| Strategic Financial Services, Inc. | $263.4M | 12.53% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $239.3M | 11.55% |
| SigFig Wealth Management, LLC | $190.9M | 5.60% |
| WELLS FARGO & COMPANY/MN | $190.0M | 0.04% |
| Plancorp, LLC | $135.9M | 3.87% |
| Annex Advisory Services, LLC | $89.9M | 1.68% |
| Ullmann Wealth Partners Group, LLC | $76.8M | 7.97% |
| Clearwater Capital Advisors, LLC | $74.5M | 6.01% |
| Modern Wealth Management, LLC | $69.8M | 1.20% |
| Kestra Investment Management, LLC | $63.6M | 1.10% |
| Compound Planning, Inc. | $51.4M | 1.58% |
| Cardinal Point Capital Management ULC | $48.3M | 2.96% |
| AMERIPRISE FINANCIAL INC | $46.5M | 0.01% |
| Integrated Wealth Concepts LLC | $44.6M | 0.36% |
| JPMORGAN CHASE & CO | $44.2M | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | $43.5M | 0.01% |
| Conrad Siegel Investment Advisors, Inc. | $35.2M | 6.35% |
| MORGAN STANLEY | $35.1M | 0.00% |
| Focus Partners Wealth | $34.8M | 0.04% |
| CORA CAPITAL ADVISORS LLC | $31.3M | 10.37% |
| Pettinga Financial Advisors LLC | $27.5M | 5.17% |
| OSAIC HOLDINGS, INC. | $26.4M | 0.04% |
| LPL Financial LLC | $24.9M | 0.01% |
| Acropolis Investment Management, LLC | $23.6M | 1.04% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.9M | 1.37% |
| Beirne Wealth Consulting Services, LLC | $17.6M | 4.98% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.6M | 0.01% |
| LifeGoal Investments, LLC | $16.6M | 9.52% |
| BANK OF AMERICA CORP /DE/ | $16.3M | 0.00% |
| FOSTER & MOTLEY INC | $14.9M | 0.77% |
| World Investment Advisors | $14.4M | 0.23% |
| Stonebridge Financial Group, LLC | $13.9M | 1.15% |
| EXCHANGE TRADED CONCEPTS, LLC | $12.3M | 0.09% |
| DDFG, Inc | $11.4M | 2.47% |
| Obsido Oy | $11.0M | 6.67% |
| HighTower Advisors, LLC | $10.9M | 0.01% |
| Parallel Advisors, LLC | $10.6M | 0.19% |
| RAYMOND JAMES FINANCIAL INC | $10.5M | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.8M | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | $9.4M | 0.00% |
| Vestmark Advisory Solutions, Inc. | $9.2M | 0.10% |
| HB Wealth Management, LLC | $9.2M | 0.06% |
| CWM, LLC | $8.7M | 0.02% |
| FMR LLC | $8.2M | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 0.01% |
| Corient Private Wealth LLC | $8.0M | 0.01% |
| EVOLVE PRIVATE WEALTH, LLC | $7.9M | 0.42% |
| ROYAL BANK OF CANADA | $7.6M | 0.00% |
| CITIGROUP INC | $7.5M | 0.00% |
| Nova R Wealth, Inc. | $6.8M | 2.16% |
| Family Capital Trust Co | $6.7M | 2.41% |
| KM Capital Management Ltd. | $6.6M | 4.45% |
| Vise Technologies, Inc. | $6.2M | 0.12% |
| AlTi Global, Inc. | $6.2M | 0.13% |
| Sterneck Capital Management, LLC | $6.2M | 2.76% |
| AQR CAPITAL MANAGEMENT LLC | $5.9M | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | $5.8M | 0.01% |
| EWA, LLC | $5.8M | 1.32% |
| Heck Capital Advisors, LLC | $5.6M | 0.41% |
| FORTE ASSET MANAGEMENT LLC | $5.5M | 2.42% |
| ShoreHaven Wealth Partners, LLC | $5.1M | 1.82% |
| Quantinno Capital Management LP | $5.0M | 0.01% |
| Wescott Financial Advisory Group, LLC | $5.0M | 0.44% |
| Kingsview Wealth Management, LLC | $4.8M | 0.07% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.7M | 0.10% |
| RHS Financial, LLC | $4.7M | 2.21% |
| StoneX Group Inc. | $4.6M | 0.25% |
| Farther Finance Advisors, LLC | $4.5M | 0.04% |
| Addison Advisors LLC | $4.4M | 0.97% |
| Cerity Partners LLC | $4.2M | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.8M | 0.07% |
| Physician Wealth Advisors, Inc. | $3.3M | 0.45% |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 0.01% |
| Wealthspire Advisors, LLC | $3.1M | 0.02% |
| ALLIANCEBERNSTEIN L.P. | $3.0M | 0.00% |
| RVW Wealth, LLC | $3.0M | 0.23% |
