| Financial Plan, Inc. | 600,852 | $26,155 |
| AMERICAN CENTURY COMPANIES INC | 470,145 | $20,465 |
| Hill Investment Group Partners, LLC | 442,417 | $19,258 |
| Quantum Financial Advisors, LLC | 409,559 | $17,828 |
| NICOLET ADVISORY SERVICES, LLC | 388,797 | $17,127 |
| ShankerValleau Wealth Advisors, Inc. | 384,059 | $16,718 |
| Sequoia Financial Advisors, LLC | 367,012 | $15,976 |
| BetterWealth, LLC | 331,488 | $14,430 |
| Capstone Financial Advisors, Inc. | 317,407 | $13,817 |
| Allegiance Financial Group Advisory Services LLC | 309,501 | $13,473 |
| Physician Wealth Solutions Inc. | 292,005 | $12,711 |
| Prairiewood Capital, LLC | 285,537 | $12,429 |
| Focus Partners Wealth | 279,529 | $12,168 |
| Seaside Wealth Management, Inc. | 265,645 | $11,564 |
| LPL Financial LLC | 257,798 | $11,222 |
| Three Arch Wealth Management LLC | 233,487 | $10,164 |
| ENVESTNET ASSET MANAGEMENT INC | 230,473 | $10,032 |
| WorthPointe, LLC | 228,326 | $9,939 |
| Equita Financial Network, Inc. | 208,603 | $9,080 |
| Leading Edge Financial Planning LLC | 193,932 | $8,442 |
| NICOLET BANKSHARES INC | 190,247 | $8,281 |
| Level Financial Advisors, Inc. | 173,215 | $7,540 |
| Corient Private Wealth LLC | 170,079 | $7,404 |
| Vestment Financial LLC | 152,563 | $6,711 |
| QUARRY HILL ADVISORS, LLC | 144,465 | $6,289 |
| Austin Wealth Management, LLC | 136,880 | $6,021 |
| Strategic Blueprint, LLC | 136,657 | $5,949 |
| CWM, LLC | 129,268 | $6 |
| SENTINEL WEALTH MANAGEMENT, INC. | 119,282 | $5,192 |
| PARK AVENUE SECURITIES LLC | 113,430 | $5 |
| Simplicity Wealth,LLC | 111,741 | $4,864 |
| CITADEL ADVISORS LLC | 109,769 | $4,778 |
| COLLECTIVE FAMILY OFFICE LLC | 107,597 | $4,684 |
| North Ridge Wealth Advisors, Inc. | 105,039 | $4,572 |
| LAM GROUP, INC. | 103,370 | $4,500 |
| Chicago Partners Investment Group LLC | 94,388 | $4,193 |
| Valued Wealth Advisors LLC | 93,514 | $4,071 |
| HTG Investment Advisors, Inc. | 90,972 | $3,960 |
| OneDigital Investment Advisors LLC | 84,852 | $3,694 |
| WMG Financial Advisors, LLC | 78,759 | $3,428 |
| Wealthcare Advisory Partners LLC | 77,517 | $3,374 |
| Beaird Harris Wealth Management, LLC | 71,891 | $3,129 |
| MML INVESTORS SERVICES, LLC | 71,412 | $3,109 |
| Networth Advisors, LLC | 65,504 | $2,851 |
| Burk Holdings LLC | 64,385 | $2,803 |
| AXXCESS WEALTH MANAGEMENT, LLC | 61,803 | $2,690 |
| Aprio Wealth Management, LLC | 61,257 | $2,667 |
| Arcadia Wealth Management, Inc. | 60,082 | $2,615 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 56,090 | $2,442 |
| DBK Financial Counsel, LLC | 52,381 | $2,280 |
| CARDIFF PARK ADVISORS, LLC | 51,204 | $2,229 |
| marrick wealth, LLC | 50,686 | $2,206 |
| Beacon Pointe Advisors, LLC | 45,588 | $1,984 |
| COMMONWEALTH EQUITY SERVICES, LLC | 45,124 | $1,964 |
| BLVD Private Wealth, LLC | 42,448 | $1,848 |
| AE Wealth Management LLC | 40,119 | $1,746 |
| Sprinkle Financial Consultants LLC | 38,269 | $1,666 |
| Buckingham Strategic Partners | 37,016 | $1,611 |
| SOL Capital Management CO | 36,647 | $2 |
| PCG Wealth Advisors, LLC | 35,991 | $1,567 |
| Life Planning Partners, Inc | 35,433 | $1,542 |
| Pacific Life Fund Advisors LLC | 35,130 | $1,529 |
| B&D White Capital Company, LLC | 35,117 | $1,529 |
| AQR CAPITAL MANAGEMENT LLC | 33,766 | $1,470 |
| ENTREWEALTH, LLC | 32,930 | $1,497 |
| Forum Financial Management, LP | 31,263 | $1,361 |
| SC&H Financial Advisors, Inc. | 29,338 | $1,277 |
| Apella Capital, LLC | 28,162 | $1,226 |
| Flagstone Financial Management | 28,087 | $1,223 |
| Creative Planning | 27,395 | $1,192 |
| MERCER GLOBAL ADVISORS INC /ADV | 27,229 | $1,185 |
| Parkshore Wealth Management, Inc. | 27,220 | $1,185 |
| Empire Financial Management Company, LLC | 26,047 | $1,134 |
| GeoWealth Management, LLC | 26,038 | $1,133 |
| Henrickson Nauta Wealth Advisors, Inc. | 24,774 | $1,086 |
| BAYSHORE ASSET MANAGEMENT, LLC | 24,297 | $1,058 |
| CoreCap Advisors, LLC | 23,976 | $1,044 |
| JANE STREET GROUP, LLC | 23,338 | $1,016 |
| Haven Private, LLC | 22,165 | $965 |
| Savant Capital, LLC | 22,164 | $965 |
| SATOVSKY ASSET MANAGEMENT LLC | 22,140 | $964 |
| MB Generational Wealth, LLC | 20,740 | $903 |
| TCI Wealth Advisors, Inc. | 19,422 | $845 |
| Diversified Portfolios, Inc. | 16,428 | $715 |
| Cogent Private Wealth, Inc. | 16,057 | $699 |
| Fifth Third Securities, Inc. | 15,725 | $685 |
| Avant Financial Advisors LLC | 15,636 | $681 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,973 | $652 |
| Financial Engines Advisors L.L.C. | 14,497 | $631 |
| POINCIANA ADVISORS GROUP, LLC | 14,313 | $623 |
| Mariner, LLC | 13,742 | $598 |
| OSAIC HOLDINGS, INC. | 13,345 | $581 |
| ENDEAVOR PRIVATE WEALTH, INC. | 12,383 | $539 |
| Quantinno Capital Management LP | 11,697 | $509 |
| KEB ASSET MANAGEMENT, LLC | 11,319 | $493 |
| Morton Brown Family Wealth, LLC | 9,756 | $425 |
| Ariadne Wealth Management, LP | 9,433 | $440 |
| Edge Financial Advisors LLC | 9,191 | $400 |
| BWM Planning, LLC | 8,367 | $364 |
| GARRISON POINT ADVISORS, LLC | 7,942 | $346 |
| 43 other institutions | 106,066 | $4,601 |