMES FINANCIAL INC | 753,203 | $123.1m | 0.0% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 733,157 | $119.8m | 0.9% |
| ROYAL BANK OF CANADA | 720,076 | $117.7m | 0.0% |
| JPMORGAN CHASE & CO | 683,600 | $111.9m | 0.0% |
| Sequoia Financial Advisors, LLC | 531,727 | $86.9m | 0.4% |
| Rockefeller Capital Management L.P. | 486,183 | $79.5m | 0.1% |
| Strategic Investment Advisors / MI | 442,676 | $72.4m | 4.4% |
| Kestra Advisory Services, LLC | 403,118 | $65.9m | 0.2% |
| Baird Financial Group, Inc. | 387,221 | $63.3m | 0.1% |
| Prosperity Consulting Group, LLC | 386,443 | $63.2m | 2.4% |
| STIFEL FINANCIAL CORP | 383,716 | $62.7m | 0.1% |