| Boston Partners | $45.4M | 0.05% |
| ALM First Financial Advisors, LLC | $45.0M | 8.07% |
| Jordan Park Group LLC | $45.0M | 2.40% |
| Gridiron Partners, LLC | $43.3M | 26.44% |
| TECTONIC ADVISORS LLC | $43.1M | 2.28% |
| Snowden Capital Advisors LLC | $42.8M | 1.14% |
| Charles Schwab Trust Co | $42.8M | 2.77% |
| TOMPKINS FINANCIAL CORP | $42.2M | 3.36% |
| &PARTNERS | $41.1M | 0.20% |
| RIVERSEDGE ADVISORS, LLC | $40.8M | 6.61% |
| RFG Advisory, LLC | $40.5M | 0.74% |
| Financial Management Professionals, Inc. | $39.8M | 4.47% |
| ASPIRIANT, LLC | $39.8M | 1.13% |
| MANNING & NAPIER ADVISORS LLC | $39.6M | 0.56% |
| Capital Asset Advisory Services LLC | $39.5M | 1.52% |
| TD Capital Management LLC | $38.9M | 3.50% |
| Stordahl Capital Management, Inc. | $38.5M | 7.92% |
| Addison Capital Co | $38.1M | 6.77% |
| Astoria Strategic Wealth, Inc. | $38.0M | 9.66% |
| BROWN ADVISORY INC | $37.6M | 0.06% |
| Sherwood Financial Partners, LLC | $37.0M | 32.68% |
| MA Private Wealth | $36.4M | 6.15% |
| Level Wealth Management LLC | $36.1M | 16.90% |
| N.E.W. Advisory Services LLC | $35.7M | 2.67% |
| Tenon Financial LLC | $35.4M | 13.91% |
| CAHILL FINANCIAL ADVISORS INC | $35.2M | 3.81% |
| Index Fund Advisors, Inc. | $35.1M | 1.58% |
| EVOLVE PRIVATE WEALTH, LLC | $35.1M | 1.88% |
| Carr Financial Group Corp | $34.9M | 9.20% |
| Cerity Partners Retirement Plan Advisors LLC | $34.5M | 17.62% |
| STRATEGIC ADVISORY PARTNERS, LLC | $34.5M | 27.13% |
| Hirtle & Co., LLC | $34.4M | 1.18% |
| Private Advisor Group, LLC | $34.4M | 0.16% |
| Bare Financial Services, Inc | $33.8M | 8.94% |
| FMR LLC | $33.7M | 0.00% |
| SNS Financial Group, LLC | $33.2M | 2.86% |
| Gotham Asset Management, LLC | $33.0M | 0.10% |
| SHERMAN PORFOLIOS, LLC | $32.8M | 2.52% |
| Sound Stewardship, LLC | $32.5M | 14.89% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $32.1M | 4.02% |
| Eaton-Cambridge Inc. | $32.0M | 10.02% |
| Global Wealth Strategies & Associates | $32.0M | 7.86% |
| CAPTRUST FINANCIAL ADVISORS | $31.9M | 0.06% |
| NewSquare Capital LLC | $31.7M | 2.75% |
| KWMG, LLC | $31.7M | 2.65% |
| Dynamic Advisor Solutions LLC | $30.7M | 0.97% |
| Gibson Wealth Advisors LLC | $30.6M | 20.53% |
| PINNACLE ASSOCIATES LTD | $30.4M | 0.39% |
| Prestige Wealth Management Group LLC | $30.3M | 5.94% |
| Great Waters Wealth Management | $30.2M | 3.19% |
| PRINCIPAL SECURITIES, INC. | $30.0M | 0.44% |
| Werba Rubin Papier Wealth Management | $29.9M | 4.17% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.7M | 0.01% |
| Visionary Wealth Advisors | $29.5M | 1.31% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $29.5M | 4.28% |
| Summit Wealth Group, LLC | $29.4M | 6.74% |
| PINKERTON WEALTH, LLC | $28.8M | 2.62% |
| Bleakley Financial Group, LLC | $28.7M | 0.45% |
| BHK Investment Advisors, LLC | $28.6M | 9.57% |
| NewEdge Advisors, LLC | $28.6M | 1.36% |
| KRM WEALTH MANAGEMENT L.L.C. | $28.4M | 14.80% |
| White Lighthouse Investment Management Inc. | $28.2M | 3.92% |
| WESBANCO BANK INC | $28.2M | 0.78% |
| G2 CAPITAL MANAGEMENT, LLC / OH | $28.2M | 6.85% |
| Transamerica Financial Advisors, LLC | $28.1M | 2.39% |
| Financiere des Professionnels - Fonds d'investissement inc. | $28.0M | 1.64% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $27.9M | 0.23% |
| BlueStem Wealth Partners, LLC | $27.8M | 3.09% |
| Ameraudi Asset Management, Inc. | $27.7M | 15.04% |
| Beacon Harbor Wealth Advisors, Inc. | $27.6M | 5.79% |
| Sightline Wealth Advisors, LLC | $27.3M | 11.57% |
| Legacy Private Trust Co. | $27.3M | 1.68% |
| TIAA TRUST, NATIONAL ASSOCIATION | $27.2M | 1.66% |
| NATIXIS ADVISORS, LLC | $27.2M | 0.04% |
| FIFTH THIRD SECURITIES, INC. | $26.7M | 1.73% |
