| Retirement Solution LLC | 5,424,190 | $235,573 |
| AWM CAPITAL, LLC | 3,044,502 | $132,223 |
| Quantum Financial Advisors, LLC | 2,401,491 | $104,297 |
| MASECO LLP | 1,953,681 | $84,800 |
| Focus Partners Wealth | 1,884,940 | $81,863 |
| Citrine Capital LLC | 1,289,790 | $56,016 |
| Abacus Wealth Partners, LLC | 1,243,200 | $53,992 |
| Pathstone Holdings, LLC | 1,027,902 | $44,642 |
| LongView Asset Management LLC | 708,054 | $30,751 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 483,033 | $21,402 |
| Forum Financial Management, LP | 439,653 | $19,094 |
| Five Oceans Advisors | 438,771 | $19,056 |
| Pure Financial Advisors, LLC | 404,280 | $17,558 |
| Buckingham Strategic Partners | 398,715 | $17,316 |
| Gibson Capital, LLC | 375,765 | $16,319 |
| Heritage Financial Services, LLC | 364,066 | $15,811 |
| Simplicity Wealth,LLC | 318,459 | $13,831 |
| Apella Capital, LLC | 294,691 | $12,798 |
| MERCER GLOBAL ADVISORS INC /ADV | 289,761 | $12,584 |
| Beacon Pointe Advisors, LLC | 288,113 | $12,513 |
| Triune Financial Partners, LLC | 272,715 | $12,013 |
| Wealth Architects, LLC | 269,411 | $11,701 |
| New Capital Management LP | 266,317 | $11,566 |
| TCI Wealth Advisors, Inc. | 256,753 | $11,151 |
| Betterment LLC | 253,119 | $11 |
| QUARRY HILL ADVISORS, LLC | 226,086 | $9,819 |
| OneDigital Investment Advisors LLC | 215,827 | $9,373 |
| SJS Investment Consulting Inc. | 210,779 | $9,154 |
| NWAM LLC | 206,235 | $8,957 |
| BRIGHTON JONES LLC | 200,901 | $8,725 |
| Cardinal Point Capital Management, ULC | 190,293 | $8,264 |
| Momentous Wealth Management, Inc. | 184,296 | $8,004 |
| Planning Center, Inc. | 182,662 | $7,933 |
| Corient Private Wealth LLC | 168,725 | $7,328 |
| Sequoia Financial Advisors, LLC | 151,333 | $6,572 |
| LPL Financial LLC | 146,699 | $6,371 |
| ZRC WEALTH MANAGEMENT, LLC | 143,765 | $6,244 |
| Miracle Mile Advisors, LLC | 142,845 | $6,204 |
| Donalies Financial Planning, LLC | 135,160 | $5,870 |
| Allodium Investment Consultants, LLC | 132,033 | $5,734 |
| Northland Capital Management LLC | 131,241 | $5,700 |
| Rockbridge Investment Management, LCC | 127,976 | $5,558 |
| Wealth Management Strategies, Inc. | 123,852 | $5,379 |
| RAM Investment Partners, LLC | 121,104 | $5,260 |
| Aspen Capital Management, LLC | 118,871 | $5,163 |
| Foster Group, Inc. | 117,068 | $5,084 |
| Equita Financial Network, Inc. | 99,684 | $4,329 |
| MB Generational Wealth, LLC | 99,164 | $4,307 |
| COMMONWEALTH EQUITY SERVICES, LLC | 96,650 | $4,198 |
| Addison Advisors LLC | 95,282 | $4,138 |
| Truepoint, Inc. | 91,891 | $3,991 |
| Syverson Strege & Co | 87,935 | $3,819 |
| Asset Dedication, LLC | 84,799 | $3,683 |
| Wheels Up Wealth, Inc. | 84,031 | $3,649 |
| Chicago Partners Investment Group LLC | 81,623 | $3,595 |
| RAYMOND JAMES FINANCIAL INC | 78,052 | $3,390 |
| Savant Capital, LLC | 72,314 | $3,141 |
| Level Financial Advisors, Inc. | 69,265 | $3,008 |
| Sensenig Capital Advisors, Inc | 68,142 | $2,959 |
| Premier Financial Group | 65,844 | $2,874 |
| Perigon Wealth Management, LLC | 65,721 | $2,854 |
| Longview Financial Advisors LLC | 62,416 | $2,711 |
| Foundation Wealth Management, LLC\PA | 59,745 | $2,595 |
| Burton Enright Welch | 59,720 | $2,594 |
| Babb Wealth Advisors LLC | 58,916 | $2,559 |
| Vise Technologies, Inc. | 56,589 | $2,458 |
| Root Financial Partners, LLC | 56,247 | $2,443 |
| BetterWealth, LLC | 55,833 | $2,425 |
| ProCore Advisors, LLC | 54,657 | $2,374 |
| Strategic Investment Solutions, Inc. /IL | 53,953 | $2,343 |
| Henrickson Nauta Wealth Advisors, Inc. | 53,866 | $2,387 |
| Flagstone Financial Management | 51,893 | $2,254 |
| United Wealth Management, LLC | 51,674 | $2,244 |
| Trellis Wealth Advisors LLC | 51,011 | $2,215 |
| DiNuzzo Private Wealth, Inc. | 50,535 | $2,195 |
| Petersen Hastings Wealth Advisors Inc. | 49,639 | $2,156 |
| D.A. DAVIDSON & CO. | 49,074 | $2,131 |
| COMPASS CAPITAL CORP /MA/ /ADV | 49,046 | $2,175 |
| VISTA CAPITAL PARTNERS, INC. | 48,157 | $2,091 |
| XY Planning Network, Inc. | 46,884 | $2,036 |
| NewEdge Advisors, LLC | 46,020 | $1,999 |
| Financial Connections Group, Inc. | 45,158 | $2 |
| MML INVESTORS SERVICES, LLC | 44,578 | $1,936 |
| Private Advisor Group, LLC | 43,599 | $1,893 |
| Sellwood Investment Partners LLC | 40,723 | $1,769 |
| North Ridge Wealth Advisors, Inc. | 40,566 | $1,762 |
| Morling Financial Advisors, LLC | 40,186 | $1,745 |
| Wolfstich Capital, LLC | 39,011 | $1,694 |
| Modera Wealth Management, LLC | 38,401 | $1,668 |
| BROWN ADVISORY INC | 38,039 | $1,652 |
| Wealth Advisors Northwest LLC | 37,674 | $1,636 |
| Caprock Group, LLC | 36,795 | $1,598 |
| STIFEL FINANCIAL CORP | 36,677 | $1,593 |
| Farther Finance Advisors, LLC | 36,015 | $1,564 |
| CAHILL FINANCIAL ADVISORS INC | 34,417 | $1,495 |
| EnRich Financial Partners LLC | 33,197 | $1,442 |
| Mason & Associates Inc | 32,398 | $1,407 |
| Cambridge Financial Group, LLC | 31,098 | $1,186 |
| WPWealth LLP | 30,641 | $1,331 |
| Physician Wealth Advisors, Inc. | 30,618 | $1,330 |
| 152 other institutions | 1,646,271 | $67,975 |