| ASSETMARK, INC | $3.1B | 6.36% |
| Cassaday & Co Wealth Management LLC | $1.4B | 29.11% |
| MORGAN STANLEY | $936.8M | 0.06% |
| BANK OF AMERICA CORP /DE/ | $747.1M | 0.05% |
| LPL Financial LLC | $424.3M | 0.11% |
| UBS Group AG | $383.0M | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | $319.4M | 0.56% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $315.6M | 2.67% |
| AMERIPRISE FINANCIAL INC | $292.8M | 0.07% |
| WELLS FARGO & COMPANY/MN | $275.4M | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | $261.4M | 0.07% |
| ANGELES WEALTH MANAGEMENT, LLC | $209.9M | 11.42% |
| Cerity Partners LLC | $200.7M | 0.28% |
| Merit Financial Group, LLC | $199.3M | 1.48% |
| PNC FINANCIAL SERVICES GROUP, INC. | $195.4M | 0.11% |
| ROYAL BANK OF CANADA | $171.3M | 0.03% |
| Howard Capital Management Inc. | $167.1M | 2.73% |
| RAYMOND JAMES FINANCIAL INC | $159.5M | 0.05% |
| Facet Wealth, Inc. | $120.0M | 2.08% |
| OSAIC HOLDINGS, INC. | $105.2M | 0.15% |
| PETREDIS INVESTMENT ADVISORS LLC | $101.1M | 8.27% |
| TWO SIGMA INVESTMENTS, LP | $93.6M | 0.08% |
| Rockefeller Capital Management L.P. | $87.9M | 0.16% |
| Portfolio Strategies, Inc. | $86.5M | 10.67% |
| Strategic Investment Advisors / MI | $86.4M | 5.97% |
| Falcon Wealth Planning | $85.9M | 5.85% |
| HighTower Advisors, LLC | $83.2M | 0.09% |
| FIFTH THIRD BANCORP | $83.2M | 0.15% |
| Black Diamond Financial, LLC | $76.6M | 8.36% |
| Mariner, LLC | $72.0M | 0.08% |
| STIFEL FINANCIAL CORP | $70.7M | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | $69.3M | 0.10% |
| IFC Advisors LLC | $68.9M | 9.86% |
| Prime Capital Investment Advisors, LLC | $68.0M | 0.79% |
| Praetorian Wealth Management, Inc. | $64.6M | 12.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $63.9M | 0.04% |
| Gratus Wealth Advisors, LLC | $59.8M | 8.64% |
| Cetera Investment Advisers | $57.6M | 0.06% |
| CITADEL ADVISORS LLC | $57.3M | 0.01% |
| Leelyn Smith, LLC | $55.9M | 7.83% |
| JPMORGAN CHASE & CO | $52.5M | 0.00% |
| Beacon Capital Management, LLC | $49.7M | 8.78% |
| Creative Planning | $49.4M | 0.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $46.4M | 1.90% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $43.7M | 3.82% |
| Cambridge Investment Research Advisors, Inc. | $41.0M | 0.11% |
| Bernardo Wealth Planning LLC | $38.2M | 7.48% |
| Lido Advisors, LLC | $37.9M | 0.12% |
| BTG Pactual Asset Management US LLC | $36.0M | 3.11% |
| MEANS INVESTMENT CO., INC. | $35.2M | 3.07% |
| Beacon Pointe Advisors, LLC | $34.8M | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.6M | 0.07% |
| GOLDMAN SACHS GROUP INC | $34.6M | 0.00% |
| FC Advisory LLC | $34.3M | 10.01% |
| DT Investment Partners, LLC | $33.5M | 2.79% |
| MML INVESTORS SERVICES, LLC | $33.0M | 0.09% |
| ETF Portfolio Partners, Inc. | $32.8M | 8.62% |
| D.A. DAVIDSON & CO. | $30.6M | 0.19% |
| EP Wealth Advisors, LLC | $29.6M | 0.15% |
| BHK Investment Advisors, LLC | $28.8M | 9.63% |
| HB Wealth Management, LLC | $27.8M | 0.18% |
| CX Institutional | $27.3M | 0.83% |
| Erickson Financial Group, LLC | $27.2M | 17.04% |
| Kestra Advisory Services, LLC | $25.8M | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.8M | 0.00% |
| Wealthfront Advisers LLC | $25.6M | 0.06% |
| Prospera Financial Services Inc | $24.0M | 0.39% |
| Gateway Wealth Partners, LLC | $23.2M | 0.90% |
| Apriem Advisors | $23.2M | 2.21% |
| Clarity Financial LLC | $23.0M | 2.51% |
| AMARA FINANCIAL, LLC. | $23.0M | 15.86% |
| &PARTNERS | $22.3M | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | $21.7M | 0.01% |
| NORTHERN TRUST CORP | $21.4M | 0.00% |
| ALPS ADVISORS INC | $21.3M | 0.10% |
| JANE STREET GROUP, LLC | $20.9M | 0.00% |
