| Werba Rubin Papier Wealth Management | $12.7M | 1.76% |
| DiNuzzo Private Wealth, Inc. | $12.5M | 1.35% |
| CARDIFF PARK ADVISORS, LLC | $12.5M | 1.00% |
| Aurdan Capital Management, LLC | $12.3M | 3.70% |
| EVOKE WEALTH, LLC | $12.0M | 0.22% |
| MORGAN STANLEY | $11.9M | 0.00% |
| Tillman Hartley LLC | $11.5M | 2.90% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $11.3M | 1.70% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $11.1M | 6.65% |
| BAKER BOYER NATIONAL BANK | $10.9M | 3.27% |
| Financial Futures Ltd Liability Co. | $10.9M | 4.78% |
| ASPIRIANT, LLC | $10.9M | 0.31% |
| MISSION WEALTH MANAGEMENT, LP | $10.8M | 0.22% |
| Austin Asset Management Co Inc | $10.8M | 1.77% |
| Rothschild Wealth LLC | $10.7M | 0.97% |
| NATIXIS ADVISORS, LLC | $10.7M | 0.01% |
| EQ WEALTH ADVISORS, LLC | $10.6M | 6.22% |
| Thrivent Financial for Lutherans | $10.6M | 0.02% |
| Waverly Advisors, LLC | $10.5M | 0.08% |
| Stone Summit Wealth LLC | $10.5M | 2.92% |
| Trademark Financial Management, LLC | $10.5M | 5.12% |
| Quantinno Capital Management LP | $10.4M | 0.02% |
| ABLE Financial Group, LLC | $10.3M | 2.02% |
| Caliber Wealth Management, LLC / KS | $10.2M | 1.12% |
| Advisory Alpha, LLC | $10.2M | 0.28% |
| Compound Planning, Inc. | $10.2M | 0.31% |
| Summit Financial, LLC | $10.1M | 0.13% |
| AE Wealth Management LLC | $10.0M | 0.05% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $9.8M | 0.71% |
| Altiora Financial Group, LLC | $9.8M | 1.61% |
| G2 CAPITAL MANAGEMENT, LLC / OH | $9.8M | 2.37% |
| REAP Financial Group, LLC | $9.7M | 1.92% |
| Tortoise Investment Management, LLC | $9.5M | 0.79% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $9.3M | 2.25% |
| Oceanside Advisors LLC | $8.9M | 5.07% |
| Kings Path Partners LLC | $8.7M | 3.06% |
| Sanctuary Advisors, LLC | $8.5M | 0.05% |
| Kondo Wealth Advisors, Inc. | $8.5M | 3.18% |
| Cedar Point Capital Partners, LLC | $8.3M | 5.39% |
| Steward Partners Investment Advisory, LLC | $8.2M | 0.04% |
| Certified Advisory Corp | $8.1M | 0.73% |
| Laurel Wealth Planning LLC | $8.1M | 4.25% |
| Strategic Investment Solutions, Inc. /IL | $8.0M | 1.92% |
| J. Mark Nickell & Co. | $7.8M | 7.07% |
| Financial Engines Advisors L.L.C. | $7.7M | 0.02% |
| Richard Young Associates, Ltd. | $7.7M | 5.84% |
| Clarity Asset Management, Inc. | $7.5M | 3.82% |
| Mattern Wealth Management LLC | $7.5M | 1.47% |
| Cordant, Inc. | $7.5M | 3.06% |
| Sculati Wealth Management, LLC | $7.5M | 2.78% |
| Family Legacy, Inc. | $7.5M | 2.25% |
| Perigon Wealth Management, LLC | $7.3M | 0.13% |
| Bank of New Hampshire | $7.3M | 1.67% |
| Shotwell Rutter Baer Inc | $7.3M | 4.28% |
| MATHER GROUP, LLC. | $7.2M | 0.07% |
| Compass Financial Group, Inc. | $7.1M | 3.22% |
| Causey Wealth LLC | $7.1M | 3.03% |
| HMV Wealth Advisors, LLC | $6.9M | 3.26% |
| Serenity Investment Advisors | $6.8M | 3.20% |
| RF&L WEALTH MANAGEMENT, LLC | $6.8M | 5.06% |
| Larson Financial Group LLC | $6.7M | 0.22% |
| SEGALL BRYANT & HAMILL, LLC | $6.6M | 0.09% |
| N.E.W. Advisory Services LLC | $6.6M | 0.49% |
| BANK OF MONTREAL /CAN/ | $6.6M | 0.00% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $6.5M | 2.85% |
| 1900 WEALTH MANAGEMENT LLC | $6.5M | 0.42% |
| Vistica Wealth Advisors, LLC | $6.5M | 6.46% |
| Stratos Wealth Partners, LTD. | $6.4M | 0.07% |
| WHITTIER TRUST CO | $6.4M | 0.07% |
| Composition Wealth, LLC | $6.4M | 0.09% |
| &PARTNERS | $6.4M | 0.03% |
| OMNI 360 Wealth, Inc. | $6.3M | 3.26% |
| Glass Jacobson Investment Advisors llc | $6.3M | 2.18% |
| Accel Wealth Management | $6.3M | 1.64% |
| ATLas Financial Planning LLC | $6.3M | 5.61% |
