| Capital Bank and Trust Company | $139.29 billion | 121 | 1 |
| Pathway Capital Management, LP | $97.82 billion | 248 | 0 |
| Acorns | $13.39 billion | 302 | 1 |
| Fpa Real Estate Advisers Group, LLC | $7.97 billion | 110 | 3 |
| Index Fund Advisors, Inc. | $5.93 billion | 50 | 0 |
| Sabal Investment Advisors, LLC | $5.83 billion | 16 | 0 |
| First Foundation Advisors | $5.06 billion | 57 | 0 |
| Private Management Group Inc | $4.90 billion | 21 | 0 |
| Rimrock Capital Management LLC | $3.85 billion | 26 | 0 |
| Avanath Capital Management, LLC | $3.75 billion | 103 | 0 |
| Trilogy Capital, Inc. | $3.21 billion | 74 | 0 |
| Cooper Mcmanus | $2.85 billion | 53 | 0 |
| Benefit Financial Services Group | $1.54 billion | 31 | 0 |
| Apriem Advisors | $1.48 billion | 17 | 0 |
| Kairos | $897.2 million | 50 | 0 |
| Gt Investment Partners, LP | $853.5 million | 6 | 0 |
| Tempus Wealth Planning, LLC | $699.4 million | 9 | 0 |
| Three Arch Wealth Management LLC | $662.4 million | 5 | 0 |
| Warren Street Wealth Advisors, LLC | $656.1 million | 10 | 0 |
| West Wealth Group, LLC | $616.7 million | 35 | 0 |
| Preservation Equity Fund Advisors, LLC | $502.9 million | 11 | 0 |
| Concord Investment Counsel | $397.9 million | 4 | 0 |
| Validex Global Investing | $352.9 million | 4 | 0 |
| American Fundstars | $332.7 million | 14 | 0 |
| Charles Fish Investments, Inc. | $331.3 million | 5 | 0 |
| Kanani Advisory Group Inc. | $288.2 million | 8 | 0 |
| Prosperity Wealth Planning LLC | $269.2 million | 7 | 0 |
| Harmony Point Wealth Advisors, Inc. | $263.2 million | 2 | 0 |
| 3spoke Management, LLC | $254.3 million | 6 | 0 |
| Advanced Financial Strategies Inc | $251.7 million | 6 | 0 |
| Klein Pavlis & Peasley Financial, Inc. | $232.7 million | 5 | 5 |
| Capital Cs Group, LLC | $227.3 million | 3 | 0 |
| Sun Group Wealth Partners LLC | $224.5 million | 7 | 0 |
| Wealth Teams Alliance | $223.9 million | 27 | 0 |
| Optimize Financial Inc. | $221.7 million | 8 | 0 |
| Marrick Wealth | $215.6 million | 3 | 0 |
| Filigree Wealth Advisors, LLC | $209.1 million | 3 | 0 |
| Clearview Wealth Management | $178.5 million | 3 | 0 |
| Shima Capital Management LLC | $164.6 million | 11 | 0 |
| Ultra Advisory Group | $142.6 million | 1 | 0 |
| Cooke Wealth Management, LLC | $136.9 million | 3 | 0 |
| Sunstone Advisors, LLC | $122.8 million | 25 | 0 |
| Mile Wealth Management | $120.1 million | 1 | 0 |
| Dove Investment Research and Management, Inc. | $107.4 million | 2 | 0 |
| Sky Vision Wealth Management Corp. | $52.8 million | 2 | 0 |
| Tripacific Capital Advisors, LLC | $12.3 million | 10 | 0 |
| Hoainvest LLC | $0 | 11 | 0 |
| Pelorus Capital Management, LLC | $0 | 9 | 0 |
| Vista Point Asset Management LLC | $0 | 6 | 4 |