| Focus Partners Wealth | 3,662,918 | $176,443 |
| Truepoint, Inc. | 2,974,080 | $143,261 |
| Foster Group, Inc. | 1,465,775 | $70,606 |
| Symmetry Partners, LLC | 1,326,778 | $63,911 |
| GeoWealth Management, LLC | 882,985 | $42,533 |
| Sequoia Financial Advisors, LLC | 849,872 | $40,938 |
| Beaird Harris Wealth Management, LLC | 847,860 | $40,841 |
| Rather & Kittrell, Inc. | 836,954 | $40,316 |
| Pathstone Holdings, LLC | 804,928 | $38,773 |
| MBL Wealth, LLC | 707,095 | $34,061 |
| AWM CAPITAL, LLC | 700,642 | $33,750 |
| HighTower Advisors, LLC | 696,646 | $33,557 |
| Apella Capital, LLC | 681,896 | $32,847 |
| COMMONWEALTH EQUITY SERVICES, LLC | 612,168 | $29,488 |
| Mattern Wealth Management LLC | 531,074 | $25,582 |
| Waterford Advisors, LLC | 527,277 | $23,838 |
| Savant Capital, LLC | 523,582 | $25,221 |
| Austin Wealth Management, LLC | 521,202 | $25,213 |
| RAM Investment Partners, LLC | 509,229 | $24,530 |
| LPL Financial LLC | 478,820 | $23,065 |
| ASPIRIANT, LLC | 400,076 | $19,272 |
| HFM Investment Advisors, LLC | 366,733 | $17,665 |
| Graves Light Lenhart Wealth, Inc. | 361,930 | $17,434 |
| BANK OF AMERICA CORP /DE/ | 360,409 | $17,361 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 344,947 | $16,651 |
| ASSETMARK, INC | 341,608 | $16,455 |
| Yardley Wealth Management LLC | 302,487 | $14,571 |
| Strathmore Capital Advisors, Inc. | 289,075 | $13,925 |
| Resonant Capital Advisors, LLC | 286,265 | $13,789 |
| Vestment Financial LLC | 284,600 | $13,780 |
| Wheelhouse Advisory Group LLC | 226,824 | $10,926 |
| DOPKINS WEALTH MANAGEMENT, LLC | 219,344 | $10,566 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 209,523 | $10,093 |
| Vested Financial Planning, LLC | 204,324 | $9,842 |
| ENTREWEALTH, LLC | 202,926 | $9,870 |
| 25 LLC | 202,601 | $9,759 |
| Brady Martz Wealth Solutions, LLC | 199,139 | $9,593 |
| Integrated Wealth Concepts LLC | 190,663 | $9,184 |
| West Financial Advisors, LLC | 189,836 | $9,144 |
| Plancorp, LLC | 175,192 | $8,439 |
| Porter White Investment Advisors, Inc. | 168,955 | $8,139 |
| Citrine Capital LLC | 166,538 | $8,022 |
| Compass Financial Group, Inc. | 166,430 | $8,017 |
| OSAIC HOLDINGS, INC. | 150,047 | $7,229 |
| Guardian Wealth Management, LLC | 148,396 | $7,148 |
| MARYLAND CAPITAL ADVISORS INC. | 147,095 | $7,086 |
| Core Wealth Management, Inc. | 137,744 | $6,635 |
| VESTIA PERSONAL WEALTH ADVISORS | 137,023 | $6,633 |
| Allworth Financial LP | 130,352 | $6,279 |
| United Wealth Management, LLC | 128,778 | $6,203 |
| COLLECTIVE FAMILY OFFICE LLC | 119,354 | $5,749 |
| JPMORGAN CHASE & CO | 105,036 | $5,060 |
| 55 North Private Wealth, LLC | 103,094 | $4,966 |
| SENTINEL WEALTH MANAGEMENT, INC. | 102,851 | $4,954 |
| BCO Wealth Management LLC | 102,715 | $4,948 |
| MAINSAIL ASSET MANAGEMENT, LLC | 100,881 | $4,859 |
| Elequin Capital, LP | 99,324 | $4,784 |
| Forza Wealth Management, LLC | 97,500 | $4,697 |
| Verus Financial Partners, Inc. | 93,506 | $4,529 |
| Johnson Wealth Management, LLC | 92,569 | $4,459 |
| Tillman Hartley LLC | 89,361 | $4,305 |
| Penney Financial, LLC | 88,305 | $4,254 |
| ENVESTNET ASSET MANAGEMENT INC | 83,992 | $4,046 |
| Washington Trust Advisors, Inc. | 80,398 | $3,873 |
| DiNuzzo Private Wealth, Inc. | 80,070 | $3,857 |
| Wescott Financial Advisory Group, LLC | 79,203 | $3,815 |
| American Investment Services, Inc. | 78,899 | $3,801 |
| STIFEL FINANCIAL CORP | 78,265 | $3,770 |
| Helen Stephens Group, LLC | 72,980 | $3,515 |
| Modera Wealth Management, LLC | 70,743 | $3,408 |
| Aurelius Family Office LLC | 69,393 | $3,347 |
| SEVEN MILE ADVISORY | 66,526 | $3,205 |
| TRUIST FINANCIAL CORP | 66,497 | $3,203 |
| Vermillion Wealth Management, Inc. | 66,271 | $3,192 |
| Summit Wealth Group, LLC | 64,819 | $3,122 |
| GEM Asset Management, LLC | 64,816 | $3,136 |
| Root Financial Partners, LLC | 64,152 | $3,090 |
| QUARRY HILL ADVISORS, LLC | 64,110 | $3,088 |
| Tassel Capital Management, Inc. | 63,503 | $3,059 |
| Waverly Advisors, LLC | 60,081 | $2,894 |
| Baker Avenue Asset Management, LP | 59,776 | $2,879 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 59,431 | $2,869 |
| Corient Private Wealth LLC | 58,935 | $2,839 |
| SCRATCH CAPITAL LLC | 58,657 | $2,826 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 58,431 | $2,815 |
| LEGACY FINANCIAL GROUP, INC. | 55,894 | $2,692 |
| HB Wealth Management, LLC | 55,830 | $2,689 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 55,824 | $2,689 |
| CARY STREET PARTNERS FINANCIAL LLC | 55,407 | $2,669 |
| FF Advisors,LLC | 55,193 | $2,659 |
| Note Advisors, LLC | 52,520 | $2,542 |
| Private Advisor Group, LLC | 51,574 | $2,484 |
| Hiley Hunt Wealth Management | 49,072 | $2,364 |
| Verisail Partners, LLC | 49,031 | $2,362 |
| Financial Engines Advisors L.L.C. | 48,400 | $2,331 |
| Evanson Asset Management, LLC | 47,782 | $2,302 |
| North Ridge Wealth Advisors, Inc. | 47,577 | $2,292 |
| Shearwater Capital LLC | 44,700 | $2,153 |
| Timonier Family Office, LTD. | 44,346 | $2,136 |
| BWM Planning, LLC | 44,072 | $2,123 |
| 169 other institutions | 2,744,320 | $121,338 |