| Focus Partners Wealth | $50.8M | 0.06% |
| MASECO LLP | $41.8M | 1.31% |
| AWM CAPITAL, LLC | $39.5M | 3.57% |
| Quantum Financial Advisors, LLC | $35.6M | 4.00% |
| Pathstone Holdings, LLC | $33.7M | 0.13% |
| Francis Financial, Inc. | $32.2M | 5.97% |
| Abacus Wealth Partners, LLC | $24.9M | 2.27% |
| EP Wealth Advisors, LLC | $17.6M | 0.09% |
| Five Oceans Advisors | $17.1M | 6.20% |
| Citrine Capital LLC | $16.5M | 7.17% |
| Retirement Solution LLC | $14.8M | 3.51% |
| Apella Capital, LLC | $13.3M | 0.20% |
| JANE STREET GROUP, LLC | $11.7M | 0.00% |
| Savant Capital, LLC | $11.5M | 0.06% |
| Forum Financial Management, LP | $11.2M | 0.16% |
| Elser Financial Planning, Inc | $9.9M | 0.48% |
| Balanced Rock Investment Advisors LLC | $9.1M | 6.36% |
| Greenspring Advisors, LLC | $9.0M | 0.55% |
| Allodium Investment Consultants, LLC | $8.2M | 3.94% |
| HILL ISLAND FINANCIAL LLC | $8.2M | 1.99% |
| MERCER GLOBAL ADVISORS INC /ADV | $7.8M | 0.01% |
| Planning Center, Inc. | $7.7M | 0.78% |
| New Capital Management LP | $7.6M | 1.88% |
| Pure Financial Advisors, LLC | $6.6M | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 0.01% |
| Wealth Architects, LLC | $6.4M | 0.57% |
| Focus Partners Advisor Solutions, LLC | $5.8M | 0.06% |
| Beacon Pointe Advisors, LLC | $5.6M | 0.03% |
| QUARRY HILL ADVISORS, LLC | $5.5M | 2.28% |
| RAM Investment Partners, LLC | $5.3M | 0.93% |
| Betterment LLC | $4.9M | 0.01% |
| OneDigital Investment Advisors LLC | $4.7M | 0.05% |
| Perigon Wealth Management, LLC | $4.7M | 0.09% |
| Triune Financial Partners, LLC | $4.7M | 1.11% |
| Angeles Investment Advisors, LLC | $4.7M | 0.31% |
| TCI Wealth Advisors, Inc. | $4.6M | 0.24% |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 0.00% |
| Donalies Financial Planning, LLC | $4.3M | 3.69% |
| Corient Private Wealth LLC | $4.2M | 0.01% |
| BROWN ADVISORY INC | $4.1M | 0.01% |
| Laurel Wealth Planning LLC | $4.0M | 2.12% |
| Garde Capital, Inc. | $4.0M | 0.24% |
| Addison Advisors LLC | $3.9M | 0.87% |
| Asset Dedication, LLC | $3.9M | 0.28% |
| Aspen Capital Management, LLC | $3.9M | 0.96% |
| RW Investment Management LLC | $3.6M | 0.35% |
| Sequoia Financial Advisors, LLC | $3.6M | 0.02% |
| Simplicity Wealth,LLC | $3.2M | 0.18% |
| Momentous Wealth Management, Inc. | $3.2M | 1.81% |
| Cardinal Point Capital Management ULC | $3.1M | 0.19% |
| Rockbridge Investment Management, LCC | $2.9M | 0.26% |
| Equita Financial Network, Inc. | $2.8M | 0.88% |
| Truepoint, Inc. | $2.7M | 0.06% |
| Revolve Wealth Partners, LLC | $2.7M | 0.35% |
| Bank of New York Mellon Corp | $2.5M | 0.00% |
| Wealthspire Advisors, LLC | $2.5M | 0.02% |
| FLOW TRADERS U.S. LLC | $2.3M | 0.07% |
| Broadhurst Jeffrey B | $2.2M | 2.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 0.00% |
| Foster Group, Inc. | $2.1M | 0.06% |
| Cambridge Financial Group, LLC | $2.0M | 0.67% |
| Henrickson Nauta Wealth Advisors, Inc. | $2.0M | 0.56% |
| Creative Capital Management Investments LLC | $2.0M | 0.56% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $1.9M | 0.36% |
| LPL Financial LLC | $1.8M | 0.00% |
| Cerity Partners LLC | $1.8M | 0.00% |
| Syverson Strege & Co | $1.8M | 0.44% |
| Parkside Financial Bank & Trust | $1.7M | 0.13% |
| Trellis Wealth Advisors LLC | $1.7M | 0.63% |
| MB Generational Wealth, LLC | $1.6M | 0.90% |
| Northland Capital Management LLC | $1.6M | 0.88% |
| Level Financial Advisors | $1.5M | 0.38% |
| Premier Financial Group | $1.4M | 0.36% |
| Wheels Up Wealth, Inc. | $1.4M | 1.34% |
| Longview Financial Advisors LLC | $1.4M | 0.75% |
| NWAM LLC | $1.4M | 0.08% |
| CAHILL FINANCIAL ADVISORS INC | $1.3M | 0.14% |
