| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9,859,021 | $1.0bn | 3.6% |
| Envestnet Portfolio Solutions, Inc. | 4,907,301 | $516.1m | 2.5% |
| FIRST CITIZENS BANK & TRUST CO | 4,514,061 | $474.7m | 7.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,815,846 | $191.0m | 0.0% |
| AE Wealth Management LLC | 1,176,003 | $123.7m | 0.6% |
| Lido Advisors, LLC | 911,734 | $95.9m | 0.3% |
| Proficio Capital Partners LLC | 692,856 | $72.9m | 2.6% |
| Clark Capital Management Group, Inc. | 565,031 | $59.4m | 0.3% |
| First Citizens Asset Management, Inc. | 550,641 | $57.9m | 18.5% |
| Richard P Slaughter Associates Inc | 513,314 | $54.0m | 10.6% |
| Wilmington Savings Fund Society, FSB | 492,332 | $51.8m | 1.2% |
| LPL Financial LLC | 483,315 | $50.8m | 0.0% |
| SVB WEALTH LLC | 477,994 | $50.3m | 3.2% |
| AMERIPRISE FINANCIAL INC | 414,030 | $44.4m | 0.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 394,910 | $41.5m | 2.5% |
| UBS Group AG | 376,112 | $39.6m | 0.0% |
| Kingdom Financial Group LLC. | 324,849 | $34.2m | 8.7% |
| Sterling Capital Management LLC | 316,217 | $33.3m | 0.6% |
| JPMORGAN CHASE & CO | 287,855 | $30.3m | 0.0% |
| RTD Financial Advisors, Inc. | 279,877 | $29.4m | 3.2% |
| BANK OF AMERICA CORP /DE/ | 266,777 | $28.1m | 0.0% |
| LifeWealth Investments, LLC | 249,969 | $26.3m | 7.0% |
| Compton Wealth Advisory Group, LLC | 239,223 | $25.3m | 5.1% |
| JSF Financial, LLC | 239,472 | $25.2m | 4.0% |
| Bryn Mawr Trust Advisors, LLC | 236,778 | $24.9m | 1.1% |