| JPMORGAN CHASE & CO | $307.6M | 0.02% |
| Rockbridge Investment Management, LCC | $225.1M | 20.23% |
| Avantax Planning Partners, Inc. | $179.0M | 4.92% |
| AMERIPRISE FINANCIAL INC | $150.2M | 0.03% |
| Charles Schwab Trust Co | $149.0M | 9.66% |
| Financial Engines Advisors L.L.C. | $125.7M | 0.26% |
| CWM, LLC | $111.2M | 0.29% |
| HighTower Advisors, LLC | $104.3M | 0.11% |
| Kohmann Bosshard Financial Services, LLC | $77.1M | 7.50% |
| ENVESTNET ASSET MANAGEMENT INC | $76.5M | 0.02% |
| GOLDMAN SACHS GROUP INC | $72.7M | 0.01% |
| RATIONAL ADVISORS, INC. | $71.4M | 7.29% |
| MORGAN STANLEY | $52.8M | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $50.9M | 0.10% |
| Mariner, LLC | $50.1M | 0.06% |
| Pioneer Wealth Management Group | $46.4M | 13.02% |
| McAdam, LLC | $46.2M | 2.08% |
| JONES FINANCIAL COMPANIES LLLP | $43.7M | 0.02% |
| Cerity Partners LLC | $41.6M | 0.06% |
| Cetera Investment Advisers | $41.1M | 0.04% |
| Vident Advisory, LLC | $38.0M | 0.32% |
| DAYMARK WEALTH PARTNERS, LLC | $37.6M | 1.18% |
| OneDigital Investment Advisors LLC | $37.2M | 0.36% |
| Phil A. Younker & Associates, Ltd. | $36.5M | 24.31% |
| Destination Wealth Management | $36.1M | 0.94% |
| Blue Trust, Inc. | $35.2M | 0.40% |
| FINANCIAL LIFE ADVISORS | $34.8M | 10.85% |
| Horst & Graben Wealth Management LLC | $33.1M | 4.54% |
| KilterHowling LLC | $31.2M | 15.74% |
| ZynergyRetirementPlanningLLC | $30.8M | 18.62% |
| TruNorth Capital Management, LLC | $30.1M | 5.76% |
| BANK OF AMERICA CORP /DE/ | $29.0M | 0.00% |
| Mokosak Advisory Group, LLC | $28.7M | 7.18% |
| Modern Wealth Management, LLC | $28.3M | 0.48% |
| NorthRock Partners, LLC | $28.1M | 0.45% |
| Plum Street Advisors, LLC | $27.8M | 9.64% |
| OSAIC HOLDINGS, INC. | $27.1M | 0.04% |
| LPL Financial LLC | $25.4M | 0.01% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $24.7M | 0.57% |
| Vestmark Advisory Solutions, Inc. | $24.7M | 0.27% |
| Alliance Wealth Management Group | $23.6M | 5.15% |
| Towercrest Capital Management | $23.6M | 3.67% |
| Tenret Co LLC | $22.9M | 11.05% |
| TSA Wealth Managment LLC | $22.2M | 7.19% |
| THEORY FINANCIAL LLC | $22.0M | 7.71% |
| Creative Planning | $21.6M | 0.01% |
| Asset Allocation Strategies LLC | $21.4M | 3.80% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.0M | 0.31% |
| Sanctuary Advisors, LLC | $20.2M | 0.11% |
| One Wealth Advisors, LLC | $19.8M | 2.46% |
| Savant Capital, LLC | $19.6M | 0.09% |
| Bond & Devick Financial Network, Inc. | $19.6M | 5.47% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $18.5M | 0.14% |
| Revisor Wealth Management LLC | $18.5M | 5.11% |
| MERCER GLOBAL ADVISORS INC /ADV | $17.7M | 0.03% |
| Revolve Wealth Partners, LLC | $17.2M | 2.23% |
| Mutual Advisors, LLC | $16.0M | 0.34% |
| RAYMOND JAMES FINANCIAL INC | $15.6M | 0.00% |
| Ascent Group, LLC | $15.6M | 0.54% |
| Pacific Park Financial, Inc. | $15.5M | 10.09% |
| James J. Burns & Company, LLC | $15.4M | 2.09% |
| Cedar Mountain Advisors, LLC | $14.9M | 2.91% |
| Arnold Financial Planning LLC | $14.8M | 13.86% |
| UBS Group AG | $14.3M | 0.00% |
| Columbus Macro, LLC | $14.3M | 1.53% |
| CFS Investment Advisory Services, LLC | $14.0M | 0.96% |
| CFG Wealth Management Services, Inc. | $13.7M | 12.46% |
| Cypress Wealth Services, LLC | $13.7M | 1.93% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.6M | 0.08% |
| Amicus Financial Advisors, LLC | $13.6M | 3.73% |
| Christensen, King & Associates Investment Services, Inc. | $12.7M | 5.44% |
| MYECFO, LLC | $12.2M | 5.12% |
| EP Wealth Advisors, LLC | $12.2M | 0.06% |
| SigFig Wealth Management, LLC | $10.9M | 0.32% |
| Ballast Financial Advisors LLC | $10.8M | 11.11% |
| Mayflower Financial Advisors, LLC | $10.8M | 1.31% |
