| MORGAN STANLEY | 4,886,722 | $965.6m | 0.1% |
| EP Wealth Advisors, LLC | 4,488,689 | $887.0m | 3.4% |
| ASSETMARK, INC | 4,426,816 | $874.7m | 1.5% |
| Betterment LLC | 3,506,826 | $692.9m | 1.2% |
| JONES FINANCIAL COMPANIES LLLP | 3,377,503 | $672.0m | 0.3% |
| BANK OF AMERICA CORP /DE/ | 3,119,048 | $616.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 2,726,390 | $538.7m | 0.1% |
| ROYAL BANK OF CANADA | 2,278,495 | $450.2m | 0.1% |
| UBS Group AG | 1,537,314 | $303.8m | 0.0% |
| PNC Financial Services Group, Inc. | 1,439,048 | $284.4m | 0.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,386,013 | $273.9m | 0.9% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,223,159 | $241.7m | 13.7% |
| ENVESTNET ASSET MANAGEMENT INC | 1,219,545 | $241.0m | 0.1% |
| LPL Financial LLC | 1,161,630 | $229.5m | 0.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,135,535 | $224.4m | 1.7% |
| FMR LLC | 1,115,744 | $220.5m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,109,433 | $219.2m | 0.1% |
| Orgel Wealth Management, LLC | 961,906 | $190.1m | 4.1% |
| Wellspring Financial Advisors, LLC | 783,898 | $154.9m | 2.3% |
| AMERIPRISE FINANCIAL INC | 753,590 | $148.9m | 0.0% |
| STIFEL FINANCIAL CORP | 739,432 | $146.1m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 730,073 | $144.3m | 0.0% |
| OSAIC HOLDINGS, INC. | 707,246 | $139.8m | 0.2% |
| Focus Partners Wealth | 653,694 | $129.2m | 0.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,144 | $123.7m | 0.9% |