| Forum Financial Management, LP | $353.1M | 5.00% |
| MASECO LLP | $207.9M | 6.52% |
| Symmetry Partners, LLC | $137.2M | 7.84% |
| von Borstel & Associates, Inc. | $82.4M | 18.85% |
| WPWealth LLP | $64.1M | 9.80% |
| Beacon Pointe Advisors, LLC | $63.9M | 0.34% |
| Ruedi Wealth Management, Inc. | $53.6M | 13.81% |
| PENOBSCOT WEALTH MANAGEMENT | $48.8M | 14.43% |
| Vestmark Advisory Solutions, Inc. | $46.3M | 0.51% |
| CURIO WEALTH, LLC | $45.2M | 15.46% |
| Integrity Advisory Solutions, LLC | $42.1M | 5.57% |
| ENVESTNET ASSET MANAGEMENT INC | $37.0M | 0.01% |
| Beaird Harris Wealth Management, LLC | $34.2M | 2.32% |
| INTEGRITY ALLIANCE, LLC. | $33.2M | 1.26% |
| BANK OF AMERICA CORP /DE/ | $33.2M | 0.00% |
| TCI Wealth Advisors, Inc. | $33.2M | 1.76% |
| AE Wealth Management LLC | $31.5M | 0.17% |
| MilWealth Group LLC | $27.7M | 6.58% |
| Straight Path Wealth Management | $26.4M | 7.05% |
| DiNuzzo Private Wealth, Inc. | $24.9M | 2.68% |
| RFG Advisory, LLC | $23.7M | 0.43% |
| Allworth Financial LP | $23.5M | 0.10% |
| United Wealth Management, LLC | $22.9M | 5.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 0.03% |
| Midwest Heritage Bank, FSB | $18.7M | 5.99% |
| Wealth Advisors Northwest LLC | $17.8M | 7.49% |
| Quantum Financial Advisors, LLC | $17.5M | 1.96% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $16.1M | 0.12% |
| Integrated Wealth Concepts LLC | $15.5M | 0.12% |
| STOLZ & ASSOCIATES, PS | $15.2M | 10.59% |
| TruNorth Capital Management, LLC | $14.9M | 2.86% |
| Savant Capital, LLC | $11.8M | 0.06% |
| Gradient Capital Advisors, LLC | $11.7M | 3.04% |
| Wheels Up Wealth, Inc. | $11.6M | 10.87% |
| GeoWealth Management, LLC | $11.2M | 0.40% |
| Dynamic Advisor Solutions LLC | $10.8M | 0.34% |
| Meredith Wealth Planning | $10.7M | 2.89% |
| Modera Wealth Management, LLC | $10.2M | 0.12% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.0M | 0.00% |
| Archford Capital Strategies, LLC | $10.0M | 1.14% |
| GRAND WEALTH MANAGEMENT, LLC | $9.8M | 4.60% |
| Fort Vancouver Investment Management, LLC | $9.1M | 4.62% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $8.8M | 5.02% |
| PARK AVENUE SECURITIES LLC | $8.6M | 0.07% |
| Signature Resources Capital Management, LLC | $8.5M | 4.03% |
| Betterment LLC | $8.4M | 0.02% |
| AA Financial Advisors, LLC | $8.3M | 1.16% |
| CSP Financial Group, LLC | $8.2M | 8.35% |
| Kestra Advisory Services, LLC | $7.7M | 0.03% |
| Kings Path Partners LLC | $7.5M | 2.63% |
| OneDigital Investment Advisors LLC | $7.1M | 0.07% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $6.8M | 2.31% |
| Farther Finance Advisors, LLC | $6.8M | 0.06% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $6.7M | 4.15% |
| Mariner, LLC | $6.4M | 0.01% |
| Applied Capital LLC | $6.4M | 2.38% |
| ACTION POINT FINANCIAL PLANNING, LLC | $6.1M | 5.41% |
| VESTIA PERSONAL WEALTH ADVISORS | $5.4M | 2.56% |
| One Degree Advisors Inc | $5.3M | 1.39% |
| Krilogy Financial LLC | $5.2M | 0.17% |
| HFM Investment Advisors, LLC | $5.0M | 1.94% |
| marrick wealth, LLC | $4.8M | 4.03% |
| LPL Financial LLC | $4.8M | 0.00% |
| City State Bank | $4.7M | 1.23% |
| International Private Wealth Advisors LLC | $4.5M | 2.78% |
| 55 North Private Wealth, LLC | $4.4M | 1.12% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $4.1M | 0.86% |
| OSAIC HOLDINGS, INC. | $3.8M | 0.01% |
| Wealthcare Advisory Partners LLC | $3.6M | 0.07% |
| JPMORGAN CHASE & CO | $3.6M | 0.00% |
| Professional Financial Advisors, LLC | $3.5M | 0.72% |
| Disciplined Investors, L.L.C. | $3.5M | 2.08% |
| Acorn Wealth Advisors, LLC | $3.2M | 0.92% |
| CITIGROUP INC | $3.0M | 0.00% |
| MASTER'S WEALTH MANAGEMENT INC. | $3.0M | 1.01% |
