| HBK Sorce Advisory LLC | $854.4M | 16.93% |
| SIGNATUREFD, LLC | $421.4M | 6.46% |
| Advance Capital Management, Inc. | $288.0M | 10.91% |
| Bank of New York Mellon Corp | $266.7M | 0.05% |
| BANK OF AMERICA CORP /DE/ | $187.7M | 0.01% |
| NEPC LLC | $180.4M | 3.59% |
| Forvis Mazars Wealth Advisors, LLC | $158.7M | 3.01% |
| Martel Wealth Advisors LLC | $122.3M | 20.82% |
| ASSETMARK, INC | $107.2M | 0.22% |
| Diversified Portfolios, Inc. | $92.4M | 7.60% |
| Smith & Howard Wealth Management, LLC | $84.3M | 18.22% |
| LPL Financial LLC | $82.3M | 0.02% |
| Financial Engines Advisors L.L.C. | $76.0M | 0.15% |
| BLB&B Advisors, LLC | $73.9M | 3.05% |
| ALERUS FINANCIAL NA | $73.4M | 3.63% |
| Orion Porfolio Solutions, LLC | $69.0M | 0.59% |
| ORRSTOWN FINANCIAL SERVICES INC | $68.4M | 11.45% |
| Heartland Bank & Trust Co | $63.7M | 14.41% |
| Magnolia Wealth Management, LLC | $49.8M | 29.00% |
| ENVESTNET ASSET MANAGEMENT INC | $48.6M | 0.01% |
| BOK Financial Private Wealth, Inc. | $47.3M | 2.85% |
| New England Capital Financial Advisors LLC | $45.7M | 12.52% |
| Tilson Financial Group, Inc. | $43.3M | 13.00% |
| Envestnet Portfolio Solutions, Inc. | $41.4M | 0.23% |
| Zhang Financial LLC | $40.7M | 1.41% |
| HUB Investment Partners, LLC | $39.7M | 0.95% |
| Tull Financial Group, Inc. | $37.3M | 16.65% |
| EVOLVE PRIVATE WEALTH, LLC | $36.1M | 1.93% |
| Essex LLC | $35.9M | 6.34% |
| Mills Wealth Advisors LLC | $35.3M | 12.32% |
| First Citizens Asset Management, Inc. | $35.2M | 12.49% |
| Meeder Advisory Services, Inc. | $35.1M | 1.47% |
| SJS Investment Consulting Inc. | $33.8M | 4.13% |
| AMI INVESTMENT MANAGEMENT INC | $32.9M | 7.39% |
| Alaethes Wealth, LLC | $32.0M | 9.10% |
| SACHEM HILL LLC | $31.4M | 6.08% |
| Verum Partners LLC | $31.3M | 5.94% |
| Leonard Rickey Investment Advisors P.L.L.C. | $29.5M | 5.10% |
| SoundView Advisors Inc. | $29.4M | 10.48% |
| Momentous Wealth Management, Inc. | $29.4M | 16.81% |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.2M | 0.04% |
| Quantum Financial Planning Services, Inc. | $28.6M | 10.26% |
| Investment Planning Advisors, Inc. | $28.2M | 7.78% |
| Mariner, LLC | $27.8M | 0.03% |
| NewEdge Wealth, LLC | $27.1M | 0.32% |
| BCR Wealth Strategies, LLC | $26.5M | 8.32% |
| RESOLUTE CAPITAL, LLC | $26.2M | 10.63% |
| Cornerstone Wealth Group, LLC | $25.8M | 1.66% |
| SVB WEALTH LLC | $25.0M | 1.65% |
| CGN Advisors LLC | $24.8M | 1.96% |
| McIlrath & Eck, LLC | $23.8M | 1.76% |
| Rise Advisors, LLC | $23.3M | 8.19% |
| Burton Enright Welch | $22.6M | 3.08% |
| Acropolis Investment Management, LLC | $22.4M | 0.99% |
| San Luis Wealth Advisors LLC | $22.2M | 3.67% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $22.1M | 3.28% |
| NorthLanding Financial Partners, LLC | $21.3M | 17.17% |
| Gross & Hartman Investments LLC | $20.8M | 10.80% |
| Lansing Street Advisors | $19.9M | 5.01% |
| WELLS FARGO & COMPANY/MN | $19.6M | 0.00% |
| Foundations Investment Advisors, LLC | $19.4M | 0.24% |
| Crusonia Wealth Advisors LLC | $19.1M | 3.93% |
| D'Orazio & Associates, Inc. | $18.9M | 2.45% |
| SCOTIA CAPITAL INC. | $18.6M | 0.08% |
| Blume Capital Management, Inc. | $17.9M | 3.05% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $17.3M | 5.88% |
| Conservest Capital Advisors, Inc. | $16.2M | 1.47% |
| Safe Harbor Family Capital, LLC | $15.2M | 11.85% |
| HighTower Advisors, LLC | $14.8M | 0.02% |
| Wolff Financial Management LLC | $14.7M | 3.25% |
| Compton Wealth Advisory Group, LLC | $14.5M | 3.24% |
| Central Pacific Bank - Trust Division | $14.5M | 1.85% |
| ShankerValleau Wealth Advisors, Inc. | $14.1M | 3.97% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.8M | 0.00% |
