| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $69.3M | 4.47% |
| Professional Financial Advisors, LLC | $69.0M | 14.06% |
| VOYA INVESTMENT MANAGEMENT LLC | $69.0M | 0.07% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $68.1M | 0.12% |
| Savvy Advisors, Inc. | $67.1M | 1.79% |
| Trust Co | $66.0M | 6.19% |
| Robertson Stephens Wealth Management, LLC | $65.7M | 1.84% |
| PARK AVENUE SECURITIES LLC | $65.7M | 0.51% |
| Sand Hill Global Advisors, LLC | $65.6M | 2.21% |
| Bell Bank | $65.2M | 2.76% |
| Prentice Wealth Management LLC | $64.7M | 14.60% |
| Permanent Capital Management, LP | $64.2M | 9.98% |
| CWM, LLC | $63.1M | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $62.5M | 0.77% |
| Lido Advisors, LLC | $61.7M | 0.19% |
| MATHER GROUP, LLC. | $61.6M | 0.61% |
| McKinley Carter Wealth Services, Inc. | $61.6M | 3.55% |
| Octavia Wealth Advisors, LLC | $60.9M | 5.83% |
| EVOKE WEALTH, LLC | $60.5M | 1.09% |
| Kestra Advisory Services, LLC | $60.5M | 0.23% |
| Focus Financial Network, Inc. | $60.4M | 2.17% |
| Gotham Asset Management, LLC | $60.3M | 0.18% |
| Pinnacle Financial Partners, Inc. | $58.9M | 0.45% |
| ASSETMARK, INC | $58.6M | 0.12% |
| Rock Creek Group LLC | $58.5M | 5.92% |
| Chaney Capital Management, Inc. | $57.2M | 20.15% |
| Adaptive Financial Consulting, LLC | $57.0M | 21.83% |
| BOKF, NA | $56.5M | 0.86% |
| Cullen/Frost Bankers, Inc. | $55.5M | 0.63% |
| Allworth Financial LP | $55.4M | 0.22% |
| Smartleaf Asset Management LLC | $54.6M | 1.97% |
| Bricktown Capital, LLC | $53.8M | 10.60% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $53.2M | 7.29% |
| Equitable Holdings, Inc. | $53.2M | 0.34% |
| Vestmark Advisory Solutions, Inc. | $53.0M | 0.59% |
| Summit Trail Advisors, LLC | $53.0M | 0.76% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $53.0M | 5.12% |
| Horizon Investments, LLC | $52.2M | 0.58% |
| GoalFusion Wealth Management, LLC | $52.0M | 23.58% |
| CITADEL ADVISORS LLC | $51.4M | 0.01% |
| Mascoma Wealth Management LLC | $50.3M | 10.40% |
| FORM Wealth Advisors, LLC | $50.3M | 5.89% |
| MAI Capital Management | $50.1M | 0.28% |
| Liquid Strategies, LLC | $49.5M | 10.64% |
| TD PRIVATE CLIENT WEALTH LLC | $49.1M | 1.02% |
| Atria Investments, Inc | $49.1M | 0.55% |
| SCOTIA CAPITAL INC. | $48.5M | 0.20% |
| Private Advisor Group, LLC | $48.0M | 0.23% |
| LOWE BROCKENBROUGH & CO INC | $48.0M | 2.39% |
| Composition Wealth, LLC | $47.9M | 0.66% |
| Legacy Wealth Partners, LLC | $47.8M | 11.98% |
| Abound Wealth Management | $47.7M | 10.85% |
| Fort Point Capital Partners LLC | $47.5M | 5.80% |
| Twele Capital Management, Inc. | $47.2M | 8.41% |
| Single Point Partners, LLC | $47.0M | 9.35% |
| Rockefeller Capital Management L.P. | $46.5M | 0.08% |
| Gridiron Partners, LLC | $46.3M | 28.27% |
| Legacy Financial Strategies, LLC | $46.2M | 8.34% |
| Boston Partners | $45.3M | 0.05% |
| Black Diamond Financial, LLC | $44.6M | 4.87% |
| AMARILLO NATIONAL BANK | $44.6M | 7.88% |
| MTC Wealth Management LLC | $44.6M | 21.18% |
| Fiduciary Group, LLC | $44.5M | 3.80% |
| Cornerstone Management, Inc. | $44.3M | 7.05% |
| James J. Burns & Company, LLC | $44.2M | 6.00% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $43.5M | 0.66% |
| Ascent Group, LLC | $43.5M | 1.50% |
| EVOLVE PRIVATE WEALTH, LLC | $43.0M | 2.30% |
| DB Fitzpatrick & Co, Inc | $42.7M | 36.57% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $42.5M | 6.16% |
| Beirne Wealth Consulting Services, LLC | $42.3M | 11.96% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $42.2M | 6.13% |
| Wealthspire Retirement, LLC | $42.1M | 2.52% |
| Smithfield Trust Co | $41.5M | 1.81% |
