| Creative Planning | 51,785,146 | $2.3bn | 1.3% |
| MORGAN STANLEY | 10,788,663 | $475.0m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 7,024,401 | $309.3m | 0.0% |
| LPL Financial LLC | 4,632,026 | $203.9m | 0.0% |
| Cassaday & Co Wealth Management LLC | 3,392,096 | $149.4m | 2.8% |
| American Family Investments, Inc. | 2,549,761 | $112.3m | 2.0% |
| UBS Group AG | 2,160,973 | $95.1m | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 2,158,678 | $95.0m | 0.0% |
| Vanderbilt University | 2,029,067 | $89.3m | 12.3% |
| WELLS FARGO & COMPANY/MN | 1,773,195 | $78.1m | 0.0% |
| Capital Investment Advisors, LLC | 1,681,059 | $74.0m | 1.0% |
| Moss Adams Wealth Advisors LLC | 1,650,772 | $72.7m | 4.5% |
| Cetera Investment Advisers | 1,580,192 | $69.6m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 1,371,599 | $60.4m | 0.0% |
| Baird Financial Group, Inc. | 1,282,055 | $56.4m | 0.1% |
| VICTORY CAPITAL MANAGEMENT INC | 1,177,612 | $51.9m | 0.0% |
| Phoenix Financial Ltd. | 1,063,204 | $46.8m | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 1,059,840 | $46.7m | 0.0% |
| Parcion Private Wealth LLC | 1,057,053 | $46.5m | 1.8% |
| AMERIPRISE FINANCIAL INC | 1,000,810 | $44.1m | 0.0% |
| PGIM Custom Harvest LLC | 947,212 | $41.7m | 0.5% |
| Advisory Alpha, LLC | 913,389 | $40.2m | 1.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 768,635 | $33.8m | 0.4% |
| Thrivent Financial for Lutherans | 709,705 | $31.2m | 0.1% |
| ROYAL BANK OF CANADA | 680,463 | $30.0m | 0.0% |