| MASECO LLP | 1,305,465 | $115.6m | 3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 205,927 | $18.2m | 0.0% |
| Highland Financial Advisors, LLC | 175,042 | $15.5m | 3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 137,229 | $12.1m | 0.0% |
| LPL Financial LLC | 125,783 | $11.1m | 0.0% |
| Waverly Advisors, LLC | 124,225 | $11.0m | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 123,295 | $10.9m | 0.0% |
| Focus Partners Wealth | 65,451 | $5.8m | 0.0% |
| Freedom Day Solutions, LLC | 63,253 | $5.6m | 1.2% |
| Clarity Asset Management, Inc. | 63,109 | $5.6m | 2.7% |
| Corient Private Wealth LP | 55,723 | $4.9m | 0.0% |
| Trailhead Planners LLC | 52,165 | $4.6m | 4.5% |
| AlTi Global, Inc. | 50,529 | $4.5m | 0.1% |
| Northland Capital Management LLC | 44,191 | $3.9m | 2.1% |
| Greenspring Advisors, LLC | 42,515 | $3.8m | 0.2% |
| EP Wealth Advisors, LLC | 39,439 | $3.5m | 0.0% |
| Mariner, LLC | 38,189 | $3.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 37,851 | $3.4m | 0.0% |
| Modern Wealth Management, LLC | 33,761 | $3.0m | 0.0% |
| AWM CAPITAL, LLC | 33,091 | $2.9m | 0.2% |
| HighTower Advisors, LLC | 32,262 | $2.9m | 0.0% |
| Trellis Wealth Advisors LLC | 31,912 | $2.8m | 1.0% |
| TRUIST FINANCIAL CORP | 31,786 | $2.8m | 0.0% |
| Vestment Financial LLC | 29,043 | $2.6m | 1.1% |
| Hill Investment Group Partners, LLC | 26,689 | $2.4m | 0.2% |