| Forum Financial Management, LP | $465.7M | 6.59% |
| Savant Capital, LLC | $338.9M | 1.64% |
| JMG Financial Group, Ltd. | $168.6M | 4.64% |
| Focus Partners Wealth | $108.3M | 0.12% |
| BRIGHTON JONES LLC | $74.4M | 3.13% |
| TCI Wealth Advisors, Inc. | $74.0M | 3.93% |
| Wealthspire Advisors, LLC | $73.2M | 0.58% |
| LifeGuide Financial Advisors, LLC | $66.7M | 21.33% |
| DiNuzzo Private Wealth, Inc. | $48.9M | 5.27% |
| Focus Partners Advisor Solutions, LLC | $47.0M | 0.47% |
| MASECO LLP | $41.3M | 1.30% |
| LPL Financial LLC | $32.4M | 0.01% |
| Rather & Kittrell, Inc. | $29.5M | 4.55% |
| Summit Financial Strategies, Inc. | $28.2M | 2.22% |
| Rockwood Wealth Management, LLC | $26.8M | 1.91% |
| WPWealth LLP | $25.6M | 3.91% |
| Financial Plan, Inc. | $24.7M | 2.64% |
| Wescott Financial Advisory Group, LLC | $24.1M | 2.12% |
| Guardian Wealth Management, LLC | $24.1M | 7.30% |
| Creative Capital Management Investments LLC | $23.9M | 6.85% |
| Great Waters Wealth Management | $23.6M | 2.50% |
| Index Fund Advisors, Inc. | $23.4M | 1.05% |
| Verisail Partners, LLC | $22.9M | 9.30% |
| OneDigital Investment Advisors LLC | $21.8M | 0.21% |
| Beacon Pointe Advisors, LLC | $21.6M | 0.11% |
| CWM, LLC | $18.8M | 0.05% |
| RS CRUM INC. | $17.7M | 3.42% |
| Quantum Financial Advisors, LLC | $17.2M | 1.93% |
| Wealth Management Nebraska | $16.5M | 1.67% |
| Integris Wealth Management, LLC | $16.2M | 3.73% |
| Private Wealth Management Group, LLC | $16.2M | 4.24% |
| JANE STREET GROUP, LLC | $16.0M | 0.00% |
| Corient Private Wealth LLC | $15.5M | 0.02% |
| Level Financial Advisors | $15.5M | 3.95% |
| Evanson Asset Management, LLC | $15.0M | 0.80% |
| Planning Center, Inc. | $14.5M | 1.47% |
| Aspen Capital Management, LLC | $14.5M | 3.60% |
| Syverson Strege & Co | $12.7M | 3.04% |
| Geometric Wealth Advisors | $11.8M | 1.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 0.02% |
| HARBOUR INVESTMENTS, INC. | $11.6M | 0.18% |
| Vestmark Advisory Solutions, Inc. | $10.9M | 0.12% |
| Sprinkle Financial Consultants LLC | $10.0M | 4.60% |
| Elser Financial Planning, Inc | $9.7M | 0.47% |
| Apella Capital, LLC | $9.6M | 0.14% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $9.6M | 5.48% |
| American Investment Services, Inc. | $9.5M | 2.13% |
| XY Planning Network, Inc. | $9.3M | 1.48% |
| Allworth Financial LP | $9.0M | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 0.00% |
| AWM CAPITAL, LLC | $8.9M | 0.80% |
| SJS Investment Consulting Inc. | $8.8M | 1.07% |
| North Ridge Wealth Advisors, Inc. | $8.4M | 4.70% |
| REAP Financial Group, LLC | $8.3M | 1.65% |
| GREAT LAKES ADVISORS, LLC | $7.3M | 0.06% |
| RFG Advisory, LLC | $7.3M | 0.13% |
| Wealth Architects, LLC | $7.2M | 0.64% |
| McLean Asset Management Corp | $7.1M | 1.24% |
| GeoWealth Management, LLC | $7.0M | 0.25% |
| Arax Advisory Partners | $6.8M | 0.19% |
| Burk Holdings LLC | $6.8M | 2.90% |
| Peirce Capital Management, LLC | $6.7M | 2.63% |
| CogentBlue Wealth Advisors, LLC | $6.5M | 4.38% |
| Tilson Financial Group, Inc. | $6.5M | 1.95% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 0.01% |
| Sterling Financial Planning, Inc. | $6.3M | 1.85% |
| AdvisorNet Financial, Inc | $5.7M | 0.30% |
| Henrickson Nauta Wealth Advisors, Inc. | $5.7M | 1.60% |
| Forum Private Client Group LLC | $5.6M | 1.87% |
| Parkshore Wealth Management, Inc. | $5.6M | 1.87% |
| HFM Investment Advisors, LLC | $5.5M | 2.10% |
| Greenspring Advisors, LLC | $5.4M | 0.33% |
| New Dimensions Wealth Management, LLC | $5.3M | 4.47% |
| Shotwell Rutter Baer Inc | $5.2M | 3.05% |
| Parkwoods Wealth Partners, LLC | $5.2M | 1.27% |
| Vawter Financial, Ltd. | $5.1M | 2.15% |
