| JONES FINANCIAL COMPANIES LLLP | $3.8B | 1.81% |
| NATIXIS ADVISORS, LLC | $996.3M | 1.39% |
| TIAA Wealth Investment Management LLC | $721.3M | 5.51% |
| FMR LLC | $366.5M | 0.02% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $341.2M | 1.31% |
| Creative Planning | $307.7M | 0.21% |
| BlackRock, Inc. | $297.0M | 0.01% |
| State of New Jersey Common Pension Fund D | $290.3M | 1.12% |
| Bank of New York Mellon Corp | $248.9M | 0.05% |
| GOLDMAN SACHS GROUP INC | $238.1M | 0.03% |
| MORGAN STANLEY | $195.6M | 0.01% |
| BANK OF AMERICA CORP /DE/ | $192.3M | 0.01% |
| WELLINGTON MANAGEMENT GROUP LLP | $116.0M | 0.02% |
| NORTHERN TRUST CORP | $102.0M | 0.01% |
| Focus Partners Wealth | $100.7M | 0.11% |
| Cassaday & Co Wealth Management LLC | $98.7M | 2.10% |
| Cetera Investment Advisers | $88.7M | 0.09% |
| UBS Group AG | $76.5M | 0.01% |
| Modera Wealth Management, LLC | $70.2M | 0.84% |
| Wilmington Savings Fund Society, FSB | $67.5M | 1.61% |
| LPL Financial LLC | $66.6M | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.5M | 0.03% |
| HighTower Advisors, LLC | $55.0M | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.2M | 0.01% |
| State of Tennessee, Department of Treasury | $49.1M | 0.16% |
| Nuveen, LLC | $48.4M | 0.01% |
| Financial Advisory Corp | $45.6M | 6.34% |
| ENVESTNET ASSET MANAGEMENT INC | $45.2M | 0.01% |
| Forvis Mazars Wealth Advisors, LLC | $45.2M | 0.86% |
| NATIONAL BANK OF CANADA /FI/ | $42.3M | 0.04% |
| BANK OF MONTREAL /CAN/ | $41.7M | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | $39.0M | 0.02% |
| WELLS FARGO & COMPANY/MN | $37.3M | 0.01% |
| Corient Private Wealth LLC | $37.3M | 0.05% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $36.8M | 0.28% |
| Baker Avenue Asset Management, LP | $35.0M | 0.79% |
| Plancorp, LLC | $34.3M | 0.98% |
| Wealthcare Advisory Partners LLC | $31.8M | 0.62% |
| MAI Capital Management | $29.5M | 0.17% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $29.4M | 1.42% |
| MERCER GLOBAL ADVISORS INC /ADV | $28.8M | 0.04% |
| Bear Mountain Capital, Inc. | $28.2M | 8.48% |
| CHOREO, LLC | $24.6M | 0.30% |
| Arvest Bank Trust Division | $24.6M | 1.34% |
| FIFTH THIRD BANCORP | $23.7M | 0.04% |
| Shakespeare Wealth Management, LLC | $23.3M | 5.52% |
| Pure Financial Advisors, LLC | $23.0M | 0.33% |
| Ballentine Partners, LLC | $22.8M | 0.32% |
| CITADEL ADVISORS LLC | $22.6M | 0.00% |
| STIFEL FINANCIAL CORP | $19.7M | 0.02% |
| Mill Creek Capital Advisors, LLC | $19.0M | 0.39% |
| Aspect Partners, LLC | $18.7M | 7.66% |
| Bryn Mawr Trust Advisors, LLC | $18.1M | 0.88% |
| FSM Wealth Advisors, LLC | $18.0M | 2.31% |
| MISSION WEALTH MANAGEMENT, LP | $17.9M | 0.37% |
| IMA Advisory Services, Inc. | $17.7M | 1.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 0.02% |
| Savant Capital, LLC | $16.7M | 0.08% |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 0.01% |
| TRUIST FINANCIAL CORP | $16.2M | 0.02% |
| Cambridge Investment Research Advisors, Inc. | $16.0M | 0.04% |
| JPMORGAN CHASE & CO | $15.9M | 0.00% |
| Envestnet Portfolio Solutions, Inc. | $15.7M | 0.09% |
| FIRST CITIZENS BANK & TRUST CO | $15.5M | 0.33% |
| TIAA TRUST, NATIONAL ASSOCIATION | $15.4M | 0.94% |
| OSAIC HOLDINGS, INC. | $15.0M | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | $14.1M | 0.44% |
| Sequoia Financial Advisors, LLC | $13.8M | 0.08% |
| Wealth Architects, LLC | $13.7M | 1.22% |
| RTD Financial Advisors, Inc. | $13.4M | 1.65% |
| Checchi Capital Advisers, LLC | $13.3M | 0.67% |
| Mariner, LLC | $12.9M | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | $12.6M | 0.02% |
