| Asset Dedication, LLC | 2,652,610 | $89,499 |
| JONES FINANCIAL COMPANIES LLLP | 1,622,858 | $54,755 |
| RITHOLTZ WEALTH MANAGEMENT | 1,341,125 | $45,250 |
| RAYMOND JAMES FINANCIAL INC | 939,619 | $31,703 |
| HighTower Advisors, LLC | 932,682 | $31,469 |
| FMR LLC | 831,372 | $28,050 |
| Sensible Money, LLC | 730,900 | $24,661 |
| True Wealth Design, LLC | 704,601 | $23,773 |
| EXENCIAL WEALTH ADVISORS, LLC | 674,897 | $22,771 |
| Marquette Asset Management, LLC | 674,705 | $22,765 |
| Beacon Pointe Advisors, LLC | 606,046 | $20,448 |
| Evanson Asset Management, LLC | 551,175 | $18,597 |
| Janney Montgomery Scott LLC | 550,474 | $19 |
| Cambridge Financial Group, LLC | 505,547 | $13,570 |
| EAGLE WEALTH STRATEGIES LLC | 482,981 | $16,296 |
| Index Fund Advisors, Inc. | 439,842 | $14,840 |
| Alesco Advisors LLC | 439,641 | $14,833 |
| Strata Wealth Advisors, LLC | 421,781 | $14,231 |
| Guardian Wealth Management, LLC | 365,694 | $12,339 |
| Graves Light Lenhart Wealth, Inc. | 353,652 | $11,932 |
| Freedom Investment Management, Inc. | 351,153 | $11,848 |
| Opes Wealth Management LLC | 330,514 | $11,152 |
| AE Wealth Management LLC | 271,346 | $9,155 |
| Financial Architects, LLC | 265,840 | $8,969 |
| Blume Capital Management, Inc. | 262,308 | $8,850 |
| TRUIST FINANCIAL CORP | 252,382 | $8,515 |
| von Borstel & Associates, Inc. | 252,041 | $9 |
| Betterment LLC | 224,775 | $8 |
| Vestmark Advisory Solutions, Inc. | 220,729 | $7,447 |
| DiNuzzo Private Wealth, Inc. | 209,276 | $7,061 |
| Vise Technologies, Inc. | 200,501 | $6,765 |
| Cordant, Inc. | 197,751 | $6,672 |
| Tortoise Investment Management, LLC | 194,412 | $6,559 |
| Waverly Advisors, LLC | 191,982 | $6,477 |
| SPWM Advisors LLC | 189,228 | $6,385 |
| Estate Counselors, LLC | 184,115 | $6,212 |
| Sterling Financial Planning, Inc. | 179,951 | $6,072 |
| Root Financial Partners, LLC | 178,024 | $6,007 |
| Mills Wealth Advisors LLC | 166,743 | $5,626 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 162,332 | $5,477 |
| United Wealth Management, LLC | 159,541 | $5,383 |
| ROYAL BANK OF CANADA | 154,133 | $5,200 |
| VESTIA PERSONAL WEALTH ADVISORS | 151,543 | $5,066 |
| Timonier Family Office, LTD. | 150,467 | $5,077 |
| Breakwater Capital Group | 150,161 | $5,066 |
| ENVESTNET ASSET MANAGEMENT INC | 144,242 | $4,867 |
| Financially in Tune, LLC | 134,302 | $4,531 |
| MARYLAND CAPITAL ADVISORS INC. | 133,218 | $4,495 |
| Integrity Advisory Solutions, LLC | 131,814 | $4,447 |
| Creative Planning | 130,532 | $4,404 |
| SAX WEALTH ADVISORS, LLC | 122,072 | $4,119 |
| McCartney Wealth Management LLC | 117,736 | $3,972 |
| Farther Finance Advisors, LLC | 117,433 | $3,962 |
| INTEGRITY ALLIANCE, LLC. | 110,721 | $3,736 |
| DRAVO BAY LLC | 110,651 | $3,733 |
| EQ WEALTH ADVISORS, LLC | 109,703 | $3,701 |
| Family Investment Center, Inc. | 108,209 | $3,651 |
| Steward Partners Investment Advisory, LLC | 105,014 | $3,543 |
| White Wing Wealth Management | 101,946 | $3,440 |
| Corient Private Wealth LLC | 100,397 | $3,387 |
| NATIXIS ADVISORS, L.P. | 99,955 | $3 |
| Miracle Mile Advisors, LLC | 98,697 | $3,330 |
| OneDigital Investment Advisors LLC | 98,421 | $3,321 |
| Pathstone Holdings, LLC | 94,154 | $3,177 |
| NewEdge Advisors, LLC | 93,446 | $3,153 |
| Wealth Advisors Northwest LLC | 90,796 | $3,063 |
| Verum Partners LLC | 88,966 | $3,002 |
| Chicago Partners Investment Group LLC | 87,915 | $3,184 |
| Astra Wealth Partners LLC | 84,674 | $2,857 |
| BANK OF AMERICA CORP /DE/ | 84,649 | $2,856 |
| MML INVESTORS SERVICES, LLC | 84,354 | $2,846 |
| Heritage Financial Services, LLC | 82,590 | $2,787 |
| Glass Jacobson Investment Advisors llc | 82,303 | $2,777 |
| LAM GROUP, INC. | 82,235 | $2,775 |
| Golden Bell Financial Planning LLC | 79,793 | $2,692 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 74,370 | $2,509 |
| Savant Capital, LLC | 73,458 | $2,478 |
| VESTOR CAPITAL, LLC | 73,457 | $0 |
| Main Street Financial Solutions, LLC | 73,170 | $2,469 |
| Versant Capital Management, Inc | 69,375 | $2,341 |
| B&D White Capital Company, LLC | 68,591 | $2,314 |
| OSAIC HOLDINGS, INC. | 66,562 | $2,247 |
| Sequoia Financial Advisors, LLC | 65,458 | $2,209 |
| Foundry Financial LLC | 63,821 | $2,153 |
| COMMONWEALTH EQUITY SERVICES, LLC | 62,753 | $2,117 |
| Brinker Capital Investments, LLC | 60,911 | $2,055 |
| McGrath & Associates, Inc. | 58,715 | $1,981 |
| JPMORGAN CHASE & CO | 58,150 | $1,962 |
| Integrated Wealth Concepts LLC | 57,234 | $1,931 |
| Baird Financial Group, Inc. | 56,962 | $1,922 |
| Abel Hall, LLC | 56,097 | $1,893 |
| SB Capital Management Inc | 53,408 | $1,802 |
| CARDIFF PARK ADVISORS, LLC | 51,042 | $1,722 |
| Applied Capital LLC | 50,695 | $1,710 |
| EnRich Financial Partners LLC | 49,246 | $1,662 |
| Vantage Point Financial LLC | 48,775 | $1,646 |
| Spire Wealth Management | 48,723 | $1,644 |
| Allworth Financial LP | 45,346 | $1,530 |
| PINNEY & SCOFIELD, INC. | 44,739 | $1,509 |
| BKA Wealth Consulting, Inc. | 44,270 | $1,494 |
| 144 other institutions | 1,899,073 | $59,498 |