| Creative Planning | 13,707,684 | $816,156 |
| Focus Partners Wealth | 13,284,203 | $790,941 |
| Forum Financial Management, LP | 10,207,476 | $607,753 |
| Index Fund Advisors, Inc. | 6,442,632 | $383,594 |
| Pure Financial Advisors, LLC | 5,330,417 | $317,373 |
| Buckingham Strategic Partners | 5,294,823 | $315,254 |
| Savant Capital, LLC | 4,830,800 | $287,626 |
| EP Wealth Advisors, LLC | 4,183,471 | $249,084 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,833,951 | $174,826 |
| Corient Private Wealth LLC | 2,718,201 | $161,842 |
| Asset Dedication, LLC | 2,600,142 | $154,812 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,013,264 | $124,198 |
| HighTower Advisors, LLC | 1,848,642 | $110,068 |
| Trust Co of the South | 1,820,738 | $108,407 |
| RAYMOND JAMES FINANCIAL INC | 1,778,841 | $105,912 |
| Apella Capital, LLC | 1,649,140 | $98,190 |
| Truepoint, Inc. | 1,504,669 | $89,588 |
| CAPITAL PERFORMANCE ADVISORS LLP | 1,457,860 | $86,801 |
| Plancorp, LLC | 1,439,385 | $85,701 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,424,039 | $84,787 |
| Smartleaf Asset Management LLC | 1,419,609 | $85,390 |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,397,654 | $83,901 |
| Abacus Wealth Partners, LLC | 1,366,881 | $81,384 |
| Sequoia Financial Advisors, LLC | 1,339,926 | $79,779 |
| BANK OF AMERICA CORP /DE/ | 1,305,611 | $77,736 |
| LPL Financial LLC | 1,260,968 | $75,078 |
| Premier Financial Group | 1,189,189 | $71,054 |
| Evanson Asset Management, LLC | 1,083,707 | $64,524 |
| Cerity Partners LLC | 1,072,273 | $64,941 |
| Sensible Money, LLC | 1,020,908 | $60,785 |
| Allworth Financial LP | 1,007,945 | $60,013 |
| Team Hewins, LLC | 925,776 | $55,121 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 918,385 | $54,681 |
| Parkwoods Wealth Partners, LLC | 867,921 | $51,676 |
| BAYSHORE ASSET MANAGEMENT, LLC | 840,720 | $50,056 |
| Mariner, LLC | 838,675 | $49,950 |
| Great Waters Wealth Management | 823,389 | $49,025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 807,183 | $48,060 |
| Joel Isaacson & Co., LLC | 792,905 | $47,210 |
| SAX WEALTH ADVISORS, LLC | 757,412 | $45,096 |
| Three Arch Wealth Management LLC | 744,251 | $44,313 |
| Modera Wealth Management, LLC | 743,398 | $44,262 |
| Henrickson Nauta Wealth Advisors, Inc. | 712,009 | $43,924 |
| MONOGRAPH WEALTH ADVISORS, LLC | 699,495 | $41,648 |
| KEB ASSET MANAGEMENT, LLC | 690,485 | $41,112 |
| JPMORGAN CHASE & CO | 645,992 | $38,462 |
| Tumwater Wealth Management, LLC | 631,087 | $37,575 |
| Cetera Investment Advisers | 625,279 | $37,229 |
| ENVESTNET ASSET MANAGEMENT INC | 614,086 | $36,563 |
| Richard Young Associates, Ltd. | 553,710 | $32,968 |
| EnRich Financial Partners LLC | 527,981 | $31,436 |
| Helen Stephens Group, LLC | 524,971 | $31,257 |
| FORVIS Wealth Advisors, LLC | 506,055 | $30,131 |
| Beaird Harris Wealth Management, LLC | 496,848 | $29,582 |
| Financial Harvest, LLC | 487,424 | $29,021 |
| First Command Advisory Services, Inc. | 485,284 | $28,894 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 482,657 | $28,737 |
| TCI Wealth Advisors, Inc. | 477,900 | $28,454 |
| Planning Center, Inc. | 461,138 | $27,456 |
| ASSETMARK, INC | 457,432 | $27,236 |
| JONES FINANCIAL COMPANIES LLLP | 443,452 | $26,403 |
| UBS Group AG | 440,865 | $26,249 |
| Squire Investment Management Company, LLC | 433,290 | $25,798 |
| Watchman Group, Inc. | 432,662 | $25,761 |
| COMMONWEALTH EQUITY SERVICES, LLC | 429,132 | $25,551 |
| Babb Wealth Advisors LLC | 428,563 | $25,517 |
| AE Wealth Management LLC | 427,364 | $25,445 |
| Conrad Siegel Investment Advisors, Inc. | 427,169 | $25,434 |
| Confluence Wealth Services, Inc. | 426,378 | $25,387 |
| TFC Financial Management, Inc. | 424,669 | $25,285 |
| Disciplined Equity Management, Inc. | 417,953 | $24,885 |
| Summit Financial Strategies, Inc. | 412,629 | $24,568 |
| Meritas Wealth Management, LLC | 410,390 | $24,435 |
| Allen Capital Group, LLC | 408,773 | $24,338 |
| Pathstone Holdings, LLC | 406,939 | $24,229 |
| Foster Group, Inc. | 401,964 | $23,933 |
| TFO Wealth Partners, LLC | 396,409 | $23,602 |
| Lauterbach Financial Advisors, LLC | 396,265 | $23,594 |
| EXENCIAL WEALTH ADVISORS, LLC | 381,772 | $22,731 |
| MASTER'S WEALTH MANAGEMENT INC. | 362,045 | $21,556 |
| Guardian Wealth Management, LLC | 361,753 | $21,539 |
| Betterment LLC | 357,340 | $21 |
| CHOREO, LLC | 353,401 | $21,257 |
| Triune Financial Partners, LLC | 352,005 | $22,324 |
| Cambridge Financial Group, LLC | 351,609 | $19,697 |
| Sterling Wealth Management, Inc. | 350,032 | $20,841 |
| Tillman Hartley LLC | 345,544 | $20,574 |
| Financial Engines Advisors L.L.C. | 342,488 | $20,392 |
| Equitable Holdings, Inc. | 342,356 | $20,384 |
| Visionary Wealth Advisors | 339,548 | $20,217 |
| DOPKINS WEALTH MANAGEMENT, LLC | 331,712 | $19,750 |
| KELLY FINANCIAL GROUP LLC | 326,315 | $19,429 |
| Kilner Capital Advisors, LLC | 324,801 | $19,339 |
| Prism Advisors, Inc. | 324,410 | $19,315 |
| RS CRUM INC. | 322,141 | $19,180 |
| CARDIFF PARK ADVISORS, LLC | 305,774 | $18,206 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 301,329 | $17,941 |
| LIBRA WEALTH LLC | 299,176 | $17,813 |
| AQR CAPITAL MANAGEMENT LLC | 296,170 | $17,634 |
| WPWealth LLP | 295,960 | $17,621 |
| 676 other institutions | 29,744,953 | $1,686,988 |