| Mason Investment Advisory Services, Inc. | 4,471,056 | $893.4m | 34.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,302,880 | $659.9m | 0.4% |
| Matson Money. Inc. | 2,285,925 | $456.8m | 12.7% |
| BANK OF AMERICA CORP /DE/ | 1,481,507 | $296.0m | 0.0% |
| BlackRock, Inc. | 1,344,791 | $268.7m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,127,613 | $225.3m | 0.3% |
| Wharton Business Group, LLC | 1,066,732 | $213.1m | 7.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,033,896 | $206.6m | 0.0% |
| LPL Financial LLC | 981,271 | $196.1m | 0.0% |
| MORGAN STANLEY | 924,975 | $184.8m | 0.0% |
| FMR LLC | 788,426 | $157.5m | 0.0% |
| JPMORGAN CHASE & CO | 678,701 | $136.3m | 0.0% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 588,750 | $117.6m | 8.7% |
| WELLS FARGO & COMPANY/MN | 586,569 | $117.2m | 0.0% |
| PNC Financial Services Group, Inc. | 557,547 | $111.4m | 0.1% |
| Marks Wealth, LLC | 541,454 | $108.2m | 23.4% |
| Kathmere Capital Management, LLC | 427,319 | $85.4m | 4.5% |
| Janney Montgomery Scott LLC | 398,981 | $79.7m | 0.2% |
| TWO SIGMA INVESTMENTS, LP | 347,900 | $69.5m | 0.1% |
| PRUDENTIAL PLC | 330,000 | $65.9m | 0.5% |
| UBS Group AG | 328,620 | $65.7m | 0.0% |
| Focus Partners Wealth | 319,562 | $63.9m | 0.1% |
| MML INVESTORS SERVICES, LLC | 301,994 | $60.3m | 0.1% |
| M&T Bank Corp | 282,246 | $56.4m | 0.2% |
| AMERIPRISE FINANCIAL INC | 275,103 | $55.0m | 0.0% |