| Sequoia Financial Advisors, LLC | 7,125,424 | $333,470 |
| RVW Wealth, LLC | 4,512,375 | $211,179 |
| Sageworth Trust Co | 4,504,629 | $210,817 |
| OneDigital Investment Advisors LLC | 4,339,915 | $203,108 |
| Allworth Financial LP | 3,849,400 | $180,152 |
| Focus Partners Wealth | 3,382,769 | $158,314 |
| Aquire Wealth Advisors, LLC | 3,315,971 | $155,187 |
| Modera Wealth Management, LLC | 3,302,400 | $154,552 |
| MARS JEWETT FINANCIAL GROUP, INC. | 3,098,598 | $148,702 |
| Annex Advisory Services, LLC | 2,868,665 | $134,254 |
| Kooman & Associates | 2,829,489 | $132,420 |
| Beacon Pointe Advisors, LLC | 2,668,454 | $124,884 |
| Blankinship & Foster, LLC | 2,654,562 | $124,233 |
| Spinnaker Investment Group, LLC | 2,426,090 | $113,541 |
| EVOKE WEALTH, LLC | 2,402,762 | $112,449 |
| AE Wealth Management LLC | 2,257,178 | $105,636 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,191,192 | $104,454 |
| Arista Wealth Management, LLC | 2,144,139 | $100,346 |
| WPWealth LLP | 1,765,060 | $82,605 |
| Krilogy Financial LLC | 1,736,205 | $83,025 |
| Austin Wealth Management, LLC | 1,618,977 | $76,934 |
| Buckingham Strategic Partners | 1,614,046 | $75,537 |
| 55 North Private Wealth, LLC | 1,608,993 | $75,301 |
| Pioneer Wealth Management Group | 1,479,327 | $69,232 |
| MASECO LLP | 1,443,392 | $67,558 |
| Savant Capital, LLC | 1,374,249 | $64,315 |
| HB Wealth Management, LLC | 1,343,300 | $62,866 |
| Amicus Financial Advisors, LLC | 1,278,823 | $59,849 |
| BCM ADVISORS, LLC | 1,266,599 | $60,303 |
| HILL ISLAND FINANCIAL LLC | 1,238,373 | $57,956 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,212,136 | $56,728 |
| Cetera Investment Advisers | 1,187,031 | $55,553 |
| Essential Planning, LLC. | 1,166,386 | $54,587 |
| Mariner, LLC | 1,135,364 | $53,135 |
| Stadion Money Management, LLC | 1,124,115 | $52,609 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,121,763 | $53,654 |
| Sterling Wealth Advisors Inc | 1,101,841 | $51,566 |
| Meridian Wealth Partners, LLC | 1,078,128 | $50,456 |
| LPL Financial LLC | 1,058,002 | $49,515 |
| BRIGHTON JONES LLC | 995,153 | $46,573 |
| CURIO WEALTH, LLC | 967,123 | $45,880 |
| Financial Connections Group, Inc. | 965,963 | $45 |
| TCP Asset Management, LLC | 943,287 | $44,146 |
| EP Wealth Advisors, LLC | 934,455 | $43,733 |
| AdvisorNet Financial, Inc | 921,164 | $43,110 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 909,360 | $42,558 |
| Alpha Financial Advisors, LLC | 904,268 | $42,320 |
| Valued Wealth Advisors LLC | 902,085 | $42,218 |
| Corient Private Wealth LLC | 882,174 | $41,286 |
| Advisory Alpha, LLC | 880,626 | $41,213 |
| Note Advisors, LLC | 860,943 | $40,809 |
| Fonville Wealth Management LLC | 853,282 | $39,934 |
| SC&H Financial Advisors, Inc. | 842,788 | $39,442 |
| VeraBank, N.A. | 842,019 | $39,406 |
| Wealthspire Advisors, LLC | 825,028 | $38,611 |
| LIBERTY WEALTH MANAGEMENT LLC | 803,724 | $37,604 |
| Plancorp, LLC | 789,709 | $36,958 |
| Two West Capital Advisors LLC | 787,466 | $36,853 |
| Timonier Family Office, LTD. | 777,232 | $36,374 |
| AlphaStar Capital Management, LLC | 776,175 | $36,325 |
| Keating Financial Advisory Services, Inc. | 746,918 | $34,956 |
| Highland Financial Advisors, LLC | 744,328 | $34,835 |
| Creative Planning | 696,055 | $32,575 |
| Zhang Financial LLC | 673,569 | $31,523 |
| Bay Harbor Wealth Management, LLC | 673,548 | $31,522 |
| UBS Group AG | 664,601 | $31,103 |
| Pathstone Holdings, LLC | 664,396 | $31,094 |
| Yardley Wealth Management LLC | 664,180 | $31,084 |
| Physician Wealth Solutions Inc. | 656,918 | $30,744 |
| ACT Advisors, LLC. | 656,210 | $30,711 |
| CVA Family Office, LLC | 650,317 | $30,435 |
| Keystone Financial Group, Inc. | 634,346 | $29,687 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 631,628 | $29,560 |
| Spectrum Investment Advisors, Inc. | 621,060 | $29,066 |
| Betterment LLC | 604,692 | $28 |
| AWM CAPITAL, LLC | 590,327 | $27,627 |
| M Wealth Management, LLC | 589,984 | $27,611 |
| MAI Capital Management | 589,036 | $27,567 |
| OSAIC HOLDINGS, INC. | 584,735 | $27,366 |
| Allegiance Financial Group Advisory Services LLC | 579,924 | $27,140 |
| Private Wealth Management Group, LLC | 573,877 | $26,857 |
| Kure Advisory, LLC | 565,975 | $26,488 |
| Heritage Investment Group, Inc. | 563,934 | $26,392 |
| BANK OF AMERICA CORP /DE/ | 556,890 | $26,062 |
| Shira Ridge Wealth Management | 554,421 | $25,947 |
| STIFEL FINANCIAL CORP | 546,671 | $25,584 |
| Quantum Financial Advisors, LLC | 536,348 | $25,101 |
| Morling Financial Advisors, LLC | 530,647 | $24,834 |
| ENVESTNET ASSET MANAGEMENT INC | 504,456 | $23,609 |
| Envision Financial Planning, LLC | 500,004 | $23,400 |
| JFS WEALTH ADVISORS, LLC | 470,728 | $22,030 |
| Baird Financial Group, Inc. | 456,826 | $21,379 |
| ENTREWEALTH, LLC | 456,622 | $21,881 |
| MISSION WEALTH MANAGEMENT, LP | 441,737 | $20,673 |
| CLARIS ADVISORS, LLC / MO / | 434,205 | $20,321 |
| SAX WEALTH ADVISORS, LLC | 421,672 | $19,734 |
| Cambridge Investment Research Advisors, Inc. | 412,358 | $19 |
| Perigon Wealth Management, LLC | 410,021 | $19,189 |
| JPMORGAN CHASE & CO | 402,195 | $18,823 |
| Physician Wealth Advisors, Inc. | 380,050 | $17,786 |
| 454 other institutions | 30,486,127 | $1,379,771 |