| HBK Sorce Advisory LLC | 11,340,350 | $863.8m | 16.4% |
| SIGNATUREFD, LLC | 5,727,598 | $442.4m | 5.9% |
| Advance Capital Management, Inc. | 3,854,514 | $297.7m | 9.6% |
| Bank of New York Mellon Corp | 3,393,668 | $262.1m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 2,918,533 | $225.4m | 0.0% |
| Forvis Mazars Wealth Advisors, LLC | 2,345,516 | $181.2m | 3.0% |
| NEPC LLC | 2,299,200 | $177.6m | 3.3% |
| Martel Wealth Advisors LLC | 1,672,614 | $129.2m | 20.3% |
| ASSETMARK, INC | 1,574,720 | $121.6m | 0.2% |
| Diversified Portfolios, Inc. | 1,374,618 | $106.2m | 7.7% |
| LPL Financial LLC | 1,297,437 | $100.2m | 0.0% |
| Smith & Howard Wealth Management, LLC | 1,138,506 | $87.9m | 17.5% |
| Financial Engines Advisors L.L.C. | 1,080,904 | $83.5m | 0.1% |
| Verum Partners LLC | 1,067,008 | $82.4m | 12.3% |
| BLB&B Advisors, LLC | 1,063,179 | $82.1m | 3.0% |
| ALERUS FINANCIAL NA | 961,921 | $74.3m | 3.2% |
| ORRSTOWN FINANCIAL SERVICES INC | 894,661 | $69.1m | 10.3% |
| Heartland Bank & Trust Co | 838,371 | $64.7m | 13.4% |
| Orion Porfolio Solutions, LLC | 770,284 | $59.5m | 0.5% |
| Zhang Financial LLC | 727,196 | $56.2m | 1.6% |
| Magnolia Wealth Management, LLC | 716,770 | $55.4m | 29.0% |
| ENVESTNET ASSET MANAGEMENT INC | 691,674 | $53.4m | 0.0% |
| BOK Financial Private Wealth, Inc. | 655,898 | $50.7m | 2.6% |
| New England Capital Financial Advisors LLC | 632,969 | $48.9m | 11.7% |
| WELLS FARGO & COMPANY/MN | 594,901 | $45.9m | 0.0% |