| Forum Financial Management, LP | US$3.5億 | 5.00% |
| MASECO LLP | US$2.1億 | 6.52% |
| Symmetry Partners, LLC | US$1.4億 | 7.84% |
| von Borstel & Associates, Inc. | US$8238.6萬 | 18.85% |
| WPWealth LLP | US$6413.6萬 | 9.80% |
| Beacon Pointe Advisors, LLC | US$6394.9萬 | 0.34% |
| Ruedi Wealth Management, Inc. | US$5361.4萬 | 13.81% |
| PENOBSCOT WEALTH MANAGEMENT | US$4884.1萬 | 14.43% |
| Vestmark Advisory Solutions, Inc. | US$4629.7萬 | 0.51% |
| CURIO WEALTH, LLC | US$4524.4萬 | 15.46% |
| Integrity Advisory Solutions, LLC | US$4214.3萬 | 5.57% |
| ENVESTNET ASSET MANAGEMENT INC | US$3699.1萬 | 0.01% |
| Beaird Harris Wealth Management, LLC | US$3415.9萬 | 2.32% |
| INTEGRITY ALLIANCE, LLC. | US$3323.3萬 | 1.26% |
| BANK OF AMERICA CORP /DE/ | US$3319.1萬 | 0.00% |
| TCI Wealth Advisors, Inc. | US$3319.0萬 | 1.76% |
| AE Wealth Management LLC | US$3150.7萬 | 0.17% |
| MilWealth Group LLC | US$2766.2萬 | 6.58% |
| Straight Path Wealth Management | US$2639.6萬 | 7.05% |
| DiNuzzo Private Wealth, Inc. | US$2485.2萬 | 2.68% |
| RFG Advisory, LLC | US$2367.4萬 | 0.43% |
| Allworth Financial LP | US$2350.9萬 | 0.10% |
| United Wealth Management, LLC | US$2289.5萬 | 5.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | US$2144.5萬 | 0.03% |
| Midwest Heritage Bank, FSB | US$1868.0萬 | 5.99% |
| Wealth Advisors Northwest LLC | US$1784.9萬 | 7.49% |
| Quantum Financial Advisors, LLC | US$1751.2萬 | 1.96% |
| MONETA GROUP INVESTMENT ADVISORS LLC | US$1610.7萬 | 0.12% |
| Integrated Wealth Concepts LLC | US$1553.2萬 | 0.12% |
| STOLZ & ASSOCIATES, PS | US$1517.5萬 | 10.59% |
| TruNorth Capital Management, LLC | US$1493.3萬 | 2.86% |
| Savant Capital, LLC | US$1175.9萬 | 0.06% |
| Gradient Capital Advisors, LLC | US$1171.6萬 | 3.04% |
| Wheels Up Wealth, Inc. | US$1156.6萬 | 10.87% |
| GeoWealth Management, LLC | US$1116.6萬 | 0.40% |
| Dynamic Advisor Solutions LLC | US$1077.4萬 | 0.34% |
| Meredith Wealth Planning | US$1068.2萬 | 2.89% |
| Modera Wealth Management, LLC | US$1015.9萬 | 0.12% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | US$997.7萬 | 0.00% |
| Archford Capital Strategies, LLC | US$995.5萬 | 1.14% |
| GRAND WEALTH MANAGEMENT, LLC | US$976.4萬 | 4.60% |
| Fort Vancouver Investment Management, LLC | US$909.4萬 | 4.62% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | US$875.6萬 | 5.02% |
| PARK AVENUE SECURITIES LLC | US$857.9萬 | 0.07% |
| Signature Resources Capital Management, LLC | US$849.8萬 | 4.03% |
| Betterment LLC | US$843.4萬 | 0.02% |
| AA Financial Advisors, LLC | US$825.3萬 | 1.16% |
| CSP Financial Group, LLC | US$815.3萬 | 8.35% |
| Kestra Advisory Services, LLC | US$773.1萬 | 0.03% |
| Kings Path Partners LLC | US$751.1萬 | 2.63% |
| OneDigital Investment Advisors LLC | US$708.7萬 | 0.07% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | US$684.5萬 | 2.31% |
| Farther Finance Advisors, LLC | US$682.8萬 | 0.06% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | US$674.3萬 | 4.15% |
| Mariner, LLC | US$643.4萬 | 0.01% |
| Applied Capital LLC | US$636.4萬 | 2.38% |
| ACTION POINT FINANCIAL PLANNING, LLC | US$606.6萬 | 5.41% |
| VESTIA PERSONAL WEALTH ADVISORS | US$544.4萬 | 2.56% |
| One Degree Advisors Inc | US$529.7萬 | 1.39% |
| Krilogy Financial LLC | US$522.2萬 | 0.17% |
| HFM Investment Advisors, LLC | US$504.5萬 | 1.94% |
| marrick wealth, LLC | US$479.5萬 | 4.03% |
| LPL Financial LLC | US$476.2萬 | 0.00% |
| City State Bank | US$474.3萬 | 1.23% |
| International Private Wealth Advisors LLC | US$454.4萬 | 2.78% |
| 55 North Private Wealth, LLC | US$438.5萬 | 1.12% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | US$413.1萬 | 0.86% |
| OSAIC HOLDINGS, INC. | US$384.5萬 | 0.01% |
| Wealthcare Advisory Partners LLC | US$363.8萬 | 0.07% |
| JPMORGAN CHASE & CO | US$363.5萬 | 0.00% |
| Professional Financial Advisors, LLC | US$354.3萬 | 0.72% |
| Disciplined Investors, L.L.C. | US$350.0萬 | 2.08% |
| Acorn Wealth Advisors, LLC | US$315.5萬 | 0.92% |
| CITIGROUP INC | US$302.9萬 | 0.00% |
