| HB Wealth Management, LLC | $676.2M | 4.38% |
| MORGAN STANLEY | $393.7M | 0.02% |
| RAYMOND JAMES FINANCIAL INC | $315.7M | 0.10% |
| Betterment LLC | $293.5M | 0.56% |
| FACTORY MUTUAL INSURANCE CO | $275.2M | 3.10% |
| JPMORGAN CHASE & CO | $260.1M | 0.02% |
| BANK OF AMERICA CORP /DE/ | $253.1M | 0.02% |
| OpenArc Corporate Advisory, LLC | $226.5M | 3.24% |
| Mariner, LLC | $222.6M | 0.26% |
| Dynasty Wealth Management, LLC | $209.1M | 1.82% |
| Legacy Wealth Management, LLC | $182.1M | 10.62% |
| Janney Montgomery Scott LLC | $168.0M | 0.42% |
| HighTower Advisors, LLC | $151.8M | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.7M | 0.09% |
| Valeo Financial Advisors, LLC | $128.1M | 3.06% |
| Summit Financial Strategies, Inc. | $124.3M | 9.79% |
| Moss Adams Wealth Advisors LLC | $123.6M | 9.04% |
| ENVESTNET ASSET MANAGEMENT INC | $123.1M | 0.03% |
| WELLS FARGO & COMPANY/MN | $113.2M | 0.02% |
| Vestmark Advisory Solutions, Inc. | $110.1M | 1.22% |
| OSAIC HOLDINGS, INC. | $104.5M | 0.15% |
| Modern Wealth Management, LLC | $102.5M | 1.75% |
| Cetera Investment Advisers | $98.7M | 0.10% |
| Savant Capital, LLC | $98.6M | 0.48% |
| First Pacific Financial | $94.4M | 12.16% |
| Alpine Bank Wealth Management | $90.6M | 13.17% |
| Confluence Wealth Services, Inc. | $86.2M | 3.34% |
| CGN Advisors LLC | $84.8M | 6.70% |
| Grant Street Asset Management, Inc. | $82.8M | 15.96% |
| Avantax Planning Partners, Inc. | $78.8M | 2.16% |
| LPL Financial LLC | $78.8M | 0.02% |
| Bogart Wealth, LLC | $73.9M | 2.85% |
| Capital Analysts, LLC | $73.1M | 1.92% |
| First Washington CORP | $72.7M | 20.58% |
| D.B. Root & Company, LLC | $72.5M | 17.33% |
| Hughes Financial Services, LLC | $70.9M | 10.90% |
| CAPTRUST FINANCIAL ADVISORS | $70.2M | 0.12% |
| Allen Capital Group, LLC | $69.2M | 6.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | $64.4M | 0.09% |
| McAdam, LLC | $61.8M | 2.78% |
| Wiser Wealth Management, Inc | $60.5M | 13.05% |
| SENTINEL PENSION ADVISORS, LLC | $59.5M | 8.79% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $55.8M | 0.11% |
| Harbor Group, Inc. | $50.4M | 7.28% |
| Corient Private Wealth LLC | $48.6M | 0.07% |
| Horizon Investments, LLC | $46.2M | 0.52% |
| PNC FINANCIAL SERVICES GROUP, INC. | $45.5M | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | $43.9M | 0.02% |
| Bouchey Financial Group Ltd | $43.0M | 3.16% |
| Berger Financial Group, Inc | $41.2M | 2.31% |
| Destiny Wealth Partners, LLC | $40.9M | 4.47% |
| SNS Financial Group, LLC | $39.1M | 3.37% |
| Joseph Group Capital Management | $38.8M | 9.70% |
| MML INVESTORS SERVICES, LLC | $37.6M | 0.10% |
| Tradition Wealth Management, LLC | $37.5M | 2.67% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $36.9M | 7.88% |
| STIFEL FINANCIAL CORP | $36.9M | 0.03% |
| Avidian Wealth Enterprises, LLC | $36.3M | 1.15% |
| Aspen Wealth Management LLC | $36.2M | 7.21% |
| DAYMARK WEALTH PARTNERS, LLC | $35.3M | 1.11% |
| ROYAL BANK OF CANADA | $34.5M | 0.01% |
| Focus Partners Wealth | $34.2M | 0.04% |
| Continuum Advisory, LLC | $33.6M | 3.22% |
| Hartford Financial Management Inc. | $33.2M | 8.47% |
| Forum Private Client Group LLC | $32.0M | 10.65% |
| KINTRA WEALTH, LLC | $31.2M | 2.21% |
| KELLY FINANCIAL GROUP LLC | $30.8M | 7.74% |
| Crusonia Wealth Advisors LLC | $30.7M | 6.32% |
| Apella Capital, LLC | $30.6M | 0.45% |
| Cerity Partners LLC | $30.0M | 0.04% |
| Mach-1 Financial Group, LLC | $29.1M | 10.25% |
| Aptus Capital Advisors, LLC | $28.9M | 0.23% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $28.9M | 1.82% |
| 46 Peaks LLC | $28.8M | 20.94% |
| TRUIST FINANCIAL CORP | $28.6M | 0.04% |
| Tarbox Family Office, Inc. | $28.1M | 4.57% |
