| WEST PACES ADVISORS INC. | $56.8M | 11.00% |
| Tarbox Family Office, Inc. | $56.2M | 9.12% |
| NATIXIS ADVISORS, LLC | $56.2M | 0.08% |
| TRUEFG, LLC | $56.1M | 14.87% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $54.8M | 5.68% |
| JNBA Financial Advisors | $54.2M | 4.51% |
| Fifth Third Wealth Advisors LLC | $54.0M | 1.83% |
| BlueStem Wealth Partners, LLC | $53.9M | 5.99% |
| HSBC HOLDINGS PLC | $52.7M | 0.03% |
| MIDLAND WEALTH ADVISORS, LLC | $52.5M | 2.71% |
| Resonant Capital Advisors, LLC | $52.4M | 2.75% |
| Portland Global Advisors LLC | $52.4M | 5.58% |
| Apollon Wealth Management, LLC | $52.3M | 0.85% |
| COMMERCE BANK | $52.2M | 0.25% |
| Modera Wealth Management, LLC | $52.1M | 0.62% |
| Wealthquest Corp | $52.0M | 3.93% |
| VOYA INVESTMENT MANAGEMENT LLC | $50.2M | 0.05% |
| Lido Advisors, LLC | $49.6M | 0.15% |
| QUADRANT CAPITAL GROUP LLC | $49.4M | 1.48% |
| CIBC Bancorp USA Inc. | $49.3M | 0.07% |
| Single Point Partners, LLC | $48.3M | 9.61% |
| JFS WEALTH ADVISORS, LLC | $48.2M | 2.70% |
| MassMutual Private Wealth & Trust, FSB | $47.9M | 1.30% |
| First Business Financial Services, Inc. | $47.8M | 4.25% |
| OPPENHEIMER & CO INC | $46.7M | 0.57% |
| BLAIR WILLIAM & CO/IL | $46.4M | 0.13% |
| Nadler Financial Group, Inc. | $46.4M | 4.47% |
| BANK OF NOVA SCOTIA | $45.3M | 0.08% |
| New England Professional Planning Group Inc. | $45.3M | 18.92% |
| CWM, LLC | $44.6M | 0.12% |
| American Trust | $44.5M | 3.93% |
| Trilogy Capital Inc. | $44.3M | 1.95% |
| LOWE BROCKENBROUGH & CO INC | $43.3M | 2.16% |
| COURIER CAPITAL LLC | $43.0M | 2.40% |
| JOHNSON INVESTMENT COUNSEL INC | $42.9M | 0.35% |
| MainStreet Investment Advisors LLC | $42.9M | 6.45% |
| RTD Financial Advisors, Inc. | $42.7M | 5.25% |
| Capital Investment Advisors, LLC | $42.3M | 0.62% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $41.8M | 0.23% |
| GREENWOOD GEARHART LLC | $41.4M | 2.24% |
| Sequoia Financial Advisors, LLC | $40.8M | 0.23% |
| Chesley Taft & Associates LLC | $40.8M | 1.70% |
| Grove Bank & Trust | $40.7M | 4.60% |
| FORM Wealth Advisors, LLC | $40.3M | 4.72% |
| Independent Advisor Alliance | $40.2M | 0.43% |
| SAX WEALTH ADVISORS, LLC | $40.1M | 1.94% |
| EVERMAY WEALTH MANAGEMENT LLC | $40.0M | 4.43% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $39.9M | 0.71% |
| DT Investment Partners, LLC | $39.6M | 3.29% |
| Pinnacle Financial Partners, Inc. | $39.1M | 0.30% |
| YHB Investment Advisors, Inc. | $38.5M | 2.76% |
| Beaumont Financial Advisors, LLC | $38.2M | 2.62% |
| LAZARD ASSET MANAGEMENT LLC | $37.9M | 0.06% |
| Allworth Financial LP | $37.8M | 0.15% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $37.3M | 2.70% |
| Human Investing LLC | $37.2M | 5.43% |
| Diversified Trust Co | $37.2M | 0.69% |
| BANK OF STOCKTON | $36.6M | 11.33% |
| CJM Wealth Advisers, Ltd. | $36.6M | 11.14% |
| Pure Financial Advisors, LLC | $36.5M | 0.52% |
| Hudock, Inc. | $36.4M | 5.36% |
| Concurrent Investment Advisors, LLC | $36.4M | 0.40% |
| Winthrop Advisory Group LLC | $36.3M | 2.96% |
| Farther Finance Advisors, LLC | $36.2M | 0.34% |
| TITLEIST ASSET MANAGEMENT, LLC | $36.1M | 2.73% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $36.1M | 0.22% |
| Drake & Associates, LLC | $36.0M | 6.86% |
| Integrated Wealth Concepts LLC | $35.3M | 0.28% |
| BAR HARBOR WEALTH MANAGEMENT | $35.1M | 2.06% |
| WESTWOOD HOLDINGS GROUP INC | $34.9M | 0.25% |
| SCS Capital Management LLC | $34.8M | 0.37% |
| Stockman Wealth Management, Inc. | $34.6M | 3.82% |
| Graves Light Lenhart Wealth, Inc. | $34.4M | 3.58% |
| Crestwood Advisors Group, LLC | $34.3M | 0.58% |
| Midwest Trust Co | $34.3M | 0.43% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $34.1M | 0.06% |
