| JPMORGAN CHASE & CO | 12,588,220 | $294,187 |
| Rockbridge Investment Management, LCC | 8,957,935 | $209,347 |
| Avantax Planning Partners, Inc. | 7,447,340 | $174,044 |
| AMERIPRISE FINANCIAL INC | 6,367,972 | $148,821 |
| Charles Schwab Trust Co | 6,215,188 | $145,249 |
| Financial Engines Advisors L.L.C. | 5,396,451 | $126,115 |
| HighTower Advisors, LLC | 4,117,942 | $96,236 |
| CWM, LLC | 4,022,406 | $94 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,951,537 | $92,466 |
| GOLDMAN SACHS GROUP INC | 3,748,696 | $87,607 |
| OneDigital Investment Advisors LLC | 3,117,962 | $72,867 |
| Kohmann Bosshard Financial Services, LLC | 2,943,613 | $68,910 |
| BlueSky Wealth Advisors, LLC | 2,400,575 | $56,101 |
| ENVESTNET ASSET MANAGEMENT INC | 2,324,753 | $54,329 |
| Mariner, LLC | 2,136,384 | $49,927 |
| Destination Wealth Management | 1,945,776 | $45,473 |
| McAdam, LLC | 1,916,045 | $44,778 |
| Pioneer Wealth Management Group | 1,814,258 | $42,399 |
| Cetera Investment Advisers | 1,652,505 | $38,619 |
| Ronald Blue Trust, Inc. | 1,551,549 | $36,260 |
| JONES FINANCIAL COMPANIES LLLP | 1,482,876 | $34,655 |
| FINANCIAL LIFE ADVISORS | 1,477,753 | $34,535 |
| Phil A. Younker & Associates, Ltd. | 1,468,133 | $34,310 |
| DAYMARK WEALTH PARTNERS, LLC | 1,441,944 | $33,698 |
| Horst & Graben Wealth Management LLC | 1,389,168 | $32,469 |
| TruNorth Capital Management, LLC | 1,271,246 | $29,709 |
| KilterHowling LLC | 1,256,444 | $29,363 |
| ZynergyRetirementPlanningLLC | 1,251,547 | $29,249 |
| NorthRock Partners, LLC | 1,185,787 | $27,712 |
| BANK OF AMERICA CORP /DE/ | 1,183,283 | $27,653 |
| Modern Wealth Management, LLC | 1,179,235 | $27,559 |
| Mokosak Advisory Group, LLC | 1,152,078 | $26,924 |
| THEORY FINANCIAL LLC | 1,139,188 | $26,725 |
| Plum Street Advisors, LLC | 1,130,941 | $26,430 |
| Austin Private Wealth, LLC | 1,116,835 | $26,100 |
| OSAIC HOLDINGS, INC. | 1,077,703 | $25,186 |
| Alliance Wealth Management Group | 1,018,851 | $23,811 |
| Towercrest Capital Management | 1,018,851 | $23,811 |
| MORGAN STANLEY | 991,763 | $23,178 |
| Creative Planning | 953,057 | $22,273 |
| MERCER GLOBAL ADVISORS INC /ADV | 939,297 | $21,951 |
| TSA Wealth Managment LLC | 938,747 | $21,939 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 935,914 | $21,872 |
| Vident Advisory, LLC | 885,913 | $20,704 |
| Asset Allocation Strategies LLC | 882,937 | $20,634 |
| Mount Yale Investment Advisors, LLC | 866,561 | $20,252 |
| Vestmark Advisory Solutions, Inc. | 866,448 | $20,249 |
| LPL Financial LLC | 842,638 | $19,692 |
| Sanctuary Advisors, LLC | 839,357 | $19,616 |
| Bond & Devick Financial Network, Inc. | 822,996 | $19,233 |
| One Wealth Advisors, LLC | 797,267 | $18,632 |
| Revolve Wealth Partners, LLC | 789,604 | $18,453 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 781,082 | $18,254 |
| Revisor Wealth Management LLC | 740,283 | $17,321 |
| RAYMOND JAMES FINANCIAL INC | 692,539 | $16,185 |
| Mutual Advisors, LLC | 690,824 | $16,145 |
| UBS Group AG | 674,672 | $15,767 |
| James J. Burns & Company, LLC | 671,466 | $15,692 |
| Pacific Park Financial, Inc. | 640,008 | $14,957 |
| CFS Investment Advisory Services, LLC | 633,702 | $14,810 |
| Ascent Group, LLC | 628,347 | $14,684 |
| Cedar Mountain Advisors, LLC | 627,593 | $14,667 |
| Cerity Partners LLC | 621,726 | $14,530 |
| Columbus Macro, LLC | 597,513 | $13,964 |
| Amicus Financial Advisors, LLC | 574,351 | $13,423 |
| Arnold Financial Planning LLC | 564,204 | $13,185 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 563,098 | $13,160 |
| Cypress Wealth Services, LLC | 549,682 | $12,846 |
| Christensen, King & Associates Investment Services, Inc. | 530,451 | $12,397 |
| EP Wealth Advisors, LLC | 523,420 | $12,232 |
| MYECFO, LLC | 513,371 | $11,998 |
| Clearview Wealth Advisors LLC | 505,777 | $11,820 |
| KICKSTAND VENTURES, LLC. | 484,183 | $11,315 |
| SigFig Wealth Management, LLC | 469,825 | $11,003 |
| Grove Street Fiduciary, LLC | 466,430 | $10,900 |
| Apriem Advisors | 460,852 | $10,770 |
| Savant Capital, LLC | 457,992 | $10,703 |
| IFP Advisors, Inc | 453,917 | $10,608 |
| Ballast Financial Advisors LLC | 451,800 | $10,559 |
| Mayflower Financial Advisors, LLC | 441,754 | $10,324 |
| MorganRosel Wealth Management, LLC | 423,510 | $9,897 |
| Summit Financial Strategies, Inc. | 414,423 | $9,685 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 404,983 | $9,464 |
| Affinity Capital Advisors, LLC | 401,793 | $9,390 |
| Focus Financial Network, Inc. | 398,837 | $9,321 |
| Tempus Wealth Planning, LLC | 397,795 | $9,296 |
| AlphaCore Capital LLC | 396,007 | $9,255 |
| Daviman Financial, LLC | 389,946 | $9,113 |
| Security Financial Services, INC. | 389,230 | $9,096 |
| BREAKTHRU ADVISORY SERVICES, LLC | 385,142 | $9,001 |
| Beacon Pointe Advisors, LLC | 374,237 | $8,746 |
| Ashton Thomas Private Wealth, LLC | 369,548 | $8,636 |
| FFG RETIREMENT ADVISORS LLC | 365,927 | $8,552 |
| AE Wealth Management LLC | 363,972 | $8,506 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 360,315 | $8,421 |
| Peak Financial Management, Inc. | 353,378 | $8,258 |
| CLIENT 1ST ADVISORY GROUP, LLC | 341,977 | $7,992 |
| RESTON WEALTH MANAGEMENT LLC | 335,417 | $7,839 |
| Larson Financial Group LLC | 332,361 | $7,767 |
| Avior Wealth Management, LLC | 319,946 | $7,477 |
| 553 other institutions | 31,640,727 | $700,507 |