| MERCER GLOBAL ADVISORS INC /ADV | $1.0B | 1.54% |
| Savant Capital, LLC | $937.5M | 4.53% |
| Focus Partners Wealth | $509.2M | 0.57% |
| Forum Financial Management, LP | $201.6M | 2.85% |
| Clearstead Advisors, LLC | $178.1M | 1.63% |
| Sequoia Financial Advisors, LLC | $170.2M | 0.95% |
| Kestra Investment Management, LLC | $165.5M | 2.85% |
| ENVESTNET ASSET MANAGEMENT INC | $141.8M | 0.04% |
| Focus Partners Advisor Solutions, LLC | $101.4M | 1.02% |
| BANK OF MONTREAL /CAN/ | $86.4M | 0.03% |
| Aprio Wealth Management, LLC | $77.2M | 4.22% |
| Apella Capital, LLC | $68.6M | 1.02% |
| HighTower Advisors, LLC | $63.4M | 0.07% |
| Modera Wealth Management, LLC | $59.5M | 0.71% |
| Planning Center, Inc. | $58.9M | 5.96% |
| SATOVSKY ASSET MANAGEMENT LLC | $55.2M | 9.75% |
| Foster Group, Inc. | $54.8M | 1.63% |
| JANE STREET GROUP, LLC | $44.7M | 0.01% |
| Corient Private Wealth LLC | $43.5M | 0.06% |
| TCI Wealth Advisors, Inc. | $43.0M | 2.29% |
| PARK AVENUE SECURITIES LLC | $41.1M | 0.32% |
| Petersen Hastings Wealth Advisors Inc. | $40.7M | 3.73% |
| FINANCIAL CONSULATE, INC | $39.8M | 4.96% |
| High Probability Advisors, LLC | $39.4M | 5.04% |
| Mariner, LLC | $25.7M | 0.03% |
| EXENCIAL WEALTH ADVISORS, LLC | $25.6M | 0.80% |
| GREAT OAK CAPITAL PARTNERS, LLC | $23.7M | 5.53% |
| Meredith Wealth Planning | $23.3M | 6.32% |
| Premier Financial Group | $21.1M | 5.31% |
| DiNuzzo Private Wealth, Inc. | $20.6M | 2.22% |
| Bridgewater Advisors Inc. | $18.6M | 1.11% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $18.0M | 5.14% |
| von Borstel & Associates, Inc. | $15.6M | 3.57% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $15.4M | 2.43% |
| Vestmark Advisory Solutions, Inc. | $15.0M | 0.17% |
| True Wealth Design, LLC | $14.8M | 4.10% |
| STOLZ & ASSOCIATES, PS | $14.5M | 10.12% |
| 25 LLC | $14.3M | 4.40% |
| UBS Group AG | $14.2M | 0.00% |
| BANK OF AMERICA CORP /DE/ | $14.2M | 0.00% |
| Envision Financial Planning, LLC | $13.8M | 5.00% |
| Beacon Pointe Advisors, LLC | $13.8M | 0.07% |
| Farther Finance Advisors, LLC | $13.4M | 0.13% |
| Three Arch Wealth Management LLC | $13.4M | 2.41% |
| Mills Wealth Advisors LLC | $12.8M | 4.48% |
| Quadcap Wealth Management, LLC | $12.8M | 1.46% |
| Allworth Financial LP | $12.7M | 0.05% |
| MENORA MIVTACHIM HOLDINGS LTD. | $12.2M | 0.06% |
| LPL Financial LLC | $11.9M | 0.00% |
| FAMILY WEALTH PARTNERS, LLC | $11.4M | 3.88% |
| United Wealth Management, LLC | $11.0M | 2.74% |
| SAX WEALTH ADVISORS, LLC | $11.0M | 0.53% |
| Discipline Wealth Solutions, LLC | $10.8M | 1.14% |
| Forvis Mazars Wealth Advisors, LLC | $10.8M | 0.21% |
| Brady Martz Wealth Solutions, LLC | $10.6M | 1.81% |
| Concurrent Investment Advisors, LLC | $10.4M | 0.11% |
| FIDUCIARY FINANCIAL GROUP, LLC | $10.1M | 1.35% |
| Efficient Advisors, LLC | $9.6M | 0.68% |
| CLARIS ADVISORS, LLC / MO / | $9.3M | 2.79% |
| Integrity Advisory Solutions, LLC | $9.3M | 1.23% |
| Oceanside Advisors LLC | $9.2M | 5.24% |
| AE Wealth Management LLC | $8.9M | 0.05% |
| CPA Asset Management Group, LLC | $8.9M | 2.98% |
| Navigoe, LLC | $8.5M | 5.04% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $8.5M | 1.81% |
| LIBERTY WEALTH MANAGEMENT LLC | $8.0M | 1.00% |
| Kaufman Rossin Wealth, LLC | $7.7M | 4.42% |
| Dynamic Advisor Solutions LLC | $7.6M | 0.24% |
| Meritas Wealth Management, LLC | $7.5M | 3.40% |
| Savvy Advisors, Inc. | $7.5M | 0.20% |
| INTEGRITY ALLIANCE, LLC. | $7.5M | 0.28% |
| CogentBlue Wealth Advisors, LLC | $7.2M | 4.84% |
| Waverly Advisors, LLC | $6.8M | 0.05% |
| CIBC Bancorp USA Inc. | $6.8M | 0.01% |
