| Strategic Financial Services, Inc. | 3,975,040 | $300.6m | 13.2% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,621,832 | $273.9m | 11.8% |
| WELLS FARGO & COMPANY/MN | 3,005,418 | $227.3m | 0.0% |
| SigFig Wealth Management, LLC | 2,927,890 | $220.0m | 5.8% |
| Annex Advisory Services, LLC | 2,839,647 | $214.8m | 3.7% |
| Tolleson Wealth Management, Inc. | 2,326,510 | $176.0m | 23.7% |
| Plancorp, LLC | 2,091,989 | $158.7m | 3.9% |
| Modern Wealth Management, LLC | 1,810,836 | $137.0m | 1.6% |
| Clearwater Capital Advisors, LLC | 1,149,647 | $86.9m | 6.4% |
| Ullmann Wealth Partners Group, LLC | 1,134,837 | $85.8m | 7.8% |
| Integrated Wealth Concepts LLC | 878,367 | $66.4m | 0.3% |
| Compound Planning, Inc. | 781,052 | $59.1m | 1.5% |
| Cardinal Point Capital Management ULC | 736,666 | $55.7m | 3.2% |
| ENVESTNET ASSET MANAGEMENT INC | 698,956 | $52.9m | 0.0% |
| JPMORGAN CHASE & CO | 673,406 | $50.6m | 0.0% |
| Kestra Investment Management, LLC | 656,588 | $49.7m | 1.0% |
| AMERIPRISE FINANCIAL INC | 592,041 | $45.1m | 0.0% |
| Conrad Siegel Investment Advisors, Inc. | 520,948 | $39.4m | 6.4% |
| MORGAN STANLEY | 512,414 | $38.8m | 0.0% |
| CORA CAPITAL ADVISORS LLC | 483,912 | $36.6m | 10.3% |
| Focus Partners Wealth | 466,809 | $35.3m | 0.0% |
| OSAIC HOLDINGS, INC. | 404,298 | $30.6m | 0.0% |
| Pettinga Financial Advisors LLC | 402,597 | $30.4m | 4.9% |
| Acropolis Investment Management, LLC | 358,709 | $27.1m | 1.1% |
| LPL Financial LLC | 349,982 | $26.5m | 0.0% |