| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.7B | 1.78% |
| CAPTRUST FINANCIAL ADVISORS | $765.7M | 1.34% |
| KEYBANK NATIONAL ASSOCIATION/OH | $346.9M | 1.27% |
| Boulay Financial Advisors, LLC | $266.5M | 30.58% |
| McAdam, LLC | $261.0M | 11.76% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $234.7M | 4.75% |
| AMERIPRISE FINANCIAL INC | $227.4M | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | $184.4M | 0.05% |
| Steele Capital Management, Inc. | $175.5M | 7.27% |
| LPL Financial LLC | $162.2M | 0.04% |
| MORGAN STANLEY | $151.4M | 0.01% |
| Glassman Wealth Services | $130.1M | 17.69% |
| Northwest Bancshares, Inc. | $110.7M | 22.03% |
| Cetera Investment Advisers | $108.4M | 0.12% |
| Charles Schwab Trust Co | $89.6M | 5.81% |
| BANK OF AMERICA CORP /DE/ | $87.6M | 0.01% |
| AlphaCore Capital LLC | $85.0M | 2.01% |
| QUADRANT CAPITAL GROUP LLC | $75.3M | 2.25% |
| Gemmer Asset Management LLC | $74.7M | 5.91% |
| Bank of New York Mellon Corp | $73.2M | 0.01% |
| Clark Capital Management Group, Inc. | $69.5M | 0.43% |
| Kelman-Lazarov, Inc. | $66.0M | 9.47% |
| RESTON WEALTH MANAGEMENT LLC | $64.9M | 19.87% |
| Lee Financial Co | $60.8M | 8.58% |
| Bell Investment Advisors, Inc | $60.7M | 9.49% |
| Cambridge Investment Research Advisors, Inc. | $60.6M | 0.16% |
| Creative Planning | $60.4M | 0.04% |
| UBS Group AG | $59.8M | 0.01% |
| True North Advisors, LLC | $57.8M | 6.58% |
| Private Advisor Group, LLC | $56.6M | 0.27% |
| HighTower Advisors, LLC | $56.4M | 0.06% |
| Prairiewood Capital, LLC | $53.3M | 15.42% |
| Cornerstone Planning Group LLC | $51.2M | 6.83% |
| Ashford Advisors, LLC | $51.1M | 11.91% |
| Koesten, Hirschmann & Crabtree, INC. | $47.5M | 23.13% |
| Tanglewood Wealth Management, Inc. | $47.4M | 3.93% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $44.4M | 5.56% |
| Leonard Rickey Investment Advisors P.L.L.C. | $41.8M | 7.23% |
| Focus Partners Wealth | $41.1M | 0.05% |
| Resonant Capital Advisors, LLC | $40.8M | 2.14% |
| OSAIC HOLDINGS, INC. | $36.2M | 0.05% |
| Mariner, LLC | $35.0M | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.6M | 0.05% |
| Belpointe Asset Management LLC | $31.9M | 1.16% |
| Fortis Capital Advisors, LLC | $31.9M | 4.17% |
| GREAT VALLEY ADVISOR GROUP, INC. | $31.7M | 0.58% |
| OLD NATIONAL BANCORP /IN/ | $31.4M | 0.53% |
| DAVENPORT & Co LLC | $30.8M | 0.17% |
| Urban Financial Advisory Corp | $30.0M | 10.62% |
| PTM WEALTH MANAGEMENT, LLC | $29.6M | 15.68% |
| Eagle Strategies LLC | $29.2M | 3.49% |
| Planned Solutions, Inc. | $29.1M | 9.51% |
| Richardson Capital Management LLC | $28.0M | 13.54% |
| Corient Private Wealth LLC | $27.9M | 0.04% |
| Berman McAleer LLC | $27.5M | 3.75% |
| Financial Strategies Group, Inc. | $27.4M | 4.58% |
| Solitude Financial Services | $27.1M | 8.03% |
| ALLEN WEALTH MANAGEMENT, LLC | $26.8M | 13.41% |
| MOLLER WEALTH PARTNERS | $26.8M | 5.28% |
| Wealthspire Retirement, LLC | $26.6M | 1.60% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $26.1M | 0.33% |
| Haverford Trust Co | $25.1M | 0.23% |
| TruNorth Capital Management, LLC | $24.8M | 4.75% |
| Certified Advisory Corp | $24.6M | 2.20% |
| Pasadena Private Wealth, LLC | $24.3M | 3.36% |
| CPC Advisors, LLC | $23.3M | 3.78% |
| BlueStem Wealth Partners, LLC | $22.8M | 2.54% |
| NorthCoast Asset Management LLC | $22.7M | 0.53% |
| Firestone Capital Management | $21.6M | 4.50% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $21.4M | 1.15% |
| Your Advocates Ltd., LLP | $21.4M | 6.52% |
| Merit Financial Group, LLC | $20.9M | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.7M | 0.01% |
| ELEVATION WEALTH PARTNERS, LLC | $20.6M | 7.40% |
| Washington Trust Advisors, Inc. | $20.6M | 1.67% |
