| PRESILIUM PRIVATE WEALTH, LLC | $70.3M | 12.39% |
| Florida Trust Wealth Management Co | $69.7M | 1.95% |
| Independent Advisor Alliance | $69.2M | 0.74% |
| Venture Visionary Partners LLC | $68.0M | 2.26% |
| Pathstone Holdings, LLC | $67.4M | 0.27% |
| JANE STREET GROUP, LLC | $67.4M | 0.01% |
| Envestnet Portfolio Solutions, Inc. | $67.2M | 0.37% |
| STEVENS CAPITAL PARTNERS | $66.9M | 16.08% |
| Strategic Investment Advisors / MI | $65.5M | 4.52% |
| Vestmark Advisory Solutions, Inc. | $64.7M | 0.72% |
| Quantinno Capital Management LP | $63.9M | 0.11% |
| STEPHENS INC /AR/ | $63.5M | 0.79% |
| Hirtle & Co., LLC | $63.4M | 2.17% |
| Gotham Asset Management, LLC | $62.2M | 0.19% |
| BOKF, NA | $61.7M | 0.94% |
| DAVENPORT & Co LLC | $61.5M | 0.33% |
| Strategic Investment Solutions, Inc. /IL | $61.5M | 14.86% |
| NATIXIS ADVISORS, LLC | $61.5M | 0.09% |
| CONDOR CAPITAL MANAGEMENT | $61.0M | 5.10% |
| SAGE FINANCIAL GROUP INC | $61.0M | 3.97% |
| M&T Bank Corp | $60.9M | 0.21% |
| American Trust | $60.7M | 5.36% |
| BANK OF MONTREAL /CAN/ | $60.3M | 0.02% |
| Brickley Wealth Management | $60.2M | 10.33% |
| Magnus Financial Group LLC | $60.0M | 4.87% |
| Janney Montgomery Scott LLC | $60.0M | 0.15% |
| Destination Wealth Management | $59.8M | 1.55% |
| Affinity Capital Advisors, LLC | $59.8M | 8.39% |
| Partners in Financial Planning | $59.6M | 9.88% |
| Trust Co | $59.5M | 5.58% |
| TIAA TRUST, NATIONAL ASSOCIATION | $59.2M | 3.60% |
| Nadler Financial Group, Inc. | $58.5M | 5.64% |
| Vise Technologies, Inc. | $58.2M | 1.14% |
| Gleason Group, Inc. | $58.1M | 5.75% |
| Quantum Financial Planning Services, Inc. | $57.6M | 20.68% |
| IFP Advisors, Inc | $57.6M | 1.19% |
| Systematic Alpha Investments, LLC | $57.1M | 2.01% |
| MAI Capital Management | $57.0M | 0.32% |
| Concurrent Investment Advisors, LLC | $55.6M | 0.61% |
| TRUSTMARK BANK TRUST DEPARTMENT | $55.0M | 3.53% |
| Connecticut Wealth Management, LLC | $54.9M | 2.30% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $54.5M | 3.10% |
| Principle Wealth Partners LLC | $53.6M | 3.07% |
| Root Financial Partners, LLC | $53.3M | 2.46% |
| SP Asset Management LLC | $53.2M | 4.69% |
| CFS Investment Advisory Services, LLC | $53.1M | 3.65% |
| HARBOUR INVESTMENTS, INC. | $53.0M | 0.82% |
| Grey Fox Wealth Advisors, LLC | $52.3M | 10.10% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $51.9M | 1.44% |
| Thrivent Financial for Lutherans | $51.9M | 0.10% |
| Chaney Capital Management, Inc. | $51.1M | 18.03% |
| GOLDEN ROAD ADVISORS LLC | $50.2M | 28.92% |
| Permanens Capital L.P. | $50.2M | 6.46% |
| TL Private Wealth | $49.0M | 19.33% |
| Summit Financial Wealth Advisors, LLC | $48.8M | 6.92% |
| One Capital Management, LLC | $48.8M | 1.34% |
| EXENCIAL WEALTH ADVISORS, LLC | $48.6M | 1.51% |
| Foundations Investment Advisors, LLC | $47.5M | 0.59% |
| MBM WEALTH CONSULTANTS, LLC | $47.2M | 10.84% |
| Wealth Analytics Partners, LLC | $46.6M | 18.94% |
| Fee-Only Financial Planning, L.C. | $46.3M | 27.97% |
| Rise Advisors, LLC | $46.2M | 16.30% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $45.6M | 6.73% |
| Perigon Wealth Management, LLC | $45.4M | 0.82% |
| Wealthfront Advisers LLC | $44.7M | 0.10% |
| Cornerstone Wealth Advisors, Inc. | $44.5M | 10.25% |
| Dodds Wealth, LLC | $44.3M | 10.86% |
| FIRST HORIZON CORP | $43.8M | 1.83% |
| Strata Wealth Advisors, LLC | $43.4M | 11.90% |
| AE Wealth Management LLC | $43.4M | 0.23% |
| Duncan Williams Asset Management, LLC | $43.2M | 11.98% |
| VestGen Advisors, LLC | $43.1M | 1.15% |
| Mesirow Financial Investment Management, Inc. | $43.0M | 0.70% |
| MARINO, STRAM & ASSOCIATES LLC | $42.7M | 7.68% |
| JNBA Financial Advisors | $42.7M | 3.56% |
