| Forum Financial Management, LP | 6,807,681 | $370.7m | 4.8% |
| MASECO LLP | 4,107,724 | $223.7m | 6.3% |
| Symmetry Partners, LLC | 2,499,991 | $136.1m | 6.9% |
| von Borstel & Associates, Inc. | 1,616,680 | $88.0m | 18.1% |
| Beacon Pointe Advisors, LLC | 1,170,296 | $63.7m | 0.3% |
| WPWealth LLP | 1,076,585 | $58.6m | 8.7% |
| Ruedi Wealth Management, Inc. | 1,053,280 | $57.4m | 13.5% |
| CURIO WEALTH, LLC | 930,622 | $50.7m | 15.7% |
| Integrity Advisory Solutions, LLC | 916,984 | $49.9m | 5.1% |
| Vestmark Advisory Solutions, Inc. | 857,514 | $46.7m | 0.4% |
| PENOBSCOT WEALTH MANAGEMENT | 841,792 | $45.8m | 12.3% |
| Beaird Harris Wealth Management, LLC | 743,391 | $40.5m | 2.6% |
| ENVESTNET ASSET MANAGEMENT INC | 712,638 | $38.8m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 708,687 | $38.6m | 0.0% |
| TCI Wealth Advisors, Inc. | 685,446 | $37.3m | 1.6% |
| INTEGRITY ALLIANCE, LLC. | 649,402 | $35.4m | 1.1% |
| AE Wealth Management LLC | 610,795 | $33.3m | 0.2% |
| Allworth Financial LP | 597,304 | $32.5m | 0.1% |
| MilWealth Group LLC | 556,533 | $30.3m | 6.5% |
| Integrated Wealth Concepts LLC | 554,217 | $30.2m | 0.1% |
| Wealth Advisors Northwest LLC | 538,423 | $29.3m | 10.0% |
| Straight Path Wealth Management | 517,408 | $28.2m | 6.6% |
| DiNuzzo Private Wealth, Inc. | 502,670 | $27.4m | 2.7% |
| JONES FINANCIAL COMPANIES LLLP | 482,694 | $26.4m | 0.0% |
| RFG Advisory, LLC | 461,737 | $25.1m | 0.4% |