| CABOT WEALTH MANAGEMENT INC | $20.4M | 2.35% |
| MAI Capital Management | $19.7M | 0.11% |
| ROYAL BANK OF CANADA | $19.3M | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $19.2M | 0.01% |
| Aufman Associates Inc | $18.9M | 9.27% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $18.8M | 5.38% |
| Quantinno Capital Management LP | $18.7M | 0.03% |
| U.S. Capital Wealth Advisors, LLC | $18.2M | 0.46% |
| Cerity Partners LLC | $18.1M | 0.03% |
| Envision Financial LLC | $17.9M | 9.65% |
| VVR Holdings LLC | $17.9M | 9.25% |
| Johnson Bixby & Associates, LLC | $17.8M | 2.20% |
| CAHILL FINANCIAL ADVISORS INC | $17.1M | 1.86% |
| Tradition Wealth Management, LLC | $17.1M | 1.22% |
| Sellwood Investment Partners LLC | $16.9M | 6.67% |
| White Pine Investment CO | $16.9M | 3.92% |
| PRINCIPAL SECURITIES, INC. | $16.8M | 0.25% |
| Northland Capital Management LLC | $16.7M | 9.16% |
| Strata Wealth Advisors, LLC | $16.5M | 4.54% |
| Gotham Asset Management, LLC | $16.3M | 0.05% |
| Asset Allocation Strategies LLC | $15.7M | 2.79% |
| Wealth Forward, LLC | $15.7M | 8.83% |
| HIGHLINE WEALTH PARTNERS LLC | $15.3M | 3.90% |
| MML INVESTORS SERVICES, LLC | $15.2M | 0.04% |
| EP Wealth Advisors, LLC | $15.0M | 0.07% |
| Williams Financial, LLC | $14.8M | 8.62% |
| Ironwood Investment Counsel, LLC | $14.5M | 2.09% |
| FMR LLC | $14.4M | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | $13.9M | 0.01% |
| ACCESS FINANCIAL SERVICES, INC. | $13.8M | 4.88% |
| PEAPACK GLADSTONE FINANCIAL CORP | $13.4M | 0.17% |
| Opes Wealth Management LLC | $13.1M | 2.16% |
| Equity Wealth Partners, LLC | $12.7M | 8.19% |
| Nicholas Hoffman & Company, LLC. | $12.5M | 0.29% |
| JONES FINANCIAL COMPANIES LLLP | $12.3M | 0.01% |
| Alhambra Investment Management LLC | $12.0M | 5.52% |
| Sterling Financial Planning, Inc. | $11.8M | 3.50% |
| Timmons Wealth Management, LLC | $11.8M | 11.18% |
| Nicholson Meyer Capital Management, Inc. | $11.7M | 8.94% |
| J.E. Simmons & Co., P.C. | $11.6M | 7.76% |
| Systelligence, LLC | $11.6M | 2.25% |
| Cedar Point Capital Partners, LLC | $11.4M | 7.44% |
| Pallas Capital Advisors LLC | $11.4M | 0.43% |
| Archford Capital Strategies, LLC | $11.3M | 1.30% |
| ARCADIA INVESTMENT ADVISORS LLC | $11.0M | 5.19% |
| MERCER GLOBAL ADVISORS INC /ADV | $10.9M | 0.02% |
| ARQ WEALTH ADVISORS, LLC | $10.7M | 1.93% |
| Legend Financial Advisors, Inc. | $10.7M | 6.87% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $10.6M | 0.44% |
| TUDOR INVESTMENT CORP ET AL | $10.6M | 0.02% |
| American Trust | $10.6M | 0.94% |
| PARK AVENUE SECURITIES LLC | $10.5M | 0.08% |
| LOWERY THOMAS, LLC | $10.5M | 5.99% |
| Bristlecone Value Partners, LLC | $10.4M | 9.19% |
| Lakewood Asset Management LLC | $10.3M | 6.60% |
| COLLECTIVE FAMILY OFFICE LLC | $10.2M | 2.29% |
| Kestra Advisory Services, LLC | $10.0M | 0.04% |
| Arlington Financial Advisors, LLC | $9.8M | 1.40% |
| OneDigital Investment Advisors LLC | $9.8M | 0.10% |
| Bruce G. Allen Investments, LLC | $9.8M | 6.39% |
| Milestone Investment Advisors LLC | $9.7M | 2.33% |
| AlTi Global, Inc. | $9.2M | 0.20% |
| RHS Financial, LLC | $9.1M | 4.33% |
| FOSTER & MOTLEY INC | $8.9M | 0.46% |
| Qube Research & Technologies Ltd | $8.8M | 0.01% |
| Guardian Financial Partners, LLC | $8.8M | 3.72% |
| Breakwater Capital Group | $8.6M | 1.15% |
| JPMORGAN CHASE & CO | $8.6M | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.5M | 0.02% |
| Gross & Hartman Investments LLC | $8.4M | 4.36% |
| Quadcap Wealth Management, LLC | $8.3M | 0.95% |
| Darrow Company, Inc. | $8.1M | 3.67% |
| Wilmington Savings Fund Society, FSB | $7.7M | 0.18% |
| Wingate Wealth Advisors, Inc. | $7.6M | 4.07% |
| Rollins Financial Advisors, LLC | $7.5M | 1.19% |