| Focus Partners Wealth | 10,393,265 | $382.9m | 0.4% |
| ALERUS FINANCIAL NA | 8,368,617 | $308.3m | 13.5% |
| LPL Financial LLC | 8,228,270 | $303.1m | 0.1% |
| Geometric Wealth Advisors | 7,779,410 | $286.6m | 31.0% |
| ENVESTNET ASSET MANAGEMENT INC | 6,693,905 | $246.6m | 0.1% |
| Allworth Financial LP | 6,594,247 | $242.9m | 1.0% |
| MONOGRAPH WEALTH ADVISORS, LLC | 6,491,032 | $239.1m | 19.6% |
| GLENMEDE TRUST CO NA | 5,222,632 | $192.4m | 0.8% |
| Great Waters Wealth Management | 5,054,079 | $186.2m | 17.2% |
| FACTORY MUTUAL INSURANCE CO | 4,806,630 | $177.1m | 1.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,450,159 | $163.9m | 0.2% |
| ROYAL BANK OF CANADA | 3,862,746 | $142.3m | 0.0% |
| Plancorp, LLC | 3,903,563 | $141.5m | 3.5% |
| JFS WEALTH ADVISORS, LLC | 3,743,466 | $137.9m | 6.9% |
| Triune Financial Partners, LLC | 3,692,741 | $136.0m | 28.4% |
| Focus Partners Advisor Solutions, LLC | 3,488,957 | $128.5m | 1.1% |
| FIFTH THIRD BANCORP | 3,295,765 | $121.4m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 3,205,258 | $118.1m | 0.0% |
| ASSETMARK, INC | 2,814,600 | $103.7m | 0.2% |
| D.A. DAVIDSON & CO. | 2,791,019 | $102.8m | 0.6% |
| UBS Group AG | 2,703,859 | $99.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 2,626,969 | $96.8m | 0.0% |
| Morton Capital Management LLC/CA | 2,465,252 | $90.8m | 12.4% |
| Pathstone Holdings, LLC | 2,462,672 | $90.7m | 0.3% |
| Creative Capital Management Investments LLC | 2,434,768 | $89.7m | 20.7% |