| Forum Financial Management, LP | 16,638,902 | $439,600 |
| Savant Capital, LLC | 10,439,385 | $275,809 |
| JMG Financial Group, Ltd. | 5,701,658 | $150,638 |
| Focus Partners Wealth | 4,005,871 | $105,835 |
| Wealthspire Advisors, LLC | 2,742,694 | $72,462 |
| TCI Wealth Advisors, Inc. | 2,654,516 | $70,132 |
| BRIGHTON JONES LLC | 2,611,200 | $68,988 |
| LifeGuide Financial Advisors, LLC | 2,412,706 | $63,864 |
| DiNuzzo Private Wealth, Inc. | 1,815,929 | $47,977 |
| MASECO LLP | 1,471,409 | $38,860 |
| LPL Financial LLC | 1,166,926 | $30,830 |
| Rather & Kittrell, Inc. | 1,029,717 | $27,205 |
| Wescott Financial Advisory Group, LLC | 973,477 | $25,719 |
| Summit Financial Strategies, Inc. | 957,430 | $25,295 |
| WPWealth LLP | 931,457 | $24,609 |
| Beacon Pointe Advisors, LLC | 915,337 | $24,183 |
| Rockwood Wealth Management, LLC | 901,221 | $23,810 |
| Guardian Wealth Management, LLC | 873,467 | $23,077 |
| Index Fund Advisors, Inc. | 856,707 | $22,634 |
| Financial Plan, Inc. | 851,353 | $22,493 |
| Verisail Partners, LLC | 844,520 | $22,312 |
| Great Waters Wealth Management | 831,153 | $21,959 |
| Creative Capital Management Investments LLC | 805,595 | $21,284 |
| OneDigital Investment Advisors LLC | 802,414 | $21,200 |
| SRS Capital Advisors, Inc. | 747,077 | $19,738 |
| Corient Private Wealth LLC | 682,977 | $18,044 |
| Quantum Financial Advisors, LLC | 655,113 | $17,308 |
| RS CRUM INC. | 641,075 | $16,937 |
| Integris Wealth Management, LLC | 594,268 | $15,701 |
| CWM, LLC | 580,768 | $15 |
| Private Wealth Management Group, LLC | 569,326 | $15,042 |
| Wealth Management Nebraska | 562,975 | $14,874 |
| Planning Center, Inc. | 549,289 | $14,512 |
| Aspen Capital Management, LLC | 540,988 | $14,293 |
| Level Financial Advisors, Inc. | 529,668 | $13,994 |
| Syverson Strege & Co | 475,476 | $12,562 |
| Evanson Asset Management, LLC | 450,854 | $11,912 |
| Geometric Wealth Advisors | 423,511 | $11,189 |
| COMMONWEALTH EQUITY SERVICES, LLC | 418,758 | $11,064 |
| Sprinkle Financial Consultants LLC | 356,193 | $9,411 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 347,822 | $9,189 |
| Henrickson Nauta Wealth Advisors, Inc. | 343,760 | $9,147 |
| American Investment Services, Inc. | 334,634 | $8,841 |
| HARBOUR INVESTMENTS, INC. | 329,792 | $8,713 |
| CITADEL ADVISORS LLC | 325,095 | $8,589 |
| Apella Capital, LLC | 323,640 | $8,551 |
| AWM CAPITAL, LLC | 319,603 | $8,444 |
| XY Planning Network, Inc. | 310,046 | $8,191 |
| Vestmark Advisory Solutions, Inc. | 299,350 | $7,909 |
| SJS Investment Consulting Inc. | 297,796 | $7,868 |
| North Ridge Wealth Advisors, Inc. | 293,297 | $7,749 |
| Parkshore Wealth Management, Inc. | 288,934 | $7,634 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 283,193 | $7,536 |
| RFG Advisory, LLC | 283,026 | $7,478 |
| REAP Financial Group, LLC | 279,385 | $7,381 |
| ENVESTNET ASSET MANAGEMENT INC | 270,702 | $7,152 |
| Financial Engines Advisors L.L.C. | 262,593 | $6,938 |
| Wealth Architects, LLC | 258,803 | $6,838 |
| Peirce Capital Management, LLC | 251,637 | $6,648 |
| CogentBlue Wealth Advisors, LLC | 245,059 | $6,474 |
| Burk Holdings LLC | 237,496 | $6,275 |
| GeoWealth Management, LLC | 237,135 | $6,265 |
| Tilson Financial Group, Inc. | 224,865 | $5,941 |
| McMill Wealth Management | 219,516 | $5,800 |
| Sterling Financial Planning, Inc. | 219,379 | $5,796 |
| EP Wealth Advisors, LLC | 207,892 | $5,493 |
| AdvisorNet Financial, Inc | 203,243 | $5,370 |
| JANE STREET GROUP, LLC | 202,526 | $5,351 |
| LAM GROUP, INC. | 202,460 | $5,349 |
| New Dimensions Wealth Management, LLC | 193,736 | $5,118 |
| Platform Wealth Management, LLC | 193,518 | $5,113 |
| Forum Private Client Group LLC | 192,263 | $5,080 |
| Allworth Financial LP | 188,790 | $4,988 |
| Greenspring Advisors, LLC | 188,081 | $4,969 |
| EverSource Wealth Advisors, LLC | 186,954 | $4,939 |
| HFM Investment Advisors, LLC | 185,881 | $4,911 |
| Shotwell Rutter Baer Inc | 185,498 | $4,947 |
| Vawter Financial, Ltd. | 183,950 | $4,860 |
| AlTi Global, Inc. | 179,651 | $4,746 |
| Ruedi Wealth Management, Inc. | 173,478 | $4,583 |
| von Borstel & Associates, Inc. | 171,264 | $5 |
| Clarity Wealth Development LLC | 171,241 | $4,524 |
| Balanced Rock Investment Advisors LLC | 171,195 | $4,523 |
| JDH Wealth Management, LLC | 168,132 | $4,442 |
| Pathstone Holdings, LLC | 167,628 | $4,429 |
| JPMORGAN CHASE & CO | 161,252 | $4,260 |
| Integrity Advisory Solutions, LLC | 159,543 | $4,215 |
| Colorado Capital Management, Inc. | 154,125 | $4 |
| OSAIC HOLDINGS, INC. | 153,723 | $4,062 |
| Farther Finance Advisors, LLC | 153,695 | $4,061 |
| Spire Wealth Management | 151,781 | $4,010 |
| Cherry Tree Wealth Management, LLC | 150,546 | $3,977 |
| New Capital Management LP | 148,535 | $3,924 |
| McLean Asset Management Corp | 147,616 | $3,981 |
| COOPER/HAIMS ADVISORS, LLC | 146,856 | $3,880 |
| Betterment LLC | 140,863 | $4 |
| INTEGRITY ALLIANCE, LLC. | 139,297 | $3,680 |
| LRI Investments, LLC | 129,964 | $3,434 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 128,408 | $3,393 |
| GREAT LAKES ADVISORS, LLC | 125,589 | $3,318 |
| 209 other institutions | 7,182,497 | $187,126 |