| Abacus Wealth Partners, LLC | 2,430,920 | $125,922 |
| MASECO LLP | 1,715,344 | $88,820 |
| MERCER GLOBAL ADVISORS INC /ADV | 742,208 | $38,446 |
| Quantum Financial Advisors, LLC | 515,112 | $26,683 |
| Miracle Mile Advisors, LLC | 327,647 | $16,972 |
| Simplicity Wealth,LLC | 254,275 | $13,171 |
| SEI INVESTMENTS CO | 245,675 | $12,726 |
| SEEDS INVESTOR LLC | 230,714 | $11,951 |
| Planning Center, Inc. | 184,211 | $9,542 |
| Parkshore Wealth Management, Inc. | 176,848 | $9,161 |
| Momentous Wealth Management, Inc. | 173,216 | $8,973 |
| ProCore Advisors, LLC | 169,411 | $8,775 |
| Citrine Capital LLC | 159,556 | $8,265 |
| Apella Capital, LLC | 128,555 | $6,659 |
| Corient Private Wealth LLC | 120,420 | $6,238 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92,782 | $4,814 |
| Allodium Investment Consultants, LLC | 86,878 | $4,500 |
| OneDigital Investment Advisors LLC | 76,643 | $3,970 |
| Archer Investment Management, LLC | 71,624 | $3,710 |
| JANE STREET GROUP, LLC | 62,758 | $3,251 |
| RAM Investment Partners, LLC | 59,084 | $3,061 |
| Betterment LLC | 55,176 | $3 |
| SUMMIT WEALTH GROUP LLC / CO | 48,433 | $2,509 |
| Beacon Pointe Advisors, LLC | 45,353 | $2,349 |
| LPL Financial LLC | 41,656 | $2,158 |
| Buckingham Strategic Partners | 41,564 | $2,153 |
| Vermillion Wealth Management, Inc. | 29,560 | $1,531 |
| Samalin Investment Counsel, LLC | 27,946 | $1,448 |
| Creative Capital Management Investments LLC | 26,092 | $1,352 |
| Tanager Wealth Management LLP | 25,781 | $1,335 |
| Wheels Up Wealth, Inc. | 25,069 | $1,299 |
| Babb Wealth Advisors LLC | 22,953 | $1,189 |
| Skyline Advisors, Inc. | 22,790 | $1,181 |
| CURIO WEALTH, LLC | 20,789 | $1,080 |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,469 | $1,009 |
| Flagstone Financial Management | 17,887 | $927 |
| Strathmore Capital Advisors, Inc. | 17,468 | $905 |
| Wealth Advisors Northwest LLC | 16,385 | $849 |
| Mason & Associates Inc | 15,874 | $822 |
| Sequoia Financial Advisors, LLC | 15,456 | $801 |
| BetterWealth, LLC | 15,363 | $796 |
| Rehmann Capital Advisory Group | 14,426 | $747 |
| HighTower Advisors, LLC | 14,065 | $729 |
| McCartney Wealth Management LLC | 13,959 | $723 |
| Cambridge Investment Research Advisors, Inc. | 13,744 | $1 |
| Krilogy Financial LLC | 13,578 | $707 |
| Concord Wealth Partners | 13,493 | $699 |
| Geometric Wealth Advisors | 13,233 | $685 |
| DELAP WEALTH ADVISORY, LLC | 13,214 | $684 |
| Modera Wealth Management, LLC | 13,196 | $684 |
| Petersen Hastings Wealth Advisors Inc. | 13,116 | $679 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 12,780 | $662 |
| Vise Technologies, Inc. | 12,529 | $649 |
| Vestment Financial LLC | 11,581 | $603 |
| WPWealth LLP | 11,457 | $593 |
| OSAIC HOLDINGS, INC. | 11,211 | $581 |
| Private Advisor Group, LLC | 10,991 | $569 |
| CAHILL FINANCIAL ADVISORS INC | 10,829 | $561 |
| DiNuzzo Private Wealth, Inc. | 10,481 | $543 |
| Level Financial Advisors, Inc. | 10,019 | $519 |
| von Borstel & Associates, Inc. | 9,432 | $0 |
| M. Kulyk & Associates, LLC | 9,144 | $474 |
| NewEdge Advisors, LLC | 9,113 | $472 |
| Root Financial Partners, LLC | 8,884 | $460 |
| Kestra Advisory Services, LLC | 8,862 | $459 |
| FIDUCIARY FINANCIAL GROUP, LLC | 8,543 | $443 |
| MISSION WEALTH MANAGEMENT, LP | 8,048 | $417 |
| Aspen Capital Management, LLC | 7,939 | $411 |
| Ballast Rock Private Wealth LLC | 7,794 | $404 |
| Shore Point Advisors, LLC | 7,586 | $393 |
| Avise Financial Cooperative, Inc. | 7,458 | $386 |
| SAX WEALTH ADVISORS, LLC | 7,366 | $382 |
| COMPASS CAPITAL CORP /MA/ /ADV | 7,063 | $369 |
| XY Planning Network, Inc. | 7,053 | $365 |
| Summit Wealth Group, LLC | 6,928 | $359 |
| GRAND WEALTH MANAGEMENT, LLC | 6,831 | $354 |
| Wealthcare Advisory Partners LLC | 6,765 | $350 |
| Creative Planning | 6,709 | $348 |
| Stewardship Advisors, LLC | 6,702 | $347 |
| Farther Finance Advisors, LLC | 5,761 | $298 |
| Legacy Financial Advisors, Inc. | 5,673 | $294 |
| Greenspring Advisors, LLC | 4,859 | $252 |
| Financial Plan, Inc. | 4,839 | $251 |
| Ariadne Wealth Management, LP | 4,655 | $244 |
| Long Island Wealth Management, Inc. | 4,374 | $227 |
| EnRich Financial Partners LLC | 4,093 | $212 |
| Sprinkle Financial Consultants LLC | 4,091 | $212 |
| ROYAL BANK OF CANADA | 3,980 | $206 |
| Rossby Financial, LCC | 3,796 | $197 |
| Washington Trust Advisors, Inc. | 3,575 | $185 |
| Signature Resources Capital Management, LLC | 3,344 | $173 |
| JFS WEALTH ADVISORS, LLC | 3,112 | $161 |
| Coston, McIsaac & Partners | 3,044 | $0 |
| Orion Capital Management LLC | 2,293 | $119 |
| CARDIFF PARK ADVISORS, LLC | 2,139 | $111 |
| US BANCORP \DE\ | 1,755 | $91 |
| Glass Jacobson Investment Advisors llc | 1,337 | $69 |
| BANK OF MONTREAL /CAN/ | 1,305 | $68 |
| PINNEY & SCOFIELD, INC. | 1,299 | $67 |
| McIlrath & Eck, LLC | 946 | $49 |
| 9 other institutions | 3,584 | $184 |