| MORGAN STANLEY | 8,080,549 | $1.3bn | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 6,991,663 | $1.2bn | 0.5% |
| WELLS FARGO & COMPANY/MN | 3,628,958 | $597.3m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 3,493,811 | $575.1m | 0.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,733,733 | $450.0m | 1.5% |
| Envestnet Portfolio Solutions, Inc. | 2,522,416 | $415.2m | 2.0% |
| FIRST CITIZENS BANK & TRUST CO | 2,408,682 | $396.5m | 5.9% |
| ROYAL BANK OF CANADA | 2,175,825 | $358.1m | 0.1% |
| US BANCORP \DE\ | 1,985,054 | $326.7m | 0.4% |
| FMR LLC | 1,915,152 | $315.2m | 0.0% |
| COMMERCE BANK | 1,912,761 | $314.8m | 1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,868,064 | $307.5m | 0.4% |
| UBS Group AG | 1,686,200 | $277.5m | 0.0% |
| Betterment LLC | 1,386,524 | $228.2m | 0.4% |
| PNC Financial Services Group, Inc. | 1,224,739 | $201.6m | 0.1% |
| LPL Financial LLC | 1,220,367 | $200.9m | 0.0% |
| Cassaday & Co Wealth Management LLC | 1,043,989 | $171.8m | 3.2% |
| AMERIPRISE FINANCIAL INC | 1,024,250 | $168.9m | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 940,874 | $154.9m | 9.3% |
| ENVESTNET ASSET MANAGEMENT INC | 838,328 | $138.0m | 0.0% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 761,386 | $125.3m | 0.9% |
| JPMORGAN CHASE & CO | 759,625 | $125.3m | 0.0% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 709,976 | $116.9m | 6.6% |
| STEPHENS INC /AR/ | 669,651 | $110.2m | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 641,160 | $105.5m | 0.0% |