| Forum Financial Management, LP | 15,767,639 | $640.8m | 8.2% |
| Focus Partners Wealth | 9,899,602 | $402.3m | 0.4% |
| Focus Partners Advisor Solutions, LLC | 8,824,359 | $358.6m | 3.0% |
| Sequoia Financial Advisors, LLC | 5,299,151 | $215.4m | 1.1% |
| Truepoint, Inc. | 4,964,110 | $201.7m | 4.2% |
| Savant Capital, LLC | 4,375,866 | $177.8m | 0.5% |
| HBK Sorce Advisory LLC | 3,354,929 | $131.2m | 2.5% |
| Forvis Mazars Wealth Advisors, LLC | 3,210,847 | $130.5m | 2.2% |
| HighTower Advisors, LLC | 3,192,252 | $129.7m | 0.1% |
| Parcion Private Wealth LLC | 2,602,795 | $105.8m | 4.0% |
| Asset Dedication, LLC | 2,462,535 | $100.1m | 6.3% |
| Corient Private Wealth LP | 2,340,768 | $95.1m | 0.1% |
| JMG Financial Group, Ltd. | 2,333,403 | $94.8m | 2.3% |
| MASECO LLP | 2,307,093 | $93.8m | 2.6% |
| Evensky & Katz LLC | 2,286,699 | $92.9m | 4.8% |
| Greenspring Advisors, LLC | 2,275,109 | $92.5m | 5.1% |
| LPL Financial LLC | 2,265,466 | $92.1m | 0.0% |
| Rockwood Wealth Management, LLC | 2,156,982 | $87.7m | 5.5% |
| RW Investment Management LLC | 1,953,688 | $79.4m | 7.0% |
| AWM CAPITAL, LLC | 1,907,601 | $77.5m | 6.2% |
| BANK OF MONTREAL /CAN/ | 1,792,948 | $72.9m | 0.0% |
| Beacon Pointe Advisors, LLC | 1,777,623 | $72.2m | 0.3% |
| Apella Capital, LLC | 1,666,664 | $65.3m | 0.9% |
| Sageworth Trust Co | 1,575,383 | $64.0m | 2.5% |
| Symmetry Partners, LLC | 1,487,895 | $60.5m | 3.1% |