| D'Orazio & Associates, Inc. | $132.9M | 17.21% |
| Wealthcare Advisory Partners LLC | $132.0M | 2.57% |
| Equitable Holdings, Inc. | $131.9M | 0.85% |
| Turim 21 Investimentos Ltda. | $131.7M | 33.03% |
| D.A. DAVIDSON & CO. | $130.8M | 0.79% |
| CIBC Bancorp USA Inc. | $128.6M | 0.17% |
| Golden Reserve Retirement LLC | $127.5M | 26.30% |
| Rainwater Charitable Foundation | $126.6M | 65.39% |
| Astoria Strategic Wealth, Inc. | $125.4M | 31.83% |
| Avalon Advisory Group | $124.5M | 50.24% |
| CITIGROUP INC | $119.9M | 0.05% |
| BLAIR WILLIAM & CO/IL | $119.5M | 0.34% |
| PINNACLE ASSOCIATES LTD | $118.2M | 1.52% |
| ALLIANCEBERNSTEIN L.P. | $117.1M | 0.04% |
| NewSquare Capital LLC | $116.9M | 10.14% |
| Financial Engines Advisors L.L.C. | $115.6M | 0.23% |
| HUB Investment Partners, LLC | $115.6M | 2.76% |
| VICTORY CAPITAL MANAGEMENT INC | $115.0M | 0.07% |
| Revolve Wealth Partners, LLC | $114.2M | 14.83% |
| Seaside Wealth Management, Inc. | $114.0M | 32.07% |
| Heck Capital Advisors, LLC | $112.4M | 8.34% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $111.5M | 24.06% |
| HRT FINANCIAL LP | $111.2M | 0.28% |
| GM Advisory Group, LLC | $110.7M | 4.26% |
| Bell Bank | $109.5M | 4.64% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $108.9M | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | $108.6M | 2.23% |
| STUART INVESTMENT ADVISORS, INC. | $108.4M | 47.35% |
| GeoWealth Management, LLC | $108.2M | 3.90% |
| LHM, INC. | $108.1M | 42.55% |
| LANDAAS & CO /WI /ADV | $107.7M | 23.62% |
| Busey Bank | $107.5M | 2.92% |
| Waverly Advisors, LLC | $107.4M | 0.80% |
| Global Endowment Management, LP | $107.3M | 11.97% |
| BIP Wealth, LLC | $107.3M | 4.36% |
| Efficient Advisors, LLC | $106.6M | 7.57% |
| Kinsale Capital Group, Inc. | $104.7M | 16.78% |
| Omnia Family Wealth, LLC | $103.8M | 32.70% |
| Cliffwater LLC | $103.2M | 27.34% |
| Stash Investments, LLC | $103.1M | 39.99% |
| REGIONS FINANCIAL CORP | $102.9M | 0.67% |
| Segment Wealth Management, LLC | $102.8M | 6.03% |
| BANK OF HAWAII | $101.9M | 5.34% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $100.6M | 6.49% |
| CENTRAL TRUST Co | $100.5M | 1.98% |
| MATHER GROUP, LLC. | $100.3M | 1.00% |
| Yarbrough Capital, LLC | $99.7M | 3.50% |
| SAM Advisors, LLC | $99.4M | 31.17% |
| Composition Wealth, LLC | $97.9M | 1.34% |
| Modern Wealth Management, LLC | $96.2M | 1.65% |
| Fund Evaluation Group, LLC | $95.1M | 2.92% |
| Luminvest Wealth Management LLC | $94.7M | 24.76% |
| KMT WEALTH MANAGEMENT, LLC | $93.5M | 50.80% |
| BESSEMER GROUP INC | $93.3M | 0.15% |
| BRIGHTON JONES LLC | $93.3M | 3.93% |
| AMG National Trust Bank | $93.2M | 2.02% |
| COMMERCE BANK | $91.4M | 0.44% |
| Pinnacle Financial Partners, Inc. | $90.1M | 0.69% |
| AEGON USA Investment Management, LLC | $89.8M | 70.29% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $89.7M | 27.71% |
| FIRST NATIONAL BANK OF OMAHA | $88.9M | 2.74% |
| SYM FINANCIAL Corp | $88.8M | 8.87% |
| Merit Financial Group, LLC | $88.5M | 0.66% |
| GP Brinson Investments LLC | $88.5M | 40.16% |
| AllGen Financial Advisors, Inc. | $88.4M | 20.98% |
| Basecamp Wealth Advisors LLC | $88.3M | 18.28% |
| BECKER CAPITAL MANAGEMENT INC | $88.2M | 2.59% |
| GSG Advisors LLC | $87.6M | 22.77% |
| Bridgewater Advisors Inc. | $87.3M | 5.19% |
| TruWealth Advisors, LLC | $85.6M | 4.11% |
| Sunesis Advisors, LLC | $85.5M | 38.66% |
| EP Wealth Advisors, LLC | $85.3M | 0.42% |
| Baker Avenue Asset Management, LP | $83.4M | 1.88% |
| Circle Wealth Management, LLC | $83.1M | 1.18% |
| &PARTNERS | $83.0M | 0.41% |
| Garde Capital, Inc. | $82.9M | 4.96% |
