| Focus Partners Wealth | 5,445,744 | $261,123 |
| Apella Capital, LLC | 4,509,681 | $216,239 |
| Savant Capital, LLC | 4,015,059 | $192,522 |
| OneDigital Investment Advisors LLC | 3,557,393 | $170,577 |
| Beaird Harris Wealth Management, LLC | 3,204,807 | $153,670 |
| Planning Center, Inc. | 2,693,940 | $129,174 |
| Root Financial Partners, LLC | 2,484,523 | $119,133 |
| Vise Technologies, Inc. | 2,274,567 | $109,065 |
| ENVESTNET ASSET MANAGEMENT INC | 2,263,961 | $108,557 |
| DiNuzzo Private Wealth, Inc. | 2,043,634 | $97,992 |
| HighTower Advisors, LLC | 1,887,749 | $90,518 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,766,837 | $84,720 |
| Great Waters Wealth Management | 1,559,797 | $74,792 |
| Rachor Investment Advisory Services, LLC | 1,407,423 | $67,486 |
| Diversified Portfolios, Inc. | 1,236,613 | $59,296 |
| Rather & Kittrell, Inc. | 1,231,675 | $59,059 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,220,654 | $58,530 |
| ASSETMARK, INC | 1,220,485 | $58,522 |
| WPWealth LLP | 1,171,113 | $56,155 |
| Buckingham Strategic Partners | 1,146,111 | $54,956 |
| McIlrath & Eck, LLC | 1,131,781 | $54,269 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,097,179 | $52,610 |
| Ruedi Wealth Management, Inc. | 1,042,845 | $50,004 |
| Altiora Financial Group, LLC | 974,467 | $46,726 |
| RAM Investment Partners, LLC | 952,008 | $45,649 |
| CURIO WEALTH, LLC | 930,407 | $44,604 |
| 55 North Private Wealth, LLC | 865,677 | $41,509 |
| Beacon Pointe Advisors, LLC | 853,016 | $40,902 |
| Financial Plan, Inc. | 780,212 | $37,411 |
| PARK AVENUE SECURITIES LLC | 775,052 | $37 |
| Wealthquest Corp | 731,031 | $35,053 |
| Signature Resources Capital Management, LLC | 681,517 | $32,679 |
| MASECO LLP | 649,216 | $31,133 |
| Mattern Wealth Management LLC | 595,313 | $28,545 |
| GREAT OAK CAPITAL PARTNERS, LLC | 579,543 | $27,806 |
| BANK OF AMERICA CORP /DE/ | 575,861 | $27,613 |
| Keyes, Stange & Wooten Wealth Management, LLC | 549,152 | $26,332 |
| Valued Wealth Advisors LLC | 546,435 | $26,202 |
| ECLECTIC ASSOCIATES INC /ADV | 544,186 | $26,094 |
| Grunden Financial Advisory, Inc. | 514,517 | $24,671 |
| Sterling Wealth Advisors Inc | 497,906 | $23,875 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 479,430 | $22,989 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 474,294 | $22,780 |
| Allegiance Financial Group Advisory Services LLC | 462,898 | $22,196 |
| Wheelhouse Advisory Group LLC | 461,742 | $22,173 |
| Wolfstich Capital, LLC | 458,208 | $21,971 |
| LEGACY FINANCIAL GROUP, INC. | 454,428 | $21,790 |
| SJS Investment Consulting Inc. | 441,690 | $21,179 |
| Vestment Financial LLC | 436,774 | $20,956 |
| SC&H Financial Advisors, Inc. | 425,472 | $20,401 |
| Guardian Wealth Management, LLC | 406,426 | $19,488 |
| INTEGRITY ALLIANCE, LLC. | 397,427 | $19,057 |
| SageOak Financial, LLC | 397,214 | $19,046 |
| Verisail Partners, LLC | 392,864 | $18,838 |
| Tillman Hartley LLC | 368,178 | $17,654 |
| ROYAL BANK OF CANADA | 367,963 | $17,644 |
| Onyx Financial Advisors, LLC | 367,429 | $17,618 |
| OSAIC HOLDINGS, INC. | 364,026 | $17,456 |
| Nova R Wealth, Inc. | 363,495 | $17,430 |
| Cornerstone Wealth Partners, LLC | 362,878 | $17,400 |
| BCU Wealth Advisors, LLC | 360,136 | $17,268 |
| AlphaStar Capital Management, LLC | 359,697 | $17,247 |
| Vestmark Advisory Solutions, Inc. | 359,627 | $17,244 |
| LPL Financial LLC | 355,761 | $17,059 |
| Three Arch Wealth Management LLC | 354,946 | $17,020 |
| Farther Finance Advisors, LLC | 345,737 | $16,578 |
| AWM CAPITAL, LLC | 343,149 | $16,454 |
| BCO Wealth Management LLC | 342,947 | $16,444 |
| Pacific Asset Management, LLC | 340,510 | $16,327 |
| Sterling Wealth Management, Inc. | 337,677 | $16,192 |
| Brady Martz Wealth Solutions, LLC | 322,913 | $15,484 |
| One Degree Advisors Inc | 320,940 | $15 |
| Pine Harbor Wealth Management, LLC | 319,594 | $15,325 |
| CLUNE & ASSOCIATES, LTD. | 312,465 | $14,983 |
| STUDIO INVESTMENT MANAGEMENT LLC | 305,609 | $14,654 |
| Kondo Wealth Advisors, Inc. | 297,363 | $14,259 |
| LIBERTY WEALTH MANAGEMENT LLC | 294,976 | $14,144 |
| CLIENT 1ST ADVISORY GROUP, LLC | 294,809 | $14,136 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 283,886 | $13,612 |
| CPA Asset Management LLC | 283,084 | $13,574 |
| Oceanside Advisors LLC | 277,971 | $13,329 |
| Waverly Advisors, LLC | 277,604 | $13,311 |
| DRAVO BAY LLC | 274,861 | $13,180 |
| SAX WEALTH ADVISORS, LLC | 274,325 | $13,154 |
| Integrated Wealth Concepts LLC | 267,775 | $12,840 |
| Fundamentum, LLC | 267,194 | $12,812 |
| Johnson Wealth Management, LLC | 260,538 | $12,493 |
| Allworth Financial LP | 259,648 | $12,450 |
| Cornerstone Management, Inc. | 251,694 | $12,069 |
| Torren Management, LLC | 250,470 | $12,010 |
| Shira Ridge Wealth Management | 244,674 | $11,732 |
| TRUIST FINANCIAL CORP | 240,387 | $11,527 |
| Parkwoods Wealth Partners, LLC | 238,468 | $11,435 |
| Integrity Advisory Solutions, LLC | 234,841 | $11,261 |
| Concord Wealth Partners | 232,998 | $11,172 |
| Passive Capital Management, LLC. | 232,508 | $11,149 |
| RAYMOND JAMES FINANCIAL INC | 231,998 | $11,124 |
| Parkshore Wealth Management, Inc. | 230,945 | $11,074 |
| Gradient Capital Advisors, LLC | 224,458 | $10,763 |
| Steward Partners Investment Advisory, LLC | 224,280 | $10,754 |
| 299 other institutions | 16,277,246 | $741,588 |