| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,882,011 | $896.3m | 0.5% |
| Strategic Financial Services, Inc. | 8,625,214 | $353.3m | 15.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 6,136,594 | $251.4m | 1.9% |
| Invesco Ltd. | 4,688,330 | $192.0m | 0.0% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,417,256 | $140.0m | 6.1% |
| Tolleson Wealth Management, Inc. | 3,078,519 | $126.1m | 17.0% |
| AMERIPRISE FINANCIAL INC | 2,355,846 | $95.5m | 0.0% |
| Compound Planning, Inc. | 2,013,674 | $82.5m | 2.1% |
| Clearwater Capital Advisors, LLC | 1,894,651 | $77.6m | 5.7% |
| RAYMOND JAMES FINANCIAL INC | 1,324,191 | $54.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,061,578 | $43.5m | 0.0% |
| WELLS FARGO & COMPANY/MN | 843,379 | $34.5m | 0.0% |
| JPMORGAN CHASE & CO | 773,011 | $31.6m | 0.0% |
| Kestra Investment Management, LLC | 768,961 | $31.5m | 0.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 741,199 | $30.4m | 0.6% |
| JONES FINANCIAL COMPANIES LLLP | 714,191 | $29.0m | 0.0% |
| MORGAN STANLEY | 658,583 | $27.0m | 0.0% |
| Integrated Wealth Concepts LLC | 654,453 | $26.8m | 0.1% |
| Shah Wealth Advisors, LLC | 654,401 | $26.8m | 6.2% |
| Modern Wealth Management, LLC | 630,132 | $25.8m | 0.3% |
| First Command Advisory Services, Inc. | 598,639 | $24.5m | 0.1% |
| AlphaCore Capital LLC | 546,768 | $22.4m | 0.4% |
| Winthrop Advisory Group LLC | 545,342 | $22.3m | 1.5% |
| Thrive Wealth Management, LLC | 509,257 | $20.9m | 2.6% |
| Weil Company, Inc. | 480,001 | $19.7m | 3.5% |