| TD Capital Management LLC | $82.7M | 7.44% |
| Shade Tree Advisors LLC | $81.7M | 58.52% |
| LaSalle St. Investment Advisors, LLC | $80.9M | 11.40% |
| Operose Advisors LLC | $79.1M | 18.33% |
| Regent Peak Wealth Advisors LLC | $78.4M | 15.99% |
| Haverford Trust Co | $78.0M | 0.71% |
| Prospera Capital Management, LLC | $77.8M | 39.02% |
| St. Louis Trust Co | $77.6M | 9.06% |
| Northstar Group, Inc. | $77.0M | 10.89% |
| Hassell Wealth Management, LLC | $76.5M | 25.68% |
| Ellevest, Inc. | $75.1M | 10.44% |
| GuidedMoney, LLC | $75.0M | 39.37% |
| Wilmington Savings Fund Society, FSB | $74.4M | 1.77% |
| Janney Montgomery Scott LLC | $74.0M | 0.18% |
| Nadler Financial Group, Inc. | $73.6M | 7.09% |
| Tidal Investments LLC | $73.5M | 0.15% |
| Affiance Financial, LLC | $73.1M | 11.85% |
| Nicholas Hoffman & Company, LLC. | $72.6M | 1.68% |
| Stratos Wealth Partners, LTD. | $72.3M | 0.82% |
| Farther Finance Advisors, LLC | $71.9M | 0.68% |
| Baker Ellis Asset Management LLC | $71.3M | 8.46% |
| Abacus Planning Group, Inc. | $70.9M | 9.54% |
| LIBRA WEALTH LLC | $70.3M | 19.82% |
| Advisory Services Network, LLC | $69.4M | 0.92% |
| WBH ADVISORY INC | $69.2M | 5.18% |
| Evensky & Katz LLC | $69.2M | 3.93% |
| Hirtle & Co., LLC | $69.0M | 2.36% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $69.0M | 7.92% |
| PARK AVENUE SECURITIES LLC | $68.7M | 0.54% |
| Independent Order of Foresters | $68.6M | 67.35% |
| ETF Portfolio Partners, Inc. | $68.6M | 18.02% |
| Steward Partners Investment Advisory, LLC | $68.6M | 0.35% |
| First Bank & Trust | $68.1M | 10.97% |
| Asset Allocation & Management Company, LLC | $67.4M | 25.01% |
| CHOREO, LLC | $67.3M | 0.83% |
| Unconventional Investor, LLC | $66.7M | 31.68% |
| Gotham Asset Management, LLC | $66.6M | 0.20% |
| Obsido Oy | $66.5M | 40.21% |
| Tanager Wealth Management LLP | $66.3M | 6.42% |
| CWM, LLC | $66.3M | 0.17% |
| Jaffetilchin Investment Partners, LLC | $65.4M | 3.89% |
| Cedar Wealth Management, LLC | $64.5M | 18.77% |
| BAILARD, INC. | $63.9M | 1.47% |
| OneDigital Investment Advisors LLC | $62.8M | 0.61% |
| Arlington Trust Co LLC | $62.2M | 5.48% |
| HOWE & RUSLING INC | $61.9M | 4.04% |
| Arax Advisory Partners | $61.0M | 1.72% |
| Winthrop Advisory Group LLC | $61.0M | 4.98% |
| SMITH, MOORE & CO. | $60.7M | 4.41% |
| NORTH STAR ASSET MANAGEMENT INC | $59.8M | 2.59% |
| Integrated Wealth Concepts LLC | $59.6M | 0.48% |
| Manske Wealth Management | $59.5M | 16.67% |
| PENNINGTON PARTNERS & CO., LLC | $59.2M | 20.28% |
| HANOVER ADVISORS INC | $59.1M | 24.02% |
| Nuveen, LLC | $59.0M | 0.02% |
| Pinnacle Wealth Management Advisory Group, LLC | $58.9M | 4.03% |
| Procyon Advisors, LLC | $58.4M | 2.86% |
| Everhart Financial Group, Inc. | $57.7M | 4.91% |
| REAP Financial Group, LLC | $57.5M | 11.35% |
| Magnolia Wealth Management, LLC | $57.3M | 33.39% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $56.7M | 0.72% |
| Battery Global Advisors, LLC | $56.4M | 30.27% |
| Concurrent Investment Advisors, LLC | $56.3M | 0.61% |
| Wellspring Financial Advisors, LLC | $56.1M | 4.21% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $56.1M | 0.82% |
| Greenline Partners, LLC | $55.8M | 5.99% |
| Kearns & Associates LLC | $55.7M | 29.97% |
| PROFFITT & GOODSON INC | $55.6M | 8.57% |
| Modera Wealth Management, LLC | $55.0M | 0.66% |
| Level Wealth Management LLC | $54.7M | 25.62% |
| PRINCIPAL SECURITIES, INC. | $54.6M | 0.80% |
| Choate Investment Advisors | $54.5M | 1.07% |
| BostonPremier Wealth LLC | $54.4M | 28.13% |
| Wrenne Financial Planning LLC | $54.3M | 21.28% |