| JONES FINANCIAL COMPANIES LLLP | $3.6B | 1.75% |
| FMR LLC | $3.6B | 0.19% |
| BANK OF AMERICA CORP /DE/ | $1.8B | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | $1.5B | 0.41% |
| M&T Bank Corp | $998.2M | 3.42% |
| NORTHERN TRUST CORP | $947.9M | 0.13% |
| LPL Financial LLC | $904.5M | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | $830.6M | 0.48% |
| MORGAN STANLEY | $723.7M | 0.04% |
| Focus Partners Wealth | $689.4M | 0.77% |
| Catalyst Capital Advisors LLC | $585.4M | 10.90% |
| Millburn Ridgefield LLC /DE/ | $585.4M | 12.59% |
| BlackRock, Inc. | $584.2M | 0.01% |
| WELLS FARGO & COMPANY/MN | $563.3M | 0.11% |
| JOHNSON INVESTMENT COUNSEL INC | $506.2M | 4.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $492.1M | 0.30% |
| BOKF, NA | $458.9M | 7.02% |
| CAPTRUST FINANCIAL ADVISORS | $456.3M | 0.80% |
| JPMORGAN CHASE & CO | $439.0M | 0.03% |
| GOLDMAN SACHS GROUP INC | $416.7M | 0.05% |
| UBS Group AG | $405.9M | 0.06% |
| Pathstone Holdings, LLC | $396.5M | 1.58% |
| US BANCORP \DE\ | $318.1M | 0.39% |
| FIFTH THIRD BANCORP | $303.1M | 0.55% |
| Cerity Partners LLC | $285.3M | 0.40% |
| National Mutual Insurance Federation of Agricultural Cooperatives | $282.0M | 2.17% |
| MERCER GLOBAL ADVISORS INC /ADV | $279.8M | 0.41% |
| Legacy Wealth Management, LLC | $252.5M | 14.73% |
| Capstone Financial Advisors, Inc. | $230.5M | 12.41% |
| Creative Planning | $229.0M | 0.16% |
| Pinnacle Financial Partners, Inc. | $217.4M | 1.66% |
| RAYMOND JAMES FINANCIAL INC | $211.1M | 0.07% |
| Mariner, LLC | $207.1M | 0.24% |
| ALLSTATE CORP | $197.0M | 2.11% |
| HighTower Advisors, LLC | $186.9M | 0.20% |
| MILLENNIUM MANAGEMENT LLC | $186.1M | 0.08% |
| IEQ CAPITAL, LLC | $183.7M | 0.85% |
| AMERIPRISE FINANCIAL INC | $174.7M | 0.04% |
| Empower Advisory Group, LLC | $157.8M | 0.41% |
| TRUIST FINANCIAL CORP | $153.2M | 0.21% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $141.0M | 14.61% |
| ROYAL BANK OF CANADA | $134.5M | 0.02% |
| CIBC Bancorp USA Inc. | $133.6M | 0.18% |
| Cetera Investment Advisers | $128.7M | 0.14% |
| BANK OF MONTREAL /CAN/ | $121.8M | 0.05% |
| MPS Loria Financial Planners, LLC | $121.6M | 32.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $118.0M | 0.24% |
| HSBC HOLDINGS PLC | $116.1M | 0.06% |
| Waverly Advisors, LLC | $113.8M | 0.85% |
| NorthRock Partners, LLC | $106.3M | 1.71% |
| Arbor Investment Advisors, LLC | $103.8M | 13.51% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $97.2M | 0.37% |
| Lido Advisors, LLC | $97.2M | 0.30% |
| Johns Hopkins University | $94.3M | 6.83% |
| COMMERCE BANK | $94.1M | 0.46% |
| AMG National Trust Bank | $92.8M | 2.01% |
| Winthrop Advisory Group LLC | $88.9M | 7.27% |
| McKinley Carter Wealth Services, Inc. | $88.2M | 5.08% |
| TIAA Wealth Investment Management LLC | $86.8M | 0.66% |
| Baird Financial Group, Inc. | $81.7M | 0.13% |
| Equitable Holdings, Inc. | $76.2M | 0.49% |
| OSAIC HOLDINGS, INC. | $73.7M | 0.11% |
| Ballentine Partners, LLC | $73.6M | 1.02% |
| BROWN ADVISORY INC | $72.7M | 0.12% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $71.5M | 0.88% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $71.2M | 0.06% |
| JFS WEALTH ADVISORS, LLC | $71.1M | 3.98% |
| BOK Financial Private Wealth, Inc. | $69.8M | 4.21% |
| STIFEL FINANCIAL CORP | $68.7M | 0.06% |
| WASHINGTON TRUST Co | $67.5M | 2.28% |
| PRINCIPAL SECURITIES, INC. | $65.0M | 0.95% |
| Corient Private Wealth LLC | $61.3M | 0.09% |
| MML INVESTORS SERVICES, LLC | $60.6M | 0.17% |
| Cambridge Investment Research Advisors, Inc. | $60.1M | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | $60.0M | 0.03% |