| EVERPAR ADVISORS LLC | $2.9M | 1.00% |
| Allworth Financial LP | $2.8M | 0.01% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $2.8M | 0.08% |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.5M | 0.50% |
| Hobbs Group Advisors, LLC | $2.4M | 0.71% |
| Stokes Family Office, LLC | $2.2M | 0.23% |
| UBS Group AG | $2.2M | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | $2.0M | 0.21% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.9M | 0.31% |
| BFI Wealth Solutions, LLC | $1.9M | 1.81% |
| MAIMON WEALTH MANAGEMENT LTD. | $1.8M | 1.57% |
| GSG Advisors LLC | $1.7M | 0.45% |
| Private Advisor Group, LLC | $1.7M | 0.01% |
| Betterment LLC | $1.6M | 0.00% |
| Merit Financial Group, LLC | $1.6M | 0.01% |
| Intelligence Driven Advisers, LLC | $1.5M | 0.27% |
| GOLDMAN SACHS GROUP INC | $1.5M | 0.00% |
| STIFEL FINANCIAL CORP | $1.5M | 0.00% |
| Creative Planning | $1.5M | 0.00% |
| Cetera Investment Advisers | $1.4M | 0.00% |
| Elevation Capital Advisory, LLC | $1.2M | 0.53% |
| Partners in Financial Planning | $1.2M | 0.21% |
| Smith Salley Wealth Management | $1.2M | 0.06% |
| MONECO ADVISORS, LLC | $1.2M | 0.10% |
| Kestra Advisory Services, LLC | $1.2M | 0.00% |
| FIRST FOUNDATION ADVISORS | $1.1M | 0.05% |
| Tower Research Capital LLC (TRC) | $1.1M | 0.03% |
| Advisory Services Network, LLC | $1.1M | 0.01% |
| Planned Solutions, Inc. | $1.1M | 0.36% |
| Herold Advisors, Inc. | $840.6K | 0.18% |
| CITADEL ADVISORS LLC | $822.1K | 0.00% |
| Kaydan Wealth Management, Inc. | $793.5K | 0.27% |
| Tranquility Partners, LLC | $785.7K | 0.30% |
| Bellwether Advisors, LLC | $741.9K | 0.13% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $740.4K | 0.11% |
| Foundations Investment Advisors, LLC | $721.5K | 0.01% |
| Sterling Investment Counsel, LLC | $718.1K | 0.20% |
| Atlas Legacy Advisors, LLC | $704.6K | 0.13% |
| Equitable Holdings, Inc. | $700.3K | 0.00% |
| Twelve Points Wealth Management LLC | $691.0K | 0.15% |
| Thrivent Financial for Lutherans | $684.0K | 0.00% |
| JGP Wealth Management, LLC | $681.2K | 0.07% |
| Savvy Advisors, Inc. | $672.8K | 0.02% |
| Atria Investments, Inc | $668.8K | 0.01% |
| Quadrant Private Wealth Management, LLC | $668.4K | 0.10% |
| &PARTNERS | $665.6K | 0.00% |
| RMR Wealth Builders | $624.6K | 0.05% |
| MML INVESTORS SERVICES, LLC | $608.3K | 0.00% |
| MARINO, STRAM & ASSOCIATES LLC | $595.4K | 0.11% |
| Kohmann Bosshard Financial Services, LLC | $577.0K | 0.06% |
| XML Financial, LLC | $542.4K | 0.04% |
| Frontier Asset Management, LLC | $532.2K | 0.11% |
| Snowden Capital Advisors LLC | $531.6K | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | $524.6K | 0.01% |
| Janney Montgomery Scott LLC | $522.0K | 0.00% |
| Parkside Financial Bank & Trust | $501.2K | 0.04% |
| CreativeOne Wealth, LLC | $485.6K | 0.01% |
| Waverly Advisors, LLC | $427.5K | 0.00% |
| Retirement Planning Group, LLC | $423.4K | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $419.4K | 0.00% |
| Versant Capital Management, Inc | $418.6K | 0.04% |
| MAI Capital Management | $403.1K | 0.00% |
| Sowell Financial Services LLC | $395.3K | 0.01% |
| Wealth Enhancement Trust Services, Inc. | $382.3K | 0.05% |
| Stonebrook Private Inc. | $380.9K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $380.0K | 0.00% |
| Capital Analysts, LLC | $368.0K | 0.01% |
| GTS SECURITIES LLC | $360.3K | 0.01% |
| IEQ CAPITAL, LLC | $359.4K | 0.00% |
| SFE Investment Counsel | $354.8K | 0.06% |
| Envestnet Portfolio Solutions, Inc. | $351.6K | 0.00% |
| NorthRock Partners, LLC | $344.4K | 0.01% |
| Brooklyn Investment Group | $344.1K | 0.01% |
| Ledyard National Bank | $340.0K | 0.03% |