| BANK OF AMERICA CORP /DE/ | 9,022,375 | $678.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 8,938,682 | $671.9m | 0.2% |
| JPMORGAN CHASE & CO | 8,762,775 | $655.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 5,870,602 | $441.3m | 0.1% |
| WestEnd Advisors, LLC | 4,841,845 | $364.0m | 8.1% |
| Janney Montgomery Scott LLC | 4,111,786 | $309.1m | 0.6% |
| CI INVESTMENTS INC. | 3,619,965 | $272.1m | 0.9% |
| MORGAN STANLEY | 3,044,648 | $228.9m | 0.0% |
| ASSETMARK, INC | 2,550,620 | $191.7m | 0.3% |
| TRUIST FINANCIAL CORP | 2,543,078 | $191.2m | 0.2% |
| LPL Financial LLC | 2,327,496 | $175.0m | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 1,914,453 | $143.9m | 0.1% |
| Mariner, LLC | 1,299,788 | $97.7m | 0.1% |
| ROYAL BANK OF CANADA | 1,265,815 | $95.2m | 0.0% |
| Mirae Asset Global Investments Co., Ltd. | 1,206,942 | $90.7m | 0.1% |
| STIFEL FINANCIAL CORP | 1,117,770 | $84.0m | 0.1% |
| Elm Partners Management LLC | 1,017,711 | $76.5m | 2.7% |
| MATHER GROUP, LLC. | 982,923 | $73.9m | 0.6% |
| UBS Group AG | 869,425 | $65.4m | 0.0% |
| Roberts Financial Services LLC | 822,766 | $61.8m | 18.1% |
| Cetera Investment Advisers | 819,522 | $61.6m | 0.1% |
| MML INVESTORS SERVICES, LLC | 757,843 | $57.0m | 0.1% |
| Korea Investment CORP | 742,154 | $55.8m | 0.1% |
| GenTrust, LLC | 621,869 | $46.7m | 1.8% |
| WELLS FARGO & COMPANY/MN | 605,366 | $45.5m | 0.0% |