| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137,214,468 | $5.2bn | 0.7% |
| WADDELL & ASSOCIATES, LLC | 2,896,380 | $110.2m | 5.5% |
| Boulay Financial Advisors, LLC | 2,689,045 | $102.3m | 9.5% |
| Steele Capital Management, Inc. | 2,176,267 | $82.8m | 3.0% |
| Prairiewood Capital, LLC | 2,088,254 | $79.5m | 20.6% |
| Clearstead Advisors, LLC | 1,971,498 | $75.0m | 0.7% |
| UBS Group AG | 1,495,260 | $56.9m | 0.0% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $55.0m | 0.4% |
| MOLLER WEALTH PARTNERS | 1,229,114 | $46.8m | 8.5% |
| Riverpoint Wealth Management Holdings, LLC | 1,174,381 | $44.7m | 8.2% |
| MORGAN STANLEY | 1,132,677 | $43.1m | 0.0% |
| Solitude Financial Services | 1,046,847 | $39.8m | 11.0% |
| BANK OF AMERICA CORP /DE/ | 961,088 | $36.6m | 0.0% |
| Ironwood Investment Counsel, LLC | 907,290 | $34.5m | 4.5% |
| First Pacific Financial | 885,996 | $33.7m | 4.0% |
| AMERIPRISE FINANCIAL INC | 803,306 | $30.6m | 0.0% |
| AlphaCore Capital LLC | 800,230 | $30.5m | 0.6% |
| Resonant Capital Advisors, LLC | 763,063 | $29.0m | 1.4% |
| Savant Capital, LLC | 732,553 | $26.4m | 0.1% |
| Gemmer Asset Management LLC | 656,112 | $25.0m | 1.7% |
| Trilogy Capital Inc. | 622,642 | $23.7m | 0.9% |
| Wealth Forward, LLC | 603,841 | $23.0m | 11.4% |
| Seven Springs Wealth Group, LLC | 598,617 | $22.8m | 5.0% |
| OSAIC HOLDINGS, INC. | 558,855 | $21.3m | 0.0% |
| Mariner, LLC | 551,284 | $21.0m | 0.0% |