| Truepoint, Inc. | $5.5億 | 12.30% |
| PRUDENTIAL FINANCIAL INC | $4.6億 | 0.56% |
| Petersen Hastings Wealth Advisors Inc. | $1.9億 | 17.68% |
| FACTORY MUTUAL INSURANCE CO | $1.9億 | 2.16% |
| Apella Capital, LLC | $1.9億 | 2.79% |
| True Link Financial Advisors, LLC | $1.8億 | 11.12% |
| Elser Financial Planning, Inc | $1.8億 | 8.62% |
| Beacon Pointe Advisors, LLC | $1.6億 | 0.83% |
| Savant Capital, LLC | $1.5億 | 0.72% |
| Acropolis Investment Management, LLC | $1.5億 | 6.48% |
| Great Waters Wealth Management | $1.5億 | 15.51% |
| OneDigital Investment Advisors LLC | $1.4億 | 1.38% |
| Allworth Financial LP | $1.4億 | 0.56% |
| Root Financial Partners, LLC | $1.4億 | 6.34% |
| Beaird Harris Wealth Management, LLC | $1.4億 | 9.27% |
| F/m Investments LLC | $1.3億 | 8.51% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.1億 | 7.74% |
| DiNuzzo Private Wealth, Inc. | $1.1億 | 11.47% |
| Vise Technologies, Inc. | $1.0億 | 2.05% |
| Stratos Investment Management, LLC | $8437.2万 | 3.38% |
| WPWealth LLP | $8432.6万 | 12.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | $7590.4万 | 0.11% |
| Core Wealth Management, Inc. | $7478.5万 | 22.92% |
| HighTower Advisors, LLC | $7449.9万 | 0.08% |
| Rather & Kittrell, Inc. | $6726.9万 | 10.38% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $6509.2万 | 10.26% |
| Creative Capital Management Investments LLC | $5804.8万 | 16.66% |
| Pathstone Holdings, LLC | $5781.6万 | 0.23% |
| GeoWealth Management, LLC | $5626.9万 | 2.03% |
| Graves Light Lenhart Wealth, Inc. | $5437.8万 | 5.66% |
| Betterment LLC | $5305.2万 | 0.10% |
| RW Investment Management LLC | $5243.1万 | 5.07% |
| Strathmore Capital Advisors, Inc. | $5106.8万 | 14.43% |
| HEFFERNAN ADVISORY, INC | $4946.3万 | 45.89% |
| LPL Financial LLC | $4718.7万 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | $4496.6万 | 0.01% |
| Pure Financial Advisors, LLC | $4422.9万 | 0.63% |
| HBK Sorce Advisory LLC | $4215.9万 | 0.84% |
| ENVESTNET ASSET MANAGEMENT INC | $3987.7万 | 0.01% |
| Ullmann Wealth Partners Group, LLC | $3860.4万 | 4.01% |
| Annandale Capital, LLC | $3679.3万 | 5.19% |
| Aspen Capital Management, LLC | $3475.2万 | 8.60% |
| GREAT OAK CAPITAL PARTNERS, LLC | $3452.4万 | 8.03% |
| Tencap Wealth Coaching, LLC | $3341.5万 | 12.58% |
| ROYAL BANK OF CANADA | $3334.5万 | 0.01% |
| HFM Investment Advisors, LLC | $3329.0万 | 12.80% |
| Opus Capital Group, LLC | $3228.5万 | 3.47% |
| Focus Partners Advisor Solutions, LLC | $3199.9万 | 0.32% |
| BCR Wealth Strategies, LLC | $3171.1万 | 9.94% |
| Dynamic Advisor Solutions LLC | $3119.9万 | 0.98% |
| Parkshore Wealth Management, Inc. | $3092.3万 | 10.34% |
| Hiley Hunt Wealth Management | $3031.3万 | 13.37% |
| Ferguson Johnson Wealth Management Inc | $2952.2万 | 23.96% |
| LIBERTY WEALTH MANAGEMENT LLC | $2877.5万 | 3.60% |
| Tassel Capital Management, Inc. | $2863.6万 | 15.56% |
| Tillman Hartley LLC | $2837.1万 | 7.12% |
| REGIMEN WEALTH, LLC | $2746.3万 | 8.02% |
| Cambridge Investment Research Advisors, Inc. | $2736.7万 | 0.07% |
| Leading Edge Financial Planning LLC | $2685.5万 | 5.65% |
| TruNorth Capital Management, LLC | $2678.2万 | 5.13% |
| Pioneer Wealth Management Group | $2674.5万 | 7.50% |
| DecisionPoint Financial, LLC | $2670.0万 | 5.76% |
| SNS Financial Group, LLC | $2666.0万 | 2.30% |
| Farther Finance Advisors, LLC | $2659.2万 | 0.25% |
| Krilogy Financial LLC | $2604.9万 | 0.84% |
| Sterling Wealth Management, Inc. | $2548.1万 | 7.00% |
| JPMORGAN CHASE & CO | $2362.0万 | 0.00% |
| ASSETMARK, INC | $2331.2万 | 0.05% |
| Alpha Financial Advisors, LLC | $2308.4万 | 7.07% |
| CFS Investment Advisory Services, LLC | $2256.3万 | 1.55% |
| AE Wealth Management LLC | $2252.1万 | 0.12% |
| DAVENPORT & Co LLC | $2239.3万 | 0.12% |
| Verisail Partners, LLC | $2215.8万 | 8.99% |
| Physician Wealth Solutions Inc. | $2206.8万 | 9.14% |
| BCO Wealth Management LLC | $2179.6万 | 13.09% |