| Avior Wealth Management, LLC | $6.2M | 0.18% |
| EverSource Wealth Advisors, LLC | $6.2M | 0.19% |
| Avise Financial Cooperative, Inc. | $6.2M | 5.13% |
| Sterling Wealth Management, Inc. | $6.1M | 1.68% |
| Estate Counselors, LLC | $6.1M | 0.54% |
| Alpha Advisors, LLC/VA | $6.0M | 4.74% |
| DeLarme Wealth Management, Inc. | $5.9M | 3.79% |
| Brookstone Capital Management | $5.9M | 0.07% |
| Valued Retirements, Inc. | $5.8M | 5.70% |
| CreativeOne Wealth, LLC | $5.7M | 0.13% |
| LAM GROUP, INC. | $5.6M | 3.10% |
| Frankly Finances, LLC | $5.6M | 5.06% |
| COGENT STRATEGIC WEALTH LLC | $5.6M | 5.74% |
| PARK AVENUE SECURITIES LLC | $5.5M | 0.04% |
| Private Advisor Group, LLC | $5.5M | 0.03% |
| Graver Capital Management, LLC | $5.4M | 4.14% |
| World Investment Advisors | $5.4M | 0.09% |
| Tilson Financial Group, Inc. | $5.4M | 1.61% |
| VANCE WEALTH, LLC | $5.3M | 1.54% |
| Spire Wealth Management | $5.3M | 0.18% |
| Armbruster Capital Management, Inc. | $5.3M | 0.87% |
| Breakwater Capital Group | $5.3M | 0.70% |
| InTrack Investment Management Inc | $5.2M | 2.99% |
| Bleakley Financial Group, LLC | $5.2M | 0.08% |
| Avidian Wealth Enterprises, LLC | $5.2M | 0.16% |
| Addison Advisors LLC | $5.2M | 1.14% |
| Betterment LLC | $5.1M | 0.01% |
| Del-Sette Capital Management, LLC | $5.1M | 3.02% |
| Porter White Investment Advisors, Inc. | $5.0M | 2.01% |
| KELLY FINANCIAL GROUP LLC | $5.0M | 1.25% |
| Envestnet Portfolio Solutions, Inc. | $5.0M | 0.03% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $5.0M | 3.91% |
| CASTLE WEALTH MANAGEMENT LLC | $4.9M | 1.59% |
| COMMERCE BANK | $4.9M | 0.02% |
| Burk Holdings LLC | $4.9M | 2.09% |
| FMR LLC | $4.8M | 0.00% |
| CVA Family Office, LLC | $4.8M | 0.51% |
| Verum Partners LLC | $4.8M | 0.91% |
| Kraft, Davis & Associates, LLC | $4.7M | 1.01% |
| Beacon Harbor Wealth Advisors, Inc. | $4.7M | 0.99% |
| POINCIANA ADVISORS GROUP, LLC | $4.7M | 3.73% |
| Moisand Fitzgerald Tamayo, LLC | $4.7M | 0.50% |
| Platt Wealth Management LLC | $4.7M | 4.58% |
| Winter & Associates, Inc. | $4.7M | 4.08% |
| Bedel Financial Consulting, Inc. | $4.6M | 0.52% |
| Navigate Wealth Management, LLC | $4.6M | 3.23% |
| AWM CAPITAL, LLC | $4.5M | 0.41% |
| Investmark Advisory Group LLC | $4.4M | 1.89% |
| TruNorth Capital Management, LLC | $4.4M | 0.84% |
| City State Bank | $4.4M | 1.14% |
| Valued Wealth Advisors LLC | $4.4M | 1.77% |
| Journey Beyond Wealth, LLC | $4.4M | 3.74% |
| Wealthspire Advisors, LLC | $4.3M | 0.03% |
| NewEdge Wealth, LLC | $4.3M | 0.05% |
| FMB WEALTH MANAGEMENT | $4.3M | 1.77% |
| Herold Advisors, Inc. | $4.2M | 0.93% |
| REGIONS FINANCIAL CORP | $4.2M | 0.03% |
| Opus Financial Solutions LLC | $4.2M | 3.93% |
| AG Asset Advisory, LLC | $4.2M | 3.44% |
| Aviance Capital Partners, LLC | $4.1M | 0.48% |
| Ariadne Wealth Management, LP | $4.1M | 1.84% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $4.1M | 0.46% |
| L.K. Benson & Company, P.C. | $4.1M | 1.35% |
| CITADEL ADVISORS LLC | $4.1M | 0.00% |
| LexAurum Advisors, LLC | $4.0M | 0.52% |
| Beckerman Institutional, LLC | $4.0M | 2.14% |
| Advisory Services Network, LLC | $4.0M | 0.05% |
| Symmetry Partners, LLC | $3.9M | 0.22% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $3.9M | 3.51% |
| Cambridge Financial Group, LLC | $3.9M | 1.32% |
| Pillar Financial Advisors, LLC | $3.9M | 2.28% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.8M | 0.08% |
| Per Stirling Capital Management, LLC. | $3.8M | 0.41% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $3.7M | 1.25% |
| FORTERIS WEALTH MANAGEMENT INC. | $3.7M | 3.51% |