| Focus Partners Wealth | 3,803,617 | $87,107 |
| HighTower Advisors, LLC | 2,575,478 | $58,982 |
| PRUDENTIAL FINANCIAL INC | 2,454,700 | $56,213 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,375,621 | $54,405 |
| Root Financial Partners, LLC | 1,909,269 | $43,725 |
| Vise Technologies, Inc. | 1,696,565 | $38,853 |
| Moisand Fitzgerald Tamayo, LLC | 1,358,580 | $31,113 |
| RAM Investment Partners, LLC | 1,355,398 | $31,040 |
| Rather & Kittrell, Inc. | 1,009,694 | $23,123 |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,005,555 | $23,067 |
| Savant Capital, LLC | 958,787 | $21,957 |
| Beacon Pointe Advisors, LLC | 852,933 | $19,533 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 749,757 | $17,170 |
| TWO SIGMA INVESTMENTS, LP | 692,700 | $15,864 |
| Sequoia Financial Advisors, LLC | 687,487 | $15,744 |
| Burton Enright Welch | 674,979 | $15,458 |
| Wealth Dimensions Group, Ltd. | 648,822 | $14,859 |
| Pathstone Holdings, LLC | 605,073 | $13,857 |
| United Wealth Management, LLC | 524,020 | $12,001 |
| Fidato Wealth LLC | 523,417 | $11,987 |
| Beaird Harris Wealth Management, LLC | 521,934 | $11,953 |
| EXENCIAL WEALTH ADVISORS, LLC | 489,628 | $11,213 |
| Core Wealth Management, Inc. | 477,897 | $10,944 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 428,390 | $9,896 |
| LPL Financial LLC | 423,777 | $9,705 |
| SATOVSKY ASSET MANAGEMENT LLC | 422,647 | $9,679 |
| Timonier Family Office, LTD. | 406,986 | $9,320 |
| RAYMOND JAMES FINANCIAL INC | 403,226 | $9,234 |
| Forum Financial Management, LP | 400,711 | $9,177 |
| Helen Stephens Group, LLC | 377,538 | $8,646 |
| Onyx Financial Advisors, LLC | 374,049 | $8,566 |
| PINNEY & SCOFIELD, INC. | 373,392 | $8,551 |
| Betterment LLC | 354,442 | $8 |
| LRI Investments, LLC | 352,787 | $8,079 |
| Crestmont Private Wealth LLC | 330,287 | $7,564 |
| Pillar Financial Advisors, LLC | 312,893 | $7,166 |
| Dynamic Advisor Solutions LLC | 302,980 | $6,939 |
| Straight Path Wealth Management | 288,441 | $6,606 |
| Vannoy Advisory Group, Inc. | 278,088 | $6,369 |
| Private Advisor Group, LLC | 277,161 | $6,347 |
| Financial Harvest, LLC | 269,637 | $6,175 |
| CURIO WEALTH, LLC | 267,970 | $6,153 |
| Stokes Family Office, LLC | 262,910 | $6,021 |
| Pinnacle Financial Group, LLC / IL | 259,342 | $5,939 |
| AWM CAPITAL, LLC | 254,990 | $5,840 |
| Oceanside Advisors LLC | 222,202 | $5,089 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,517 | $5,027 |
| Chicago Partners Investment Group LLC | 213,268 | $4,988 |
| Gradient Capital Advisors, LLC | 206,004 | $4,718 |
| LEGACY FINANCIAL GROUP, INC. | 202,506 | $4,638 |
| Seneschal Advisors, LLC | 200,775 | $4,598 |
| Brinker Capital Investments, LLC | 196,935 | $4,510 |
| Integrity Wealth Solutions LLC | 195,054 | $4,467 |
| SUMMIT WEALTH GROUP LLC / CO | 191,499 | $4,386 |
| GRAND WEALTH MANAGEMENT, LLC | 189,181 | $4,332 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 187,732 | $4,377 |
| DecisionPoint Financial, LLC | 187,371 | $4,291 |
| Citrine Capital LLC | 179,547 | $4,112 |
| M Holdings Securities, Inc. | 178,392 | $4 |
| Bridgewater Advisors Inc. | 177,918 | $4,197 |
| Arcadia Wealth Management, Inc. | 177,609 | $4,067 |
| Rachor Investment Advisory Services, LLC | 177,039 | $4,054 |
| BCU Wealth Advisors, LLC | 172,306 | $3,946 |
| North Berkeley Wealth Management, LLC | 167,397 | $3,834 |
| Rockwood Wealth Management, LLC | 166,799 | $3,820 |
| Strategic Wealth Advisors LLC | 165,957 | $4 |
| Ruedi Wealth Management, Inc. | 165,232 | $3,784 |
| AE Wealth Management LLC | 164,072 | $3,757 |
| MARYLAND CAPITAL ADVISORS INC. | 163,162 | $3,737 |
| Apella Capital, LLC | 161,683 | $3,703 |
| Evanson Asset Management, LLC | 160,324 | $3,672 |
| Disciplined Investments, LLC | 151,897 | $3,479 |
| Aprio Wealth Management, LLC | 148,299 | $3,396 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 146,686 | $3,359 |
| Burk Holdings LLC | 141,338 | $3,237 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 137,730 | $3,154 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 130,672 | $3,019 |
| Hurlow Wealth Management Group, Inc. | 128,312 | $2,939 |
| Strathmore Capital Advisors, Inc. | 126,643 | $2,900 |
| MML INVESTORS SERVICES, LLC | 125,094 | $2,865 |
| Warburton Capital Management, LLC | 122,880 | $3 |
| BUILDER INVESTMENT GROUP INC /ADV | 122,676 | $2,809 |
| Johnson Wealth Management, LLC | 120,241 | $2,754 |
| Brown Financial Advisory | 119,825 | $2,744 |
| Tillman Hartley LLC | 119,205 | $2,730 |
| Squire Investment Management Company, LLC | 118,923 | $2,723 |
| PFG Advisors | 116,314 | $2,664 |
| Integrated Wealth Concepts LLC | 113,720 | $2,604 |
| Glass Jacobson Investment Advisors llc | 108,528 | $2,485 |
| COMMONWEALTH EQUITY SERVICES, LLC | 106,687 | $2,443 |
| Summit Wealth Group, LLC | 105,417 | $2,414 |
| CarsonAllaria Wealth Management, Ltd. | 104,814 | $2,400 |
| Buckingham Strategic Partners | 97,343 | $2,229 |
| Applied Capital LLC | 95,834 | $2,195 |
| Note Advisors, LLC | 91,782 | $2,165 |
| FMB WEALTH MANAGEMENT | 87,964 | $2,014 |
| Allworth Financial LP | 87,820 | $2,011 |
| Pacific Asset Management, LLC | 87,743 | $2,009 |
| OSAIC HOLDINGS, INC. | 86,316 | $1,977 |
| SageView Advisory Group, LLC | 85,706 | $1,963 |
| 179 other institutions | 4,252,197 | $94,795 |