| Klingman & Associates, LLC | $12.3M | 0.59% |
| Lido Advisors, LLC | $11.9M | 0.04% |
| Pathstone Holdings, LLC | $11.9M | 0.05% |
| Federation des caisses Desjardins du Quebec | $11.7M | 0.04% |
| ROYAL BANK OF CANADA | $11.2M | 0.00% |
| Alesco Advisors, LLC, An ESL Co | $11.2M | 0.29% |
| Shoker Investment Counsel, Inc. | $11.2M | 3.32% |
| Omega Financial Group, LLC | $11.1M | 3.60% |
| Brand Asset Management Group, Inc. | $11.0M | 2.85% |
| Curi Capital, LLC | $10.9M | 0.19% |
| Cullen/Frost Bankers, Inc. | $10.6M | 0.12% |
| Sound Stewardship, LLC | $10.3M | 4.74% |
| Frontier Asset Management, LLC | $10.2M | 2.14% |
| DORVAL Corp | $10.2M | 3.15% |
| WESCAP Management Group, Inc. | $10.1M | 1.99% |
| AMERIPRISE FINANCIAL INC | $9.9M | 0.00% |
| Baird Financial Group, Inc. | $9.6M | 0.02% |
| M&T Bank Corp | $9.6M | 0.03% |
| Charles Schwab Trust Co | $9.3M | 0.60% |
| Fonville Wealth Management LLC | $9.1M | 1.74% |
| Ifrah Financial Services, Inc. | $9.0M | 2.37% |
| SACHEM HILL LLC | $8.7M | 1.69% |
| BESSEMER GROUP INC | $8.4M | 0.01% |
| IFG Advisors, LLC | $8.3M | 1.35% |
| Integrated Wealth Concepts LLC | $8.1M | 0.06% |
| LTG Capital LLC | $8.0M | 6.13% |
| Brooklyn FI, LLC | $8.0M | 1.68% |
| Bleakley Financial Group, LLC | $7.9M | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.7M | 0.02% |
| Equitable Holdings, Inc. | $7.6M | 0.05% |
| US BANCORP \DE\ | $7.5M | 0.01% |
| Beacon Pointe Advisors, LLC | $7.5M | 0.04% |
| &PARTNERS | $7.4M | 0.04% |
| ARVEST INVESTMENTS, INC. | $7.4M | 1.01% |
| Wealthspire Retirement, LLC | $7.2M | 0.43% |
| BANK OF STOCKTON | $7.0M | 2.17% |
| ENCOMPASS WEALTH ADVISORS, LLC | $7.0M | 2.44% |
| CWM, LLC | $6.7M | 0.02% |
| Sterling Capital Management LLC | $6.6M | 0.13% |
| FRANKLIN RESOURCES INC | $6.5M | 0.00% |
| Cerity Partners LLC | $6.5M | 0.01% |
| AMERICAN CENTURY COMPANIES INC | $6.4M | 0.00% |
| Waverly Advisors, LLC | $6.1M | 0.05% |
| NorthStar Asset Management LLC /NJ/ | $6.0M | 2.92% |
| BLUELINE ADVISORS LLC | $6.0M | 4.62% |
| RENAISSANCE TECHNOLOGIES LLC | $5.8M | 0.01% |
| MML INVESTORS SERVICES, LLC | $5.8M | 0.02% |
| Cornerstone Management, Inc. | $5.7M | 0.90% |
| My Personal CFO, LLC | $5.6M | 2.44% |
| RITHOLTZ WEALTH MANAGEMENT | $5.6M | 0.10% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $5.5M | 0.07% |
| Parkside Financial Bank & Trust | $5.5M | 0.42% |
| OPPENHEIMER ASSET MANAGEMENT INC. | $5.4M | 0.06% |
| RWA WEALTH PARTNERS, LLC | $5.4M | 0.06% |
| BANK OF HAWAII | $5.4M | 0.28% |
| Cascade Financial Partners, LLC | $5.2M | 0.54% |
| HARBOR ADVISORY CORP /MA/ | $5.2M | 1.55% |
| Allworth Financial LP | $5.2M | 0.02% |
| ACADIAN ASSET MANAGEMENT LLC | $5.1M | 0.01% |
| One Capital Management, LLC | $5.1M | 0.14% |
| HUB Investment Partners, LLC | $5.1M | 0.12% |
| Composition Wealth, LLC | $5.0M | 0.07% |
| MSH Capital Advisors LLC | $5.0M | 1.07% |
| Shore Point Advisors, LLC | $4.9M | 1.95% |
| Financiere des Professionnels - Fonds d'investissement inc. | $4.8M | 0.28% |
| Clearwater Capital Advisors, LLC | $4.8M | 0.38% |
| SVB WEALTH LLC | $4.7M | 0.31% |
| Quent Capital, LLC | $4.7M | 0.33% |
| Larson Financial Group LLC | $4.7M | 0.15% |
| FCA CORP /TX | $4.7M | 1.32% |
| Investors Research Corp | $4.6M | 0.89% |
| Washington Trust Bank | $4.6M | 0.34% |
| Private Advisor Group, LLC | $4.6M | 0.02% |
| Professional Financial Advisors, LLC | $4.6M | 0.93% |
| Heritage Trust Co | $4.6M | 0.46% |
| Goldstein Advisors, LLC | $4.4M | 0.49% |
| Cooke Wealth Management, LLC | $4.3M | 3.82% |