| BANK OF AMERICA CORP /DE/ | 87,142,505 | $9.6bn | 0.6% |
| LPL Financial LLC | 17,438,274 | $1.9bn | 0.4% |
| MORGAN STANLEY | 9,794,840 | $1.1bn | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 8,102,785 | $889.9m | 0.4% |
| ENVESTNET ASSET MANAGEMENT INC | 7,575,951 | $834.5m | 0.2% |
| SIGNATUREFD, LLC | 4,871,244 | $536.6m | 7.2% |
| Kestra Investment Management, LLC | 4,464,120 | $491.7m | 9.5% |
| Blue Trust, Inc. | 4,235,766 | $466.6m | 4.9% |
| ASPIRIANT, LLC | 3,685,507 | $406.0m | 10.0% |
| Merit Financial Group, LLC | 2,976,786 | $327.9m | 2.0% |
| JPMORGAN CHASE & CO | 1,917,456 | $211.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,655,527 | $182.4m | 0.0% |
| PNC Financial Services Group, Inc. | 1,601,375 | $176.4m | 0.1% |
| ROYAL BANK OF CANADA | 1,576,412 | $173.6m | 0.0% |
| UBS Group AG | 1,540,958 | $169.7m | 0.0% |
| BENJAMIN EDWARDS INC | 1,392,296 | $153.4m | 1.4% |
| Modera Wealth Management, LLC | 1,192,955 | $131.4m | 1.4% |
| BLAIR WILLIAM & CO/IL | 1,189,639 | $131.0m | 0.3% |
| Foster Group, Inc. | 1,131,712 | $124.7m | 3.3% |
| NATIXIS ADVISORS, LLC | 1,131,519 | $124.6m | 0.1% |
| Corient Private Wealth LP | 997,535 | $109.9m | 0.2% |
| Auto-Owners Insurance Co | 864,000 | $95.2m | 2.2% |
| WELLS FARGO & COMPANY/MN | 851,253 | $93.8m | 0.0% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 808,560 | $89.1m | 7.5% |
| Cetera Investment Advisers | 755,194 | $83.2m | 0.1% |