| Asset Dedication, LLC | $91.3M | 6.40% |
| JONES FINANCIAL COMPANIES LLLP | $71.8M | 0.03% |
| RITHOLTZ WEALTH MANAGEMENT | $51.0M | 0.88% |
| RAYMOND JAMES FINANCIAL INC | $35.3M | 0.01% |
| HighTower Advisors, LLC | $34.2M | 0.04% |
| EXENCIAL WEALTH ADVISORS, LLC | $29.8M | 0.93% |
| Sensible Money, LLC | $27.2M | 8.26% |
| FMR LLC | $26.3M | 0.00% |
| True Wealth Design, LLC | $25.1M | 6.96% |
| Marquette Asset Management, LLC | $24.2M | 3.61% |
| Beacon Pointe Advisors, LLC | $21.7M | 0.11% |
| B&D White Capital Company, LLC | $21.0M | 2.60% |
| Evanson Asset Management, LLC | $20.9M | 1.12% |
| Janney Montgomery Scott LLC | $20.7M | 0.05% |
| Family Investment Center, Inc. | $20.4M | 3.92% |
| NorthAvenue LLC | $19.6M | 15.62% |
| Cambridge Financial Group, LLC | $18.1M | 6.14% |
| GOLDMAN SACHS GROUP INC | $17.9M | 0.00% |
| Penserra Capital Management LLC | $17.7M | 0.21% |
| EAGLE WEALTH STRATEGIES LLC | $17.5M | 7.66% |
| Index Fund Advisors, Inc. | $17.5M | 0.79% |
| Alesco Advisors, LLC, An ESL Co | $16.0M | 0.41% |
| Strata Wealth Advisors, LLC | $14.7M | 4.04% |
| Guardian Wealth Management, LLC | $12.4M | 3.76% |
| Graves Light Lenhart Wealth, Inc. | $12.4M | 1.29% |
| Opes Wealth Management LLC | $11.8M | 1.94% |
| SPWM Advisors LLC | $11.2M | 9.76% |
| ROYAL BANK OF CANADA | $10.9M | 0.00% |
| AE Wealth Management LLC | $9.8M | 0.05% |
| Financial Architects, LLC | $9.6M | 5.06% |
| Blume Capital Management, Inc. | $9.4M | 1.59% |
| Freedom Investment Management, Inc. | $9.2M | 2.73% |
| von Borstel & Associates, Inc. | $8.3M | 1.90% |
| Betterment LLC | $8.3M | 0.02% |
| Vestmark Advisory Solutions, Inc. | $8.2M | 0.09% |
| Cordant, Inc. | $7.5M | 3.04% |
| DiNuzzo Private Wealth, Inc. | $7.3M | 0.79% |
| Tortoise Investment Management, LLC | $7.3M | 0.60% |
| Apella Capital, LLC | $7.3M | 0.11% |
| Vise Technologies, Inc. | $6.8M | 0.13% |
| Waverly Advisors, LLC | $6.7M | 0.05% |
| Estate Counselors, LLC | $6.6M | 0.58% |
| NATIXIS ADVISORS, LLC | $6.5M | 0.01% |
| Sterling Financial Planning, Inc. | $6.3M | 1.88% |
| Mills Wealth Advisors LLC | $6.3M | 2.20% |
| ENVESTNET ASSET MANAGEMENT INC | $6.0M | 0.00% |
| Savant Capital, LLC | $5.9M | 0.03% |
| United Wealth Management, LLC | $5.8M | 1.44% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $5.7M | 0.04% |
| VESTIA PERSONAL WEALTH ADVISORS | $5.6M | 2.65% |
| Breakwater Capital Group | $5.5M | 0.74% |
| Root Financial Partners, LLC | $5.2M | 0.24% |
| Financially in Tune, LLC | $5.0M | 4.31% |
| Creative Planning | $5.0M | 0.00% |
| Integrity Advisory Solutions, LLC | $4.9M | 0.65% |
| BANK OF AMERICA CORP /DE/ | $4.9M | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.8M | 0.01% |
| Farther Finance Advisors, LLC | $4.5M | 0.04% |
| TRUIST FINANCIAL CORP | $4.3M | 0.01% |
| EQ WEALTH ADVISORS, LLC | $4.2M | 2.44% |
| McCartney Wealth Management LLC | $4.2M | 3.52% |
| SAX WEALTH ADVISORS, LLC | $4.1M | 0.20% |
| DRAVO BAY LLC | $4.0M | 1.64% |
| Baird Financial Group, Inc. | $4.0M | 0.01% |
| Corient Private Wealth LLC | $4.0M | 0.01% |
| Steward Partners Investment Advisory, LLC | $4.0M | 0.02% |
| INTEGRITY ALLIANCE, LLC. | $4.0M | 0.15% |
| Chicago Partners Investment Group LLC | $3.8M | 0.08% |
| Composition Wealth, LLC | $3.7M | 0.05% |
| OneDigital Investment Advisors LLC | $3.6M | 0.04% |
| White Wing Wealth Management | $3.6M | 2.18% |
| Summit Portfolio Management, LTD. | $3.5M | 2.23% |
| Pathstone Holdings, LLC | $3.4M | 0.01% |
| Wealth Advisors Northwest LLC | $3.3M | 1.38% |
| Verum Partners LLC | $3.2M | 0.60% |
| Astra Wealth Partners LLC | $3.1M | 1.86% |