| Grove Street Fiduciary, LLC | $10.8M | 4.75% |
| Beacon Pointe Advisors, LLC | $10.3M | 0.05% |
| Tempus Wealth Planning, LLC | $10.2M | 2.35% |
| Apriem Advisors | $10.1M | 0.97% |
| RESTON WEALTH MANAGEMENT LLC | $9.8M | 3.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $9.6M | 0.20% |
| KICKSTAND VENTURES, LLC. | $9.5M | 2.00% |
| Security Financial Services, INC. | $9.3M | 1.47% |
| Affinity Capital Advisors, LLC | $9.3M | 1.30% |
| Daviman Financial, LLC | $9.2M | 5.46% |
| FFG RETIREMENT ADVISORS LLC | $9.2M | 5.35% |
| Peak Financial Management, Inc. | $9.1M | 2.32% |
| Ashton Thomas Private Wealth, LLC | $8.8M | 0.21% |
| AE Wealth Management LLC | $8.8M | 0.05% |
| Unify Financial Advisors | $8.7M | 8.99% |
| LATHROP INVESTMENT MANAGEMENT CO | $8.6M | 1.61% |
| IFP Advisors, Inc | $8.3M | 0.17% |
| CLIENT 1ST ADVISORY GROUP, LLC | $8.2M | 2.48% |
| Avior Wealth Management, LLC | $7.8M | 0.22% |
| MAI Capital Management | $7.8M | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $7.7M | 0.47% |
| Summit Financial Strategies, Inc. | $7.6M | 0.60% |
| Integrated Wealth Concepts LLC | $7.4M | 0.06% |
| Cambridge Investment Research Advisors, Inc. | $7.3M | 0.02% |
| Midwest Financial Group LLC | $7.2M | 3.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.2M | 0.00% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $7.2M | 0.63% |
| Larson Financial Group LLC | $7.1M | 0.23% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $7.1M | 0.29% |
| CHOREO, LLC | $7.1M | 0.09% |
| WealthShield Partners, LLC | $7.1M | 0.79% |
| AlphaCore Capital LLC | $7.1M | 0.17% |
| Hoxton Planning & Management, LLC | $6.8M | 2.03% |
| Northeast Financial Group, Inc. | $6.7M | 1.67% |
| Curtis Advisory Group, LLC | $6.7M | 1.45% |
| Compass Financial Group, INC/SD | $6.7M | 0.94% |
| Patriot Financial Group Insurance Agency, LLC | $6.6M | 0.37% |
| Independent Solutions Wealth Management, LLC | $6.5M | 0.96% |
| FIFTH THIRD SECURITIES, INC. | $6.4M | 0.42% |
| Fairway Financial, LLC | $6.3M | 4.76% |
| Merit Financial Group, LLC | $6.2M | 0.05% |
| Marotta Asset Management | $6.2M | 1.15% |
| CIBC Bancorp USA Inc. | $6.2M | 0.01% |
| PARK AVENUE SECURITIES LLC | $6.0M | 0.05% |
| Bogart Wealth, LLC | $6.0M | 0.23% |
| CIBC WORLD MARKET INC. | $5.8M | 0.01% |
| Forthright Family Wealth Advisory LLC | $5.8M | 3.88% |
| MorganRosel Wealth Management, LLC | $5.6M | 2.22% |
| Clay Northam Wealth Management, LLC | $5.5M | 3.07% |
| Chatterton & Associates Inc. | $5.4M | 3.79% |
| Waverly Advisors, LLC | $5.3M | 0.04% |
| HC Advisors, LLC | $5.3M | 3.54% |
| BlueSky Wealth Advisors, LLC | $5.3M | 0.68% |
| Manske Wealth Management | $5.2M | 1.47% |
| Stonekeep Investments, LLC | $5.2M | 3.36% |
| Focus Financial Network, Inc. | $5.1M | 0.18% |
| Guardian Financial Partners, LLC | $5.0M | 2.13% |
| Wakefield Asset Management LLLP | $5.0M | 1.32% |
| Farther Finance Advisors, LLC | $5.0M | 0.05% |
| Freestone Capital Holdings, LLC | $4.9M | 0.15% |
| Brookstone Capital Management | $4.8M | 0.05% |
| Heritage Family Offices, LLP | $4.8M | 2.12% |
| XY Planning Network, Inc. | $4.8M | 0.76% |
| Fischer Financial Services, Inc. | $4.7M | 1.59% |
| Tradition Wealth Management, LLC | $4.7M | 0.34% |
| Focus Partners Advisor Solutions, LLC | $4.6M | 0.05% |
| WealthPLAN Partners, LLC | $4.5M | 0.86% |
| SNS Financial Group, LLC | $4.5M | 0.38% |
| Bestgate Wealth Advisors, LLC | $4.4M | 8.01% |
| BFSG, LLC | $4.4M | 0.42% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $4.4M | 0.32% |
| Curbstone Financial Management Corp | $4.4M | 0.83% |
| Lifelong Wealth Advisors, Inc. | $4.3M | 1.14% |
| Perigon Wealth Management, LLC | $4.3M | 0.08% |