| 1 | Focus Partners Wealth | 828,042 | $36.0M | 0.04% | Share |
| 2 | Northland Capital Management LLC | 678,983 | $30.2M | 16.94% | Share |
| 3 | BlackRock, Inc. | 547,788 | $24.0M | 0.00% | Share |
| 4 | JPMORGAN CHASE & CO | 462,032 | $20.0M | 0.00% | Share |
| 5 | BlackRock, Inc. | 464,255 | $20.0M | 0.00% | Share |
| 6 | LPL Financial LLC | 391,218 | $17.0M | 0.00% | Share |
| 7 | Portland Global Advisors LLC | 380,968 | $17.0M | 1.82% | Share |
| 8 | FARMERS & MERCHANTS INVESTMENTS INC | 299,939 | $13.4M | 0.37% | Share |
| 9 | Prosperity Planning, Inc. | 286,406 | $12.8M | 3.34% | Share |
| 10 | OneDigital Investment Advisors LLC | 226,317 | $10.0M | 0.10% | Share |
| 11 | DEUTSCHE BANK AG\ | 201,371 | $8.0M | 0.00% | Share |
| 12 | McGuire Investment Group, LLC | 174,950 | $7.8M | 0.83% | Share |
| 13 | Financial Engines Advisors L.L.C. | 150,097 | $6.7M | 0.01% | Share |
| 14 | Sanctuary Advisors, LLC | 131,434 | $5.8M | 0.04% | Share |
| 15 | Sanctuary Advisors, LLC | 127,686 | $5.6M | 0.04% | Share |
| 16 | Sanctuary Advisors, LLC | 127,686 | $5.6M | 0.04% | Share |
| 17 | Sanctuary Advisors, LLC | 121,165 | $5.4M | 0.03% | Share |
| 18 | MORGAN STANLEY | 127,631 | $5.0M | 0.00% | Share |
| 19 | CROBAN | 106,791 | $4.8M | 2.29% | Share |
| 20 | JPMORGAN CHASE & CO | 110,393 | $4.0M | 0.00% | Share |
| 21 | Avise Financial Cooperative, Inc. | 86,714 | $3.9M | 3.48% | Share |
| 22 | UBS Group AG | 84,624 | $3.8M | 0.00% | Share |
| 23 | Beverly Hills Private Wealth, LLC | 73,724 | $3.3M | 0.58% | Share |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 89,274 | $3.0M | 0.00% | Share |
| 25 | Sunflower Bank, N.A. | 55,380 | $2.5M | 0.62% | Share |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 51,517 | $2.3M | 0.00% | Share |
| 27 | Procyon Advisors, LLC | 49,856 | $2.2M | 0.11% | Share |
| 28 | LifePlan Financial, LLC | 48,603 | $2.2M | 1.66% | Share |
| 29 | Beverly Hills Private Wealth, LLC | 47,145 | $2.1M | 0.37% | Share |
| 30 | Bigelow Investment Advisors, LLC | 46,311 | $2.1M | 0.81% | Share |
| 31 | MYECFO, LLC | 45,945 | $2.0M | 0.87% | Share |
| 32 | KICKSTAND VENTURES, LLC. | 44,928 | $2.0M | 0.42% | Share |
| 33 | GREAT VALLEY ADVISOR GROUP, INC. | 46,409 | $2.0M | 0.04% | Share |
| 34 | HighTower Advisors, LLC | 46,974 | $2.0M | 0.00% | Share |
| 35 | TSA Wealth Managment LLC | 44,247 | $2.0M | 0.65% | Share |
| 36 | Focus Financial Network, Inc. | 41,609 | $1.9M | 0.06% | Share |
| 37 | Kelman-Lazarov, Inc. | 36,184 | $1.6M | 0.23% | Share |
| 38 | 5T Wealth, LLC | 36,165 | $1.6M | 0.64% | Share |
| 39 | McCartney Wealth Management LLC | 35,517 | $1.6M | 1.36% | Share |
| 40 | PARK AVENUE SECURITIES LLC | 35,060 | $1.6M | 0.01% | Share |
| 41 | CARDIFF PARK ADVISORS, LLC | 33,778 | $1.5M | 0.12% | Share |
| 42 | CHAPMAN FINANCIAL GROUP, LLC | 27,705 | $1.2M | 0.84% | Share |
| 43 | CFS Investment Advisory Services, LLC | 26,548 | $1.2M | 0.09% | Share |
| 44 | Horst & Graben Wealth Management LLC | 26,005 | $1.2M | 0.17% | Share |
| 45 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 23,136 | $1.0M | 0.01% | Share |
| 46 | Private Advisor Group, LLC | 30,678 | $1.0M | 0.00% | Share |
| 47 | MML INVESTORS SERVICES, LLC | 23,051 | $1.0M | 0.00% | Share |
| 48 | RAYMOND JAMES FINANCIAL INC | 28,271 | $1.0M | 0.00% | Share |
| 49 | BANK OF AMERICA CORP /DE/ | 36,417 | $1.0M | 0.00% | Share |
| 50 | Curi Capital, LLC | 26,952 | $1.0M | 0.02% | Share |