| Forum Financial Management, LP | $566.8M | 8.02% |
| Focus Partners Wealth | $311.8M | 0.35% |
| Focus Partners Advisor Solutions, LLC | $266.0M | 2.68% |
| Corient Private Wealth LLC | $243.1M | 0.35% |
| Sequoia Financial Advisors, LLC | $184.7M | 1.03% |
| Truepoint, Inc. | $182.6M | 4.07% |
| Savant Capital, LLC | $146.0M | 0.71% |
| HBK Sorce Advisory LLC | $132.7M | 2.63% |
| HighTower Advisors, LLC | $111.3M | 0.12% |
| Forvis Mazars Wealth Advisors, LLC | $106.8M | 2.03% |
| Parcion Private Wealth LLC | $92.5M | 5.73% |
| Asset Dedication, LLC | $85.8M | 6.01% |
| Evensky & Katz LLC | $81.6M | 4.64% |
| Greenspring Advisors, LLC | $80.0M | 4.87% |
| JMG Financial Group, Ltd. | $79.9M | 2.20% |
| Rockwood Wealth Management, LLC | $77.9M | 5.57% |
| MASECO LLP | $77.5M | 2.43% |
| LPL Financial LLC | $71.0M | 0.02% |
| RW Investment Management LLC | $68.2M | 6.60% |
| Apella Capital, LLC | $64.0M | 0.95% |
| CWM, LLC | $63.1M | 0.17% |
| AWM CAPITAL, LLC | $62.4M | 5.65% |
| Beacon Pointe Advisors, LLC | $60.3M | 0.32% |
| BANK OF MONTREAL /CAN/ | $60.0M | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | $51.6M | 0.01% |
| Symmetry Partners, LLC | $50.9M | 2.91% |
| Hill Investment Group Partners, LLC | $49.7M | 5.49% |
| Mariner, LLC | $46.4M | 0.05% |
| EnRich Financial Partners LLC | $44.0M | 11.66% |
| Plancorp, LLC | $40.5M | 1.15% |
| GREAT OAK CAPITAL PARTNERS, LLC | $40.4M | 9.40% |
| BRIGHTON JONES LLC | $38.9M | 1.64% |
| Oakwell Private Wealth Management, LLC | $38.7M | 6.90% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $38.3M | 2.78% |
| JANE STREET GROUP, LLC | $38.0M | 0.00% |
| OneDigital Investment Advisors LLC | $37.4M | 0.37% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $36.7M | 3.76% |
| MERCER GLOBAL ADVISORS INC /ADV | $36.4M | 0.05% |
| Elser Financial Planning, Inc | $35.7M | 1.73% |
| Burton Enright Welch | $35.6M | 4.85% |
| Rather & Kittrell, Inc. | $35.6M | 5.49% |
| Vestmark Advisory Solutions, Inc. | $34.5M | 0.38% |
| Kooman & Associates | $34.5M | 10.30% |
| Seaside Wealth Management, Inc. | $33.3M | 9.38% |
| Rockbridge Investment Management, LCC | $32.5M | 2.92% |
| Betterment LLC | $32.0M | 0.06% |
| FIRST FINANCIAL BANK - TRUST DIVISION | $31.3M | 2.52% |
| Miramar Fiduciary Corp | $31.2M | 25.56% |
| MONOGRAPH WEALTH ADVISORS, LLC | $31.2M | 2.96% |
| Your Advocates Ltd., LLP | $30.3M | 9.24% |
| Leading Edge Financial Planning LLC | $30.0M | 6.32% |
| BANK OF AMERICA CORP /DE/ | $27.8M | 0.00% |
| Sensible Money, LLC | $26.0M | 7.91% |
| Syverson Strege & Co | $25.8M | 6.21% |
| DiNuzzo Private Wealth, Inc. | $25.6M | 2.76% |
| Financial Plan, Inc. | $25.2M | 2.70% |
| Stratos Investment Management, LLC | $24.8M | 0.99% |
| PEAPACK GLADSTONE FINANCIAL CORP | $24.4M | 0.31% |
| Peterson Wealth Advisors, LLC | $24.2M | 3.22% |
| AdvisorNet Financial, Inc | $23.8M | 1.23% |
| RS CRUM INC. | $23.4M | 4.53% |
| Integris Wealth Management, LLC | $23.4M | 5.37% |
| Eaton-Cambridge Inc. | $22.7M | 7.09% |
| Financial Engines Advisors L.L.C. | $22.6M | 0.05% |
| RFG Advisory, LLC | $22.0M | 0.40% |
| Premier Financial Group | $21.4M | 5.38% |
| Stordahl Capital Management, Inc. | $21.2M | 4.37% |
| Tencap Wealth Coaching, LLC | $20.8M | 7.81% |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.7M | 0.03% |
| KEB ASSET MANAGEMENT, LLC | $20.4M | 3.90% |
| BCR Wealth Strategies, LLC | $20.3M | 6.36% |
| Evanson Asset Management, LLC | $20.3M | 1.09% |
| Pinnacle Financial Group, LLC / IL | $20.1M | 5.50% |
| Heritage Investment Group, Inc. | $19.7M | 2.98% |
| Private Wealth Management Group, LLC | $19.4M | 5.09% |
| Emprise Bank | $18.8M | 7.55% |