| MASTER'S WEALTH MANAGEMENT INC. | US$298.6萬 | 1.01% |
| SAX WEALTH ADVISORS, LLC | US$297.4萬 | 0.14% |
| Merit Financial Group, LLC | US$282.4萬 | 0.02% |
| PFG Advisors | US$281.7萬 | 0.14% |
| TRUIST FINANCIAL CORP | US$280.5萬 | 0.00% |
| Cerity Partners LLC | US$254.4萬 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | US$251.5萬 | 0.01% |
| Foster Group, Inc. | US$248.8萬 | 0.07% |
| Abel Hall, LLC | US$248.7萬 | 0.53% |
| NWAM LLC | US$219.4萬 | 0.13% |
| Keating Financial Advisory Services, Inc. | US$213.7萬 | 0.35% |
| Two West Capital Advisors LLC | US$212.9萬 | 1.13% |
| XY Planning Network, Inc. | US$200.2萬 | 0.32% |
| American Investment Services, Inc. | US$194.9萬 | 0.43% |
| Foundry Financial LLC | US$190.2萬 | 0.81% |
| FIRETHORN WEALTH PARTNERS, LLC | US$184.4萬 | 0.68% |
| CreativeOne Wealth, LLC | US$177.3萬 | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | US$159.9萬 | 0.03% |
| Parkwoods Wealth Partners, LLC | US$150.6萬 | 0.37% |
| Prime Capital Investment Advisors, LLC | US$141.0萬 | 0.02% |
| MML INVESTORS SERVICES, LLC | US$139.7萬 | 0.00% |
| Apella Capital, LLC | US$136.4萬 | 0.02% |
| Kane Co Wealth Management, Inc. | US$135.2萬 | 1.14% |
| Vantage Point Financial LLC | US$127.2萬 | 0.45% |
| Excelsior Advisor Network LLC | US$125.4萬 | 0.48% |
| Triad Wealth Partners, LLC | US$125.4萬 | 0.10% |
| Private Advisor Group, LLC | US$120.8萬 | 0.01% |
| Alpha Financial Advisors, LLC | US$108.7萬 | 0.33% |
| Tandem Financial, LLC | US$108.0萬 | 0.34% |
| WELLS FARGO & COMPANY/MN | US$100.0萬 | 0.00% |
| Brookstone Capital Management | US$97.5萬 | 0.01% |
| Shearwater Capital LLC | US$92.7萬 | 0.49% |
| Vested Financial Planning, LLC | US$92.7萬 | 0.71% |
| Arkadios Wealth Advisors | US$90.9萬 | 0.01% |
| Faithward Advisors, LLC | US$89.0萬 | 0.13% |
| Mutual Advisors, LLC | US$86.7萬 | 0.02% |
| Sterling Wealth Management, Inc. | US$82.4萬 | 0.23% |
| Aurelius Family Office LLC | US$81.5萬 | 0.35% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | US$79.3萬 | 0.01% |
| CHOREO, LLC | US$59.6萬 | 0.01% |
| Donalies Financial Planning, LLC | US$59.1萬 | 0.50% |
| Daner Wealth Management, LLC | US$58.2萬 | 0.34% |
| Orion Porfolio Solutions, LLC | US$57.6萬 | 0.00% |
| Optimus Capital Advisors, LLC | US$55.0萬 | 0.33% |
| Focus Partners Advisor Solutions, LLC | US$51.5萬 | 0.01% |
| Plancorp, LLC | US$50.6萬 | 0.01% |
| SEI INVESTMENTS CO | US$45.8萬 | 0.00% |
| IHT Wealth Management, LLC | US$44.5萬 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | US$44.0萬 | 0.00% |
| UPTICK PARTNERS, LLC | US$43.6萬 | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | US$43.3萬 | 0.00% |
| Fisher Asset Management, LLC | US$40.5萬 | 0.00% |
| Aegis Wealth Management LLC | US$39.7萬 | 0.23% |
| First Financial Group Corp | US$39.5萬 | 0.32% |
| Savvy Advisors, Inc. | US$38.3萬 | 0.01% |
| Johnson Wealth Management, LLC | US$36.1萬 | 0.17% |
| Clarity Capital Advisors, LLC | US$35.6萬 | 0.17% |
| Werba Rubin Papier Wealth Management | US$31.6萬 | 0.04% |
| Vise Technologies, Inc. | US$29.6萬 | 0.01% |
| Accurate Wealth Management, LLC | US$29.3萬 | 0.04% |
| Axis Wealth Partners, LLC | US$28.2萬 | 0.15% |
| Concord Wealth Partners | US$27.5萬 | 0.04% |
| ROYAL BANK OF CANADA | US$26.5萬 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | US$26.4萬 | 0.00% |
| SwitchPoint Financial Planning, LLC | US$26.1萬 | 0.18% |
| Advyzon Investment Management, LLC | US$25.0萬 | 0.02% |
| IFG Advisory, LLC | US$24.2萬 | 0.69% |
| Index Fund Advisors, Inc. | US$24.1萬 | 0.01% |
| Everest Financial Group LLC | US$23.9萬 | 0.04% |
| Baer Investment Advisory LLC | US$23.4萬 | 0.03% |
| VICTORY FINANCIAL GROUP, LLC | US$23.4萬 | 0.03% |
| Brooklyn Investment Group | US$22.8萬 | 0.01% |
| Rehmann Capital Advisory Group | US$22.6萬 | 0.01% |
| Stratos Wealth Partners, LTD. | US$22.5萬 | 0.00% |
| Brookwood Investment Group LLC | US$21.5萬 | 0.03% |
| BankChampaign, National Association | US$18.8萬 | 0.19% |