| Forum Financial Management, LP | $3.5億 | 5.00% |
| MASECO LLP | $2.1億 | 6.52% |
| Symmetry Partners, LLC | $1.4億 | 7.84% |
| von Borstel & Associates, Inc. | $8238.6万 | 18.85% |
| WPWealth LLP | $6413.6万 | 9.80% |
| Beacon Pointe Advisors, LLC | $6394.9万 | 0.34% |
| Ruedi Wealth Management, Inc. | $5361.4万 | 13.81% |
| PENOBSCOT WEALTH MANAGEMENT | $4884.1万 | 14.43% |
| Vestmark Advisory Solutions, Inc. | $4629.7万 | 0.51% |
| CURIO WEALTH, LLC | $4524.4万 | 15.46% |
| Integrity Advisory Solutions, LLC | $4214.3万 | 5.57% |
| ENVESTNET ASSET MANAGEMENT INC | $3699.1万 | 0.01% |
| Beaird Harris Wealth Management, LLC | $3415.9万 | 2.32% |
| INTEGRITY ALLIANCE, LLC. | $3323.3万 | 1.26% |
| BANK OF AMERICA CORP /DE/ | $3319.1万 | 0.00% |
| TCI Wealth Advisors, Inc. | $3319.0万 | 1.76% |
| AE Wealth Management LLC | $3150.7万 | 0.17% |
| MilWealth Group LLC | $2766.2万 | 6.58% |
| Straight Path Wealth Management | $2639.6万 | 7.05% |
| DiNuzzo Private Wealth, Inc. | $2485.2万 | 2.68% |
| RFG Advisory, LLC | $2367.4万 | 0.43% |
| Allworth Financial LP | $2350.9万 | 0.10% |
| United Wealth Management, LLC | $2289.5万 | 5.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | $2144.5万 | 0.03% |
| Midwest Heritage Bank, FSB | $1868.0万 | 5.99% |
| Wealth Advisors Northwest LLC | $1784.9万 | 7.49% |
| Quantum Financial Advisors, LLC | $1751.2万 | 1.96% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1610.7万 | 0.12% |
| Integrated Wealth Concepts LLC | $1553.2万 | 0.12% |
| STOLZ & ASSOCIATES, PS | $1517.5万 | 10.59% |
| TruNorth Capital Management, LLC | $1493.3万 | 2.86% |
| Savant Capital, LLC | $1175.9万 | 0.06% |
| Gradient Capital Advisors, LLC | $1171.6万 | 3.04% |
| Wheels Up Wealth, Inc. | $1156.6万 | 10.87% |
| GeoWealth Management, LLC | $1116.6万 | 0.40% |
| Dynamic Advisor Solutions LLC | $1077.4万 | 0.34% |
| Meredith Wealth Planning | $1068.2万 | 2.89% |
| Modera Wealth Management, LLC | $1015.9万 | 0.12% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $997.7万 | 0.00% |
| Archford Capital Strategies, LLC | $995.5万 | 1.14% |
| GRAND WEALTH MANAGEMENT, LLC | $976.4万 | 4.60% |
| Fort Vancouver Investment Management, LLC | $909.4万 | 4.62% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $875.6万 | 5.02% |
| PARK AVENUE SECURITIES LLC | $857.9万 | 0.07% |
| Signature Resources Capital Management, LLC | $849.8万 | 4.03% |
| Betterment LLC | $843.4万 | 0.02% |
| AA Financial Advisors, LLC | $825.3万 | 1.16% |
| CSP Financial Group, LLC | $815.3万 | 8.35% |
| Kestra Advisory Services, LLC | $773.1万 | 0.03% |
| Kings Path Partners LLC | $751.1万 | 2.63% |
| OneDigital Investment Advisors LLC | $708.7万 | 0.07% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $684.5万 | 2.31% |
| Farther Finance Advisors, LLC | $682.8万 | 0.06% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $674.3万 | 4.15% |
| Mariner, LLC | $643.4万 | 0.01% |
| Applied Capital LLC | $636.4万 | 2.38% |
| ACTION POINT FINANCIAL PLANNING, LLC | $606.6万 | 5.41% |
| VESTIA PERSONAL WEALTH ADVISORS | $544.4万 | 2.56% |
| One Degree Advisors Inc | $529.7万 | 1.39% |
| Krilogy Financial LLC | $522.2万 | 0.17% |
| HFM Investment Advisors, LLC | $504.5万 | 1.94% |
| marrick wealth, LLC | $479.5万 | 4.03% |
| LPL Financial LLC | $476.2万 | 0.00% |
| City State Bank | $474.3万 | 1.23% |
| International Private Wealth Advisors LLC | $454.4万 | 2.78% |
| 55 North Private Wealth, LLC | $438.5万 | 1.12% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $413.1万 | 0.86% |
| OSAIC HOLDINGS, INC. | $384.5万 | 0.01% |
| Wealthcare Advisory Partners LLC | $363.8万 | 0.07% |
| JPMORGAN CHASE & CO | $363.5万 | 0.00% |
| Professional Financial Advisors, LLC | $354.3万 | 0.72% |
| Disciplined Investors, L.L.C. | $350.0万 | 2.08% |
| Acorn Wealth Advisors, LLC | $315.5万 | 0.92% |
| CITIGROUP INC | $302.9万 | 0.00% |
