| Focus Partners Wealth | 10,675,346 | $349,404 |
| ALERUS FINANCIAL NA | 8,432,666 | $276,001 |
| LPL Financial LLC | 8,067,009 | $264,033 |
| Geometric Wealth Advisors | 7,348,368 | $240,512 |
| Allworth Financial LP | 6,610,841 | $216,373 |
| ENVESTNET ASSET MANAGEMENT INC | 6,559,941 | $214,707 |
| MONOGRAPH WEALTH ADVISORS, LLC | 6,060,776 | $198,369 |
| GLENMEDE TRUST CO NA | 5,142,715 | $168,321 |
| Great Waters Wealth Management | 4,847,406 | $158,656 |
| FACTORY MUTUAL INSURANCE CO | 4,806,630 | $157,321 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,080,963 | $133,570 |
| Plancorp, LLC | 3,996,011 | $130,789 |
| JFS WEALTH ADVISORS, LLC | 3,789,938 | $124,045 |
| ROYAL BANK OF CANADA | 3,707,781 | $121,355 |
| Triune Financial Partners, LLC | 3,620,714 | $125,639 |
| Buckingham Strategic Partners | 3,442,846 | $112,684 |
| COMERICA BANK | 3,368,439 | $110,249 |
| CAPTRUST FINANCIAL ADVISORS | 2,898,200 | $94,858 |
| ASSETMARK, INC | 2,891,445 | $94,637 |
| D.A. DAVIDSON & CO. | 2,814,774 | $92,128 |
| Pathstone Holdings, LLC | 2,653,016 | $86,833 |
| Planning Center, Inc. | 2,608,713 | $85,383 |
| GeoWealth Management, LLC | 2,427,980 | $79,468 |
| Core Wealth Management, Inc. | 2,398,910 | $78,516 |
| New Capital Management LP | 2,352,036 | $76,982 |
| RAYMOND JAMES FINANCIAL INC | 2,331,276 | $76,303 |
| Evanson Asset Management, LLC | 2,303,524 | $75,394 |
| Morton Capital Management LLC/CA | 2,284,140 | $74,760 |
| Tumwater Wealth Management, LLC | 2,229,430 | $72,969 |
| UBS Group AG | 2,185,347 | $71,526 |
| Greenspring Advisors, LLC | 2,162,647 | $70,783 |
| Creative Capital Management Investments LLC | 2,139,482 | $70,025 |
| Capstone Financial Advisors, Inc. | 2,090,889 | $68,435 |
| Glassman Wealth Services | 1,962,925 | $64,247 |
| Asset Dedication, LLC | 1,955,734 | $64,011 |
| BANK OF AMERICA CORP /DE/ | 1,952,469 | $63,904 |
| Cardinal Point Capital Management, ULC | 1,842,315 | $60,299 |
| BetterWealth, LLC | 1,820,653 | $59,590 |
| Confluence Wealth Services, Inc. | 1,775,826 | $58,123 |
| BAKER BOYER NATIONAL BANK | 1,719,710 | $56,286 |
| MARS JEWETT FINANCIAL GROUP, INC. | 1,606,224 | $58,563 |
| HFM Investment Advisors, LLC | 1,591,987 | $52,106 |
| Trellis Wealth Advisors LLC | 1,589,713 | $52,031 |
| Financial Symmetry Inc | 1,557,453 | $50,975 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,536,741 | $50,298 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,436,826 | $48,249 |
| Altiora Financial Group, LLC | 1,434,864 | $46,963 |
| LRI Investments, LLC | 1,428,375 | $46,751 |
| MASTER'S WEALTH MANAGEMENT INC. | 1,387,352 | $45,408 |
| Strathmore Capital Advisors, Inc. | 1,367,141 | $44,747 |
| N.E.W. Advisory Services LLC | 1,326,814 | $43,427 |
| BlueSky Wealth Advisors, LLC | 1,317,406 | $43,119 |
| ShankerValleau Wealth Advisors, Inc. | 1,317,141 | $43,110 |
| Johnson Wealth Management, LLC | 1,317,050 | $43,107 |
| Financial Engines Advisors L.L.C. | 1,292,077 | $42,290 |
| DEMMING FINANCIAL SERVICES CORP /ADV | 1,265,222 | $41,411 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,241,726 | $40,642 |
| Babb Wealth Advisors LLC | 1,208,183 | $39,544 |
| HighTower Advisors, LLC | 1,177,609 | $38,543 |
| Private Advisor Group, LLC | 1,172,518 | $38,377 |
| CARDIFF PARK ADVISORS, LLC | 1,167,549 | $38,214 |
| Onyx Financial Advisors, LLC | 1,164,343 | $38,109 |
| VANCE WEALTH, LLC | 1,130,975 | $37,017 |
| Apella Capital, LLC | 1,113,787 | $36,454 |
| Warburton Capital Management, LLC | 1,108,241 | $36 |
| Forum Financial Management, LP | 1,093,036 | $35,775 |
| CAHILL FINANCIAL ADVISORS INC | 960,236 | $31,429 |
| RFG Advisory, LLC | 950,659 | $31,115 |
| Cetera Investment Advisers | 886,961 | $29,030 |
| Meridian Wealth Partners, LLC | 884,890 | $28,962 |
| TCI Wealth Advisors, Inc. | 876,305 | $28,681 |
| Shearwater Capital LLC | 854,520 | $27,968 |
| ACCREDITED INVESTOR SERVICES, LLC | 854,164 | $27,957 |
| OneDigital Investment Advisors LLC | 853,865 | $27,947 |
| Savant Capital, LLC | 842,852 | $27,587 |
| Destiny Wealth Partners, LLC | 803,301 | $27,947 |
| Wolfstich Capital, LLC | 795,905 | $26,050 |
| Momentous Wealth Management, Inc. | 777,518 | $25,448 |
| Sensible Money, LLC | 768,150 | $25,142 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 750,940 | $25,217 |
| Cambridge Investment Research Advisors, Inc. | 741,651 | $24 |
| Financial Plan, Inc. | 738,610 | $24,175 |
| ASPIRIANT, LLC | 727,702 | $23,818 |
| Conrad Siegel Investment Advisors, Inc. | 720,721 | $23,589 |
| Glassy Mountain Advisors, Inc. | 716,881 | $23,464 |
| MERCER GLOBAL ADVISORS INC /ADV | 709,722 | $23,229 |
| Old Peak Finance LLC | 694,630 | $22,735 |
| McCarthy Grittinger Financial Group, LLC | 689,731 | $22,575 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 684,051 | $22,389 |
| Kestra Advisory Services, LLC | 675,884 | $22,122 |
| BRIGHTON JONES LLC | 668,678 | $21,886 |
| marrick wealth, LLC | 651,982 | $21,339 |
| LEGACY FINANCIAL GROUP, INC. | 646,402 | $21,157 |
| Chicago Partners Investment Group LLC | 644,660 | $22,344 |
| HTG Investment Advisors, Inc. | 627,975 | $20,554 |
| IFG Advisory, LLC | 626,171 | $20,495 |
| Corient Private Wealth LLC | 609,522 | $19,950 |
| Sequoia Financial Advisors, LLC | 608,324 | $19,910 |
| Generations Wealth, LLC | 606,481 | $19,850 |
| Symmetry Partners, LLC | 605,458 | $19,817 |
| 558 other institutions | 45,517,931 | $1,392,125 |