| Betterment LLC | 11,029,685 | $505.2m | 0.9% |
| BANK OF AMERICA CORP /DE/ | 8,827,168 | $404.3m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,815,223 | $266.3m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,935,958 | $134.5m | 0.0% |
| UBS Group AG | 2,525,765 | $115.7m | 0.0% |
| MORGAN STANLEY | 2,450,023 | $112.2m | 0.0% |
| Fisher Asset Management, LLC | 2,325,206 | $106.5m | 0.0% |
| LPL Financial LLC | 1,784,663 | $81.7m | 0.0% |
| BANK OF MONTREAL /CAN/ | 1,538,717 | $70.5m | 0.0% |
| Arax Advisory Partners | 1,348,815 | $61.8m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 1,173,043 | $53.7m | 0.0% |
| JPMORGAN CHASE & CO | 1,112,505 | $51.0m | 0.0% |
| Vestmark Advisory Solutions, Inc. | 1,028,763 | $47.1m | 0.4% |
| WELLS FARGO & COMPANY/MN | 1,003,300 | $46.0m | 0.0% |
| Cerity Partners LLC | 973,365 | $44.6m | 0.1% |
| Financial Engines Advisors L.L.C. | 765,849 | $35.1m | 0.1% |
| ASSETMARK, INC | 680,591 | $31.2m | 0.1% |
| STIFEL FINANCIAL CORP | 589,288 | $27.0m | 0.0% |
| TRUIST FINANCIAL CORP | 514,739 | $23.6m | 0.0% |
| PARK AVENUE SECURITIES LLC | 499,621 | $22.9m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 490,464 | $22.5m | 0.0% |
| Wealthcare Advisory Partners LLC | 487,611 | $22.3m | 0.4% |
| Foster Group, Inc. | 468,265 | $21.4m | 0.6% |
| Revolve Wealth Partners, LLC | 449,303 | $20.6m | 2.1% |
| One Capital Management, LLC | 416,214 | $18.9m | 0.5% |