| Focus Partners Wealth | 2,032,514 | $353,496 |
| Tolleson Wealth Management, Inc. | 544,403 | $94,827 |
| SFMG, LLC | 527,047 | $91,804 |
| BANK OF AMERICA CORP /DE/ | 389,108 | $67,777 |
| LPL Financial LLC | 333,050 | $58,012 |
| Perennial Investment Advisors, LLC | 298,342 | $51,967 |
| Private Advisor Group, LLC | 290,426 | $50,588 |
| AMERIPRISE FINANCIAL INC | 198,430 | $34,583 |
| ENVESTNET ASSET MANAGEMENT INC | 196,801 | $34,280 |
| Garrett Wealth Advisory Group, LLC | 178,546 | $31,100 |
| Sage Mountain Advisors LLC | 169,798 | $29,576 |
| MORGAN STANLEY | 164,826 | $28,710 |
| Howard Capital Management Inc. | 119,933 | $20,890 |
| BIP Wealth, LLC | 108,545 | $18,907 |
| Great Point Wealth Advisors, LLC | 85,095 | $14,822 |
| Presper Financial Architects, LLC | 79,528 | $13,853 |
| Continuum Advisory, LLC | 72,311 | $12,596 |
| Paul R. Ried Financial Group, LLC | 70,861 | $12,343 |
| ROYAL BANK OF CANADA | 68,329 | $11,902 |
| American Money Management, LLC | 67,674 | $11,788 |
| Eagle Strategies LLC | 60,602 | $10,556 |
| Marotta Asset Management | 57,571 | $10,028 |
| Goodman Advisory Group, LLC | 56,311 | $9,808 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,850 | $8,819 |
| Cambridge Investment Research Advisors, Inc. | 46,538 | $8 |
| Hughes Financial Services, LLC | 43,886 | $7,644 |
| AlTi Global, Inc. | 39,723 | $6,919 |
| ARQ WEALTH ADVISORS, LLC | 39,018 | $6,796 |
| Sharkey, Howes & Javer | 38,516 | $6,709 |
| VISTA INVESTMENT MANAGEMENT | 38,251 | $6,663 |
| NewEdge Advisors, LLC | 36,532 | $6,363 |
| RAYMOND JAMES FINANCIAL INC | 35,931 | $6,259 |
| FIRST HAWAIIAN BANK | 33,356 | $5,810 |
| Quantinno Capital Management LP | 28,798 | $5,016 |
| Cerity Partners LLC | 28,420 | $4,950 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 27,624 | $4,812 |
| Integrity Wealth Solutions LLC | 27,193 | $4,737 |
| CreativeOne Wealth, LLC | 25,608 | $4,461 |
| Elevation Capital Advisory, LLC | 22,608 | $3,938 |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,462 | $3,738 |
| Essex Financial Services, Inc. | 19,967 | $3,478 |
| Kestra Advisory Services, LLC | 17,690 | $3,081 |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,149 | $2,813 |
| Versant Capital Management, Inc | 16,061 | $2,798 |
| HARBOR INVESTMENT ADVISORY, LLC | 13,369 | $2,329 |
| Warner Group LLC | 13,021 | $2,268 |
| LBMC INVESTMENT ADVISORS, LLC | 12,449 | $2,168 |
| Strategic Financial Partners, Ltd. | 11,843 | $2,063 |
| SILVER OAK SECURITIES, INCORPORATED | 11,137 | $1,954 |
| McAdam, LLC | 11,077 | $1,929 |
| Princeton Global Asset Management LLC | 11,073 | $1,929 |
| GOLDMAN SACHS GROUP INC | 10,957 | $1,909 |
| Allred Capital Management, LLC | 10,777 | $1,877 |
| Goldstein Advisors, LLC | 10,770 | $1,876 |
| Cetera Investment Advisers | 10,385 | $1,809 |
| TWO SIGMA INVESTMENTS, LP | 8,900 | $1,550 |
| Riverpoint Wealth Management Holdings, LLC | 8,771 | $1,528 |
| SENTINEL PENSION ADVISORS INC | 8,770 | $1,528 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8,732 | $1,521 |
| Selby Wealth Management, LLC | 8,588 | $1,496 |
| Stratos Wealth Partners, LTD. | 7,901 | $1,376 |
| IFP Advisors, Inc | 7,552 | $1,315 |
| NorthRock Partners, LLC | 7,531 | $1,312 |
| Cornerstone Wealth Management, LLC | 7,364 | $1,283 |
| MERCER GLOBAL ADVISORS INC /ADV | 7,355 | $1,281 |
| OLD MISSION CAPITAL LLC | 6,978 | $1,215 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 6,397 | $1,114 |
| SHEETS SMITH WEALTH MANAGEMENT | 6,322 | $1,101 |
| Wilkins Miller Wealth Management, LLC | 6,314 | $1,100 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,898 | $1,027 |
| Compound Planning, Inc. | 5,546 | $966 |
| 1620 INVESTMENT ADVISORS, INC. | 5,395 | $940 |
| Detalus Advisors, LLC | 4,924 | $858 |
| NAPLES GLOBAL ADVISORS, LLC | 4,825 | $840 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 4,534 | $790 |
| VICUS CAPITAL | 4,359 | $759 |
| Apollon Financial, LLC | 4,350 | $758 |
| ROCKLAND TRUST CO | 3,882 | $676 |
| Spinnaker Investment Group, LLC | 3,856 | $672 |
| NWAM LLC | 3,792 | $674 |
| GILPIN WEALTH MANAGEMENT, LLC | 3,656 | $637 |
| GeoWealth Management, LLC | 3,634 | $633 |
| Aptus Capital Advisors, LLC | 3,596 | $626 |
| Financial Guidance Group, Inc. | 3,596 | $626 |
| VestGen Advisors, LLC | 3,509 | $611 |
| PRIVATE TRUST CO NA | 3,496 | $609 |
| CULLEN/FROST BANKERS, INC. | 3,483 | $607 |
| Valtinson Bruner Financial Planning LLC | 3,452 | $601 |
| Corient Private Wealth LLC | 3,403 | $593 |
| Opulen Financial Group LLC | 3,384 | $589 |
| JPMORGAN CHASE & CO | 3,333 | $581 |
| Avant Capital LLC | 3,316 | $578 |
| FMR LLC | 3,159 | $550 |
| Royal Fund Management, LLC | 3,069 | $534 |
| Sanctuary Advisors, LLC | 3,029 | $528 |
| OSAIC HOLDINGS, INC. | 2,946 | $513 |
| Lido Advisors, LLC | 2,838 | $489 |
| SK Wealth Management, LLC | 2,799 | $498 |
| True North Advisors, LLC | 2,593 | $452 |
| Ameritas Advisory Services, LLC | 2,592 | $451 |
| 76 other institutions | 89,875 | $15,590 |