| Strategic Financial Services, Inc, | 3,912,625 | $272,788 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,559,478 | $247,135 |
| WELLS FARGO & COMPANY/MN | 2,601,518 | $180,623 |
| SigFig Wealth Management, LLC | 2,529,572 | $175,628 |
| Tolleson Wealth Management, Inc. | 2,346,333 | $162,906 |
| Plancorp, LLC | 1,865,077 | $129,492 |
| Corient Private Wealth LLC | 1,526,229 | $8,772 |
| Ullmann Wealth Partners Group, LLC | 1,216,690 | $85,302 |
| Clearwater Capital Advisors, LLC | 1,067,964 | $74,149 |
| JPMORGAN CHASE & CO | 1,045,948 | $72,620 |
| Modern Wealth Management, LLC | 856,823 | $59,489 |
| Compound Planning, Inc. | 797,455 | $55,367 |
| AMERIPRISE FINANCIAL INC | 754,504 | $52,385 |
| Cardinal Point Capital Management, ULC | 741,187 | $51,461 |
| BANK OF AMERICA CORP /DE/ | 731,264 | $50,772 |
| EWA, LLC | 728,527 | $50,582 |
| AFFINITY WEALTH MANAGEMENT LLC | 655,275 | $45,496 |
| ENVESTNET ASSET MANAGEMENT INC | 602,054 | $41,801 |
| MORGAN STANLEY | 597,630 | $41,493 |
| Kestra Investment Management, LLC | 569,266 | $39,524 |
| OSAIC HOLDINGS, INC. | 553,157 | $38,406 |
| Focus Partners Wealth | 533,029 | $37,008 |
| CORA CAPITAL ADVISORS LLC | 517,867 | $35,956 |
| Pettinga Financial Advisors, LLC | 485,038 | $33,676 |
| LPL Financial LLC | 380,893 | $26,445 |
| DDFG, Inc | 364,955 | $25,339 |
| Conrad Siegel Investment Advisors, Inc. | 357,608 | $24,829 |
| Acropolis Investment Management, LLC | 312,356 | $21,687 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 309,639 | $21,498 |
| Beirne Wealth Consulting Services, LLC | 303,492 | $21,073 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 280,140 | $19,450 |
| LifeGoal Investments, LLC | 214,078 | $14,864 |
| Integrated Wealth Concepts LLC | 212,954 | $14,785 |
| FOSTER & MOTLEY INC | 211,452 | $15 |
| Stonebridge Financial Group, LLC | 195,497 | $13,573 |
| World Investment Advisors | 172,712 | $11,991 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,478 | $12,140 |
| HighTower Advisors, LLC | 164,706 | $11,436 |
| Obsido Oy | 159,945 | $11,105 |
| RAYMOND JAMES FINANCIAL INC | 158,208 | $10,984 |
| CITIGROUP INC | 154,770 | $10,746 |
| Parallel Advisors, LLC | 151,188 | $10,497 |
| Quantinno Capital Management LP | 144,976 | $10,066 |
| BlackRock, Inc. | 140,810 | $9,776 |
| HB Wealth Management, LLC | 140,339 | $9,744 |
| TWO SIGMA INVESTMENTS, LP | 136,800 | $9,498 |
| JONES FINANCIAL COMPANIES LLLP | 135,407 | $9,401 |
| CWM, LLC | 129,394 | $9 |
| COMMONWEALTH EQUITY SERVICES, LLC | 126,788 | $8,803 |
| EVOLVE PRIVATE WEALTH, LLC | 121,259 | $8,419 |
| Vestmark Advisory Solutions, Inc. | 116,561 | $8,093 |
| FORTE ASSET MANAGEMENT LLC | 111,585 | $7,747 |
| Family Capital Trust Co | 105,382 | $7,317 |
| ROYAL BANK OF CANADA | 102,445 | $7,113 |
| Nova R Wealth, Inc. | 102,195 | $7,095 |
| AlTi Global, Inc. | 94,839 | $6,585 |
| Sterneck Capital Management, LLC | 93,296 | $6,478 |
| CAPTRUST FINANCIAL ADVISORS | 91,159 | $6,329 |
| KM Capital Management Ltd. | 90,582 | $6,289 |
| Vise Technologies, Inc. | 89,776 | $6,233 |
| Heck Capital Advisors, LLC | 83,311 | $5,784 |
| AQR CAPITAL MANAGEMENT LLC | 78,506 | $5,451 |
| ShoreHaven Wealth Partners, LLC | 77,074 | $5,351 |
| Wescott Financial Advisory Group, LLC | 77,035 | $5,349 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 72,372 | $5,025 |
| Kingsview Wealth Management, LLC | 68,695 | $4,769 |
| StoneX Group Inc. | 68,572 | $4,761 |
| Addison Advisors LLC | 67,177 | $4,664 |
| RHS Financial, LLC | 67,068 | $4,657 |
| GOLDMAN SACHS GROUP INC | 58,058 | $4,031 |
| Cerity Partners LLC | 50,117 | $3,480 |
| Diversify Advisory Services, LLC | 48,389 | $3,378 |
| Wealthspire Advisors, LLC | 47,833 | $3,321 |
| Physician Wealth Advisors, Inc. | 47,730 | $3,314 |
| Stokes Family Office, LLC | 47,247 | $3,280 |
| RVW Wealth, LLC | 44,983 | $3,123 |
| ALLIANCEBERNSTEIN L.P. | 43,908 | $3,049 |
| Allworth Financial LP | 43,432 | $3,016 |
| GRIMES & COMPANY, INC. | 42,316 | $2,938 |
| JANE STREET GROUP, LLC | 41,974 | $2,914 |
| MAGNOLIA CAPITAL ADVISORS LLC | 37,803 | $2,625 |
| UBS Group AG | 37,539 | $2,606 |
| EVERPAR ADVISORS LLC | 37,302 | $2,590 |
| Hobbs Group Advisors, LLC | 36,134 | $2,509 |
| Farther Finance Advisors, LLC | 34,454 | $2,392 |
| SUMMIT WEALTH GROUP LLC / CO | 31,145 | $2,162 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 30,554 | $2,121 |
| Cambridge Investment Research Advisors, Inc. | 28,563 | $2 |
| BFI Wealth Solutions, LLC | 28,436 | $1,974 |
| GSG Advisors LLC | 26,059 | $1,809 |
| Betterment LLC | 24,937 | $2 |
| Hershey Financial Advisers, LLC | 24,744 | $1,718 |
| STIFEL FINANCIAL CORP | 24,516 | $1,702 |
| MONECO Advisors, LLC | 22,608 | $1,570 |
| Cetera Investment Advisers | 22,223 | $1,543 |
| Edge Financial Advisors LLC | 22,146 | $1,538 |
| Creative Planning | 22,085 | $1,533 |
| Intelligence Driven Advisers, LLC | 21,638 | $1,502 |
| Partners in Financial Planning | 19,180 | $1,332 |
| Smith, Salley & Associates | 19,174 | $1,331 |
| 134 other institutions | 683,747 | $45,089 |