| Forum Financial Management, LP | 17,585,374 | $581,724 |
| Focus Partners Wealth | 8,361,969 | $276,614 |
| Corient Private Wealth LLC | 7,018,772 | $232,476 |
| Buckingham Strategic Partners | 7,017,528 | $232,140 |
| Truepoint, Inc. | 4,997,417 | $165,315 |
| Sequoia Financial Advisors, LLC | 4,967,176 | $164,314 |
| HighTower Advisors, LLC | 3,760,186 | $124,387 |
| HBK Sorce Advisory LLC | 3,118,513 | $112,890 |
| FORVIS Wealth Advisors, LLC | 2,821,611 | $93,339 |
| Parcion Private Wealth LLC | 2,748,630 | $90,925 |
| Savant Capital, LLC | 2,647,836 | $87,590 |
| Asset Dedication, LLC | 2,616,035 | $86,538 |
| Evensky & Katz LLC | 2,415,304 | $80 |
| Greenspring Advisors, LLC | 2,300,755 | $76,109 |
| JMG Financial Group, Ltd. | 2,129,625 | $70,448 |
| Rockwood Wealth Management, LLC | 2,093,063 | $69,239 |
| MASECO LLP | 2,087,679 | $69,050 |
| LPL Financial LLC | 1,998,223 | $66,101 |
| AWM CAPITAL, LLC | 1,806,221 | $59,750 |
| Heritage Financial Services, LLC | 1,741,258 | $57,601 |
| Beacon Pointe Advisors, LLC | 1,703,596 | $56,355 |
| CWM, LLC | 1,674,861 | $55 |
| BANK OF MONTREAL /CAN/ | 1,668,584 | $55,197 |
| Hill Investment Group Partners, LLC | 1,452,492 | $48,048 |
| Symmetry Partners, LLC | 1,430,647 | $47,326 |
| Apella Capital, LLC | 1,372,117 | $45,390 |
| EnRich Financial Partners LLC | 1,281,760 | $42,401 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,211,770 | $40,085 |
| ENVESTNET ASSET MANAGEMENT INC | 1,101,517 | $36,438 |
| Klaas Financial Asset Advisors, LLC | 1,093,621 | $36,177 |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,089,889 | $36,871 |
| BRIGHTON JONES LLC | 1,073,486 | $35,511 |
| OneDigital Investment Advisors LLC | 1,064,286 | $35,207 |
| Oakwell Private Wealth Management, LLC | 1,062,006 | $35,131 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,053,441 | $34,848 |
| Burton Enright Welch | 1,033,237 | $34,179 |
| Mariner, LLC | 1,027,944 | $34,005 |
| Rather & Kittrell, Inc. | 1,024,259 | $33,882 |
| Kooman & Associates | 1,010,987 | $33,443 |
| Miramar Fiduciary Corp | 983,777 | $32,543 |
| MERCER GLOBAL ADVISORS INC /ADV | 972,184 | $32,160 |
| Rockbridge Investment Management, LCC | 971,057 | $32,123 |
| Plancorp, LLC | 964,736 | $31,913 |
| Seaside Wealth Management, Inc. | 957,726 | $31,682 |
| Henrickson Nauta Wealth Advisors, Inc. | 911,656 | $31,325 |
| Betterment LLC | 889,780 | $29 |
| MONOGRAPH WEALTH ADVISORS, LLC | 875,440 | $28,960 |
| Your Advocates Ltd., LLP | 867,529 | $28,698 |
| Leading Edge Financial Planning LLC | 830,825 | $27,484 |
| FIRST FINANCIAL BANK - TRUST DIVISION | 830,017 | $27,457 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 770,506 | $26,475 |
| Syverson Strege & Co | 756,542 | $25,026 |
| BANK OF AMERICA CORP /DE/ | 751,191 | $24,849 |
| DiNuzzo Private Wealth, Inc. | 735,429 | $24,328 |
| Sensible Money, LLC | 724,102 | $23,953 |
| Fundamentum, LLC | 723,039 | $23,918 |
| Peterson Wealth Advisors, LLC | 710,661 | $23,509 |
| RS CRUM INC. | 688,299 | $22,769 |
| Integris Wealth Management, LLC | 676,654 | $22,384 |
| Pinnacle Financial Group, LLC / IL | 675,774 | $22,355 |
| Financial Plan, Inc. | 667,418 | $22,078 |
| Financial Engines Advisors L.L.C. | 667,343 | $22,076 |
| Eaton-Cambridge Inc. | 650,541 | $21,520 |
| AdvisorNet Financial, Inc | 649,188 | $21,475 |
| Stordahl Capital Management, Inc. | 648,861 | $21,464 |
| Tencap Wealth Coaching, LLC | 614,169 | $20,344 |
| PEAPACK GLADSTONE FINANCIAL CORP | 608,709 | $20 |
| Premier Financial Group | 608,085 | $20,150 |
| SRS Capital Advisors, Inc. | 604,679 | $20,003 |
| COMMONWEALTH EQUITY SERVICES, LLC | 594,715 | $19,673 |
| Evanson Asset Management, LLC | 579,153 | $19,158 |
| BCR Wealth Strategies, LLC | 572,820 | $19 |
| KEB ASSET MANAGEMENT, LLC | 565,650 | $18,712 |
| Private Wealth Management Group, LLC | 560,588 | $18,544 |
| Heritage Investment Group, Inc. | 558,951 | $18,490 |
| Cambridge Financial Group, LLC | 545,310 | $14,935 |
| Ballentine Capital Advisors, Inc | 542,671 | $17,952 |
| CAPSTONE CAPITAL LLC | 529,203 | $17,506 |
| Aspen Capital Management, LLC | 524,885 | $17,363 |
| Schoolcraft Capital LLC | 519,744 | $17,193 |
| von Borstel & Associates, Inc. | 514,087 | $17 |
| Vestmark Advisory Solutions, Inc. | 508,983 | $16,837 |
| Leonard Rickey Investment Advisors P.L.L.C. | 505,008 | $16,706 |
| Equita Financial Network, Inc. | 503,023 | $16,640 |
| Creative Planning | 498,179 | $16,480 |
| Flagstone Financial Management | 492,792 | $16,302 |
| Peirce Capital Management, LLC | 492,266 | $16,284 |
| Planning Center, Inc. | 491,490 | $16,258 |
| Emprise Bank | 489,429 | $16,190 |
| Financial Planning Navigators CORP | 473,647 | $15,668 |
| Verisail Partners, LLC | 468,061 | $15,483 |
| Kondo Wealth Advisors, Inc. | 454,063 | $15,021 |
| Squire Investment Management Company, LLC | 444,894 | $14,717 |
| Straight Path Wealth Management | 439,108 | $14,526 |
| DecisionPoint Financial, LLC | 429,703 | $14,215 |
| Discipline Wealth Solutions, LLC | 424,214 | $14,033 |
| CARDIFF PARK ADVISORS, LLC | 422,874 | $13,989 |
| BFSG, LLC | 407,067 | $13,466 |
| Hassell Wealth Management, LLC | 401,317 | $13,934 |
| Financial Symmetry Inc | 385,417 | $12,750 |
| 416 other institutions | 37,009,279 | $1,195,611 |