| Empower Advisory Group, LLC | 15,483,969 | $694.5m | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,856,956 | $217.8m | 0.0% |
| Ballentine Partners, LLC | 1,581,111 | $70.9m | 0.9% |
| Creative Planning | 847,958 | $38.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 839,993 | $37.7m | 0.0% |
| ASSETMARK, INC | 794,529 | $35.6m | 0.1% |
| MORGAN STANLEY | 738,255 | $33.1m | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 717,752 | $32.2m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 643,510 | $28.9m | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 597,439 | $26.8m | 0.0% |
| M&T Bank Corp | 556,084 | $24.9m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 553,397 | $24.8m | 0.0% |
| MOLLER WEALTH PARTNERS | 511,167 | $22.9m | 4.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 500,022 | $22.4m | 0.3% |
| CHILTON CAPITAL MANAGEMENT LLC | 449,635 | $20.2m | 0.6% |
| Chandler Asset Management, Inc. | 446,505 | $20.0m | 2.8% |
| Corient Private Wealth LP | 378,349 | $17.0m | 0.0% |
| Savant Capital, LLC | 341,168 | $15.7m | 0.0% |
| GOLDMAN SACHS GROUP INC | 321,678 | $14.4m | 0.0% |
| UBS Group AG | 311,233 | $14.0m | 0.0% |
| JANE STREET GROUP, LLC | 300,032 | $13.5m | 0.0% |
| Betterment LLC | 258,283 | $11.6m | 0.0% |
| Payne Capital Management, LLC | 237,574 | $10.7m | 2.8% |
| Cypress Point Wealth Management, LLC | 216,172 | $9.7m | 2.0% |
| Rockwood Wealth Management, LLC | 216,035 | $9.7m | 0.6% |