| Boston Partners | $59.0M | 0.06% |
| Bank of New York Mellon Corp | $58.8M | 0.01% |
| Enclave Advisors LLC | $57.6M | 7.90% |
| BRIGHTON JONES LLC | $57.4M | 2.42% |
| Mason & Associates Inc | $57.2M | 11.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | $55.5M | 0.08% |
| Hippocratic Financial Advisors, LLC | $54.6M | 23.96% |
| Napier Financial, LLC | $54.3M | 12.46% |
| Clearstead Advisors, LLC | $53.2M | 0.49% |
| Envestnet Portfolio Solutions, Inc. | $52.3M | 0.29% |
| Beacon Pointe Advisors, LLC | $52.2M | 0.28% |
| CHOREO, LLC | $50.5M | 0.62% |
| JT Stratford LLC | $49.9M | 6.35% |
| Rockefeller Capital Management L.P. | $49.4M | 0.09% |
| NIXON PEABODY TRUST CO | $46.8M | 3.72% |
| Conservest Capital Advisors, Inc. | $46.4M | 4.21% |
| Wealthfront Advisers LLC | $46.1M | 0.10% |
| Gotham Asset Management, LLC | $45.6M | 0.14% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $44.3M | 0.71% |
| DT Investment Partners, LLC | $44.1M | 3.67% |
| Jordan Park Group LLC | $44.0M | 2.34% |
| Trust Co | $43.8M | 4.10% |
| TWO SIGMA INVESTMENTS, LP | $43.5M | 0.04% |
| Brewster Financial Planning LLC | $42.8M | 25.88% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $42.6M | 0.08% |
| Laird Norton Wetherby Trust Company, LLC | $41.7M | 0.91% |
| Financial Management Professionals, Inc. | $41.5M | 4.66% |
| ASPIRIANT, LLC | $40.2M | 1.14% |
| HOGE FINANCIAL SERVICES, LLC | $40.1M | 21.49% |
| American Financial Advisors, LLC | $38.6M | 5.15% |
| MONTAG A & ASSOCIATES INC | $38.3M | 1.78% |
| WHITTIER TRUST CO OF NEVADA INC | $38.1M | 0.78% |
| SIGMA INVESTMENT COUNSELORS INC | $37.6M | 1.99% |
| Busey Bank | $37.3M | 1.01% |
| Constellation Investments, Inc. | $36.2M | 1.20% |
| Franklin, Parlapiano, Turner & Welch, LLC | $36.1M | 8.60% |
| DAIDO LIFE INSURANCE CO | $34.9M | 5.15% |
| Pitcairn Wealth Advisors LLC | $34.5M | 3.17% |
| FRANKLIN RESOURCES INC | $34.2M | 0.01% |
| St. Louis Trust Co | $34.2M | 3.99% |
| RTD Financial Advisors, Inc. | $33.7M | 4.14% |
| TFO Wealth Partners, LLC | $32.3M | 4.40% |
| Quantinno Capital Management LP | $31.9M | 0.05% |
| Legacy Advisors, LLC | $31.8M | 3.75% |
| SACHEM HILL LLC | $31.5M | 6.09% |
| Parker Investment Management, LLC | $31.0M | 4.71% |
| Wilmington Savings Fund Society, FSB | $31.0M | 0.74% |
| STEPHENS INC /AR/ | $30.9M | 0.39% |
| Wescott Financial Advisory Group, LLC | $30.9M | 2.70% |
| Gray Private Wealth, LLC | $30.4M | 15.29% |
| Robertson Stephens Wealth Management, LLC | $30.4M | 0.85% |
| Karpus Management, Inc. | $30.3M | 0.95% |
| WHITTIER TRUST CO | $29.8M | 0.34% |
| May Hill Capital, LLC | $29.8M | 7.48% |
| Wealthspire Advisors, LLC | $29.5M | 0.23% |
| XML Financial, LLC | $29.4M | 2.38% |
| PARK AVENUE SECURITIES LLC | $29.2M | 0.23% |
| Kestra Advisory Services, LLC | $29.2M | 0.11% |
| BLAIR WILLIAM & CO/IL | $28.8M | 0.08% |
| RHUMBLINE ADVISERS | $28.0M | 0.02% |
| Opus Capital Group, LLC | $27.8M | 2.99% |
| ACT WEALTH MANAGEMENT, LLC | $27.7M | 9.30% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $27.5M | 0.21% |
| MAI Capital Management | $27.4M | 0.15% |
| Sequoia Financial Advisors, LLC | $26.6M | 0.15% |
| Allen Investment Management, LLC | $26.4M | 0.33% |
| NEUBERGER BERMAN GROUP LLC | $26.3M | 0.02% |
| BTC Capital Management, Inc. | $25.4M | 1.72% |
| GLENMEDE TRUST CO NA | $24.0M | 0.12% |
| Modera Wealth Management, LLC | $24.0M | 0.29% |
| HUNTINGTON NATIONAL BANK | $23.8M | 0.13% |
| Integrated Wealth Concepts LLC | $23.3M | 0.19% |
| JANE STREET GROUP, LLC | $23.1M | 0.00% |
| Cornerstone Wealth Group, LLC | $22.7M | 1.46% |
| MISSION WEALTH MANAGEMENT, LP | $22.2M | 0.46% |