| Modera Wealth Management, LLC | $14.4M | 0.17% |
| Henderson Brothers Financial Partners, LLC | $14.2M | 3.60% |
| SJS Investment Consulting Inc. | $14.2M | 1.73% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $14.2M | 1.77% |
| Destiny Wealth Partners, LLC | $14.1M | 1.54% |
| HORAN Wealth, LLC | $14.1M | 1.34% |
| Allworth Financial LP | $14.0M | 0.06% |
| ERn Financial, LLC | $13.9M | 2.62% |
| Horst & Graben Wealth Management LLC | $13.9M | 1.91% |
| Hill Investment Group Partners, LLC | $13.4M | 1.48% |
| World Investment Advisors | $13.3M | 0.22% |
| Fort Vancouver Investment Management, LLC | $13.3M | 6.77% |
| Team Hewins, LLC | $13.2M | 3.93% |
| Gateway Wealth Partners, LLC | $12.9M | 0.50% |
| Larson Financial Group LLC | $12.9M | 0.41% |
| Invariant Investment Management | $12.7M | 7.82% |
| CARDIFF PARK ADVISORS, LLC | $12.6M | 1.01% |
| Indivisible Partners | $12.5M | 1.11% |
| GRAND WEALTH MANAGEMENT, LLC | $12.4M | 5.86% |
| EXCHANGE TRADED CONCEPTS, LLC | $12.4M | 0.09% |
| BOYUM WEALTH ARCHITECTS LLC | $12.4M | 5.17% |
| Three Arch Wealth Management LLC | $12.3M | 2.22% |
| Symphony Financial, Ltd. Co. | $12.2M | 1.62% |
| CAHILL FINANCIAL ADVISORS INC | $12.2M | 1.32% |
| DEFINE FINANCIAL, LLC | $12.2M | 6.62% |
| NATIXIS ADVISORS, LLC | $12.1M | 0.02% |
| Higgins & Schmidt Wealth Strategies LLC | $11.9M | 5.45% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $11.7M | 3.33% |
| ABLE Financial Group, LLC | $11.3M | 2.22% |
| Prosperity Planning, Inc. | $11.3M | 2.87% |
| Choice Wealth Advisors LLC | $11.2M | 4.40% |
| Richmond Investment Services, LLC | $11.1M | 1.79% |
| FIDELIS CAPITAL PARTNERS, LLC | $10.9M | 0.78% |
| Mason & Associates Inc | $10.9M | 2.11% |
| Echo Wealth Management, LLC | $10.9M | 6.26% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $10.7M | 1.61% |
| ShoreHaven Wealth Partners, LLC | $10.7M | 3.84% |
| Freedom Financial Partners LLC | $10.7M | 3.80% |
| Henrickson Nauta Wealth Advisors, Inc. | $10.7M | 2.99% |
| Cambridge Investment Research Advisors, Inc. | $10.7M | 0.03% |
| Great Diamond Partners, LLC | $10.6M | 2.05% |
| Certified Advisory Corp | $10.6M | 0.95% |
| INVENIO WEALTH PARTNERS LLC | $10.5M | 4.19% |
| Shotwell Rutter Baer Inc | $10.5M | 6.16% |
| Verum Partners LLC | $10.4M | 1.98% |
| STIFEL FINANCIAL CORP | $10.3M | 0.01% |
| SOL Capital Management CO | $10.3M | 4.98% |
| Torren Management, LLC | $10.2M | 5.06% |
| Oak Wealth Advisors LLC | $10.2M | 5.58% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $10.1M | 1.13% |
| Advisor OS, LLC | $10.1M | 0.73% |
| One Wealth Advisors, LLC | $10.0M | 1.25% |
| Buck Wealth Strategies, LLC | $10.0M | 1.23% |
| Tortoise Investment Management, LLC | $9.9M | 0.82% |
| NOTTINGHAM ADVISORS, INC. | $9.9M | 1.27% |
| Passive Capital Management, LLC. | $9.8M | 2.92% |
| Hamilton Point Investment Advisors, LLC | $9.7M | 1.49% |
| EWA, LLC | $9.5M | 2.16% |
| Visionary Horizons, LLC | $9.5M | 4.66% |
| MJP ASSOCIATES INC /ADV | $9.4M | 1.14% |
| Cornerstone Wealth Group, LLC | $9.3M | 0.60% |
| CFS Investment Advisory Services, LLC | $9.3M | 0.64% |
| Equitable Holdings, Inc. | $9.2M | 0.06% |
| Evelyn Partners Asset Management Ltd | $9.2M | 2.27% |
| Dunhill Financial, LLC | $9.0M | 2.11% |
| Ashton Thomas Private Wealth, LLC | $8.9M | 0.21% |
| Pacific Life Fund Advisors LLC | $8.9M | 1.03% |
| 55 North Private Wealth, LLC | $8.9M | 2.28% |
| BetterWealth, LLC | $8.8M | 1.72% |
| Stonebrook Private Inc. | $8.7M | 1.86% |
| Carrera Capital Advisors | $8.6M | 1.32% |
| AQR CAPITAL MANAGEMENT LLC | $8.6M | 0.00% |
| ELEVATION WEALTH PARTNERS, LLC | $8.5M | 3.06% |
