| BANK OF AMERICA CORP /DE/ | 8,482,761 | $3.1bn | 0.2% |
| MORGAN STANLEY | 2,007,340 | $734.1m | 0.0% |
| ASSETMARK, INC | 1,608,348 | $588.2m | 1.0% |
| EP Wealth Advisors, LLC | 1,020,017 | $373.0m | 1.4% |
| SEI INVESTMENTS CO | 982,654 | $359.4m | 0.3% |
| LPL Financial LLC | 915,761 | $334.9m | 0.1% |
| WELLS FARGO & COMPANY/MN | 825,425 | $301.9m | 0.0% |
| UBS Group AG | 765,614 | $280.0m | 0.0% |
| PNC Financial Services Group, Inc. | 679,026 | $248.3m | 0.1% |
| MATHER GROUP, LLC. | 648,466 | $237.1m | 2.1% |
| Cohen Klingenstein LLC | 641,022 | $234.4m | 6.7% |
| JONES FINANCIAL COMPANIES LLLP | 638,366 | $228.3m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 612,769 | $224.1m | 0.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 538,400 | $196.9m | 1.5% |
| CHOREO, LLC | 535,483 | $195.8m | 2.1% |
| AMERIPRISE FINANCIAL INC | 505,429 | $184.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 476,329 | $174.2m | 0.0% |
| Pathstone Holdings, LLC | 456,269 | $166.9m | 0.5% |
| Cetera Investment Advisers | 439,364 | $160.7m | 0.1% |
| Corient Private Wealth LP | 406,755 | $148.7m | 0.2% |
| RWA WEALTH PARTNERS, LLC | 375,004 | $137.1m | 1.3% |
| MML INVESTORS SERVICES, LLC | 373,109 | $136.4m | 0.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 340,130 | $124.4m | 0.4% |
| OSAIC HOLDINGS, INC. | 330,779 | $121.1m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 326,837 | $119.5m | 0.1% |