| MASTER'S WEALTH MANAGEMENT INC. | $298.6万 | 1.01% |
| SAX WEALTH ADVISORS, LLC | $297.4万 | 0.14% |
| Merit Financial Group, LLC | $282.4万 | 0.02% |
| PFG Advisors | $281.7万 | 0.14% |
| TRUIST FINANCIAL CORP | $280.5万 | 0.00% |
| Cerity Partners LLC | $254.4万 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | $251.5万 | 0.01% |
| Foster Group, Inc. | $248.8万 | 0.07% |
| Abel Hall, LLC | $248.7万 | 0.53% |
| NWAM LLC | $219.4万 | 0.13% |
| Keating Financial Advisory Services, Inc. | $213.7万 | 0.35% |
| Two West Capital Advisors LLC | $212.9万 | 1.13% |
| XY Planning Network, Inc. | $200.2万 | 0.32% |
| American Investment Services, Inc. | $194.9万 | 0.43% |
| Foundry Financial LLC | $190.2万 | 0.81% |
| FIRETHORN WEALTH PARTNERS, LLC | $184.4万 | 0.68% |
| CreativeOne Wealth, LLC | $177.3万 | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | $159.9万 | 0.03% |
| Parkwoods Wealth Partners, LLC | $150.6万 | 0.37% |
| Prime Capital Investment Advisors, LLC | $141.0万 | 0.02% |
| MML INVESTORS SERVICES, LLC | $139.7万 | 0.00% |
| Apella Capital, LLC | $136.4万 | 0.02% |
| Kane Co Wealth Management, Inc. | $135.2万 | 1.14% |
| Vantage Point Financial LLC | $127.2万 | 0.45% |
| Excelsior Advisor Network LLC | $125.4万 | 0.48% |
| Triad Wealth Partners, LLC | $125.4万 | 0.10% |
| Private Advisor Group, LLC | $120.8万 | 0.01% |
| Alpha Financial Advisors, LLC | $108.7万 | 0.33% |
| Tandem Financial, LLC | $108.0万 | 0.34% |
| WELLS FARGO & COMPANY/MN | $100.0万 | 0.00% |
| Brookstone Capital Management | $97.5万 | 0.01% |
| Shearwater Capital LLC | $92.7万 | 0.49% |
| Vested Financial Planning, LLC | $92.7万 | 0.71% |
| Arkadios Wealth Advisors | $90.9万 | 0.01% |
| Faithward Advisors, LLC | $89.0万 | 0.13% |
| Mutual Advisors, LLC | $86.7万 | 0.02% |
| Sterling Wealth Management, Inc. | $82.4万 | 0.23% |
| Aurelius Family Office LLC | $81.5万 | 0.35% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $79.3万 | 0.01% |
| CHOREO, LLC | $59.6万 | 0.01% |
| Donalies Financial Planning, LLC | $59.1万 | 0.50% |
| Daner Wealth Management, LLC | $58.2万 | 0.34% |
| Orion Porfolio Solutions, LLC | $57.6万 | 0.00% |
| Optimus Capital Advisors, LLC | $55.0万 | 0.33% |
| Focus Partners Advisor Solutions, LLC | $51.5万 | 0.01% |
| Plancorp, LLC | $50.6万 | 0.01% |
| SEI INVESTMENTS CO | $45.8万 | 0.00% |
| IHT Wealth Management, LLC | $44.5万 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.0万 | 0.00% |
| UPTICK PARTNERS, LLC | $43.6万 | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | $43.3万 | 0.00% |
| Fisher Asset Management, LLC | $40.5万 | 0.00% |
| Aegis Wealth Management LLC | $39.7万 | 0.23% |
| First Financial Group Corp | $39.5万 | 0.32% |
| Savvy Advisors, Inc. | $38.3万 | 0.01% |
| Johnson Wealth Management, LLC | $36.1万 | 0.17% |
| Clarity Capital Advisors, LLC | $35.6万 | 0.17% |
| Werba Rubin Papier Wealth Management | $31.6万 | 0.04% |
| Vise Technologies, Inc. | $29.6万 | 0.01% |
| Accurate Wealth Management, LLC | $29.3万 | 0.04% |
| Axis Wealth Partners, LLC | $28.2万 | 0.15% |
| Concord Wealth Partners | $27.5万 | 0.04% |
| ROYAL BANK OF CANADA | $26.5万 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | $26.4万 | 0.00% |
| SwitchPoint Financial Planning, LLC | $26.1万 | 0.18% |
| Advyzon Investment Management, LLC | $25.0万 | 0.02% |
| IFG Advisory, LLC | $24.2万 | 0.69% |
| Index Fund Advisors, Inc. | $24.1万 | 0.01% |
| Everest Financial Group LLC | $23.9万 | 0.04% |
| Baer Investment Advisory LLC | $23.4万 | 0.03% |
| VICTORY FINANCIAL GROUP, LLC | $23.4万 | 0.03% |
| Brooklyn Investment Group | $22.8万 | 0.01% |
| Rehmann Capital Advisory Group | $22.6万 | 0.01% |
| Stratos Wealth Partners, LTD. | $22.5万 | 0.00% |
| Brookwood Investment Group LLC | $21.5万 | 0.03% |
| BankChampaign, National Association | $18.8万 | 0.19% |