| FIRST HAWAIIAN BANK | $8.5M | 1.19% |
| Disciplina Capital Management LLC | $8.5M | 0.90% |
| Highland Financial Advisors, LLC | $8.5M | 2.24% |
| True North Advisors, LLC | $8.4M | 0.96% |
| Cooper Financial Group | $8.4M | 0.85% |
| COLLECTIVE FAMILY OFFICE LLC | $8.4M | 1.89% |
| AllGen Financial Advisors, Inc. | $8.4M | 1.98% |
| CURIO WEALTH, LLC | $8.3M | 2.83% |
| WMG Financial Advisors, LLC | $8.3M | 3.45% |
| INTEGRATED WEALTHCARE, LLC | $8.3M | 6.90% |
| Collaborative Wealth Managment Inc. | $8.2M | 3.75% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $8.1M | 2.73% |
| Bridgewater Advisors Inc. | $8.1M | 0.48% |
| Hudson Capital Management LLC | $8.0M | 2.06% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $8.0M | 5.18% |
| CENTRAL TRUST Co | $7.9M | 0.16% |
| ACIMA PRIVATE WEALTH, LLC | $7.9M | 2.49% |
| Legacy CG, LLC | $7.8M | 2.18% |
| Cypress Point Wealth Management, LLC | $7.8M | 1.68% |
| Strategic Blueprint, LLC | $7.7M | 0.45% |
| D L CARLSON INVESTMENT GROUP INC | $7.6M | 1.31% |
| Financial Futures Ltd Liability Co. | $7.5M | 3.30% |
| Haven Private, LLC | $7.5M | 3.27% |
| Align Financial, LLC | $7.5M | 4.27% |
| D'Orazio & Associates, Inc. | $7.5M | 0.97% |
| MN Wealth Advisors, LLC | $7.4M | 3.62% |
| Merit Financial Group, LLC | $7.4M | 0.06% |
| Flagstone Financial Management | $7.4M | 1.84% |
| WealthPLAN Partners, LLC | $7.3M | 1.42% |
| MAI Capital Management | $7.2M | 0.04% |
| DOPKINS WEALTH MANAGEMENT, LLC | $7.2M | 2.88% |
| CROBAN | $7.0M | 3.31% |
| Avant Financial Advisors LLC | $7.0M | 4.89% |
| Broadway Wealth Solutions, Inc. | $6.9M | 3.59% |
| GeoWealth Management, LLC | $6.9M | 0.25% |
| LexAurum Advisors, LLC | $6.8M | 0.88% |
| Midwestern Financial, LLC /IA | $6.8M | 5.31% |
| RIVERSEDGE ADVISORS, LLC | $6.7M | 1.08% |
| Quantinno Capital Management LP | $6.7M | 0.01% |
| Sylvest Advisors, LLC | $6.6M | 3.53% |
| Greenspring Advisors, LLC | $6.6M | 0.40% |
| STEPHENS INC /AR/ | $6.6M | 0.08% |
| REDW Wealth LLC | $6.5M | 2.61% |
| Telos Capital Management, Inc. | $6.5M | 0.62% |
| Trellis Wealth Advisors LLC | $6.5M | 2.46% |
| Magnolia Private Wealth, LLC | $6.4M | 4.29% |
| EnRich Financial Partners LLC | $6.4M | 1.71% |
| Fortitude Family Office, LLC | $6.3M | 1.42% |
| Trace Wealth Advisors, LLC | $6.3M | 4.76% |
| Summit Wealth Partners, LLC | $6.3M | 1.00% |
| Chris Bulman Inc | $6.3M | 2.77% |
| ASSETMARK, INC | $6.3M | 0.01% |
| AE Wealth Management LLC | $6.3M | 0.03% |
| AWM CAPITAL, LLC | $6.3M | 0.57% |
| Wilkerson Advisory Group LLC | $6.2M | 2.15% |
| Objectivity Squared, LLC | $6.2M | 3.94% |
| Grove Bank & Trust | $6.2M | 0.70% |
| Physician Wealth Solutions Inc. | $6.2M | 2.57% |
| HTG Investment Advisors, Inc. | $6.2M | 1.76% |
| Mraz, Amerine & Associates, Inc. | $6.2M | 0.91% |
| Lakeridge Wealth Management LLC | $6.1M | 2.62% |
| RENAISSANCE TECHNOLOGIES LLC | $6.0M | 0.01% |
| Stonehearth Capital Management, LLC | $5.9M | 2.35% |
| EP Wealth Advisors, LLC | $5.9M | 0.03% |
| Systelligence, LLC | $5.9M | 1.15% |
| rebel Financial LLC | $5.9M | 2.57% |
| Financial Symmetry Inc | $5.9M | 2.10% |
| Cherry Tree Wealth Management, LLC | $5.9M | 1.25% |
| Kings Path Partners LLC | $5.8M | 2.02% |
| Heritage Family Offices, LLP | $5.8M | 2.55% |
| PW ADVISORS, LLC \ FL | $5.7M | 4.30% |
| Waterfront Wealth Inc. | $5.7M | 1.05% |
| White Pine Investment CO | $5.6M | 1.30% |
| Global Strategic Investment Solutions, LLC | $5.6M | 0.55% |
| Brookstone Capital Management | $5.6M | 0.06% |
| IAG Wealth Partners, LLC | $5.6M | 0.62% |
| Sequoia Financial Advisors, LLC | $5.5M | 0.03% |