| PFG Advisors | $42.6M | 2.08% |
| Global Strategic Investment Solutions, LLC | $42.3M | 4.12% |
| GenWealth Group, Inc. | $42.2M | 7.23% |
| Certified Advisory Corp | $42.0M | 3.76% |
| MAINSAIL ASSET MANAGEMENT, LLC | $41.9M | 18.80% |
| Jacobsen Capital Management | $41.8M | 14.13% |
| First Pacific Financial | $41.3M | 5.31% |
| TRITONPOINT WEALTH, LLC | $40.8M | 4.37% |
| Wolff Financial Management LLC | $40.6M | 8.98% |
| Strategic Blueprint, LLC | $40.2M | 2.34% |
| Wealth Management Strategies, Inc. | $40.1M | 18.14% |
| IEQ CAPITAL, LLC | $39.8M | 0.18% |
| MGO ONE SEVEN LLC | $39.8M | 0.80% |
| Destiny Wealth Partners, LLC | $39.5M | 4.32% |
| Sandbox Financial Partners, LLC | $39.5M | 11.10% |
| BROWN ADVISORY INC | $39.1M | 0.06% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $39.0M | 0.62% |
| Scott Capital Advisors, LLC | $38.9M | 7.89% |
| Compound Planning, Inc. | $38.5M | 1.18% |
| Bishop & Co Investment Management, LLC | $38.4M | 13.16% |
| NWAM LLC | $38.0M | 2.19% |
| Newton One Investments LLC | $37.8M | 10.25% |
| Clearstead Advisors, LLC | $36.9M | 0.34% |
| Apella Capital, LLC | $36.9M | 0.55% |
| CAPITAL WEALTH MANAGEMENT, LLC | $36.7M | 9.92% |
| FRANKLIN RESOURCES INC | $36.2M | 0.01% |
| Joel Isaacson & Co., LLC | $36.0M | 1.19% |
| FIFTH THIRD SECURITIES, INC. | $35.9M | 2.32% |
| Stratos Investment Management, LLC | $35.4M | 1.42% |
| LAKE STREET PRIVATE WEALTH, LLC | $35.4M | 4.50% |
| HB Wealth Management, LLC | $35.3M | 0.23% |
| Advisory Services Network, LLC | $34.9M | 0.46% |
| Arcadia Wealth Management, LLC | $34.7M | 12.57% |
| ANDERSON HOAGLAND & CO | $34.7M | 2.99% |
| American Investment Services, Inc. | $34.6M | 7.73% |
| COMMERCE BANK | $34.5M | 0.17% |
| McNamara Financial Services, Inc. | $33.9M | 6.41% |
| TD Capital Management LLC | $33.5M | 3.01% |
| Pure Financial Advisors, LLC | $33.5M | 0.48% |
| FINANCIAL ADVISORY PARTNERS, LLC | $33.4M | 9.44% |
| Bragg Financial Advisors, Inc | $33.3M | 1.05% |
| WEALTHSPAN PARTNERS, LLC | $32.9M | 11.60% |
| Marble Wealth, LLC | $32.6M | 5.71% |
| Venturi Wealth Management, LLC | $32.6M | 1.47% |
| AIRE ADVISORS, LLC | $32.5M | 5.95% |
| Warwick Investment Management, Inc. | $31.8M | 4.61% |
| LEGACY FINANCIAL GROUP, INC. | $31.7M | 8.38% |
| Retirement Planning Group, LLC | $31.7M | 0.98% |
| Dougherty Wealth Advisers LLC | $31.7M | 20.08% |
| Tilson Financial Group, Inc. | $31.6M | 9.49% |
| Kingsview Wealth Management, LLC | $31.5M | 0.43% |
| Evolution Advisers, Inc. | $31.3M | 13.20% |
| Wealth Alliance Advisory Group, LLC | $31.2M | 4.93% |
| Prospera Financial Services Inc | $31.1M | 0.50% |
| Brookwood Investment Group LLC | $31.0M | 3.83% |
| Impact Partnership Wealth, LLC | $30.7M | 3.79% |
| GoalVest Advisory LLC | $30.6M | 5.97% |
| Beacon Capital Management, LLC | $30.4M | 5.36% |
| TOBIAS FINANCIAL ADVISORS, INC. | $30.2M | 4.21% |
| Integrated Wealth Concepts LLC | $29.9M | 0.24% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $29.7M | 12.81% |
| Black Diamond Financial, LLC | $29.6M | 3.23% |
| Crews Bank & Trust | $29.6M | 4.29% |
| TD PRIVATE CLIENT WEALTH LLC | $29.5M | 0.61% |
| GREAT VALLEY ADVISOR GROUP, INC. | $29.4M | 0.53% |
| Blankinship & Foster, LLC | $29.1M | 6.44% |
| Farther Finance Advisors, LLC | $29.1M | 0.27% |
| Belpointe Asset Management LLC | $29.1M | 1.06% |
| Ellis Investment Partners, LLC | $29.0M | 5.03% |
| Marmo Financial Group, LLC | $28.9M | 14.32% |
| DeDora Capital, Inc. | $28.8M | 7.06% |
| EVERETT HARRIS & CO /CA/ | $28.7M | 0.37% |
| Cannon Financial Strategists, Inc. | $28.7M | 3.78% |
| Parker Financial LLC | $28.7M | 11.47% |
| Financial Advisors Network, Inc. | $28.7M | 3.96% |