| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6B | 1.01% |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2B | 1.74% |
| PNC FINANCIAL SERVICES GROUP, INC. | $868.5M | 0.50% |
| Focus Partners Wealth | $714.9M | 0.80% |
| Savant Capital, LLC | $462.2M | 2.23% |
| EP Wealth Advisors, LLC | $381.4M | 1.88% |
| NORTHERN TRUST CORP | $381.1M | 0.05% |
| Focus Partners Advisor Solutions, LLC | $319.6M | 3.22% |
| Corient Private Wealth LLC | $286.9M | 0.41% |
| RAYMOND JAMES FINANCIAL INC | $250.7M | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | $221.0M | 0.06% |
| Farther Finance Advisors, LLC | $214.4M | 2.02% |
| Kestra Investment Management, LLC | $212.5M | 3.66% |
| Plancorp, LLC | $202.0M | 5.74% |
| Index Fund Advisors, Inc. | $187.4M | 8.43% |
| Creative Planning | $180.2M | 0.12% |
| BANK OF AMERICA CORP /DE/ | $179.3M | 0.01% |
| HighTower Advisors, LLC | $177.8M | 0.19% |
| Cerity Partners LLC | $169.6M | 0.24% |
| Foster Group, Inc. | $154.7M | 4.60% |
| JONES FINANCIAL COMPANIES LLLP | $135.7M | 0.07% |
| LPL Financial LLC | $123.2M | 0.03% |
| Modera Wealth Management, LLC | $117.9M | 1.41% |
| JANE STREET GROUP, LLC | $113.3M | 0.01% |
| UBS Group AG | $111.9M | 0.02% |
| Apella Capital, LLC | $105.3M | 1.56% |
| Cetera Investment Advisers | $98.4M | 0.10% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $94.2M | 1.63% |
| Confluence Wealth Services, Inc. | $93.9M | 3.64% |
| Team Hewins, LLC | $93.0M | 27.63% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $88.3M | 7.95% |
| TCI Wealth Advisors, Inc. | $85.0M | 4.52% |
| CHOREO, LLC | $77.7M | 0.95% |
| ROYAL BANK OF CANADA | $77.2M | 0.01% |
| Beacon Pointe Advisors, LLC | $74.1M | 0.39% |
| Evanson Asset Management, LLC | $74.0M | 3.97% |
| Wealth Management Nebraska | $70.1M | 7.10% |
| Falcon Wealth Planning | $66.5M | 4.53% |
| Sequoia Financial Advisors, LLC | $65.7M | 0.37% |
| DIXON FNANCIAL SERVICES, INC. | $65.6M | 29.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $63.6M | 0.13% |
| Beaird Harris Wealth Management, LLC | $60.6M | 4.12% |
| True Link Financial Advisors, LLC | $59.1M | 3.65% |
| Petersen Hastings Wealth Advisors Inc. | $59.1M | 5.41% |
| EXENCIAL WEALTH ADVISORS, LLC | $57.3M | 1.78% |
| CWM, LLC | $57.0M | 0.15% |
| Washington Trust Bank | $56.9M | 4.20% |
| Smartleaf Asset Management LLC | $55.7M | 2.01% |
| MASECO LLP | $53.7M | 1.68% |
| EARNED WEALTH ADVISORS, LLC | $53.3M | 3.57% |
| WELLS FARGO & COMPANY/MN | $53.2M | 0.01% |
| Verus Financial Partners, Inc. | $46.8M | 4.20% |
| KEB ASSET MANAGEMENT, LLC | $46.8M | 8.97% |
| Root Financial Partners, LLC | $46.1M | 2.13% |
| Mariner, LLC | $45.0M | 0.05% |
| SAX WEALTH ADVISORS, LLC | $44.7M | 2.17% |
| Strategic Financial Services, Inc. | $44.0M | 2.09% |
| ECLECTIC ASSOCIATES INC /ADV | $41.8M | 5.54% |
| Parkwoods Wealth Partners, LLC | $40.6M | 9.94% |
| Wealth Architects, LLC | $38.3M | 3.42% |
| Premier Financial Group | $37.8M | 9.51% |
| Equitable Holdings, Inc. | $37.7M | 0.24% |
| TruWealth Advisors, LLC | $37.7M | 1.81% |
| McGlone Suttner Wealth Management, Inc. | $37.2M | 4.92% |
| Vise Technologies, Inc. | $36.6M | 0.72% |
| Pallas Capital Advisors LLC | $36.4M | 1.37% |
| Forvis Mazars Wealth Advisors, LLC | $36.1M | 0.69% |
| Planning Center, Inc. | $35.6M | 3.60% |
| Hudock, Inc. | $35.0M | 5.15% |
| TRUIST FINANCIAL CORP | $35.0M | 0.05% |
| Trinity Financial Advisors LLC | $34.9M | 9.95% |
| LANDAAS & CO /WI /ADV | $33.4M | 7.32% |
| FIDUCIARY FINANCIAL GROUP, LLC | $32.1M | 4.25% |
| Quent Capital, LLC | $31.5M | 2.23% |
| TOBIAS FINANCIAL ADVISORS, INC. | $31.5M | 4.38% |
| Hill Investment Group Partners, LLC | $31.3M | 3.46% |
