| Forum Financial Management, LP | 6,260,951 | $338,530 |
| MASECO LLP | 3,388,477 | $183,266 |
| Symmetry Partners, LLC | 2,471,670 | $133,643 |
| von Borstel & Associates, Inc. | 1,388,442 | $75 |
| Beacon Pointe Advisors, LLC | 1,175,744 | $63,572 |
| WPWealth LLP | 1,128,300 | $61,007 |
| Ruedi Wealth Management, Inc. | 918,918 | $49,686 |
| PENOBSCOT WEALTH MANAGEMENT | 858,974 | $46,445 |
| Vestmark Advisory Solutions, Inc. | 841,462 | $45,498 |
| CURIO WEALTH, LLC | 762,441 | $41,305 |
| Integrity Advisory Solutions, LLC | 696,564 | $37,663 |
| ENVESTNET ASSET MANAGEMENT INC | 648,726 | $35,077 |
| BANK OF AMERICA CORP /DE/ | 633,977 | $34,279 |
| TCI Wealth Advisors, Inc. | 603,912 | $32,654 |
| INTEGRITY ALLIANCE, LLC. | 566,175 | $30,613 |
| AE Wealth Management LLC | 564,672 | $30,532 |
| McCarthy Grittinger Financial Group, LLC | 497,757 | $26,914 |
| DiNuzzo Private Wealth, Inc. | 436,497 | $23,601 |
| Straight Path Wealth Management | 435,642 | $23,555 |
| Beaird Harris Wealth Management, LLC | 427,954 | $23,139 |
| RFG Advisory, LLC | 419,044 | $22,658 |
| COMMONWEALTH EQUITY SERVICES, LLC | 374,081 | $20,227 |
| United Wealth Management, LLC | 370,008 | $20,006 |
| Wealth Advisors Northwest LLC | 294,929 | $15,947 |
| Quantum Financial Advisors, LLC | 291,229 | $15,747 |
| Integrated Wealth Concepts LLC | 280,920 | $15,189 |
| Midwest Heritage Bank, FSB | 271,104 | $14,659 |
| TruNorth Capital Management, LLC | 270,401 | $14,621 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 248,717 | $13,448 |
| JANE STREET GROUP, LLC | 242,004 | $13,085 |
| Allworth Financial LP | 210,748 | $11,395 |
| Wheels Up Wealth, Inc. | 209,179 | $11,310 |
| Modera Wealth Management, LLC | 187,890 | $10,159 |
| Dynamic Advisor Solutions LLC | 181,697 | $9,824 |
| GeoWealth Management, LLC | 179,680 | $9,715 |
| Archer Investment Management, LLC | 176,015 | $9,517 |
| STOLZ & ASSOCIATES, PS | 165,930 | $8,972 |
| Gradient Capital Advisors, LLC | 164,336 | $8,886 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 159,541 | $8,626 |
| GRAND WEALTH MANAGEMENT, LLC | 156,694 | $8,472 |
| Archford Capital Strategies, LLC | 151,395 | $8,186 |
| Signature Resources Capital Management, LLC | 143,343 | $7,751 |
| Betterment LLC | 141,867 | $8 |
| Savant Capital, LLC | 135,030 | $7,301 |
| Kestra Advisory Services, LLC | 134,627 | $7,279 |
| PARK AVENUE SECURITIES LLC | 132,807 | $7 |
| Meredith Wealth Planning | 132,039 | $7,139 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 119,060 | $6,438 |
| OneDigital Investment Advisors LLC | 118,008 | $6,381 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 113,913 | $6,159 |
| Mariner, LLC | 112,890 | $6,104 |
| Thrivent Financial for Lutherans | 99,312 | $5 |
| One Degree Advisors Inc | 91,774 | $5 |
| Krilogy Financial LLC | 91,446 | $4,977 |
| marrick wealth, LLC | 87,593 | $4,736 |
| Wolfstich Capital, LLC | 87,222 | $4,716 |
| Applied Capital LLC | 86,529 | $4,679 |
| Farther Finance Advisors, LLC | 85,046 | $4,598 |
| HFM Investment Advisors, LLC | 83,473 | $4,513 |
| 55 North Private Wealth, LLC | 79,929 | $4,322 |
| LPL Financial LLC | 75,933 | $4,106 |
| City State Bank | 70,767 | $3,826 |
| Foundry Financial LLC | 70,325 | $3,802 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 68,636 | $3,711 |
| International Private Wealth Advisors LLC | 67,287 | $3,638 |
| OSAIC HOLDINGS, INC. | 65,525 | $3,543 |
| MASTER'S WEALTH MANAGEMENT INC. | 63,993 | $3,460 |
| NewEdge Advisors, LLC | 63,959 | $3,458 |
| Merit Financial Group, LLC | 63,904 | $3,455 |
| Acorn Wealth Advisors, LLC | 62,301 | $3,369 |
| Disciplined Investors, L.L.C. | 62,057 | $3,355 |
| Kestra Investment Management, LLC | 56,533 | $3,057 |
| TRUIST FINANCIAL CORP | 55,224 | $2,986 |
| SAX WEALTH ADVISORS, LLC | 55,008 | $2,974 |
| Wealthcare Advisory Partners LLC | 54,356 | $2,939 |
| JPMORGAN CHASE & CO | 50,569 | $2,734 |
| Foster Group, Inc. | 48,043 | $2,598 |
| PFG Advisors | 46,809 | $2,531 |
| Abel Hall, LLC | 46,253 | $2,501 |
| Austin Private Wealth, LLC | 40,950 | $2,214 |
| CITIGROUP INC | 38,085 | $2,059 |
| Two West Capital Advisors LLC | 35,915 | $1,942 |
| XY Planning Network, Inc. | 35,768 | $1,934 |
| FIRETHORN WEALTH PARTNERS, LLC | 35,417 | $1,915 |
| American Investment Services, Inc. | 34,266 | $1,853 |
| CreativeOne Wealth, LLC | 34,249 | $1,852 |
| Cambridge Investment Research Advisors, Inc. | 33,569 | $2 |
| NWAM LLC | 32,792 | $1,785 |
| MML INVESTORS SERVICES, LLC | 30,219 | $1,634 |
| Prime Capital Investment Advisors, LLC | 25,915 | $1,401 |
| Keating Financial Advisory Services, Inc. | 23,636 | $1,278 |
| Vantage Point Financial LLC | 22,666 | $1,226 |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,559 | $1,219 |
| Kane Co Wealth Management, Inc. | 22,329 | $1,207 |
| Excelsior Advisor Network LLC | 22,085 | $1,194 |
| Parkwoods Wealth Partners, LLC | 21,743 | $1,176 |
| Triad Wealth Partners, LLC | 20,096 | $1,087 |
| Investor's Fiduciary Advisor Network, LLC | 18,468 | $1 |
| Equita Financial Network, Inc. | 18,306 | $990 |
| MERCER GLOBAL ADVISORS INC /ADV | 17,213 | $931 |
| 58 other institutions | 338,638 | $17,780 |