| Ruedi Wealth Management, Inc. | $5.1M | 1.31% |
| New Capital Management LP | $5.1M | 1.25% |
| LAM GROUP, INC. | $5.0M | 2.75% |
| AlTi Global, Inc. | $4.8M | 0.10% |
| Integrity Advisory Solutions, LLC | $4.8M | 0.63% |
| Clarity Wealth Development LLC | $4.7M | 3.87% |
| JDH Wealth Management, LLC | $4.7M | 3.17% |
| von Borstel & Associates, Inc. | $4.7M | 1.07% |
| Balanced Rock Investment Advisors LLC | $4.7M | 3.28% |
| Financial Engines Advisors L.L.C. | $4.6M | 0.01% |
| Spire Wealth Management | $4.6M | 0.16% |
| EP Wealth Advisors, LLC | $4.5M | 0.02% |
| Colorado Capital Management, Inc. | $4.4M | 1.65% |
| Pathstone Holdings, LLC | $4.4M | 0.02% |
| Farther Finance Advisors, LLC | $4.4M | 0.04% |
| EverSource Wealth Advisors, LLC | $4.3M | 0.13% |
| JPMORGAN CHASE & CO | $4.2M | 0.00% |
| Cherry Tree Wealth Management, LLC | $4.2M | 0.89% |
| COOPER/HAIMS ADVISORS, LLC | $4.1M | 1.91% |
| VESTIA PERSONAL WEALTH ADVISORS | $4.0M | 1.86% |
| OSAIC HOLDINGS, INC. | $3.9M | 0.01% |
| INTEGRITY ALLIANCE, LLC. | $3.9M | 0.15% |
| Betterment LLC | $3.8M | 0.01% |
| Physician Wealth Solutions Inc. | $3.7M | 1.53% |
| LRI Investments, LLC | $3.4M | 0.30% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $3.3M | 0.50% |
| Krilogy Financial LLC | $3.3M | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 0.00% |
| CLARIS ADVISORS, LLC / MO / | $3.2M | 0.95% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $3.1M | 0.32% |
| Mattern Wealth Management LLC | $3.0M | 0.59% |
| COGENT STRATEGIC WEALTH LLC | $3.0M | 3.11% |
| Burton Enright Welch | $3.0M | 0.40% |
| Wealth Advisors Northwest LLC | $2.9M | 1.23% |
| Chicago Partners Investment Group LLC | $2.9M | 0.06% |
| Stratos Investment Management, LLC | $2.9M | 0.12% |
| Longview Financial Advisors LLC | $2.9M | 1.56% |
| Yardley Wealth Management LLC | $2.9M | 1.47% |
| MML INVESTORS SERVICES, LLC | $2.8M | 0.01% |
| Porter White Investment Advisors, Inc. | $2.7M | 1.10% |
| KEB ASSET MANAGEMENT, LLC | $2.7M | 0.52% |
| SAGE RHINO CAPITAL LLC | $2.7M | 0.50% |
| Sterling Wealth Management, Inc. | $2.6M | 0.72% |
| Foundry Financial LLC | $2.4M | 1.01% |
| Aegis Wealth Management LLC | $2.3M | 1.33% |
| Foundations Investment Advisors, LLC | $2.3M | 0.03% |
| D.A. DAVIDSON & CO. | $2.3M | 0.01% |
| Sterling Wealth Advisors Inc | $2.3M | 1.31% |
| Sensenig Capital Advisors, Inc | $2.3M | 2.33% |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 0.00% |
| Avant Financial Advisors LLC | $2.3M | 1.59% |
| Orion Porfolio Solutions, LLC | $2.2M | 0.02% |
| MORRIS FINANCIAL CONCEPTS, INC. | $2.1M | 0.73% |
| POINCIANA ADVISORS GROUP, LLC | $2.1M | 1.62% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 0.11% |
| Vistica Wealth Advisors, LLC | $1.9M | 1.89% |
| Hill Investment Group Partners, LLC | $1.9M | 0.21% |
| Meritas Wealth Management, LLC | $1.9M | 0.85% |
| Creative Planning | $1.9M | 0.00% |
| SC&H Financial Advisors, Inc. | $1.8M | 0.27% |
| First Command Advisory Services, Inc. | $1.8M | 0.01% |
| SageOak Financial, LLC | $1.8M | 1.24% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.7M | 0.42% |
| Wheels Up Wealth, Inc. | $1.7M | 1.58% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.7M | 0.00% |
| CSP Financial Group, LLC | $1.6M | 1.64% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.6M | 1.06% |
| PARK AVENUE SECURITIES LLC | $1.6M | 0.01% |
| Three Arch Wealth Management LLC | $1.6M | 0.28% |
| Tactive Advisors, LLC | $1.6M | 0.44% |
| Vantage Point Financial LLC | $1.5M | 0.54% |
| Cyndeo Wealth Partners, LLC | $1.5M | 0.08% |
| Ridgeline Wealth, LLC | $1.5M | 1.05% |
| Optimus Capital Advisors, LLC | $1.5M | 0.87% |