| Ballentine Capital Advisors, Inc | $18.8M | 7.78% |
| Cambridge Financial Group, LLC | $18.7M | 6.33% |
| Creative Planning | $18.7M | 0.01% |
| Arax Advisory Partners | $18.5M | 0.52% |
| Aspen Capital Management, LLC | $18.5M | 4.57% |
| CAPSTONE CAPITAL LLC | $18.1M | 11.67% |
| SACHEM HILL LLC | $17.8M | 3.45% |
| Concurrent Investment Advisors, LLC | $17.5M | 0.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | $17.5M | 3.02% |
| Henrickson Nauta Wealth Advisors, Inc. | $17.1M | 4.81% |
| Flagstone Financial Management | $16.9M | 4.18% |
| von Borstel & Associates, Inc. | $16.7M | 3.82% |
| Planning Center, Inc. | $16.6M | 1.69% |
| Squire Investment Management Company, LLC | $16.6M | 4.62% |
| Financial Planning Navigators CORP | $16.6M | 7.27% |
| Peirce Capital Management, LLC | $16.5M | 6.45% |
| Discipline Wealth Solutions, LLC | $16.3M | 1.72% |
| Allworth Financial LP | $16.1M | 0.07% |
| Equita Financial Network, Inc. | $16.0M | 5.03% |
| Financial Symmetry Inc | $15.9M | 5.66% |
| Verisail Partners, LLC | $15.9M | 6.46% |
| Straight Path Wealth Management | $15.9M | 4.24% |
| Kondo Wealth Advisors, Inc. | $15.9M | 5.97% |
| Cambridge Investment Research Advisors, Inc. | $15.7M | 0.04% |
| Bank of New York Mellon Corp | $15.5M | 0.00% |
| DecisionPoint Financial, LLC | $15.1M | 3.25% |
| OLD MISSION CAPITAL LLC | $15.1M | 0.24% |
| CARDIFF PARK ADVISORS, LLC | $14.6M | 1.17% |
| BFSG, LLC | $14.1M | 1.34% |
| Hassell Wealth Management, LLC | $13.9M | 4.67% |
| Aerodigm Wealth, LLC | $13.7M | 5.15% |
| Cravens & Co Advisors, LLC | $13.4M | 8.70% |
| Level Financial Advisors | $13.4M | 3.42% |
| Brady Martz Wealth Solutions, LLC | $13.0M | 2.21% |
| Rachor Investment Advisory Services, LLC | $12.6M | 6.62% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $12.4M | 1.12% |
| Krilogy Financial LLC | $12.4M | 0.40% |
| Foundation Wealth Management, LLC\PA | $12.3M | 4.32% |
| New Dimensions Wealth Management, LLC | $12.1M | 10.29% |
| Physician Wealth Solutions Inc. | $12.0M | 4.96% |
| BCU Wealth Advisors, LLC | $12.0M | 4.47% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $11.9M | 1.80% |
| JGP Wealth Management, LLC | $11.9M | 1.24% |
| HMV Wealth Advisors, LLC | $11.9M | 5.59% |
| Blume Capital Management, Inc. | $11.9M | 2.02% |
| Kaufman Rossin Wealth, LLC | $11.8M | 6.79% |
| FAMILY WEALTH PARTNERS, LLC | $11.7M | 4.00% |
| Trust Co of the South | $11.7M | 1.88% |
| Watchman Group, Inc. | $11.4M | 2.76% |
| Causey Wealth LLC | $11.3M | 4.80% |
| Hurlow Wealth Management Group, Inc. | $11.2M | 2.67% |
| Vannoy Advisory Group, Inc. | $11.0M | 6.98% |
| Burk Holdings LLC | $11.0M | 4.72% |
| Integrity Advisory Solutions, LLC | $11.0M | 1.46% |
| INTEGRITY ALLIANCE, LLC. | $10.9M | 0.41% |
| Prospect Financial Group LLC | $10.9M | 10.08% |
| Factor Wealth Management LTD | $10.9M | 2.05% |
| Midwest Trust Co | $10.7M | 0.13% |
| Mattern Wealth Management LLC | $10.6M | 2.07% |
| Versant Capital Management, Inc | $10.6M | 1.04% |
| Mills Wealth Advisors LLC | $10.5M | 3.68% |
| Fortitude Family Office, LLC | $10.5M | 2.34% |
| Ruedi Wealth Management, Inc. | $10.5M | 2.69% |
| HTG Investment Advisors, Inc. | $10.4M | 2.95% |
| Foundations Investment Advisors, LLC | $10.3M | 0.13% |
| Conrad Siegel Investment Advisors, Inc. | $10.2M | 1.84% |
| One Degree Advisors Inc | $10.1M | 2.64% |
| Tilson Financial Group, Inc. | $9.6M | 2.88% |
| QUARRY HILL ADVISORS, LLC | $9.6M | 3.94% |
| United Wealth Management, LLC | $9.4M | 2.35% |
| Friday Financial | $9.3M | 3.22% |
| American Investment Services, Inc. | $9.3M | 2.08% |
| Hippocratic Financial Advisors, LLC | $9.3M | 4.08% |
| Integrated Wealth Concepts LLC | $9.3M | 0.07% |