| Creative Planning | 18,844,762 | $1,921,789 |
| Focus Partners Wealth | 6,542,029 | $667,156 |
| LPL Financial LLC | 5,475,239 | $558,365 |
| MORGAN STANLEY | 2,985,056 | $304,416 |
| Truepoint, Inc. | 2,847,150 | $290,352 |
| Mason Investment Advisory Services, Inc. | 2,844,838 | $290,117 |
| BANK OF AMERICA CORP /DE/ | 2,493,211 | $254,258 |
| ENVESTNET ASSET MANAGEMENT INC | 2,338,087 | $238,438 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,313,192 | $235,899 |
| AMERIPRISE FINANCIAL INC | 2,078,029 | $211,848 |
| Buckingham Strategic Partners | 2,009,379 | $204,917 |
| WELLS FARGO & COMPANY/MN | 1,383,863 | $141,126 |
| Plancorp, LLC | 1,360,184 | $138,712 |
| OSAIC HOLDINGS, INC. | 1,338,349 | $136,505 |
| HighTower Advisors, LLC | 1,318,014 | $134,411 |
| Unison Advisors LLC | 1,313,639 | $133,965 |
| Waverly Advisors, LLC | 1,312,548 | $133,854 |
| RAYMOND JAMES FINANCIAL INC | 1,304,026 | $132,985 |
| UBS Group AG | 1,277,426 | $130,272 |
| Evensky & Katz LLC | 1,224,966 | $125 |
| TCI Wealth Advisors, Inc. | 1,144,995 | $116,767 |
| Alesco Advisors LLC | 1,072,724 | $109,396 |
| Sequoia Financial Advisors, LLC | 1,014,293 | $103,438 |
| COMMONWEALTH EQUITY SERVICES, LLC | 900,720 | $91,855 |
| Avantax Planning Partners, Inc. | 858,771 | $87,577 |
| JPMORGAN CHASE & CO | 848,616 | $86,542 |
| ROYAL BANK OF CANADA | 798,242 | $81,405 |
| AMERICAN CENTURY COMPANIES INC | 795,649 | $81,140 |
| Savant Capital, LLC | 766,697 | $78,188 |
| Beaird Harris Wealth Management, LLC | 737,326 | $75,192 |
| Prime Capital Investment Advisors, LLC | 727,507 | $74,191 |
| Foster Group, Inc. | 727,174 | $74,157 |
| OXFORD FINANCIAL GROUP LTD | 668,662 | $68,190 |
| Symmetry Partners, LLC | 662,794 | $67,592 |
| Cetera Investment Advisers | 658,681 | $67,172 |
| Moisand Fitzgerald Tamayo, LLC | 645,547 | $65,833 |
| Cresset Asset Management, LLC | 639,937 | $65,261 |
| SATOVSKY ASSET MANAGEMENT LLC | 619,836 | $63,211 |
| PDS Planning, Inc | 601,919 | $61,384 |
| Petersen Hastings Wealth Advisors Inc. | 596,453 | $60,826 |
| Envestnet Portfolio Solutions, Inc. | 584,971 | $59,655 |
| Meredith Wealth Planning | 583,567 | $59,512 |
| Krilogy Financial LLC | 572,711 | $62,133 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 545,726 | $55,653 |
| Corient Private Wealth LLC | 506,611 | $51,664 |
| Burton Enright Welch | 473,099 | $48,247 |
| Marquette Asset Management, LLC | 455,898 | $46,492 |
| FIRST CITIZENS BANK & TRUST CO | 453,086 | $46,206 |
| Farther Finance Advisors, LLC | 444,918 | $45,373 |
| PNC Financial Services Group, Inc. | 441,934 | $45,068 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 415,787 | $44,136 |
| AlphaCore Capital LLC | 411,300 | $41,944 |
| QUARRY HILL ADVISORS, LLC | 407,037 | $41,510 |
| Cornerstone Wealth Partners, LLC | 406,210 | $41,426 |
| Parcion Private Wealth LLC | 400,284 | $40,821 |
| MEANS INVESTMENT CO., INC. | 396,604 | $40,446 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 394,769 | $40,259 |
| COMERICA BANK | 391,724 | $39,948 |
| Financial Partners Group, Inc | 390,424 | $42,662 |
| Mariner, LLC | 390,422 | $39,815 |
| Team Hewins, LLC | 389,787 | $39,750 |
| FIFTH THIRD BANCORP | 389,628 | $39,734 |
| KEB ASSET MANAGEMENT, LLC | 372,077 | $37,944 |
| HB Wealth Management, LLC | 365,486 | $37,272 |
| BWM Planning, LLC | 342,003 | $34,877 |
| ORRSTOWN FINANCIAL SERVICES INC | 340,686 | $34,743 |
| CWM, LLC | 337,661 | $34 |
| TruWealth Advisors, LLC | 334,624 | $34,125 |
| Three Arch Wealth Management LLC | 333,821 | $34,043 |
| Wealthcare Advisory Partners LLC | 333,389 | $33,999 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 327,195 | $33,367 |
| Glenview Trust co | 323,830 | $33,024 |
| MAI Capital Management | 323,673 | $33,008 |
| Greenline Partners, LLC | 318,160 | $32,446 |
| Sherrill & Hutchins Financial Advisory, Inc | 312,358 | $31,854 |
| High Probability Advisors, LLC | 310,636 | $31,679 |
| N.E.W. Advisory Services LLC | 306,475 | $31,254 |
| Kondo Wealth Advisors, Inc. | 304,678 | $31,072 |
| Bare Financial Services, Inc | 303,644 | $30,966 |
| Creative Capital Management Investments LLC | 300,713 | $30,667 |
| WMG Financial Advisors, LLC | 299,365 | $30,529 |
| Avior Wealth Management, LLC | 292,763 | $29,856 |
| JONES FINANCIAL COMPANIES LLLP | 291,839 | $29,762 |
| ENZI WEALTH | 290,686 | $31,272 |
| McMill Wealth Management | 282,097 | $28,768 |
| Valued Wealth Advisors LLC | 279,903 | $28,544 |
| FINANCIAL MANAGEMENT NETWORK INC | 278,082 | $28,676 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 274,742 | $28,018 |
| Venturi Wealth Management, LLC | 274,313 | $27,974 |
| Apollon Wealth Management, LLC | 273,401 | $27,881 |
| EAGLE WEALTH STRATEGIES LLC | 271,024 | $27,639 |
| Cambridge Investment Research Advisors, Inc. | 268,525 | $27 |
| SNS Financial Group, LLC | 268,025 | $27,333 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 262,951 | $26,816 |
| Hill Investment Group Partners, LLC | 253,668 | $25,869 |
| Falcon Wealth Planning | 251,951 | $25,694 |
| Quent Long Short Global Small Cap Fund, LP | 251,266 | $25,624 |
| Quent Capital, LLC | 251,266 | $25,624 |
| DEFINE FINANCIAL, LLC | 247,677 | $25,258 |
| Pathstone Holdings, LLC | 246,104 | $25,098 |
| 870 other institutions | 38,177,721 | $3,739,063 |