| Creative Planning | 101,248,410 | $6.8bn | 4.0% |
| Betterment LLC | 18,865,773 | $1.3bn | 2.2% |
| LPL Financial LLC | 13,456,379 | $909.1m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 8,659,408 | $585.0m | 0.0% |
| Valmark Advisers, Inc. | 7,099,453 | $479.6m | 5.1% |
| ENVESTNET ASSET MANAGEMENT INC | 4,488,056 | $303.2m | 0.1% |
| MORGAN STANLEY | 3,893,545 | $263.0m | 0.0% |
| AlTi Global, Inc. | 2,803,253 | $189.4m | 3.9% |
| Facet Wealth, Inc. | 2,636,343 | $178.1m | 2.6% |
| First Command Advisory Services, Inc. | 2,038,889 | $137.7m | 0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,918,268 | $129.6m | 0.1% |
| UBS Group AG | 1,714,902 | $115.9m | 0.0% |
| HighTower Advisors, LLC | 1,648,164 | $111.3m | 0.1% |
| Koss-Olinger Consulting, LLC | 1,574,014 | $106.3m | 8.2% |
| OSAIC HOLDINGS, INC. | 1,535,784 | $103.8m | 0.1% |
| WELLS FARGO & COMPANY/MN | 1,518,548 | $102.6m | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,492,239 | $100.7m | 0.6% |
| MASON STREET ADVISORS, LLC | 1,419,072 | $95.9m | 8.6% |
| Hancock Prospecting Pty Ltd | 1,410,470 | $95.3m | 1.7% |
| BLAIR WILLIAM & CO/IL | 1,294,582 | $87.5m | 0.2% |
| Wealthcare Advisory Partners LLC | 1,230,591 | $83.1m | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 1,223,685 | $82.7m | 0.0% |
| Hills Bank & Trust Co | 1,215,987 | $82.2m | 3.5% |
| Cornerstone Wealth Management, LLC | 1,107,956 | $74.9m | 3.2% |
| ROYAL BANK OF CANADA | 1,050,971 | $71.0m | 0.0% |