| US BANCORP \DE\ | $3.7B | 4.51% |
| Creative Planning | $2.1B | 1.43% |
| HBK Sorce Advisory LLC | $1.0B | 20.05% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $958.1M | 7.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $892.5M | 0.55% |
| SEI INVESTMENTS CO | $834.0M | 0.77% |
| Betterment LLC | $733.3M | 1.39% |
| SAGE FINANCIAL GROUP INC | $592.5M | 38.55% |
| CAPTRUST FINANCIAL ADVISORS | $517.5M | 0.90% |
| Cerity Partners LLC | $491.9M | 0.69% |
| Diversified Enterprises, LLC | $466.3M | 25.53% |
| HighTower Advisors, LLC | $359.1M | 0.38% |
| JANUS HENDERSON GROUP PLC | $316.1M | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $284.7M | 0.58% |
| Koss-Olinger Consulting, LLC | $269.0M | 22.55% |
| Mariner, LLC | $266.2M | 0.31% |
| Norinchukin Bank, The | $261.0M | 3.05% |
| McAdam, LLC | $260.7M | 11.74% |
| BANK OF AMERICA CORP /DE/ | $258.4M | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | $254.6M | 0.38% |
| UBS Group AG | $244.8M | 0.04% |
| Fund Evaluation Group, LLC | $237.8M | 7.31% |
| Prime Capital Investment Advisors, LLC | $228.2M | 2.64% |
| MORGAN STANLEY | $220.7M | 0.01% |
| JMG Financial Group, Ltd. | $213.7M | 5.88% |
| Beacon Pointe Advisors, LLC | $199.2M | 1.05% |
| Kohmann Bosshard Financial Services, LLC | $194.4M | 18.92% |
| LPL Financial LLC | $193.3M | 0.05% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $191.2M | 1.62% |
| ASSETMARK, INC | $167.1M | 0.34% |
| Corient Private Wealth LLC | $165.0M | 0.24% |
| Apriem Advisors | $144.4M | 13.78% |
| Northwest Quadrant Wealth Management, LLC | $135.8M | 28.22% |
| FINANCIAL CONSULATE, INC | $133.1M | 16.59% |
| JOHNSON INVESTMENT COUNSEL INC | $131.6M | 1.06% |
| Farther Finance Advisors, LLC | $127.2M | 1.20% |
| BlueSky Wealth Advisors, LLC | $125.3M | 16.13% |
| Orgel Wealth Management, LLC | $120.3M | 2.59% |
| EVERMAY WEALTH MANAGEMENT LLC | $112.0M | 12.42% |
| ENVESTNET ASSET MANAGEMENT INC | $106.7M | 0.03% |
| Charles Schwab Trust Co | $106.7M | 6.92% |
| Steele Capital Management, Inc. | $104.8M | 4.34% |
| AQR CAPITAL MANAGEMENT LLC | $102.2M | 0.05% |
| FSA Investment Group, LLC | $97.4M | 39.21% |
| Curi Capital, LLC | $93.0M | 1.65% |
| GREENWOOD GEARHART LLC | $90.3M | 4.88% |
| Meridian Wealth Partners, LLC | $89.8M | 12.32% |
| Integrated Wealth Concepts LLC | $89.4M | 0.71% |
| CHOREO, LLC | $85.6M | 1.05% |
| OSAIC HOLDINGS, INC. | $85.2M | 0.12% |
| SIMS INVESTMENT MANAGEMENT, LLC | $84.8M | 31.15% |
| JONES FINANCIAL COMPANIES LLLP | $84.1M | 0.04% |
| Focus Partners Wealth | $82.2M | 0.09% |
| BlackRock, Inc. | $82.0M | 0.00% |
| EP Wealth Advisors, LLC | $81.7M | 0.40% |
| HB Wealth Management, LLC | $78.6M | 0.51% |
| AMERIPRISE FINANCIAL INC | $77.0M | 0.02% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $76.8M | 11.85% |
| Aptus Capital Advisors, LLC | $72.6M | 0.57% |
| Cambridge Investment Research Advisors, Inc. | $72.5M | 0.19% |
| Wealthspire Advisors, LLC | $72.4M | 0.57% |
| Cresset Asset Management, LLC | $71.9M | 0.31% |
| JPMORGAN CHASE & CO | $71.6M | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $71.1M | 4.48% |
| Baker Avenue Asset Management, LP | $69.9M | 1.58% |
| Jaffetilchin Investment Partners, LLC | $66.1M | 3.93% |
| Standpoint Asset Management, LLC | $65.7M | 15.95% |
| Savant Capital, LLC | $64.1M | 0.31% |
| Bangor Savings Bank | $62.2M | 4.97% |
| Berger Financial Group, Inc | $60.7M | 3.40% |
| Scarborough Advisors, LLC | $60.5M | 6.62% |
| NewSquare Capital LLC | $60.3M | 5.23% |
| Legacy Wealth Management, LLC | $58.5M | 3.41% |
| CacheTech Inc. | $57.9M | 11.15% |
| Financial Management Professionals, Inc. | $57.3M | 6.43% |
| Towercrest Capital Management | $55.8M | 8.69% |
