| Align Financial, LLC | 36,006,016 | $36,006 |
| HB Wealth Management, LLC | 5,248,830 | $586,714 |
| AMERICAN CENTURY COMPANIES INC | 3,810,384 | $425,925 |
| Oak Root LLC | 2,905,949 | $324,827 |
| Annex Advisory Services, LLC | 2,464,437 | $275,475 |
| LPL Financial LLC | 2,313,333 | $258,584 |
| Focus Partners Wealth | 1,979,602 | $221,280 |
| ENVESTNET ASSET MANAGEMENT INC | 1,684,681 | $188,314 |
| HighTower Advisors, LLC | 1,676,917 | $187,446 |
| Financial Plan, Inc. | 1,335,641 | $149,298 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1,253,450 | $140,111 |
| Quantum Financial Advisors, LLC | 1,233,508 | $137,882 |
| Great Point Wealth Advisors, LLC | 1,122,278 | $125,448 |
| Beacon Pointe Advisors, LLC | 1,113,464 | $124,463 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,108,221 | $123,877 |
| Corient Private Wealth LLC | 1,093,303 | $122,210 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,015,677 | $113,532 |
| Modera Wealth Management, LLC | 994,213 | $111,133 |
| MORGAN STANLEY | 994,121 | $111,123 |
| Creative Planning | 984,914 | $110,094 |
| RVW Wealth, LLC | 821,848 | $91,866 |
| B&D White Capital Company, LLC | 750,556 | $83,897 |
| PARK AVENUE SECURITIES LLC | 727,765 | $81 |
| Bank of New York Mellon Corp | 704,499 | $78,749 |
| Bridgewater Advisors Inc. | 700,712 | $80,330 |
| Simplicity Wealth,LLC | 698,955 | $78,129 |
| BCR Wealth Strategies, LLC | 680,882 | $76 |
| McLean Asset Management Corp | 677,180 | $77,598 |
| RAYMOND JAMES FINANCIAL INC | 661,818 | $73,978 |
| Cresset Asset Management, LLC | 647,098 | $72,333 |
| SC&H Financial Advisors, Inc. | 627,798 | $70,175 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 616,308 | $68,891 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 601,966 | $68,955 |
| Rockwood Wealth Management, LLC | 575,849 | $64,368 |
| Caliber Wealth Management, LLC / KS | 565,860 | $63,252 |
| Plancorp, LLC | 521,963 | $58,345 |
| McGlone Suttner Wealth Management, Inc. | 515,580 | $57,632 |
| WMG Financial Advisors, LLC | 501,994 | $56,113 |
| Cetera Investment Advisers | 501,320 | $56,038 |
| ACCREDITED INVESTOR SERVICES, LLC | 492,255 | $55,024 |
| Consolidated Planning Corp | 488,010 | $54,550 |
| OneDigital Investment Advisors LLC | 487,973 | $54,546 |
| Leo Wealth, LLC | 483,817 | $54,104 |
| Strategic Blueprint, LLC | 465,389 | $52,021 |
| BANK OF AMERICA CORP /DE/ | 457,495 | $51,139 |
| Disciplina Capital Management LLC | 438,915 | $49,062 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 429,120 | $47,967 |
| AWM CAPITAL, LLC | 429,029 | $47,957 |
| WCG Wealth Advisors LLC | 428,096 | $47,853 |
| World Investment Advisors | 413,937 | $46,270 |
| Waverly Advisors, LLC | 400,195 | $44,734 |
| Rockefeller Capital Management L.P. | 390,100 | $43,605 |
| Henrickson Nauta Wealth Advisors, Inc. | 390,002 | $44,675 |
| Savant Capital, LLC | 387,772 | $43,345 |
| Geometric Wealth Advisors | 386,244 | $43,174 |
| Glenview Trust co | 371,188 | $41,491 |
| Mattern Wealth Management LLC | 363,928 | $40,680 |
| BSW Wealth Partners | 363,168 | $40,595 |
| Tortoise Investment Management, LLC | 359,435 | $40,178 |
| Vestmark Advisory Solutions, Inc. | 353,156 | $39,476 |
| LEGACY FINANCIAL GROUP, INC. | 350,459 | $39,174 |
| Indivisible Partners | 347,707 | $38,867 |
| Arcadia Wealth Management, Inc. | 335,379 | $37,489 |
| MML INVESTORS SERVICES, LLC | 334,652 | $37,407 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 333,192 | $37,244 |
| JRM Investment Counsel, LLC | 321,496 | $35,937 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 312,044 | $34,880 |
| Highland Financial Advisors, LLC | 310,056 | $34,658 |
| Buckingham Strategic Partners | 306,043 | $34,210 |
| Gradient Investments LLC | 298,812 | $33,401 |
| Hutchens & Kramer Investment Management Group, LLC | 276,001 | $30,851 |
| Signature Resources Capital Management, LLC | 271,612 | $30,361 |
| CONTINUUM WEALTH ADVISORS, LLC | 270,853 | $30,276 |
| WorthPointe, LLC | 269,325 | $30,105 |
| CVA Family Office, LLC | 261,060 | $29,181 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 254,660 | $28,466 |
| Burton Enright Welch | 251,058 | $28,063 |
| Sensenig Capital Advisors, Inc | 242,545 | $27,112 |
| Divergent Planning, LLC | 242,241 | $27,264 |
| HTG Investment Advisors, Inc. | 241,223 | $26,964 |
| JPMORGAN CHASE & CO | 240,683 | $26,904 |
| Kestra Advisory Services, LLC | 230,031 | $25,713 |
| Chicago Partners Investment Group LLC | 218,141 | $25,056 |
| Zhang Financial LLC | 212,973 | $23,806 |
| Oak Wealth Advisors LLC | 211,589 | $23,651 |
| OSAIC HOLDINGS, INC. | 211,555 | $23,651 |
| Trellis Wealth Advisors LLC | 206,191 | $23,048 |
| Torren Management, LLC | 195,181 | $21,817 |
| Greenspring Advisors, LLC | 194,101 | $21,697 |
| Passive Capital Management, LLC. | 188,161 | $21,033 |
| Freedom Financial Partners LLC | 182,744 | $20,427 |
| Tanager Wealth Management LLP | 181,298 | $20,265 |
| ROYAL BANK OF CANADA | 179,016 | $20,010 |
| CARDIFF PARK ADVISORS, LLC | 176,978 | $19,783 |
| Apella Capital, LLC | 173,402 | $19,383 |
| Trace Wealth Advisors, LLC | 164,495 | $18,387 |
| Acropolis Investment Management, LLC | 163,813 | $18,311 |
| Mariner, LLC | 162,068 | $18,116 |
| ARQ WEALTH ADVISORS, LLC | 161,471 | $18,049 |
| Allworth Financial LP | 160,451 | $17,935 |
| 411 other institutions | 11,316,656 | $1,222,118 |