| Align Financial, LLC | 3,880,077 | $3,880 |
| Meredith Wealth Planning | 232,703 | $19,992 |
| Greenspring Advisors, LLC | 174,276 | $14,972 |
| BIP Wealth, LLC | 103,796 | $8,917 |
| Nova R Wealth, Inc. | 99,899 | $8,582 |
| LPL Financial LLC | 77,045 | $6,619 |
| Index Fund Advisors, Inc. | 76,081 | $6,536 |
| Pacific Asset Management, LLC | 69,919 | $6,007 |
| Compass Ion Advisors, LLC | 68,266 | $5,865 |
| Intelligent Financial Strategies | 65,294 | $5,609 |
| COMMONWEALTH EQUITY SERVICES, LLC | 64,701 | $5,558 |
| Paragon Advisors, LLC | 62,817 | $5,397 |
| FMB WEALTH MANAGEMENT | 62,780 | $5,393 |
| Sprinkle Financial Consultants LLC | 55,876 | $4,801 |
| Frankly Finances, LLC | 51,639 | $4,436 |
| Austin Wealth Management, LLC | 45,820 | $4,041 |
| B&D White Capital Company, LLC | 45,162 | $3,880 |
| Fermata Advisors, LLC | 40,589 | $3,487 |
| Magnolia Private Wealth, LLC | 37,310 | $3,205 |
| Corient Private Wealth LLC | 36,956 | $3,175 |
| Collaborative Wealth Managment Inc. | 32,937 | $2,830 |
| Evanson Asset Management, LLC | 32,261 | $2,772 |
| Wilkerson Advisory Group LLC | 31,157 | $2,677 |
| Cogent Private Wealth, Inc. | 30,338 | $2,606 |
| Yardley Wealth Management LLC | 30,115 | $2,587 |
| ENTREWEALTH, LLC | 29,151 | $2,689 |
| Betterment LLC | 28,905 | $2 |
| Hutchens & Kramer Investment Management Group, LLC | 28,459 | $2,445 |
| Buckingham Strategic Partners | 27,976 | $2,403 |
| Ridgeline Wealth, LLC | 27,879 | $2,395 |
| SC&H Financial Advisors, Inc. | 27,695 | $2,379 |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,819 | $2,304 |
| WCG Wealth Advisors LLC | 24,595 | $2,113 |
| CWM, LLC | 21,039 | $2 |
| Modern Wealth Management, LLC | 20,908 | $1,796 |
| CURIO WEALTH, LLC | 20,570 | $1,786 |
| Oceanside Advisors LLC | 17,458 | $1,500 |
| MERCER GLOBAL ADVISORS INC /ADV | 16,229 | $1,394 |
| WMG Financial Advisors, LLC | 15,898 | $1,366 |
| Apella Capital, LLC | 15,729 | $1,351 |
| Integrity Wealth Solutions LLC | 15,275 | $1,312 |
| Beacon Pointe Advisors, LLC | 14,261 | $1,225 |
| Cresset Asset Management, LLC | 14,001 | $1,203 |
| Avantax Planning Partners, Inc. | 12,701 | $1,091 |
| LAM GROUP, INC. | 12,467 | $1,071 |
| Cambridge Investment Research Advisors, Inc. | 11,608 | $1 |
| Farther Finance Advisors, LLC | 10,710 | $920 |
| Financial Plan, Inc. | 10,498 | $902 |
| ARQ WEALTH ADVISORS, LLC | 10,213 | $877 |
| HUB Investment Partners, LLC | 10,094 | $867 |
| Strategic Blueprint, LLC | 9,989 | $858 |
| Plancorp, LLC | 9,545 | $820 |
| Creative Planning | 9,526 | $818 |
| Modera Wealth Management, LLC | 9,402 | $808 |
| Advisory Services Network, LLC | 9,377 | $806 |
| Nemes Rush Group LLC | 8,740 | $751 |
| AQR CAPITAL MANAGEMENT LLC | 8,145 | $700 |
| Versant Capital Management, Inc | 7,144 | $614 |
| Eaton-Cambridge Inc. | 7,136 | $613 |
| Vawter Financial, Ltd. | 6,896 | $592 |
| Equitable Holdings, Inc. | 6,851 | $589 |
| Creative Capital Management Investments LLC | 6,463 | $555 |
| Ferguson Johnson Wealth Management Inc | 6,410 | $1 |
| TCI Wealth Advisors, Inc. | 6,225 | $535 |
| GEM Asset Management, LLC | 6,114 | $537 |
| SAGE RHINO CAPITAL LLC | 5,813 | $499 |
| ENVESTNET ASSET MANAGEMENT INC | 5,492 | $472 |
| Holcombe Financial, Inc. | 5,254 | $451 |
| Kestra Advisory Services, LLC | 4,768 | $410 |
| FOSTER & MOTLEY INC | 4,724 | $0 |
| Henrickson Nauta Wealth Advisors, Inc. | 4,718 | $417 |
| SAX WEALTH ADVISORS, LLC | 4,643 | $399 |
| marrick wealth, LLC | 4,506 | $387 |
| BARLOW WEALTH PARTNERS, INC. | 4,472 | $397 |
| Aprio Wealth Management, LLC | 4,285 | $368 |
| Savvy Advisors, Inc. | 3,967 | $341 |
| Canvas Wealth Advisors, LLC | 3,949 | $339 |
| Three Arch Wealth Management LLC | 3,912 | $336 |
| Arlington Financial Advisors, LLC | 3,786 | $325 |
| BCR Wealth Strategies, LLC | 3,659 | $0 |
| Meritas Wealth Management, LLC | 3,437 | $295 |
| Great Point Wealth Advisors, LLC | 3,369 | $289 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 3,213 | $276 |
| Accurate Wealth Management, LLC | 3,210 | $285 |
| Physician Wealth Advisors, Inc. | 3,041 | $261 |
| Fonville Wealth Management LLC | 2,945 | $253 |
| WESPAC Advisors SoCal, LLC | 2,914 | $250 |
| McCartney Wealth Management LLC | 2,889 | $248 |
| AE Wealth Management LLC | 2,867 | $246 |
| EverSource Wealth Advisors, LLC | 2,805 | $241 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 2,704 | $232 |
| Annandale Capital, LLC | 2,699 | $0 |
| VISTA CAPITAL PARTNERS, INC. | 2,698 | $232 |
| MML INVESTORS SERVICES, LLC | 2,506 | $215 |
| Magnus Financial Group LLC | 2,431 | $209 |
| BAYSHORE ASSET MANAGEMENT, LLC | 2,371 | $204 |
| Beaird Harris Wealth Management, LLC | 2,095 | $180 |
| Allworth Financial LP | 1,832 | $157 |
| OSAIC HOLDINGS, INC. | 1,585 | $137 |
| LRI Investments, LLC | 1,441 | $124 |
| 23 other institutions | 8,657 | $730 |