| Creative Planning | 2,663,726 | $175,406 |
| MORGAN STANLEY | 1,024,259 | $67,447 |
| HUNTINGTON NATIONAL BANK | 844,849 | $55,633 |
| JPMORGAN CHASE & CO | 371,573 | $24,468 |
| ROYAL BANK OF CANADA | 330,364 | $21,755 |
| Key Financial Inc | 320,216 | $21,086 |
| BIP Wealth, LLC | 310,989 | $20,479 |
| Cascade Financial Partners, LLC | 242,761 | $15,986 |
| LPL Financial LLC | 237,124 | $15,615 |
| BANK OF AMERICA CORP /DE/ | 199,214 | $13,118 |
| M&T Bank Corp | 129,015 | $8,496 |
| Avidian Wealth Solutions, LLC | 121,793 | $8,020 |
| COMMONWEALTH EQUITY SERVICES, LLC | 119,884 | $7,894 |
| Evernest Financial Advisors, LLC | 92,925 | $6,721 |
| Cetera Investment Advisers | 86,678 | $5,708 |
| Powers Advisory Group, LLC | 84,288 | $5,550 |
| OSAIC HOLDINGS, INC. | 82,941 | $5,462 |
| Kestra Advisory Services, LLC | 79,496 | $5,235 |
| MML INVESTORS SERVICES, LLC | 75,254 | $4,956 |
| First Heartland Consultants, Inc. | 73,635 | $4,849 |
| UBS Group AG | 69,600 | $4,583 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 64,835 | $4,269 |
| WELLS FARGO & COMPANY/MN | 57,483 | $3,785 |
| Rockefeller Capital Management L.P. | 46,696 | $3,075 |
| Gladstone Institutional Advisory LLC | 44,050 | $2,901 |
| Atria Investments, Inc | 43,694 | $2,877 |
| RAYMOND JAMES FINANCIAL INC | 42,888 | $2,824 |
| CITADEL ADVISORS LLC | 37,403 | $2,463 |
| Mariner, LLC | 34,701 | $2,285 |
| JANE STREET GROUP, LLC | 31,948 | $2,104 |
| Waverly Advisors, LLC | 30,121 | $1,983 |
| CWM, LLC | 30,045 | $2 |
| ENVESTNET ASSET MANAGEMENT INC | 29,403 | $1,936 |
| JFS WEALTH ADVISORS, LLC | 25,411 | $1,673 |
| AMERIPRISE FINANCIAL INC | 21,182 | $1,395 |
| Western Wealth Management, LLC | 20,710 | $1,364 |
| HOWE & RUSLING INC | 15,229 | $1,003 |
| Private Advisor Group, LLC | 14,451 | $952 |
| Strategic Financial Concepts, LLC | 12,106 | $797 |
| Corient Private Wealth LLC | 11,627 | $766 |
| Evanson Asset Management, LLC | 11,627 | $766 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,161 | $751 |
| Institute for Wealth Management, LLC. | 11,107 | $731 |
| CoreCap Advisors, LLC | 10,478 | $690 |
| Focus Partners Wealth | 10,156 | $669 |
| Stonebridge Financial Group, LLC | 9,325 | $614 |
| Herold Advisors, Inc. | 8,842 | $582 |
| JONES FINANCIAL COMPANIES LLLP | 8,537 | $562 |
| STIFEL FINANCIAL CORP | 8,476 | $558 |
| HighTower Advisors, LLC | 8,093 | $533 |
| Palatine Hill Wealth Management, LLC | 8,001 | $527 |
| Aptus Capital Advisors, LLC | 8,000 | $527 |
| COMERICA BANK | 7,839 | $516 |
| Geneos Wealth Management Inc. | 7,839 | $516 |
| Meridian Financial Partners LLC | 7,745 | $527 |
| TopTier Wealth Management, LLC | 7,687 | $506 |
| BlackRock, Inc. | 7,371 | $485 |
| IFG Advisory, LLC | 6,978 | $460 |
| Cambridge Investment Research Advisors, Inc. | 6,746 | $0 |
| Altrius Capital Management Inc | 6,279 | $413 |
| VANCE WEALTH, LLC | 6,150 | $405 |
| MCF Advisors LLC | 5,885 | $388 |
| NewEdge Advisors, LLC | 5,732 | $377 |
| Stratos Wealth Partners, LTD. | 5,664 | $373 |
| Discipline Wealth Solutions, LLC | 5,246 | $345 |
| JNBA Financial Advisors | 4,806 | $316 |
| Advyzon Investment Management, LLC | 4,675 | $308 |
| Cerity Partners LLC | 4,646 | $306 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,488 | $296 |
| Clearstead Advisors, LLC | 4,243 | $279 |
| Frazier Financial Advisors, LLC | 4,230 | $279 |
| Hubbell Strickland Wealth Management, LLC | 4,041 | $266 |
| Chicago Partners Investment Group LLC | 3,758 | $259 |
| FIFTH THIRD BANCORP | 3,407 | $224 |
| COURIER CAPITAL LLC | 3,336 | $220 |
| Janney Montgomery Scott LLC | 3,306 | $0 |
| Fifth Third Securities, Inc. | 3,116 | $205 |
| Relyea Zuckerberg Hanson LLC | 3,103 | $204 |
| NATIONAL BANK OF CANADA /FI/ | 3,039 | $200 |
| CARDIFF PARK ADVISORS, LLC | 2,420 | $159 |
| IFP Advisors, Inc | 2,272 | $150 |
| FMR LLC | 2,205 | $145 |
| LRI Investments, LLC | 2,085 | $137 |
| Farther Finance Advisors, LLC | 2,030 | $134 |
| SOA Wealth Advisors, LLC. | 1,872 | $123 |
| Newton One Investments LLC | 1,853 | $122 |
| ASSETMARK, INC | 1,600 | $105 |
| Ronald Blue Trust, Inc. | 1,377 | $91 |
| QUADRANT CAPITAL GROUP LLC | 950 | $63 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 767 | $51 |
| Cherry Tree Wealth Management, LLC | 714 | $47 |
| PNC Financial Services Group, Inc. | 632 | $42 |
| SIGNATUREFD, LLC | 425 | $28 |
| Wealth Watch Advisors, INC | 408 | $27 |
| Allworth Financial LP | 400 | $26 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 310 | $20 |
| Global Retirement Partners, LLC | 305 | $20 |
| Founders Financial Alliance, LLC | 265 | $17 |
| Noble Wealth Management PBC | 225 | $15 |
| BLAIR WILLIAM & CO/IL | 179 | $12 |
| 4 other institutions | 334 | $16 |