| MML INVESTORS SERVICES, LLC | $1.3M | 0.00% |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.3M | 0.17% |
| Cordant, Inc. | $1.3M | 0.52% |
| HighTower Advisors, LLC | $1.2M | 0.00% |
| Modern Wealth Management, LLC | $1.2M | 0.02% |
| Root Financial Partners, LLC | $1.2M | 0.06% |
| DiNuzzo Private Wealth, Inc. | $1.2M | 0.13% |
| Chicago Partners Investment Group LLC | $1.2M | 0.03% |
| SOL Capital Management CO | $1.2M | 0.57% |
| Farther Finance Advisors, LLC | $1.2M | 0.01% |
| BetterWealth, LLC | $1.1M | 0.22% |
| Wealth Management Strategies, Inc. | $1.1M | 0.48% |
| Corus Family Wealth Advisors | $1.1M | 0.86% |
| Babb Wealth Advisors LLC | $1.1M | 0.57% |
| CGN Advisors LLC | $1.0M | 0.08% |
| Financial Connections Group, Inc. | $969.0K | 0.34% |
| Bridgewater Advisors Inc. | $894.2K | 0.05% |
| Vise Technologies, Inc. | $828.5K | 0.02% |
| Kestra Advisory Services, LLC | $827.0K | 0.00% |
| Flagstone Financial Management | $811.2K | 0.20% |
| GRAND WEALTH MANAGEMENT, LLC | $811.1K | 0.38% |
| Clearstead Advisors, LLC | $787.1K | 0.01% |
| North Ridge Wealth Advisors, Inc. | $760.2K | 0.43% |
| Shira Ridge Wealth Management | $753.0K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $752.7K | 0.00% |
| Modera Wealth Management, LLC | $733.5K | 0.01% |
| Meritas Wealth Management, LLC | $731.6K | 0.33% |
| Petersen Hastings Wealth Advisors Inc. | $728.9K | 0.07% |
| von Borstel & Associates, Inc. | $726.0K | 0.17% |
| Sensenig Capital Advisors, Inc | $717.3K | 0.74% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $716.6K | 0.64% |
| HANCOCK WHITNEY CORP | $706.4K | 0.01% |
| Trademark Financial Management, LLC | $704.3K | 0.35% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $692.8K | 0.14% |
| COMPASS CAPITAL CORP /MA/ /ADV | $676.1K | 0.24% |
| Samalin Investment Counsel, LLC | $672.8K | 0.24% |
| Composition Wealth, LLC | $669.6K | 0.01% |
| Sellwood Investment Partners LLC | $667.5K | 0.26% |
| WPWealth LLP | $655.6K | 0.10% |
| United Wealth Management, LLC | $627.7K | 0.16% |
| Wealth Advisors Northwest LLC | $604.8K | 0.25% |
| Foundation Wealth Management, LLC\PA | $588.7K | 0.21% |
| XY Planning Network, Inc. | $578.7K | 0.09% |
| MORRIS FINANCIAL CONCEPTS, INC. | $575.5K | 0.20% |
| Joel Adams & Associates, Inc. | $552.5K | 0.41% |
| Waverly Advisors, LLC | $551.8K | 0.00% |
| Private Advisor Group, LLC | $541.6K | 0.00% |
| Glassman Wealth Services | $532.0K | 0.07% |
| AdvisorNet Financial, Inc | $531.5K | 0.03% |
| Rehmann Capital Advisory Group | $526.1K | 0.03% |
| Investment Advisory Group, LLC | $520.4K | 0.13% |
| Hill Investment Group Partners, LLC | $519.8K | 0.06% |
| Freedom Financial Partners LLC | $505.8K | 0.18% |
| Burton Enright Welch | $500.9K | 0.07% |
| Vermillion Wealth Management, Inc. | $500.3K | 0.20% |
| EnRich Financial Partners LLC | $500.0K | 0.13% |
| ELEVATION WEALTH PARTNERS, LLC | $496.4K | 0.18% |
| McGrath & Associates, Inc. | $485.1K | 0.71% |
| OSAIC HOLDINGS, INC. | $479.8K | 0.00% |
| Financial Plan, Inc. | $475.0K | 0.05% |
| First Financial Group Corp | $471.3K | 0.38% |
| FAMILY WEALTH PARTNERS, LLC | $465.3K | 0.16% |
| Passive Capital Management, LLC. | $453.7K | 0.14% |
| BANK OF MONTREAL /CAN/ | $451.8K | 0.00% |
| VESTIA PERSONAL WEALTH ADVISORS | $448.5K | 0.21% |
| Mills Wealth Advisors LLC | $446.1K | 0.16% |
| Caprock Group, LLC | $438.5K | 0.01% |
| ROBINSON SMITH WEALTH ADVISORS LLC | $438.0K | 0.30% |
| Aerodigm Wealth, LLC | $434.8K | 0.16% |
| Morling Financial Advisors, LLC | $429.6K | 0.13% |
| Envision Financial Planning, LLC | $416.1K | 0.15% |
| Old Peak Finance LLC | $413.1K | 0.24% |
| Monument Group Wealth Advisors, LLC | $407.3K | 0.23% |