| Clarus Wealth Advisors | $20.5M | 8.73% |
| Zeit Capital LLC | $20.3M | 13.58% |
| Concurrent Investment Advisors, LLC | $20.3M | 0.22% |
| IEQ CAPITAL, LLC | $20.1M | 0.09% |
| Avior Wealth Management, LLC | $19.9M | 0.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $19.9M | 1.21% |
| SALEM INVESTMENT COUNSELORS INC | $19.8M | 0.58% |
| Independent Advisor Alliance | $19.7M | 0.21% |
| Ameritas Advisory Services, LLC | $19.6M | 0.76% |
| VICTORY CAPITAL MANAGEMENT INC | $19.5M | 0.01% |
| Sanctuary Advisors, LLC | $19.4M | 0.10% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $19.2M | 0.33% |
| Zhang Financial LLC | $18.8M | 0.65% |
| Wheelhouse Advisory Group LLC | $18.2M | 6.05% |
| Savant Capital, LLC | $18.2M | 0.09% |
| ODonnell Financial Services, LLC | $18.0M | 6.22% |
| Kingsview Wealth Management, LLC | $17.3M | 0.24% |
| NORTHEAST INVESTMENT MANAGEMENT | $16.8M | 0.69% |
| Allspring Global Investments Holdings, LLC | $16.6M | 0.03% |
| Raab & Moskowitz Asset Management LLC | $16.5M | 3.67% |
| Blackston Financial Advisory Group, LLC | $16.2M | 10.16% |
| WealthShield Partners, LLC | $16.1M | 1.80% |
| Cresset Asset Management, LLC | $15.9M | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | $15.9M | 0.01% |
| Wealthspire Retirement, LLC | $15.4M | 0.92% |
| US BANCORP \DE\ | $15.2M | 0.02% |
| FMR LLC | $15.1M | 0.00% |
| OKABENA INVESTMENT SERVICES INC | $14.6M | 2.82% |
| NWF Advisory Services Inc. | $14.5M | 1.64% |
| UNIVEST FINANCIAL Corp | $14.4M | 0.81% |
| STEPHENS INC /AR/ | $13.8M | 0.17% |
| Foundations Investment Advisors, LLC | $13.8M | 0.17% |
| Cascade Financial Partners, LLC | $13.5M | 1.39% |
| Vestmark Advisory Solutions, Inc. | $13.3M | 0.15% |
| Focused Wealth Management, Inc | $12.6M | 1.30% |
| Pacific Center for Financial Services | $12.5M | 3.17% |
| AXXCESS WEALTH MANAGEMENT, LLC | $12.3M | 0.39% |
| Randall & Associates Wealth Management | $12.2M | 8.22% |
| Texas Capital Bank Wealth Management Services Inc | $12.1M | 0.72% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $12.0M | 5.03% |
| PHILADELPHIA TRUST CO | $11.9M | 0.84% |
| Sherman Wealth Management LLC | $11.9M | 10.18% |
| Focus Partners Wealth | $11.7M | 0.01% |
| Stratos Investment Management, LLC | $11.6M | 0.46% |
| Bank of New York Mellon Corp | $11.4M | 0.00% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $11.3M | 3.24% |
| ALLSTREET CAPITAL ADVISORS LLC | $10.9M | 8.06% |
| Steward Partners Investment Advisory, LLC | $10.8M | 0.06% |
| Clifford Group, LLC | $10.7M | 8.25% |
| Cedar Point Capital Partners, LLC | $10.7M | 6.93% |
| TRUIST FINANCIAL CORP | $10.4M | 0.01% |
| Fingerlakes Wealth Management, Inc. | $10.4M | 6.87% |
| Virtu Financial LLC | $10.2M | 0.42% |
| Investment Insight Wealth Management, LLC | $10.0M | 10.78% |
| Waverly Advisors, LLC | $10.0M | 0.07% |
| Capital Planning LLC | $9.9M | 3.23% |
| Darwin Wealth Management, LLC | $9.9M | 3.07% |
| HARBOUR INVESTMENTS, INC. | $9.9M | 0.15% |
| Baird Financial Group, Inc. | $9.5M | 0.01% |
| Resolute Advisors LLC | $9.3M | 3.83% |
| CENTAURUS FINANCIAL, INC. | $9.2M | 0.44% |
| Apollon Financial, LLC | $9.0M | 1.25% |
| Quadcap Wealth Management, LLC | $9.0M | 1.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.9M | 0.20% |
| Cypress Wealth Services, LLC | $8.8M | 1.25% |
| BLAIR WILLIAM & CO/IL | $8.5M | 0.02% |
| Baring Financial LLC | $8.4M | 5.17% |
| Private Advisor Group, LLC | $8.4M | 0.04% |
| TFB Advisors LLC | $8.4M | 4.42% |
| Royal Fund Management, LLC | $8.0M | 0.76% |
| WAYSTONE ADVISORS LLC | $8.0M | 7.12% |
| CITIGROUP INC | $7.9M | 0.00% |
| Gladwyn Financial Advisors, Inc. | $7.9M | 5.48% |
| McClarren Financial Advisors, Inc. | $7.8M | 4.59% |