| Alliance Wealth Management Group | $55.8M | 12.21% |
| Northeast Financial Group, Inc. | $54.9M | 13.59% |
| Adams Wealth Management | $54.1M | 11.87% |
| Modern Wealth Management, LLC | $54.0M | 0.92% |
| McGlone Suttner Wealth Management, Inc. | $53.8M | 7.12% |
| WELLS FARGO & COMPANY/MN | $53.8M | 0.01% |
| VALLEY NATIONAL ADVISERS INC | $52.4M | 6.79% |
| Chicago Partners Investment Group LLC | $51.5M | 1.15% |
| Pure Financial Advisors, LLC | $51.0M | 0.73% |
| Red Door Wealth Management, LLC | $49.5M | 5.15% |
| ROYAL BANK OF CANADA | $49.3M | 0.01% |
| Bleakley Financial Group, LLC | $49.0M | 0.77% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $48.7M | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $47.8M | 0.29% |
| RKL Wealth Management LLC | $47.7M | 4.30% |
| IMA Advisory Services, Inc. | $47.5M | 4.64% |
| APPLETON PARTNERS INC/MA | $47.4M | 3.30% |
| SigFig Wealth Management, LLC | $47.0M | 1.38% |
| Visionary Wealth Advisors | $46.7M | 2.07% |
| Richardson Capital Management LLC | $46.0M | 22.23% |
| HARBOUR INVESTMENTS, INC. | $45.7M | 0.70% |
| Courage Miller Partners, LLC | $44.5M | 12.56% |
| RAYMOND JAMES FINANCIAL INC | $44.3M | 0.01% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $44.0M | 5.51% |
| Quantinno Capital Management LP | $42.8M | 0.07% |
| World Investment Advisors | $42.2M | 0.68% |
| Cetera Investment Advisers | $40.8M | 0.04% |
| FIDELIS iM, LLC | $40.7M | 15.42% |
| Ascension Capital Advisors, Inc. | $40.2M | 12.67% |
| Newman Dignan & Sheerar, Inc. | $40.0M | 8.42% |
| Fortis Capital Management LLC | $38.6M | 3.95% |
| Wilmington Savings Fund Society, FSB | $38.5M | 0.92% |
| Waverly Advisors, LLC | $38.5M | 0.29% |
| FMR LLC | $37.9M | 0.00% |
| PINKERTON WEALTH, LLC | $37.8M | 3.44% |
| D.B. Root & Company, LLC | $37.7M | 9.01% |
| MORRIS FINANCIAL CONCEPTS, INC. | $37.6M | 12.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | $37.4M | 0.05% |
| Matrix Trust Co | $37.2M | 6.19% |
| Modera Wealth Management, LLC | $37.1M | 0.44% |
| Schneider Downs Wealth Management Advisors, LP | $36.6M | 4.04% |
| ACCESS FINANCIAL SERVICES, INC. | $36.6M | 12.97% |
| Ashton Thomas Private Wealth, LLC | $36.3M | 0.86% |
| Sequoia Financial Advisors, LLC | $36.2M | 0.20% |
| VALICENTI ADVISORY SERVICES INC | $36.1M | 7.87% |
| Sherwood Financial Partners, LLC | $35.2M | 31.12% |
| Foster Victor Wealth Advisors, LLC | $35.1M | 2.01% |
| SHERMAN PORFOLIOS, LLC | $35.0M | 2.69% |
| Belpointe Asset Management LLC | $34.4M | 1.26% |
| BALLAST ADVISORS LLC | $34.2M | 9.96% |
| FPC INVESTMENT ADVISORY, INC. | $34.1M | 17.03% |
| Ashford Advisors, LLC | $34.0M | 7.93% |
| Cornerstone Wealth Group, LLC | $34.0M | 2.18% |
| St. Louis Trust Co | $34.0M | 3.96% |
| L2 Asset Management, LLC | $33.7M | 3.20% |
| Athena Investment Management | $33.5M | 17.38% |
| Bernard Wealth Management Corp. | $33.4M | 14.26% |
| Dynamic Advisor Solutions LLC | $32.9M | 1.04% |
| Fortis Capital Advisors, LLC | $32.7M | 4.29% |
| Embree Financial Group | $32.4M | 3.81% |
| Gleason Group, Inc. | $32.2M | 3.19% |
| HRC WEALTH MANAGEMENT, LLC | $32.2M | 15.22% |
| Ethos Financial Group, LLC | $31.8M | 2.33% |
| MAI Capital Management | $31.4M | 0.18% |
| STIFEL FINANCIAL CORP | $31.1M | 0.03% |
| Perigon Wealth Management, LLC | $30.9M | 0.56% |
| Powers Advisory Group, LLC | $30.9M | 10.88% |
| Anchor Investment Management, LLC | $30.6M | 2.55% |
| Christensen, King & Associates Investment Services, Inc. | $29.5M | 12.64% |
| Csenge Advisory Group | $28.9M | 1.32% |
| GOLDMAN SACHS GROUP INC | $28.9M | 0.00% |
| OneDigital Investment Advisors LLC | $28.8M | 0.28% |
| Gordian Advisors LLC | $28.3M | 18.85% |
| Provident Wealth Management, LLC | $27.7M | 8.37% |