| SAX WEALTH ADVISORS, LLC | $3.0M | 0.14% |
| Merit Financial Group, LLC | $2.8M | 0.02% |
| PFG Advisors | $2.8M | 0.14% |
| TRUIST FINANCIAL CORP | $2.8M | 0.00% |
| Cerity Partners LLC | $2.5M | 0.00% |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 0.01% |
| Foster Group, Inc. | $2.5M | 0.07% |
| Abel Hall, LLC | $2.5M | 0.53% |
| NWAM LLC | $2.2M | 0.13% |
| Keating Financial Advisory Services, Inc. | $2.1M | 0.35% |
| Two West Capital Advisors LLC | $2.1M | 1.13% |
| XY Planning Network, Inc. | $2.0M | 0.32% |
| American Investment Services, Inc. | $1.9M | 0.43% |
| Foundry Financial LLC | $1.9M | 0.81% |
| FIRETHORN WEALTH PARTNERS, LLC | $1.8M | 0.68% |
| CreativeOne Wealth, LLC | $1.8M | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.6M | 0.03% |
| Parkwoods Wealth Partners, LLC | $1.5M | 0.37% |
| Prime Capital Investment Advisors, LLC | $1.4M | 0.02% |
| MML INVESTORS SERVICES, LLC | $1.4M | 0.00% |
| Apella Capital, LLC | $1.4M | 0.02% |
| Kane Co Wealth Management, Inc. | $1.4M | 1.14% |
| Vantage Point Financial LLC | $1.3M | 0.45% |
| Excelsior Advisor Network LLC | $1.3M | 0.48% |
| Triad Wealth Partners, LLC | $1.3M | 0.10% |
| Private Advisor Group, LLC | $1.2M | 0.01% |
| Alpha Financial Advisors, LLC | $1.1M | 0.33% |
| Tandem Financial, LLC | $1.1M | 0.34% |
| WELLS FARGO & COMPANY/MN | $1.0M | 0.00% |
| Brookstone Capital Management | $975.0K | 0.01% |
| Shearwater Capital LLC | $927.2K | 0.49% |
| Vested Financial Planning, LLC | $926.7K | 0.71% |
| Arkadios Wealth Advisors | $908.9K | 0.01% |
| Faithward Advisors, LLC | $889.6K | 0.13% |
| Mutual Advisors, LLC | $867.0K | 0.02% |
| Sterling Wealth Management, Inc. | $823.7K | 0.23% |
| Aurelius Family Office LLC | $814.5K | 0.35% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $793.0K | 0.01% |
| CHOREO, LLC | $595.6K | 0.01% |
| Donalies Financial Planning, LLC | $591.0K | 0.50% |
| Daner Wealth Management, LLC | $581.9K | 0.34% |
| Orion Porfolio Solutions, LLC | $575.6K | 0.00% |
| Optimus Capital Advisors, LLC | $550.3K | 0.33% |
| Focus Partners Advisor Solutions, LLC | $515.4K | 0.01% |
| Plancorp, LLC | $506.1K | 0.01% |
| SEI INVESTMENTS CO | $457.7K | 0.00% |
| IHT Wealth Management, LLC | $444.6K | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $439.7K | 0.00% |
| UPTICK PARTNERS, LLC | $436.0K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | $432.7K | 0.00% |
| Fisher Asset Management, LLC | $404.9K | 0.00% |
| Aegis Wealth Management LLC | $397.5K | 0.23% |
| First Financial Group Corp | $395.0K | 0.32% |
| Savvy Advisors, Inc. | $383.3K | 0.01% |
| Johnson Wealth Management, LLC | $361.5K | 0.17% |
| Clarity Capital Advisors, LLC | $356.0K | 0.17% |
| Werba Rubin Papier Wealth Management | $316.1K | 0.04% |
| Vise Technologies, Inc. | $296.2K | 0.01% |
| Accurate Wealth Management, LLC | $293.1K | 0.04% |
| Axis Wealth Partners, LLC | $281.9K | 0.15% |
| Concord Wealth Partners | $275.4K | 0.04% |
| ROYAL BANK OF CANADA | $265.0K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | $263.5K | 0.00% |
| SwitchPoint Financial Planning, LLC | $261.2K | 0.18% |
| Advyzon Investment Management, LLC | $250.2K | 0.02% |
| IFG Advisory, LLC | $242.1K | 0.69% |
| Index Fund Advisors, Inc. | $241.1K | 0.01% |
| Everest Financial Group LLC | $238.9K | 0.04% |
| Baer Investment Advisory LLC | $234.0K | 0.03% |
| VICTORY FINANCIAL GROUP, LLC | $234.0K | 0.03% |
| Brooklyn Investment Group | $228.3K | 0.01% |
| Rehmann Capital Advisory Group | $225.8K | 0.01% |
| Stratos Wealth Partners, LTD. | $224.6K | 0.00% |
| Brookwood Investment Group LLC | $215.3K | 0.03% |
| BankChampaign, National Association | $187.5K | 0.19% |