| Hills Bank & Trust Co | $26.5M | 1.28% |
| New Jersey Better Educational Savings Trust | $26.1M | 42.87% |
| INDEPENDENT FINANCIAL GROUP, LLC | $26.0M | 0.58% |
| Rockefeller Capital Management L.P. | $25.9M | 0.05% |
| D.A. DAVIDSON & CO. | $25.8M | 0.16% |
| Karpus Management, Inc. | $25.7M | 0.80% |
| FOSTER & MOTLEY INC | $25.7M | 1.33% |
| Luminvest Wealth Management LLC | $25.6M | 6.70% |
| Fonville Wealth Management LLC | $25.5M | 4.85% |
| Mallini Complete Financial Planning LLC | $25.4M | 20.13% |
| Waverly Advisors, LLC | $25.2M | 0.19% |
| Aletheian Wealth Advisors LLC | $25.0M | 12.20% |
| Regent Peak Wealth Advisors LLC | $24.8M | 5.05% |
| Wealth Analytics Partners, LLC | $24.7M | 10.03% |
| Smithfield Trust Co | $24.5M | 1.07% |
| Prudent Man Advisors, LLC | $24.5M | 7.33% |
| WBH ADVISORY INC | $24.3M | 1.82% |
| SCS Capital Management LLC | $24.0M | 0.25% |
| Five Pine Wealth Management | $23.8M | 14.81% |
| Smartleaf Asset Management LLC | $23.7M | 0.86% |
| Greenbush Financial Group, LLC | $23.5M | 7.79% |
| Ellevest, Inc. | $23.4M | 3.26% |
| Janney Montgomery Scott LLC | $23.3M | 0.06% |
| Sanctuary Advisors, LLC | $23.2M | 0.13% |
| Vermillion Wealth Management, Inc. | $23.1M | 9.08% |
| Estate Counselors, LLC | $23.1M | 2.06% |
| Atria Investments, Inc | $23.0M | 0.26% |
| Golden Bell Financial Planning LLC | $23.0M | 18.33% |
| ATMOS ADVISORY, LLC | $22.6M | 12.84% |
| Brookstone Capital Management | $21.9M | 0.25% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $21.9M | 0.90% |
| Ameritas Investment Partners, Inc. | $21.9M | 0.67% |
| BANK OF MONTREAL /CAN/ | $21.7M | 0.01% |
| NICOLET BANKSHARES INC | $21.6M | 0.80% |
| Laird Norton Wetherby Trust Company, LLC | $21.5M | 0.47% |
| BANK OF HAWAII | $21.4M | 1.12% |
| Veery Capital, LLC | $21.2M | 6.50% |
| RWA WEALTH PARTNERS, LLC | $21.1M | 0.23% |
| Steward Partners Investment Advisory, LLC | $21.0M | 0.11% |
| HUNTINGTON NATIONAL BANK | $21.0M | 0.12% |
| Greenspring Advisors, LLC | $20.9M | 1.27% |
| Hobart Private Capital, LLC | $20.9M | 4.10% |
| Cherry Tree Wealth Management, LLC | $20.7M | 4.37% |
| BENJAMIN EDWARDS INC | $20.6M | 0.20% |
| CITIGROUP INC | $20.6M | 0.01% |
| Meridian Wealth Management, LLC | $20.4M | 0.72% |
| ROGCO, LP | $20.3M | 6.78% |
| Allspring Global Investments Holdings, LLC | $20.2M | 0.03% |
| Acorn Wealth Advisors, LLC | $20.2M | 5.89% |
| BARCLAYS PLC | $19.6M | 0.00% |
| JFS WEALTH ADVISORS, LLC | $19.6M | 1.10% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $19.4M | 0.12% |
| VestGen Advisors, LLC | $19.3M | 0.51% |
| Financial Architects, LLC | $19.3M | 10.18% |
| McNaughton Wealth Management, LLC | $19.1M | 7.90% |
| BFSG, LLC | $19.0M | 1.80% |
| Altura Wealth Advisors Inc. | $18.8M | 8.21% |
| Thrivent Financial for Lutherans | $18.8M | 0.04% |
| TLT Family Holdco ULC | $18.7M | 2.59% |
| Courage Miller Partners, LLC | $18.6M | 5.26% |
| Madrona Financial Services, LLC | $18.5M | 4.06% |
| HUB Investment Partners, LLC | $18.5M | 0.44% |
| Vannoy Advisory Group, Inc. | $18.5M | 11.68% |
| IMA Advisory Services, Inc. | $18.3M | 1.79% |
| Modera Wealth Management, LLC | $18.2M | 0.22% |
| Advyzon Investment Management, LLC | $18.1M | 1.62% |
| Aspire Capital Advisors LLC | $18.0M | 4.06% |
| Galvin, Gaustad & Stein, LLC | $18.0M | 1.44% |
| Prospera Capital Management, LLC | $18.0M | 9.02% |
| Roundview Capital LLC | $17.9M | 1.12% |
| OneAscent Financial Services LLC | $17.7M | 0.96% |
| Pinnacle Wealth Management Advisory Group, LLC | $17.7M | 1.21% |
| Tide Cove Capital Partners LLC | $17.6M | 11.96% |
| IFP Advisors, Inc | $17.3M | 0.36% |
| FIL Ltd | $17.1M | 0.01% |