| Golden Bell Financial Planning LLC | $3.1M | 2.43% |
| LAM GROUP, INC. | $2.9M | 1.62% |
| Glass Jacobson Investment Advisors llc | $2.9M | 1.00% |
| Versant Capital Management, Inc | $2.8M | 0.28% |
| Foundry Financial LLC | $2.8M | 1.17% |
| MML INVESTORS SERVICES, LLC | $2.7M | 0.01% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $2.7M | 0.55% |
| Allworth Financial LP | $2.6M | 0.01% |
| United Asset Strategies, Inc. | $2.4M | 0.19% |
| Integrated Wealth Concepts LLC | $2.4M | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 0.00% |
| OLD MISSION CAPITAL LLC | $2.3M | 0.04% |
| Sequoia Financial Advisors, LLC | $2.2M | 0.01% |
| McGrath & Associates, Inc. | $2.0M | 2.93% |
| JPMORGAN CHASE & CO | $2.0M | 0.00% |
| Abel Hall, LLC | $2.0M | 0.42% |
| ARK & TLK INVESTMENTS, LLC | $2.0M | 0.54% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.9M | 0.00% |
| CWM, LLC | $1.8M | 0.00% |
| CARDIFF PARK ADVISORS, LLC | $1.8M | 0.15% |
| Spire Wealth Management | $1.8M | 0.06% |
| Parkshore Wealth Management, Inc. | $1.8M | 0.59% |
| Applied Capital LLC | $1.8M | 0.66% |
| Vantage Point Financial LLC | $1.7M | 0.61% |
| EnRich Financial Partners LLC | $1.7M | 0.46% |
| PINNEY & SCOFIELD, INC. | $1.7M | 0.91% |
| Orion Porfolio Solutions, LLC | $1.7M | 0.01% |
| Corus Family Wealth Advisors | $1.6M | 1.27% |
| CSP Financial Group, LLC | $1.6M | 1.59% |
| Perigon Wealth Management, LLC | $1.5M | 0.03% |
| Triumph Capital Management | $1.5M | 0.31% |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 0.00% |
| Boyce & Associates Wealth Consulting, Inc. | $1.5M | 1.14% |
| LPL Financial LLC | $1.5M | 0.00% |
| Kestra Advisory Services, LLC | $1.4M | 0.01% |
| Matisse Capital | $1.4M | 0.61% |
| Clark Asset Management, LLC | $1.4M | 0.13% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $1.4M | 0.86% |
| Geneos Wealth Management Inc. | $1.4M | 0.03% |
| PARK AVENUE SECURITIES LLC | $1.3M | 0.01% |
| Pettinga Financial Advisors LLC | $1.3M | 0.25% |
| Three Arch Wealth Management LLC | $1.3M | 0.23% |
| MONOGRAPH WEALTH ADVISORS, LLC | $1.2M | 0.12% |
| BANK OF MONTREAL /CAN/ | $1.2M | 0.00% |
| Rather & Kittrell, Inc. | $1.2M | 0.18% |
| OSAIC HOLDINGS, INC. | $1.2M | 0.00% |
| Kane Co Wealth Management, Inc. | $1.2M | 0.97% |
| Acorn Wealth Advisors, LLC | $1.1M | 0.33% |
| Porter White Investment Advisors, Inc. | $1.1M | 0.45% |
| U.S. Capital Wealth Advisors, LLC | $1.1M | 0.03% |
| Oceanside Advisors LLC | $1.0M | 0.60% |
| AA Financial Advisors, LLC | $1.0M | 0.15% |
| Forum Financial Management, LP | $1.0M | 0.01% |
| Focus Partners Advisor Solutions, LLC | $997.4K | 0.01% |
| EverSource Wealth Advisors, LLC | $960.0K | 0.03% |
| BOS Asset Management, LLC | $824.2K | 0.21% |
| Altiora Financial Group, LLC | $811.3K | 0.13% |
| Dorsey & Whitney Trust CO LLC | $777.1K | 0.04% |
| Gibson Capital, LLC | $768.5K | 0.14% |
| Landing Point Financial Group, LLC | $763.5K | 0.37% |
| TBH Global Asset Management, LLC | $758.7K | 0.15% |
| Good Harbor Advisors, Inc. | $754.7K | 0.82% |
| Tandem Financial, LLC | $752.1K | 0.24% |
| CITIGROUP INC | $733.6K | 0.00% |
| JFS WEALTH ADVISORS, LLC | $727.6K | 0.04% |
| UBS Group AG | $723.0K | 0.00% |
| E6 Portfolios, LLC | $720.6K | 0.75% |
| International Private Wealth Advisors LLC | $719.7K | 0.44% |
| Cerity Partners LLC | $711.2K | 0.00% |
| Two West Capital Advisors LLC | $687.0K | 0.36% |
| Alpha Advisors, LLC/VA | $672.3K | 0.53% |
| HANOVER ADVISORS INC | $663.0K | 0.27% |
| Unison Advisors LLC | $640.6K | 0.05% |
| Moisand Fitzgerald Tamayo, LLC | $631.2K | 0.07% |