| JPMORGAN CHASE & CO | 14,422,540 | $335.0m | 0.0% |
| Rockbridge Investment Management, LCC | 10,420,258 | $241.0m | 19.6% |
| Avantax Planning Partners, Inc. | 7,975,307 | $184.5m | 4.6% |
| AMERIPRISE FINANCIAL INC | 6,809,636 | $157.5m | 0.0% |
| Charles Schwab Trust Co | 6,601,917 | $152.7m | 8.5% |
| Financial Engines Advisors L.L.C. | 5,681,166 | $131.4m | 0.2% |
| HighTower Advisors, LLC | 4,292,060 | $99.3m | 0.1% |
| Kohmann Bosshard Financial Services, LLC | 3,855,498 | $89.2m | 7.6% |
| ENVESTNET ASSET MANAGEMENT INC | 3,483,103 | $80.6m | 0.0% |
| RATIONAL ADVISORS, INC. | 3,142,160 | $72.7m | 6.7% |
| GOLDMAN SACHS GROUP INC | 3,071,596 | $71.0m | 0.0% |
| McAdam, LLC | 2,609,832 | $60.4m | 2.3% |
| JONES FINANCIAL COMPANIES LLLP | 2,278,622 | $52.9m | 0.0% |
| Pioneer Wealth Management Group | 2,249,290 | $52.0m | 12.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,171,145 | $49.8m | 0.1% |
| Mariner, LLC | 2,132,074 | $49.3m | 0.1% |
| Cerity Partners LLC | 2,345,726 | $45.8m | 0.1% |
| Cetera Investment Advisers | 1,863,166 | $43.1m | 0.0% |
| Savant Capital, LLC | 1,688,291 | $39.1m | 0.1% |
| Vident Advisory, LLC | 1,686,818 | $39.0m | 0.3% |
| NorthRock Partners, LLC | 1,618,956 | $37.4m | 0.5% |
| FINANCIAL LIFE ADVISORS | 1,573,243 | $36.4m | 10.3% |
| Blue Trust, Inc. | 1,548,018 | $35.8m | 0.4% |
| Destination Wealth Management | 1,497,382 | $34.6m | 0.8% |
| Horst & Graben Wealth Management LLC | 1,474,760 | $34.0m | 4.5% |