| LPL Financial LLC | 7,166,475 | $781.9m | 0.2% |
| Financial Engines Advisors L.L.C. | 1,038,990 | $113.4m | 0.2% |
| Cannon Financial Strategists, Inc. | 1,001,138 | $109.2m | 12.4% |
| BANK OF AMERICA CORP /DE/ | 960,074 | $104.8m | 0.0% |
| NorthRock Partners, LLC | 834,093 | $91.0m | 1.3% |
| Pacific Life Fund Advisors LLC | 565,677 | $61.7m | 6.8% |
| MORGAN STANLEY | 556,313 | $60.7m | 0.0% |
| AMERIPRISE FINANCIAL INC | 545,069 | $59.6m | 0.0% |
| Convergence Financial, LLC | 381,642 | $41.6m | 3.3% |
| Goelzer Investment Management, Inc. | 374,631 | $40.9m | 1.8% |
| WCG Wealth Advisors LLC | 367,902 | $40.1m | 1.0% |
| Creative Planning | 324,356 | $35.4m | 0.0% |
| Rodgers & Associates, LTD | 322,641 | $35.2m | 3.2% |
| Equitable Holdings, Inc. | 318,546 | $34.8m | 0.2% |
| Fragasso Financial Advisors Inc | 305,286 | $33.3m | 1.8% |
| Dean, Jacobson Financial Services, LLC | 288,425 | $31.5m | 17.3% |
| Cerity Partners LLC | 280,730 | $30.6m | 0.0% |
| Klingman & Associates, LLC | 279,909 | $30.5m | 1.3% |
| Focus Partners Wealth | 279,896 | $30.5m | 0.0% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 278,220 | $30.4m | 2.3% |
| Evensky & Katz LLC | 254,349 | $27.8m | 1.4% |
| Cambridge Investment Research Advisors, Inc. | 231,734 | $25.3m | 0.0% |
| Waverly Advisors, LLC | 230,724 | $25.2m | 0.1% |
| Morningstar Investment Management LLC | 255,802 | $24.2m | 1.5% |
| OSAIC HOLDINGS, INC. | 219,289 | $23.9m | 0.0% |