| M Holdings Securities, Inc. | $31.1M | 2.10% |
| Three Arch Wealth Management LLC | $30.9M | 5.56% |
| SACHEM HILL LLC | $30.3M | 5.86% |
| JPMORGAN CHASE & CO | $30.1M | 0.00% |
| Baird Financial Group, Inc. | $29.8M | 0.05% |
| PEAPACK GLADSTONE FINANCIAL CORP | $29.1M | 0.37% |
| Rockefeller Capital Management L.P. | $28.1M | 0.05% |
| Allworth Financial LP | $27.4M | 0.11% |
| Acropolis Investment Management, LLC | $26.8M | 1.19% |
| Kestra Advisory Services, LLC | $25.7M | 0.10% |
| First Command Advisory Services, Inc. | $25.5M | 0.17% |
| Financially in Tune, LLC | $23.6M | 20.29% |
| COWA, LLC | $23.4M | 6.32% |
| Factor Wealth Management LTD | $23.3M | 4.39% |
| BAYSHORE ASSET MANAGEMENT, LLC | $23.2M | 9.23% |
| PINNEY & SCOFIELD, INC. | $22.4M | 12.09% |
| Prism Advisors, Inc. | $22.0M | 5.88% |
| MML INVESTORS SERVICES, LLC | $21.6M | 0.06% |
| Wescott Financial Advisory Group, LLC | $21.3M | 1.87% |
| MASON STREET ADVISORS, LLC | $21.3M | 2.08% |
| AQR CAPITAL MANAGEMENT LLC | $21.3M | 0.01% |
| Disciplined Equity Management, Inc. | $21.1M | 10.60% |
| Squire Investment Management Company, LLC | $21.0M | 5.83% |
| DOPKINS WEALTH MANAGEMENT, LLC | $20.4M | 8.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 0.03% |
| CFS Investment Advisory Services, LLC | $20.4M | 1.41% |
| LRI Investments, LLC | $20.4M | 1.81% |
| Navigoe, LLC | $20.3M | 11.99% |
| Embree Financial Group | $20.2M | 2.38% |
| Forum Financial Management, LP | $19.9M | 0.28% |
| VESTIA PERSONAL WEALTH ADVISORS | $19.8M | 9.29% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $19.7M | 3.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $19.3M | 0.14% |
| Capital Analysts, LLC | $19.3M | 0.51% |
| ShankerValleau Wealth Advisors, Inc. | $19.2M | 5.42% |
| McLean Asset Management Corp | $18.9M | 3.31% |
| CLARIS ADVISORS, LLC / MO / | $18.9M | 5.66% |
| VeraBank, N.A. | $18.2M | 3.33% |
| Shearwater Capital LLC | $18.1M | 9.48% |
| OSAIC HOLDINGS, INC. | $18.0M | 0.03% |
| Meritas Wealth Management, LLC | $17.8M | 8.06% |
| Penserra Capital Management LLC | $17.8M | 0.21% |
| Cambridge Investment Research Advisors, Inc. | $17.6M | 0.05% |
| Rather & Kittrell, Inc. | $17.5M | 2.70% |
| CAPTRUST FINANCIAL ADVISORS | $17.5M | 0.03% |
| Apeiron RIA LLC | $17.4M | 4.04% |
| B&D White Capital Company, LLC | $17.2M | 2.13% |
| Disciplined Investments, LLC | $17.0M | 6.11% |
| Peirce Capital Management, LLC | $17.0M | 6.63% |
| Financial Connections Group, Inc. | $16.9M | 5.89% |
| EnRich Financial Partners LLC | $16.8M | 4.45% |
| Sterling Financial Planning, Inc. | $16.3M | 4.82% |
| Invst, LLC | $16.0M | 1.81% |
| GREAT OAK CAPITAL PARTNERS, LLC | $15.8M | 3.68% |
| BlueSky Wealth Advisors, LLC | $15.7M | 2.02% |
| Pathstone Holdings, LLC | $15.7M | 0.06% |
| JDH Wealth Management, LLC | $15.4M | 10.39% |
| ALLEN WEALTH MANAGEMENT, LLC | $15.4M | 7.71% |
| Integrated Wealth Concepts LLC | $15.3M | 0.12% |
| STIFEL FINANCIAL CORP | $15.3M | 0.01% |
| Merit Financial Group, LLC | $15.3M | 0.11% |
| Fonville Wealth Management LLC | $15.2M | 2.90% |
| Ruedi Wealth Management, Inc. | $15.2M | 3.91% |
| KM Capital Management Ltd. | $14.6M | 9.84% |
| Mraz, Amerine & Associates, Inc. | $14.2M | 2.10% |
| Capstone Wealth Management, LLC | $14.0M | 9.74% |
| Lauterbach Financial Advisors, LLC | $13.8M | 6.73% |
| Guardian Wealth Management, LLC | $13.7M | 4.17% |
| Visionary Wealth Advisors | $13.3M | 0.59% |
| Robinswood Financial LLC | $13.2M | 4.14% |
| Destiny Wealth Partners, LLC | $13.0M | 1.42% |
| Savvy Advisors, Inc. | $12.9M | 0.34% |
| ELEVATE WEALTH ADVISORY, INC | $12.9M | 8.11% |
| MONOGRAPH WEALTH ADVISORS, LLC | $12.7M | 1.21% |