| Creative Planning | 1,701,158 | $126.4m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 668,269 | $49.7m | 0.0% |
| MORGAN STANLEY | 355,981 | $26.5m | 0.0% |
| Mariner, LLC | 326,605 | $24.3m | 0.0% |
| LPL Financial LLC | 241,315 | $17.9m | 0.0% |
| WELLS FARGO & COMPANY/MN | 219,093 | $16.3m | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 182,808 | $13.6m | 0.2% |
| OLD MISSION CAPITAL LLC | 176,585 | $13.1m | 0.2% |
| VICTORY CAPITAL MANAGEMENT INC | 164,766 | $12.2m | 0.0% |
| Apella Capital, LLC | 133,347 | $9.7m | 0.1% |
| AMERIPRISE FINANCIAL INC | 118,709 | $8.8m | 0.0% |
| RPg Family Wealth Advisory, LLC | 112,547 | $8.4m | 0.8% |
| Pure Financial Advisors, LLC | 112,298 | $8.3m | 0.1% |
| BIP Wealth, LLC | 95,321 | $7.1m | 0.2% |
| N.E.W. Advisory Services LLC | 89,770 | $6.7m | 0.4% |
| Welch Financial Planning, LLC | 87,734 | $6.5m | 3.8% |
| BlackRock, Inc. | 76,054 | $5.7m | 0.0% |
| WESCAP Management Group, Inc. | 69,663 | $5.2m | 1.0% |
| Transamerica Financial Advisors, LLC | 67,847 | $5.0m | 0.4% |
| Beacon Pointe Advisors, LLC | 67,611 | $5.0m | 0.0% |
| Checchi Capital Advisers, LLC | 60,127 | $4.5m | 0.2% |
| Risk Paradigm Group, LLC | 57,119 | $4.2m | 3.3% |
| WADDELL & ASSOCIATES, LLC | 51,981 | $3.9m | 0.2% |
| Tortoise Investment Management, LLC | 49,974 | $3.7m | 0.3% |
| Focus Partners Advisor Solutions, LLC | 48,590 | $3.6m | 0.0% |