| Planning Center, Inc. | 3,416,822 | $173,062 |
| Prudent Man Investment Management, Inc. | 1,597,383 | $80,907 |
| Root Financial Partners, LLC | 1,285,274 | $65,099 |
| Vise Technologies, Inc. | 1,162,271 | $58,869 |
| Financial Plan, Inc. | 895,485 | $45,356 |
| SJS Investment Consulting Inc. | 642,934 | $32,565 |
| DiNuzzo Private Wealth, Inc. | 565,854 | $28,661 |
| SC&H Financial Advisors, Inc. | 539,150 | $27,308 |
| Chicago Partners Investment Group LLC | 505,089 | $25,623 |
| Sterling Wealth Management, Inc. | 471,891 | $23,901 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 454,478 | $23,019 |
| Savant Capital, LLC | 414,522 | $20,996 |
| Rachor Investment Advisory Services, LLC | 373,013 | $18,893 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 351,545 | $17,806 |
| American Capital Advisory, LLC | 350,439 | $17,750 |
| Three Arch Wealth Management LLC | 345,529 | $17,501 |
| Pillar Financial Advisors, LLC | 323,503 | $16,385 |
| TAGStone Capital, Inc. | 279,625 | $14,163 |
| ProCore Advisors, LLC | 227,998 | $11,548 |
| Babb Wealth Advisors LLC | 226,158 | $11,455 |
| Mariner, LLC | 224,133 | $11,352 |
| Hiley Hunt Wealth Management | 221,349 | $11,211 |
| Johnson Wealth Management, LLC | 212,961 | $10,786 |
| Onyx Financial Advisors, LLC | 204,666 | $10,366 |
| New Dimensions Wealth Management, LLC | 190,927 | $9,670 |
| Altiora Financial Group, LLC | 178,632 | $9,048 |
| Moran Wealth Management, LLC | 175,926 | $8,911 |
| WEALTHSPAN PARTNERS, LLC | 171,672 | $8,695 |
| Arkadios Wealth Advisors | 169,312 | $8,576 |
| Foundry Financial LLC | 164,505 | $8,332 |
| Ruedi Wealth Management, Inc. | 156,439 | $7,924 |
| Tumwater Wealth Management, LLC | 156,210 | $7,912 |
| Mattern Wealth Management LLC | 155,946 | $7,899 |
| Parkwoods Wealth Partners, LLC | 150,855 | $7,641 |
| Financial Symmetry Inc | 147,918 | $7,492 |
| Wolfstich Capital, LLC | 143,435 | $7,265 |
| John A. Wolfe & Associates, Inc. | 141,511 | $7,168 |
| Shore Point Advisors, LLC | 139,500 | $7,066 |
| Leading Edge Financial Planning LLC | 131,653 | $6,668 |
| Strategic Investment Solutions, Inc. /IL | 113,501 | $5,746 |
| CITADEL ADVISORS LLC | 112,737 | $5,710 |
| CLUNE & ASSOCIATES, LTD. | 107,567 | $5,448 |
| Cogent Private Wealth, Inc. | 104,905 | $5,313 |
| Creative Planning | 103,373 | $5,236 |
| Index Fund Advisors, Inc. | 101,099 | $5,121 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98,947 | $5,017 |
| Betterment LLC | 92,985 | $5 |
| Coston, McIsaac & Partners | 91,759 | $5 |
| AssuredPartners Investment Advisors, LLC | 89,907 | $4,554 |
| DRAVO BAY LLC | 86,232 | $4,368 |
| Kestra Advisory Services, LLC | 86,168 | $4,364 |
| Dynamic Advisor Solutions LLC | 85,594 | $4,335 |
| JANE STREET GROUP, LLC | 80,681 | $4,086 |
| Concord Wealth Partners | 79,935 | $4,049 |
| BRIGHT FINANCIAL ADVISORS, INC. | 79,458 | $4,025 |
| Beacon Pointe Advisors, LLC | 74,267 | $3,762 |
| Strathmore Capital Advisors, Inc. | 71,708 | $3,632 |
| Quantum Financial Advisors, LLC | 68,986 | $3,494 |
| GREAT OAK CAPITAL PARTNERS, LLC | 66,200 | $3,355 |
| VANCE WEALTH, LLC | 66,062 | $3,346 |
| Apollon Wealth Management, LLC | 65,500 | $3,318 |
| FMB WEALTH MANAGEMENT | 62,573 | $3,169 |
| Applied Capital LLC | 59,020 | $2,989 |
| Pathstone Holdings, LLC | 57,893 | $2,932 |
| RAYMOND JAMES FINANCIAL INC | 55,333 | $2,803 |
| VESTIA PERSONAL WEALTH ADVISORS | 54,522 | $2,764 |
| Financial Harvest, LLC | 54,235 | $2,747 |
| Navigoe, LLC | 52,314 | $3 |
| Farther Finance Advisors, LLC | 51,674 | $2,617 |
| Burk Holdings LLC | 50,056 | $2,535 |
| ATLas Financial Planning LLC | 47,548 | $2,408 |
| GOLDMAN SACHS GROUP INC | 46,988 | $2,380 |
| Torren Management, LLC | 46,473 | $2,354 |
| STUDIO INVESTMENT MANAGEMENT LLC | 40,737 | $2,063 |
| MERCER GLOBAL ADVISORS INC /ADV | 40,000 | $2,026 |
| McIlrath & Eck, LLC | 39,429 | $1,997 |
| Family CFO Inc | 38,921 | $1,971 |
| Cambridge Investment Research Advisors, Inc. | 38,248 | $2 |
| McCartney Wealth Management LLC | 35,177 | $1,782 |
| Claris Financial LLC | 33,516 | $1,698 |
| LRI Investments, LLC | 32,848 | $1,664 |
| XY Planning Network, Inc. | 32,661 | $1,654 |
| Financial Engines Advisors L.L.C. | 31,573 | $1,599 |
| Balboa Wealth Partners | 30,232 | $1,531 |
| PCA Investment Advisory Services Inc. | 29,260 | $1,482 |
| HighTower Advisors, LLC | 28,442 | $1,441 |
| Guardian Wealth Management, LLC | 27,172 | $1,376 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 25,419 | $1,287 |
| Porter White Investment Advisors, Inc. | 24,726 | $1,252 |
| Forza Wealth Management, LLC | 24,700 | $1,251 |
| Savvy Advisors, Inc. | 24,442 | $1,238 |
| MB Generational Wealth, LLC | 23,776 | $1,204 |
| PFG Advisors | 22,186 | $1,124 |
| Core Wealth Management, Inc. | 21,833 | $1,106 |
| Apella Capital, LLC | 21,289 | $1,078 |
| White Wing Wealth Management | 20,334 | $1,030 |
| MML INVESTORS SERVICES, LLC | 19,965 | $1,011 |
| Miracle Mile Advisors, LLC | 19,667 | $996 |
| ENVESTNET ASSET MANAGEMENT INC | 19,336 | $979 |
| SpringVest Wealth Management LLC | 19,181 | $972 |
| 65 other institutions | 444,069 | $22,058 |