| VERUS CAPITAL PARTNERS, LLC | $27.9M | 1.91% |
| Walkner Condon Financial Advisors LLC | $27.7M | 3.65% |
| CWM, LLC | $27.4M | 0.07% |
| IMA Advisory Services, Inc. | $27.3M | 2.66% |
| Bank of New York Mellon Corp | $27.2M | 0.01% |
| Johnson Financial Group, Inc. | $27.2M | 0.98% |
| AlphaCore Capital LLC | $26.5M | 0.63% |
| Mascoma Wealth Management LLC | $26.4M | 5.46% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.6M | 0.01% |
| D.A. DAVIDSON & CO. | $25.4M | 0.15% |
| Kestra Advisory Services, LLC | $25.1M | 0.09% |
| Spire Wealth Management | $25.0M | 0.85% |
| KICKSTAND VENTURES, LLC. | $24.0M | 5.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | $23.8M | 1.34% |
| Magnus Financial Group LLC | $23.2M | 1.89% |
| Steele Capital Management, Inc. | $22.7M | 0.94% |
| Baird Financial Group, Inc. | $22.0M | 0.03% |
| STEPHENS INC /AR/ | $21.9M | 0.27% |
| Bond & Devick Financial Network, Inc. | $21.5M | 6.01% |
| Blue Water Asset Management | $21.3M | 7.37% |
| LeClair Wealth Partners LLC | $21.3M | 7.37% |
| American Money Management, LLC | $21.3M | 3.36% |
| Peterson Wealth Advisors, LLC | $21.2M | 2.82% |
| Waterloo Capital, L.P. | $21.2M | 1.49% |
| FAGAN ASSOCIATES, INC. | $21.0M | 2.92% |
| Mutual Advisors, LLC | $20.9M | 0.45% |
| Royal Harbor Partners, LLC | $20.2M | 6.82% |
| TD Capital Management LLC | $19.4M | 1.74% |
| WealthPlan Investment Management, LLC | $19.2M | 1.07% |
| Trinity Legacy Partners, LLC | $18.6M | 4.03% |
| Selby Wealth Management, LLC | $18.5M | 7.30% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $18.4M | 9.60% |
| HUB Investment Partners, LLC | $18.2M | 0.44% |
| SouthState Bank Corp | $18.2M | 0.85% |
| ALPS ADVISORS INC | $17.6M | 0.08% |
| Invst, LLC | $17.4M | 1.96% |
| Atria Investments, Inc | $17.3M | 0.19% |
| BankPlus Wealth Management LLC | $16.7M | 8.65% |
| Financial Connections Group, Inc. | $16.3M | 5.66% |
| BridgePort Financial Solutions, LLC | $16.2M | 4.60% |
| CORE WEALTH ADVISORS, LLC | $16.1M | 12.37% |
| Financial Partners Group, Inc | $15.3M | 1.83% |
| COOPER/HAIMS ADVISORS, LLC | $15.2M | 7.17% |
| FMA Wealth Management, LLC | $14.7M | 9.76% |
| Cambridge Investment Research Advisors, Inc. | $14.6M | 0.04% |
| Stadion Money Management, LLC | $14.0M | 1.41% |
| Blume Capital Management, Inc. | $13.4M | 2.28% |
| EXCHANGE TRADED CONCEPTS, LLC | $13.3M | 0.09% |
| ACIMA PRIVATE WEALTH, LLC | $13.2M | 4.13% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $12.9M | 0.66% |
| JFS WEALTH ADVISORS, LLC | $12.8M | 0.72% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.8M | 0.00% |
| Triad Wealth Partners, LLC | $12.3M | 0.98% |
| SIERRA OCEAN, LLC | $11.7M | 9.59% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $11.6M | 1.72% |
| Per Stirling Capital Management, LLC. | $11.5M | 1.28% |
| Clarity Wealth Advisors, LLC | $11.5M | 2.37% |
| Econ Financial Services Corp | $11.4M | 5.28% |
| Milestone Investment Advisors LLC | $11.2M | 2.71% |
| Greenbush Financial Group, LLC | $11.1M | 3.68% |
| Financially in Tune, LLC | $11.0M | 9.42% |
| SAGESPRING WEALTH PARTNERS, LLC | $10.8M | 0.20% |
| ARBOR TRUST WEALTH ADVISORS, LLC | $10.8M | 4.74% |
| Trademark Financial Management, LLC | $10.8M | 5.29% |
| MBL Wealth, LLC | $10.8M | 0.82% |
| Landmark Wealth Management, LLC | $10.6M | 2.84% |
| Sprinkle Financial Consultants LLC | $10.5M | 4.84% |
| FLOYD FINANCIAL GROUP LLC | $10.5M | 6.99% |
| Cannon Wealth Management Services, LLC | $10.4M | 7.02% |
| Perigon Wealth Management, LLC | $10.1M | 0.18% |
| Cedar Point Capital Partners, LLC | $9.9M | 6.45% |
| WBH ADVISORY INC | $9.1M | 0.68% |
| 5T Wealth, LLC | $8.9M | 3.53% |
| Embree Financial Group | $8.9M | 1.04% |