| First Pacific Financial | 815,807 | $60,353 |
| Wealth Management Nebraska | 675,204 | $49,952 |
| Arlington Financial Advisors, LLC | 640,351 | $47,373 |
| Farther Finance Advisors, LLC | 348,314 | $25,768 |
| Strategic Investment Solutions, Inc. /IL | 282,555 | $20,972 |
| DiNuzzo Private Wealth, Inc. | 234,834 | $17,373 |
| Abacus Planning Group, Inc. | 205,711 | $15,219 |
| McMill Wealth Management | 178,956 | $13,239 |
| Fundamentum, LLC | 165,573 | $12,249 |
| Sivia Capital Partners, LLC | 163,549 | $12,099 |
| Keyes, Stange & Wooten Wealth Management, LLC | 162,126 | $11,994 |
| Bryant Woods Investment Advisors, LLC | 158,740 | $11,744 |
| Physician Wealth Advisors, Inc. | 151,398 | $11,200 |
| Greenspring Advisors, LLC | 147,189 | $10,889 |
| Triune Financial Partners, LLC | 143,137 | $10,956 |
| MASECO LLP | 136,351 | $10,081 |
| JPMORGAN CHASE & CO | 135,397 | $10,017 |
| HFG Wealth Management, LLC | 135,342 | $10,013 |
| Plancorp, LLC | 132,242 | $9,783 |
| Apella Capital, LLC | 127,508 | $9,433 |
| Royal Harbor Partners, LLC | 118,083 | $8,736 |
| American Investment Services, Inc. | 112,427 | $8,317 |
| DEMMING FINANCIAL SERVICES CORP /ADV | 94,044 | $6,958 |
| Strathmore Capital Advisors, Inc. | 86,092 | $6,369 |
| Evanson Asset Management, LLC | 84,719 | $6,268 |
| TCI Wealth Advisors, Inc. | 73,519 | $5,439 |
| BUILDER INVESTMENT GROUP INC /ADV | 67,483 | $4,992 |
| COMMONWEALTH EQUITY SERVICES, LLC | 66,912 | $4,950 |
| AQR CAPITAL MANAGEMENT LLC | 55,915 | $4,137 |
| LPL Financial LLC | 52,983 | $3,920 |
| Sprinkle Financial Consultants LLC | 47,195 | $3,491 |
| MATHER GROUP, LLC. | 45,434 | $3,361 |
| Krilogy Financial LLC | 43,000 | $3,302 |
| SC&H Financial Advisors, Inc. | 42,787 | $3,165 |
| Berger Financial Group, Inc | 40,446 | $2,992 |
| Prudent Man Investment Management, Inc. | 39,792 | $2,944 |
| Warburton Capital Management, LLC | 36,244 | $3 |
| Parkshore Wealth Management, Inc. | 36,234 | $2,681 |
| Barry Investment Advisors, LLC | 36,164 | $2,675 |
| BIP Wealth, LLC | 34,102 | $2,523 |
| Focus Partners Wealth | 32,671 | $2,417 |
| HighTower Advisors, LLC | 32,533 | $2,407 |
| Rachor Investment Advisory Services, LLC | 31,970 | $2,365 |
| AssuredPartners Investment Advisors, LLC | 31,858 | $2,357 |
| Spinnaker Investment Group, LLC | 31,738 | $2,348 |
| MB Generational Wealth, LLC | 29,511 | $2,183 |
| Syverson Strege & Co | 29,134 | $2,155 |
| Babb Wealth Advisors LLC | 27,335 | $2,022 |
| VESTIA PERSONAL WEALTH ADVISORS | 26,873 | $2,044 |
| Keystone Financial Group, Inc. | 25,202 | $1,864 |
| Parkwoods Wealth Partners, LLC | 24,901 | $1,842 |
| Beacon Pointe Advisors, LLC | 24,247 | $1,794 |
| Keating Financial Advisory Services, Inc. | 24,123 | $1,785 |
| MONOGRAPH WEALTH ADVISORS, LLC | 23,972 | $1,773 |
| RAYMOND JAMES FINANCIAL INC | 23,399 | $1,731 |
| Aspen Capital Management, LLC | 23,277 | $1,722 |
| FIDUCIARY FINANCIAL GROUP, LLC | 23,133 | $1,711 |
| Kesler, Norman & Wride, LLC | 23,007 | $1,702 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 21,773 | $1,611 |
| Cogent Private Wealth, Inc. | 21,730 | $1,608 |
| Sterling Wealth Management, Inc. | 19,726 | $1,459 |
| Chicago Partners Investment Group LLC | 19,647 | $1,503 |
| BANK OF MONTREAL /CAN/ | 18,653 | $1,380 |
| CARDIFF PARK ADVISORS, LLC | 18,576 | $1,374 |
| Betterment LLC | 17,824 | $1 |
| Pacific Asset Management, LLC | 17,633 | $1,304 |
| JANE STREET GROUP, LLC | 16,729 | $1,238 |
| MERCER GLOBAL ADVISORS INC /ADV | 16,493 | $1,220 |
| Shore Point Advisors, LLC | 16,016 | $1,185 |
| Foundations Investment Advisors, LLC | 15,827 | $1,171 |
| Foster Group, Inc. | 15,720 | $1,163 |
| CARY STREET PARTNERS FINANCIAL LLC | 15,080 | $1,116 |
| Mustard Seed Financial, LLC | 14,523 | $1,074 |
| Riverbend Wealth Management, LLC | 14,500 | $1,073 |
| IHT Wealth Management, LLC | 14,300 | $1,058 |
| Mills Wealth Advisors LLC | 13,865 | $1,026 |
| Stratos Wealth Partners, LTD. | 13,787 | $1,020 |
| Ronald Blue Trust, Inc. | 13,060 | $966 |
| Ruedi Wealth Management, Inc. | 12,715 | $941 |
| Highland Financial Advisors, LLC | 12,587 | $931 |
| Nemes Rush Group LLC | 12,277 | $908 |
| Falcon Wealth Planning | 11,320 | $837 |
| FMB WEALTH MANAGEMENT | 11,289 | $835 |
| MASTER'S WEALTH MANAGEMENT INC. | 11,275 | $834 |
| Savvy Advisors, Inc. | 11,188 | $828 |
| Annandale Capital, LLC | 10,950 | $1 |
| Envision Financial Planning, LLC | 10,582 | $783 |
| Tilson Financial Group, Inc. | 10,542 | $780 |
| CWM, LLC | 10,396 | $1 |
| Waterfront Wealth Inc. | 10,113 | $777 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 9,753 | $722 |
| JFS WEALTH ADVISORS, LLC | 9,720 | $719 |
| LEGACY FINANCIAL GROUP, INC. | 9,669 | $715 |
| Savant Capital, LLC | 9,634 | $713 |
| Visionary Wealth Advisors | 9,454 | $699 |
| Austin Asset Management Co Inc | 9,374 | $693 |
| OneDigital Investment Advisors LLC | 8,858 | $655 |
| EverSource Wealth Advisors, LLC | 8,497 | $629 |
| Legacy Capital Wealth Partners, LLC | 8,152 | $603 |
| Belpointe Asset Management LLC | 8,113 | $600 |
| 88 other institutions | 299,586 | $20,421 |