| PRUDENTIAL FINANCIAL INC | 39,752,037 | $3.3bn | 3.5% |
| Focus Partners Wealth | 9,443,034 | $773.8m | 0.8% |
| MASECO LLP | 7,371,581 | $603.9m | 17.0% |
| Root Financial Partners, LLC | 5,198,745 | $426.0m | 16.6% |
| Index Fund Advisors, Inc. | 4,989,844 | $408.9m | 16.2% |
| Vise Technologies, Inc. | 4,839,412 | $396.5m | 4.5% |
| Plancorp, LLC | 4,426,858 | $362.5m | 8.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,929,304 | $322.0m | 0.4% |
| TCI Wealth Advisors, Inc. | 3,829,125 | $313.8m | 13.6% |
| SAX WEALTH ADVISORS, LLC | 4,250,622 | $301.4m | 12.3% |
| LPL Financial LLC | 3,407,781 | $279.2m | 0.1% |
| Creative Planning | 3,321,135 | $272.1m | 0.2% |
| Great Waters Wealth Management | 2,934,668 | $240.5m | 22.3% |
| Focus Partners Advisor Solutions, LLC | 2,699,030 | $221.2m | 1.9% |
| Zhang Financial LLC | 2,660,097 | $218.0m | 6.4% |
| Mariner, LLC | 2,618,024 | $214.5m | 0.2% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 2,353,192 | $192.8m | 42.0% |
| Apella Capital, LLC | 2,199,716 | $179.9m | 2.5% |
| Smartleaf Asset Management LLC | 1,865,705 | $151.6m | 4.9% |
| BANK OF AMERICA CORP /DE/ | 1,771,769 | $145.2m | 0.0% |
| EARNED WEALTH ADVISORS, LLC | 1,726,300 | $141.5m | 9.1% |
| RAYMOND JAMES FINANCIAL INC | 1,706,447 | $139.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,591,766 | $130.4m | 0.2% |
| Flagstone Financial Management | 1,555,365 | $127.4m | 28.5% |
| ENVESTNET ASSET MANAGEMENT INC | 1,429,525 | $117.1m | 0.0% |