| Addison Advisors LLC | $13.7M | 3.02% |
| Chicago Partners Investment Group LLC | $13.5M | 0.30% |
| Olde Wealth Management, LLC | $13.4M | 4.23% |
| ROYAL BANK OF CANADA | $13.1M | 0.00% |
| CFO4Life Group, LLC | $12.8M | 1.96% |
| Private Advisor Group, LLC | $12.7M | 0.06% |
| INVENIO WEALTH PARTNERS LLC | $12.7M | 5.03% |
| Boston Standard Wealth Management, LLC | $11.5M | 1.89% |
| AJ Advisors, LLC | $11.0M | 4.10% |
| Barry Investment Advisors, LLC | $10.9M | 2.40% |
| TFO Wealth Partners, LLC | $10.9M | 1.48% |
| PRINCIPAL SECURITIES, INC. | $10.4M | 0.15% |
| Madrid Wealth Management, LLC | $10.3M | 7.74% |
| Strategic Family Wealth Counselors, L.L.C. | $9.9M | 2.59% |
| Kaizen Financial Strategies | $9.9M | 4.17% |
| Gutierrez Wealth Advisory, LLC | $9.7M | 6.00% |
| CreativeOne Wealth, LLC | $9.4M | 0.22% |
| TRUIST FINANCIAL CORP | $9.3M | 0.01% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $9.3M | 5.85% |
| GEN Financial Management, INC. | $8.4M | 5.20% |
| MISSION WEALTH MANAGEMENT, LP | $8.1M | 0.17% |
| Tandem Investment Partners LLC | $8.1M | 6.83% |
| Cetera Investment Advisers | $7.9M | 0.01% |
| MML INVESTORS SERVICES, LLC | $7.9M | 0.02% |
| Cambridge Investment Research Advisors, Inc. | $7.6M | 0.02% |
| Englebert Financial Advisers, LLC | $7.5M | 8.58% |
| Hofer & Associates. Inc | $7.4M | 3.98% |
| Main Line Retirement Advisors, LLC | $7.3M | 3.66% |
| Penney Financial, LLC | $7.1M | 2.73% |
| GRAND WEALTH MANAGEMENT, LLC | $7.1M | 3.33% |
| BOSTON FAMILY OFFICE LLC | $6.9M | 0.46% |
| Breakwater Investment Management | $6.6M | 2.45% |
| Galvin, Gaustad & Stein, LLC | $6.6M | 0.53% |
| Pinion Investment Advisors, LLC | $6.6M | 1.53% |
| Kings Path Partners LLC | $6.5M | 2.26% |
| Greenwich Wealth Management LLC | $5.7M | 0.23% |
| OMNI 360 Wealth, Inc. | $5.4M | 2.81% |
| Focus Partners Advisor Solutions, LLC | $5.4M | 0.05% |
| Summit Financial, LLC | $5.2M | 0.07% |
| Bogart Wealth, LLC | $5.1M | 0.20% |
| Baer Investment Advisory LLC | $4.9M | 0.60% |
| VICTORY FINANCIAL GROUP, LLC | $4.9M | 0.60% |
| Echo45 Advisors LLC | $4.5M | 2.55% |
| Savvy Advisors, Inc. | $4.5M | 0.12% |
| BENJAMIN EDWARDS INC | $4.5M | 0.04% |
| Cerity Partners LLC | $4.4M | 0.01% |
| Mendota Financial Group, LLC | $4.3M | 3.18% |
| GOLDMAN SACHS GROUP INC | $4.3M | 0.00% |
| GatePass Capital, LLC | $4.1M | 1.91% |
| Nicholas Hoffman & Company, LLC. | $4.0M | 0.09% |
| 55 North Private Wealth, LLC | $4.0M | 1.01% |
| Emergent Wealth Advisors, LLC | $3.8M | 2.23% |
| Ethos Financial Group, LLC | $3.7M | 0.27% |
| Enclave Advisors LLC | $3.7M | 0.51% |
| Prosperity Bancshares Inc | $3.6M | 2.92% |
| Lynx Investment Advisory | $3.5M | 1.66% |
| ACTION POINT FINANCIAL PLANNING, LLC | $3.4M | 3.00% |
| Elite Life Management LLC | $3.2M | 4.05% |
| Stonebridge Financial Planning Group, LLC | $3.1M | 1.14% |
| FIRST CITIZENS BANK & TRUST CO | $3.0M | 0.06% |
| Concurrent Investment Advisors, LLC | $2.9M | 0.03% |
| OSAIC HOLDINGS, INC. | $2.7M | 0.00% |
| Dickmeyer Boyce Financial Management, Inc. | $2.6M | 1.55% |
| Thayer Partners, LLC / MA | $2.6M | 1.23% |
| TD Capital Management LLC | $2.5M | 0.22% |
| Ausdal Financial Partners, Inc. | $2.3M | 0.10% |
| Plancorp, LLC | $2.2M | 0.06% |
| Rothschild Wealth LLC | $2.2M | 0.20% |
| MCF Advisors LLC | $2.1M | 0.09% |
| STIFEL FINANCIAL CORP | $2.1M | 0.00% |
| Farrell Financial LLC | $2.1M | 1.26% |
| CONQUIS FINANCIAL LLC | $2.1M | 1.72% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $2.0M | 0.13% |
| DeLarme Wealth Management, Inc. | $2.0M | 1.31% |
| Keystone Financial Group | $2.0M | 0.14% |
| Topsail Wealth Management, LLC | $1.9M | 0.28% |