| Concurrent Investment Advisors, LLC | $40.9M | 0.44% |
| CIBC Bancorp USA Inc. | $40.7M | 0.05% |
| Towercrest Capital Management | $40.5M | 6.32% |
| Arbor Investment Advisors, LLC | $40.4M | 5.26% |
| Buck Wealth Strategies, LLC | $40.4M | 4.99% |
| Wealthcare Advisory Partners LLC | $40.3M | 0.78% |
| WHI TRUST Co LLC | $40.2M | 30.27% |
| Tower Research Capital LLC (TRC) | $39.7M | 1.03% |
| eCIO, Inc. | $39.7M | 17.45% |
| BRAVE ASSET MANAGEMENT INC | $39.7M | 9.29% |
| FULTON BREAKEFIELD BROENNIMAN LLC | $39.5M | 2.58% |
| M&T Bank Corp | $39.4M | 0.13% |
| RHUMBLINE ADVISERS | $39.2M | 0.03% |
| SYON CAPITAL LLC | $39.1M | 1.97% |
| Lifestyle Asset Management, Inc. | $39.1M | 12.77% |
| Cresset Asset Management, LLC | $38.9M | 0.17% |
| VICUS CAPITAL | $38.8M | 2.85% |
| Baird Financial Group, Inc. | $38.5M | 0.06% |
| Discipline Wealth Solutions, LLC | $38.5M | 4.05% |
| EARNED WEALTH ADVISORS, LLC | $37.7M | 2.52% |
| FLAGSHIP HARBOR ADVISORS, LLC | $37.3M | 1.64% |
| First Business Financial Services, Inc. | $37.3M | 3.32% |
| Prosperity Consulting Group, LLC | $37.2M | 1.66% |
| Verdence Capital Advisors LLC | $36.7M | 2.14% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $36.7M | 1.51% |
| Visionary Wealth Advisors | $36.7M | 1.62% |
| Lineweaver Wealth Advisors, LLC | $36.5M | 4.92% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $36.4M | 3.78% |
| Provenance Wealth Advisors, LLC | $36.4M | 3.85% |
| BRIGHT FINANCIAL ADVISORS, INC. | $35.8M | 16.43% |
| TECTONIC ADVISORS LLC | $35.8M | 1.89% |
| INTEGRITY ALLIANCE, LLC. | $35.7M | 1.36% |
| First Bank & Trust | $35.5M | 5.72% |
| Financial Engines Advisors L.L.C. | $35.4M | 0.07% |
| Ameritas Investment Partners, Inc. | $35.4M | 1.09% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $35.1M | 0.25% |
| Daybright Advisory Services, Inc. | $35.0M | 9.69% |
| LVZ, Inc. | $34.7M | 3.96% |
| Acumen Wealth Advisors, LLC | $34.5M | 9.29% |
| Passaic Partners LLC | $34.4M | 3.22% |
| Tandem Wealth Advisors LLC | $34.1M | 15.22% |
| UNITED BANK | $34.1M | 4.36% |
| AdvisorNet Financial, Inc | $33.6M | 1.74% |
| Perigon Wealth Management, LLC | $33.5M | 0.61% |
| UNIQUE WEALTH, LLC | $33.3M | 4.61% |
| Global Endowment Management, LP | $33.2M | 3.71% |
| Advisory Services Network, LLC | $33.1M | 0.44% |
| Fund Evaluation Group, LLC | $32.6M | 1.00% |
| NewEdge Wealth, LLC | $32.5M | 0.39% |
| SVB WEALTH LLC | $32.2M | 2.12% |
| Parallel Advisors, LLC | $32.2M | 0.58% |
| GREAT VALLEY ADVISOR GROUP, INC. | $31.9M | 0.58% |
| a16z Perennial Management, L.P. | $31.9M | 2.65% |
| Summit Financial, LLC | $31.9M | 0.41% |
| FIRST MERCHANTS CORP | $31.5M | 1.20% |
| ETF Portfolio Partners, Inc. | $31.5M | 8.26% |
| P/E Global LLC | $31.1M | 2.45% |
| Summit Asset Management, LLC | $30.9M | 4.31% |
| NorthRock Partners, LLC | $30.8M | 0.50% |
| First Citizens Asset Management, Inc. | $30.7M | 10.87% |
| Spire Wealth Management | $30.5M | 1.04% |
| BROWN ADVISORY INC | $30.4M | 0.05% |
| Marquette Asset Management, LLC | $30.3M | 4.53% |
| Fort Henry Capital, LLC | $30.3M | 18.30% |
| Caliber Wealth Management, LLC / KS | $30.2M | 3.31% |
| Heartwood Wealth Advisors LLC | $29.9M | 2.61% |
| Compound Planning, Inc. | $29.7M | 0.91% |
| TIAA TRUST, NATIONAL ASSOCIATION | $29.6M | 1.80% |
| Markin Asset Management, LP | $29.2M | 32.08% |
| Avior Wealth Management, LLC | $29.1M | 0.83% |
| Sequent Planning LLC | $29.0M | 7.01% |
| Sanctuary Advisors, LLC | $29.0M | 0.16% |
| FOUNDERS FINANCIAL SECURITIES LLC | $28.8M | 1.63% |
| COUNTRY TRUST BANK | $28.8M | 0.55% |
| Grey Fox Wealth Advisors, LLC | $28.7M | 5.55% |
| Pure Financial Advisors, LLC | $28.3M | 0.41% |