| Urban Financial Advisory Corp | $34.0M | 12.04% |
| Callan Family Office, LLC | $34.0M | 0.77% |
| Apella Capital, LLC | $33.6M | 0.50% |
| Coastline Trust Co | $33.6M | 3.33% |
| Leverty Financial Group, LLC | $33.5M | 7.42% |
| NewSquare Capital LLC | $33.5M | 2.90% |
| Verde Capital Management | $33.4M | 7.14% |
| Composition Wealth, LLC | $33.0M | 0.45% |
| ESL Trust Services, LLC | $32.8M | 6.27% |
| Voya Financial Advisors, Inc. | $32.7M | 3.26% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $32.7M | 2.11% |
| FIRST HORIZON CORP | $32.6M | 1.36% |
| Shoker Investment Counsel, Inc. | $32.2M | 9.57% |
| Forvis Mazars Wealth Advisors, LLC | $32.2M | 0.61% |
| Ashton Thomas Private Wealth, LLC | $31.9M | 0.75% |
| Brand Asset Management Group, Inc. | $31.4M | 8.16% |
| Advisory Services Network, LLC | $31.3M | 0.42% |
| Arcataur Capital Management LLC | $31.2M | 8.67% |
| Arkos Global Advisors | $31.0M | 3.89% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $30.9M | 1.59% |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $30.9M | 9.45% |
| Constellation Investments, Inc. | $30.7M | 1.02% |
| Altus Wealth Management, LLC | $30.6M | 13.60% |
| 49 WEALTH MANAGEMENT, LLC | $30.4M | 2.28% |
| BARCLAYS PLC | $30.2M | 0.01% |
| Equitable Holdings, Inc. | $30.0M | 0.19% |
| Johnson Financial Group, Inc. | $29.9M | 1.08% |
| Savant Capital, LLC | $29.9M | 0.14% |
| 1ST SOURCE BANK | $29.6M | 1.53% |
| Fiera Capital Corp | $29.6M | 0.10% |
| Caliber Wealth Management, LLC / KS | $29.5M | 3.23% |
| Vestwell Advisors, LLC | $29.5M | 8.08% |
| Summit Financial, LLC | $29.5M | 0.38% |
| Gladstone Institutional Advisory LLC | $29.4M | 1.09% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $28.9M | 0.67% |
| Atlanta Consulting Group Advisors, LLC | $28.9M | 6.20% |
| Retirement Systems of Alabama | $28.8M | 0.10% |
| Randolph Co Inc | $28.8M | 2.75% |
| OLD SECOND NATIONAL BANK OF AURORA | $28.7M | 5.93% |
| Ritter Daniher Financial Advisory LLC / DE | $28.6M | 4.85% |
| EP Wealth Advisors, LLC | $28.4M | 0.14% |
| Sanctuary Advisors, LLC | $28.3M | 0.15% |
| Wealthspire Retirement, LLC | $28.2M | 1.69% |
| Mullooly Asset Management, Inc. | $28.1M | 10.38% |
| Wealth Advisory Solutions, LLC | $28.1M | 6.26% |
| CATALYST FINANCIAL PARTNERS LLC | $28.0M | 3.31% |
| NewEdge Wealth, LLC | $27.7M | 0.33% |
| King Wealth Management Group | $27.7M | 3.47% |
| FINANCIAL MANAGEMENT NETWORK INC | $27.6M | 4.23% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $27.6M | 0.34% |
| Investments & Financial Planning, LLC | $27.4M | 14.94% |
| KANAWHA CAPITAL MANAGEMENT LLC | $27.0M | 1.90% |
| Thrivent Financial for Lutherans | $27.0M | 0.05% |
| Bryant Woods Investment Advisors, LLC | $26.8M | 9.87% |
| BROWN ADVISORY INC | $26.7M | 0.04% |
| VICUS CAPITAL | $26.5M | 1.95% |
| LGL PARTNERS, LLC | $26.3M | 10.81% |
| MONTAG A & ASSOCIATES INC | $26.1M | 1.21% |
| PROFESSIONAL ADVISORY SERVICES INC | $26.0M | 3.59% |
| Serenus Wealth Advisors, LLC | $26.0M | 5.18% |
| Twele Capital Management, Inc. | $25.9M | 4.62% |
| JOURNEY STRATEGIC WEALTH LLC | $25.9M | 0.64% |
| AdvisorNet Financial, Inc | $25.7M | 1.33% |
| Iowa State Bank | $25.7M | 4.73% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $25.5M | 3.71% |
| AQR CAPITAL MANAGEMENT LLC | $25.2M | 0.01% |
| West Financial Advisors, LLC | $25.2M | 4.28% |
| Ironwood Financial, llc | $25.0M | 4.36% |
| Argent Trust Co | $25.0M | 0.85% |
| SAGESPRING WEALTH PARTNERS, LLC | $24.7M | 0.45% |
| Texas Capital Bank Wealth Management Services Inc | $24.6M | 1.46% |
| FSM Wealth Advisors, LLC | $24.6M | 3.16% |
| New York Life Investment Management LLC | $24.4M | 0.21% |
| Well Done, LLC | $24.3M | 3.57% |