| JPMORGAN CHASE & CO | 19,507,348 | $2.3bn | 0.1% |
| BANK OF AMERICA CORP /DE/ | 9,202,507 | $1.1bn | 0.1% |
| CAPTRUST FINANCIAL ADVISORS | 6,837,882 | $803.1m | 1.2% |
| Financial Engines Advisors L.L.C. | 4,330,638 | $508.6m | 0.9% |
| Invesco Ltd. | 4,292,100 | $504.1m | 0.0% |
| ASSETMARK, INC | 3,939,898 | $462.7m | 0.8% |
| FMR LLC | 3,691,423 | $433.6m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 3,422,946 | $402.0m | 0.1% |
| MORGAN STANLEY | 3,020,689 | $354.8m | 0.0% |
| AMERIPRISE FINANCIAL INC | 2,885,340 | $338.8m | 0.1% |
| LPL Financial LLC | 2,616,581 | $307.3m | 0.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 2,445,430 | $287.9m | 0.7% |
| WELLS FARGO & COMPANY/MN | 2,299,590 | $270.1m | 0.0% |
| Mariner, LLC | 2,161,388 | $253.9m | 0.3% |
| STIFEL FINANCIAL CORP | 2,147,348 | $252.2m | 0.2% |
| Cerity Partners LLC | 1,959,885 | $230.2m | 0.3% |
| UBS Group AG | 1,877,272 | $220.5m | 0.0% |
| TRUIST FINANCIAL CORP | 1,870,174 | $219.7m | 0.3% |
| Janney Montgomery Scott LLC | 1,709,213 | $200.7m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 1,567,393 | $184.1m | 0.0% |
| BlackRock, Inc. | 1,521,468 | $178.7m | 0.0% |
| Tanglewood Wealth Management, Inc. | 1,445,259 | $169.7m | 14.4% |
| HUNTINGTON NATIONAL BANK | 1,361,072 | $159.9m | 0.8% |
| Dynasty Wealth Management, LLC | 1,257,130 | $147.6m | 1.1% |
| Facet Wealth, Inc. | 1,212,867 | $142.5m | 2.0% |