| Focus Partners Wealth | 1,166,911 | $49,996 |
| MASECO LLP | 946,932 | $40,571 |
| AWM CAPITAL, LLC | 865,288 | $37,073 |
| Quantum Financial Advisors, LLC | 854,904 | $36,628 |
| Francis Financial, Inc. | 741,881 | $31,786 |
| Pathstone Holdings, LLC | 725,730 | $31,094 |
| Abacus Wealth Partners, LLC | 582,626 | $24,963 |
| LongView Asset Management LLC | 423,719 | $18,154 |
| Five Oceans Advisors | 390,299 | $16,722 |
| Citrine Capital LLC | 357,330 | $15,310 |
| Retirement Solution LLC | 355,427 | $15,228 |
| Forum Financial Management, LP | 285,878 | $12,248 |
| Balanced Rock Investment Advisors LLC | 215,035 | $9,213 |
| Apella Capital, LLC | 212,458 | $9,103 |
| Greenspring Advisors, LLC | 211,590 | $9,066 |
| HILL ISLAND FINANCIAL LLC | 198,493 | $8,504 |
| Allodium Investment Consultants, LLC | 191,922 | $8,223 |
| Planning Center, Inc. | 190,420 | $8,159 |
| New Capital Management LP | 181,948 | $7,796 |
| Heritage Financial Services, LLC | 178,466 | $7,646 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,077 | $7,539 |
| Wealth Architects, LLC | 155,234 | $6,651 |
| Pure Financial Advisors, LLC | 154,488 | $6,619 |
| Thrivent Financial for Lutherans | 147,974 | $6 |
| Buckingham Strategic Partners | 131,428 | $5,631 |
| CITADEL ADVISORS LLC | 131,333 | $5,627 |
| MERCER GLOBAL ADVISORS INC /ADV | 123,280 | $5,282 |
| RAM Investment Partners, LLC | 121,930 | $5,224 |
| QUARRY HILL ADVISORS, LLC | 121,563 | $5,208 |
| Beacon Pointe Advisors, LLC | 119,350 | $5,114 |
| Betterment LLC | 113,552 | $5 |
| OneDigital Investment Advisors LLC | 112,314 | $4,812 |
| Perigon Wealth Management, LLC | 110,015 | $4,714 |
| Triune Financial Partners, LLC | 109,734 | $4,906 |
| Asset Dedication, LLC | 109,271 | $4,682 |
| TCI Wealth Advisors, Inc. | 108,525 | $4,650 |
| Angeles Investment Advisors, LLC | 106,160 | $4,548 |
| Donalies Financial Planning, LLC | 102,636 | $4,397 |
| Addison Advisors LLC | 96,042 | $4,115 |
| Savant Capital, LLC | 94,938 | $4,068 |
| Corient Private Wealth LLC | 92,157 | $3,948 |
| Henrickson Nauta Wealth Advisors, Inc. | 91,744 | $4,020 |
| Aspen Capital Management, LLC | 91,657 | $3,927 |
| RAYMOND JAMES FINANCIAL INC | 86,062 | $3,687 |
| Garde Capital, Inc. | 85,988 | $3,684 |
| Sequoia Financial Advisors, LLC | 83,154 | $3,563 |
| Simplicity Wealth,LLC | 82,970 | $3,555 |
| Momentous Wealth Management, Inc. | 75,759 | $3,246 |
| Cardinal Point Capital Management, ULC | 74,795 | $3,205 |
| Rockbridge Investment Management, LCC | 69,148 | $2,963 |
| Truepoint, Inc. | 66,561 | $2,852 |
| Revolve Wealth Partners, LLC | 66,032 | $2,829 |
| MML INVESTORS SERVICES, LLC | 65,596 | $2,810 |
| Archer Investment Management, LLC | 61,817 | $2,649 |
| Wealthspire Advisors, LLC | 59,374 | $2,544 |
| Northland Capital Management LLC | 51,107 | $2,190 |
| Foster Group, Inc. | 50,606 | $2,168 |
| Equita Financial Network, Inc. | 49,221 | $2,109 |
| Trellis Wealth Advisors LLC | 47,954 | $2,055 |
| COMMONWEALTH EQUITY SERVICES, LLC | 47,678 | $2,043 |
| Cambridge Financial Group, LLC | 46,692 | $1,695 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 45,736 | $1,960 |
| Syverson Strege & Co | 43,714 | $1,873 |
| Cerity Partners LLC | 43,412 | $1,900 |
| ProCore Advisors, LLC | 39,786 | $1,705 |
| Parkside Financial Bank & Trust | 39,277 | $1,683 |
| LPL Financial LLC | 39,057 | $1,673 |
| MB Generational Wealth, LLC | 37,228 | $1,595 |
| Wheels Up Wealth, Inc. | 34,582 | $1,482 |
| NWAM LLC | 33,640 | $1,441 |
| Premier Financial Group | 33,109 | $1,420 |
| Level Financial Advisors, Inc. | 31,549 | $1,352 |
| SB Capital Management Inc | 31,166 | $1,335 |
| CAHILL FINANCIAL ADVISORS INC | 30,836 | $1,321 |
| Longview Financial Advisors LLC | 30,091 | $1,289 |
| Creative Capital Management Investments LLC | 28,780 | $1,233 |
| FIDUCIARY FINANCIAL GROUP, LLC | 28,765 | $1,232 |
| JANE STREET GROUP, LLC | 28,004 | $1,200 |
| DiNuzzo Private Wealth, Inc. | 27,275 | $1,169 |
| BetterWealth, LLC | 26,606 | $1,140 |
| Farther Finance Advisors, LLC | 25,805 | $1,106 |
| Chicago Partners Investment Group LLC | 25,623 | $1,145 |
| Wealth Management Strategies, Inc. | 25,015 | $1,072 |
| Schubert & Co | 24,904 | $1,067 |
| Babb Wealth Advisors LLC | 24,341 | $1,043 |
| NewEdge Advisors, LLC | 22,697 | $972 |
| CGN Advisors LLC | 22,690 | $972 |
| Financial Connections Group, Inc. | 22,097 | $1 |
| Cordant, Inc. | 20,894 | $895 |
| Modera Wealth Management, LLC | 20,344 | $872 |
| Miracle Mile Advisors, LLC | 20,219 | $866 |
| Vise Technologies, Inc. | 19,336 | $828 |
| Kestra Advisory Services, LLC | 19,322 | $828 |
| Shira Ridge Wealth Management | 19,224 | $824 |
| Flagstone Financial Management | 19,147 | $820 |
| Bridgewater Advisors Inc. | 18,471 | $817 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 18,454 | $791 |
| Sensenig Capital Advisors, Inc | 18,053 | $773 |
| Trademark Financial Management, LLC | 17,943 | $769 |
| Petersen Hastings Wealth Advisors Inc. | 17,762 | $761 |
| 111 other institutions | 853,946 | $35,133 |