| MERCER GLOBAL ADVISORS INC /ADV | 44,791,614 | $1,703,426 |
| Focus Partners Wealth | 19,304,073 | $734,134 |
| Forum Financial Management, LP | 8,017,707 | $304,913 |
| Pure Financial Advisors, LLC | 7,550,120 | $287,131 |
| Corient Private Wealth LLC | 3,310,640 | $125,482 |
| Allworth Financial LP | 3,109,379 | $118,250 |
| ENVESTNET ASSET MANAGEMENT INC | 3,069,742 | $116,742 |
| Foster Group, Inc. | 2,973,774 | $113,093 |
| Petersen Hastings Wealth Advisors Inc. | 2,861,752 | $108,832 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,812,155 | $108,296 |
| Buckingham Strategic Partners | 2,791,435 | $106,158 |
| Alesco Advisors LLC | 2,616,683 | $99,512 |
| Apella Capital, LLC | 2,598,242 | $98,811 |
| BANK OF MONTREAL /CAN/ | 2,594,256 | $98,660 |
| Aprio Wealth Management, LLC | 2,462,405 | $93,645 |
| HighTower Advisors, LLC | 2,337,241 | $88,885 |
| PARK AVENUE SECURITIES LLC | 2,285,721 | $87 |
| TCI Wealth Advisors, Inc. | 2,192,684 | $83,388 |
| Bouchey Financial Group Ltd | 2,144,055 | $81,538 |
| Beaird Harris Wealth Management, LLC | 2,048,402 | $77,901 |
| FINANCIAL CONSULATE, INC | 1,988,141 | $75,609 |
| UBS Group AG | 1,942,217 | $73,863 |
| RAYMOND JAMES FINANCIAL INC | 1,872,299 | $71,204 |
| HB Wealth Management, LLC | 1,828,670 | $69,544 |
| LVZ, Inc. | 1,819,770 | $69,206 |
| Pathstone Holdings, LLC | 1,737,036 | $66,059 |
| Planning Center, Inc. | 1,617,442 | $61,511 |
| Beacon Pointe Advisors, LLC | 1,578,485 | $60,030 |
| High Probability Advisors, LLC | 1,521,655 | $57,869 |
| Freedom Investment Management, Inc. | 1,380,264 | $52,491 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,346,524 | $51,208 |
| BANK OF AMERICA CORP /DE/ | 1,338,649 | $50,909 |
| Clarius Group, LLC | 1,318,039 | $50,125 |
| Retirement Solution LLC | 1,298,565 | $49,384 |
| SATOVSKY ASSET MANAGEMENT LLC | 1,272,198 | $48,382 |
| Safeguard Investment Advisory Group, LLC | 1,268,018 | $48,223 |
| Vestmark Advisory Solutions, Inc. | 1,245,002 | $47,347 |
| Symmetry Partners, LLC | 1,221,978 | $46,472 |
| DiNuzzo Private Wealth, Inc. | 1,219,564 | $46,380 |
| Mariner, LLC | 1,210,531 | $46,037 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,194,874 | $45,441 |
| Efficient Advisors, LLC | 1,130,037 | $42,975 |
| Greenspring Advisors, LLC | 1,109,388 | $42,190 |
| Root Financial Partners, LLC | 1,094,980 | $41,642 |
| Burton Enright Welch | 1,079,349 | $41,048 |
| Chicago Partners Investment Group LLC | 1,065,577 | $40,993 |
| Leading Edge Financial Planning LLC | 1,052,145 | $40,013 |
| Timonier Family Office, LTD. | 1,051,465 | $39,987 |
| AlTi Global, Inc. | 1,037,400 | $39,486 |
| Fulton Bank, N.A. | 1,036,856 | $39,432 |
| Vise Technologies, Inc. | 1,028,094 | $39,098 |
| Savant Capital, LLC | 1,021,391 | $38,844 |
| FORVIS Wealth Advisors, LLC | 1,012,770 | $38,516 |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,009,881 | $38,446 |
| Grunden Financial Advisory, Inc. | 986,709 | $37,525 |
| Millburn Ridgefield Corp | 986,101 | $37,501 |
| Catalyst Capital Advisors LLC | 986,101 | $37,501 |
| OneDigital Investment Advisors LLC | 942,832 | $35,856 |
| Bridgewater Advisors Inc. | 912,318 | $34,860 |
| Meredith Wealth Planning | 876,182 | $33,321 |
| Sequoia Financial Advisors, LLC | 853,367 | $32,454 |
| EXENCIAL WEALTH ADVISORS, LLC | 821,611 | $31,246 |
| Baird Financial Group, Inc. | 805,464 | $30,632 |
| Farther Finance Advisors, LLC | 767,781 | $29,199 |
| Hippocratic Financial Advisors, LLC | 765,881 | $29,126 |
| United Wealth Management, LLC | 749,316 | $28,496 |
| GeoWealth Management, LLC | 733,954 | $27,912 |
| von Borstel & Associates, Inc. | 718,420 | $27 |
| SAX WEALTH ADVISORS, LLC | 709,200 | $26,971 |
| AE Wealth Management LLC | 705,096 | $26,815 |
| LIBERTY WEALTH MANAGEMENT LLC | 697,596 | $26,533 |
| True Wealth Design, LLC | 694,569 | $26,414 |
| Integrity Advisory Solutions, LLC | 692,376 | $26,331 |
| STOLZ & ASSOCIATES, PS | 688,212 | $26,173 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 669,656 | $25,467 |
| COMMONWEALTH EQUITY SERVICES, LLC | 637,819 | $24,256 |
| INTEGRITY ALLIANCE, LLC. | 616,043 | $23,428 |
| LPL Financial LLC | 615,696 | $23,415 |
| Sterling Wealth Management, Inc. | 612,540 | $23,295 |
| HARBOUR INVESTMENTS, INC. | 607,137 | $23,089 |
| WPWealth LLP | 606,394 | $23,061 |
| Arlington Financial Advisors, LLC | 602,225 | $22,903 |
| OSAIC HOLDINGS, INC. | 578,702 | $22,009 |
| Lutz Financial Services LLC | 562,375 | $21,387 |
| MB Generational Wealth, LLC | 558,704 | $21,248 |
| MASTER'S WEALTH MANAGEMENT INC. | 554,936 | $21,104 |
| Kooman & Associates | 552,829 | $21,024 |
| Three Arch Wealth Management LLC | 543,232 | $20,659 |
| Oceanside Advisors LLC | 541,580 | $20,596 |
| G2 CAPITAL MANAGEMENT, LLC / OH | 537,497 | $20,441 |
| Opus Capital Group, LLC | 535,212 | $20 |
| NewEdge Advisors, LLC | 530,784 | $20,186 |
| Premier Financial Group | 523,976 | $20,032 |
| WCG Wealth Advisors LLC | 523,323 | $19,902 |
| CVA Family Office, LLC | 521,487 | $19,832 |
| JPMORGAN CHASE & CO | 500,186 | $19,027 |
| Mills Wealth Advisors LLC | 499,923 | $19,012 |
| Midwest Heritage Bank, FSB | 488,388 | $18,573 |
| LEGACY FINANCIAL GROUP, INC. | 487,893 | $18,555 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 482,445 | $18,347 |
| 401 other institutions | 35,786,005 | $1,319,694 |