| Keating Financial Advisory Services, Inc. | $6.7M | 1.09% |
| MB Generational Wealth, LLC | $6.5M | 3.60% |
| OLD MISSION CAPITAL LLC | $6.5M | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 0.01% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $6.3M | 0.94% |
| HMV Wealth Advisors, LLC | $6.3M | 2.94% |
| Kestra Advisory Services, LLC | $6.2M | 0.02% |
| Financial Engines Advisors L.L.C. | $6.1M | 0.01% |
| Chicago Partners Investment Group LLC | $6.0M | 0.13% |
| Wealth Advisors Northwest LLC | $5.7M | 2.40% |
| Financial Connections Group, Inc. | $5.7M | 1.99% |
| Emprise Bank | $5.7M | 2.28% |
| Foundation Wealth Management, LLC\PA | $5.6M | 1.98% |
| MASTER'S WEALTH MANAGEMENT INC. | $5.5M | 1.88% |
| Wealthspire Advisors, LLC | $5.5M | 0.04% |
| Wealth Architects, LLC | $5.5M | 0.49% |
| BetterWealth, LLC | $5.3M | 1.04% |
| Composition Wealth, LLC | $5.3M | 0.07% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $5.1M | 2.94% |
| ROYAL BANK OF CANADA | $4.9M | 0.00% |
| Merit Financial Group, LLC | $4.9M | 0.04% |
| Applied Capital LLC | $4.9M | 1.84% |
| Foundry Financial LLC | $4.8M | 2.05% |
| Optimus Capital Advisors, LLC | $4.8M | 2.81% |
| Disciplined Investments, LLC | $4.7M | 1.67% |
| Vestment Financial LLC | $4.6M | 2.18% |
| Waterfront Wealth Inc. | $4.4M | 0.81% |
| INTREPID CAPITAL MANAGEMENT INC | $4.2M | 1.63% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $4.1M | 0.37% |
| Trailhead Planners LLC | $4.1M | 3.96% |
| TABLEAUX LLC | $4.0M | 1.94% |
| MML INVESTORS SERVICES, LLC | $3.9M | 0.01% |
| Evanson Asset Management, LLC | $3.8M | 0.20% |
| Archford Capital Strategies, LLC | $3.7M | 0.43% |
| Blue Trust, Inc. | $3.6M | 0.04% |
| PFG Advisors | $3.6M | 0.18% |
| PINNEY & SCOFIELD, INC. | $3.6M | 1.94% |
| OneDigital Investment Advisors LLC | $3.6M | 0.03% |
| JPMORGAN CHASE & CO | $3.5M | 0.00% |
| Abel Hall, LLC | $3.4M | 0.73% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.4M | 0.00% |
| Friday Financial | $3.4M | 1.16% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $3.3M | 0.61% |
| Tortoise Investment Management, LLC | $3.3M | 0.27% |
| Altiora Financial Group, LLC | $3.3M | 0.54% |
| Quantinno Capital Management LP | $3.3M | 0.01% |
| Sanchez Levi Garrett | $3.2M | 2.04% |
| Cerity Partners LLC | $3.1M | 0.00% |
| Ferguson Johnson Wealth Management Inc | $3.0M | 2.46% |
| RFG Advisory, LLC | $3.0M | 0.06% |
| OSAIC HOLDINGS, INC. | $2.8M | 0.00% |
| Austin Asset Management Co Inc | $2.8M | 0.46% |
| Orion Porfolio Solutions, LLC | $2.8M | 0.02% |
| HBE Wealth Management, LLC | $2.8M | 2.41% |
| CSP Financial Group, LLC | $2.7M | 2.80% |
| Kane Co Wealth Management, Inc. | $2.7M | 2.27% |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 0.00% |
| Torren Management, LLC | $2.7M | 1.32% |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 0.00% |
| Corus Family Wealth Advisors | $2.6M | 2.10% |
| DOPKINS WEALTH MANAGEMENT, LLC | $2.6M | 1.03% |
| Summit Wealth Partners, LLC | $2.4M | 0.38% |
| Midwest Heritage Bank, FSB | $2.4M | 0.77% |
| WorthPointe, LLC | $2.4M | 0.65% |
| DRIVE WEALTH MANAGEMENT, LLC | $2.4M | 0.50% |
| NWAM LLC | $2.3M | 0.13% |
| City State Bank | $2.3M | 0.59% |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 0.01% |
| AA Financial Advisors, LLC | $2.2M | 0.31% |
| Index Fund Advisors, Inc. | $2.1M | 0.09% |
| Betterment LLC | $2.0M | 0.00% |
| Integrated Wealth Concepts LLC | $2.0M | 0.02% |
| Freedom Investment Management, Inc. | $2.0M | 0.60% |
| Parkwoods Wealth Partners, LLC | $2.0M | 0.49% |
| SC&H Financial Advisors, Inc. | $1.9M | 0.29% |
| Glass Jacobson Investment Advisors llc | $1.9M | 0.67% |