| Financial Plan, Inc. | $2147.3万 | 2.30% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2139.9万 | 0.38% |
| Vermillion Wealth Management, Inc. | $2083.4万 | 8.18% |
| HARBOUR INVESTMENTS, INC. | $2053.9万 | 0.32% |
| Aurelius Family Office LLC | $2031.5万 | 8.83% |
| MOLLER WEALTH PARTNERS | $2016.7万 | 3.98% |
| Note Advisors, LLC | $2012.1万 | 10.06% |
| Babb Wealth Advisors LLC | $1954.2万 | 10.68% |
| 49 WEALTH MANAGEMENT, LLC | $1941.7万 | 1.45% |
| Blume Capital Management, Inc. | $1927.5万 | 3.28% |
| Momentous Wealth Management, Inc. | $1918.3万 | 10.96% |
| Revolve Wealth Partners, LLC | $1830.5万 | 2.38% |
| Chicago Partners Investment Group LLC | $1828.0万 | 0.41% |
| Sequoia Financial Advisors, LLC | $1812.7万 | 0.10% |
| RCS Financial Planning, LLC | $1740.4万 | 9.03% |
| RHL GROUP, LLC | $1707.4万 | 14.58% |
| Guardian Wealth Management, LLC | $1704.1万 | 5.17% |
| Vermillion & White Wealth Management Group, LLC | $1685.6万 | 9.71% |
| OSAIC HOLDINGS, INC. | $1682.2万 | 0.02% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $1666.4万 | 8.68% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $1650.5万 | 11.12% |
| BANK OF AMERICA CORP /DE/ | $1624.7万 | 0.00% |
| INTEGRITY ALLIANCE, LLC. | $1575.8万 | 0.60% |
| RATIONAL ADVISORS, INC. | $1559.0万 | 1.59% |
| TRUIST FINANCIAL CORP | $1558.1万 | 0.02% |
| City State Bank | $1554.1万 | 4.03% |
| Wheels Up Wealth, Inc. | $1521.4万 | 14.30% |
| DRAVO BAY LLC | $1505.8万 | 6.12% |
| Meredith Wealth Planning | $1481.0万 | 4.01% |
| CLIENT 1ST ADVISORY GROUP, LLC | $1476.7万 | 4.49% |
| Mattern Wealth Management LLC | $1451.2万 | 2.83% |
| BWM Planning, LLC | $1438.2万 | 3.79% |
| EP Wealth Advisors, LLC | $1435.9万 | 0.07% |
| Kestra Investment Management, LLC | $1418.2万 | 0.24% |
| Financial Symmetry Inc | $1416.1万 | 5.03% |
| Vestmark Advisory Solutions, Inc. | $1415.8万 | 0.16% |
| LEGACY FINANCIAL GROUP, INC. | $1407.1万 | 3.72% |
| Cetera Investment Advisers | $1392.6万 | 0.01% |
| Kings Path Partners LLC | $1380.9万 | 4.84% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1378.4万 | 0.03% |
| One Degree Advisors Inc | $1344.5万 | 3.53% |
| Johnson Wealth Management, LLC | $1342.3万 | 6.48% |
| Integrated Wealth Concepts LLC | $1320.1万 | 0.11% |
| Heritage Wealth Management, Inc./Texas | $1314.0万 | 5.62% |
| XY Planning Network, Inc. | $1307.0万 | 2.09% |
| Daner Wealth Management, LLC | $1306.0万 | 7.68% |
| Graver Capital Management, LLC | $1275.8万 | 9.69% |
| SageOak Financial, LLC | $1243.5万 | 8.74% |
| CITADEL ADVISORS LLC | $1231.2万 | 0.00% |
| Kane Co Wealth Management, Inc. | $1206.3万 | 10.17% |
| Concord Wealth Partners | $1200.8万 | 1.56% |
| Mariner, LLC | $1194.3万 | 0.01% |
| Sterling Wealth Advisors Inc | $1158.6万 | 6.61% |
| COLLECTIVE FAMILY OFFICE LLC | $1138.8万 | 2.56% |
| SpringVest Wealth Management LLC | $1130.0万 | 7.72% |
| Yardley Wealth Management LLC | $1128.1万 | 5.78% |
| BCU Wealth Advisors, LLC | $1118.9万 | 4.17% |
| Essential Planning, LLC. | $1112.0万 | 3.54% |
| ERn Financial, LLC | $1111.8万 | 2.09% |
| DeLarme Wealth Management, Inc. | $1097.0万 | 7.07% |
| Torren Management, LLC | $1086.7万 | 5.41% |
| Optimus Capital Advisors, LLC | $1084.2万 | 6.41% |
| HB Wealth Management, LLC | $1074.7万 | 0.07% |
| PARK AVENUE SECURITIES LLC | $1060.4万 | 0.08% |
| Ledgewood Wealth Advisors, LLC | $1052.6万 | 5.92% |
| Integrity Investment Advisors, LLC | $1051.8万 | 5.70% |
| Berger Financial Group, Inc | $1036.2万 | 0.58% |
| Burk Holdings LLC | $1024.6万 | 4.39% |
| Corient Private Wealth LLC | $994.7万 | 0.01% |
| ArborFi Advisors, LLC | $990.4万 | 8.09% |
| Integrity Advisory Solutions, LLC | $987.9万 | 1.30% |
| SC&H Financial Advisors, Inc. | $960.8万 | 1.45% |
| Wealth Dimensions Group, Ltd. | $956.7万 | 1.88% |
| United Wealth Management, LLC | $952.4万 | 2.37% |
| Coston, McIsaac & Partners | $951.5万 | 2.15% |