| Chandler Asset Management Inc | $45.31 billion | 54 | 0 |
| Independent Financial Group, LLC | $12.93 billion | 624 | 7 |
| Pure Financial Advisors, LLC | $11.05 billion | 204 | 0 |
| Fairfield Realty Advisors LLC | $6.20 billion | 370 | 0 |
| Lm Capital Group, LLC | $6.10 billion | 20 | 0 |
| American Assets Investment Management, LLC | $5.87 billion | 5 | 0 |
| Metis Global Partners, LLC | $5.67 billion | 11 | 0 |
| Dunham | $5.63 billion | 43 | 0 |
| Globeflex Capital LP | $4.60 billion | 26 | 0 |
| Ipg Investment Advisors, LLC | $4.14 billion | 39 | 3 |
| Kingswood Wealth Advisors, LLC | $3.80 billion | 88 | 0 |
| Neos Partners, LP | $3.77 billion | 34 | 0 |
| Counterpoint Funds | $3.24 billion | 15 | 0 |
| Clarivest Asset Management LLC | $3.05 billion | 17 | 6 |
| Lm Advisors LLC | $2.88 billion | 22 | 0 |
| Coastedge Partners, LLC | $2.14 billion | 16 | 0 |
| Madison Avenue Securities, LLC | $2.02 billion | 125 | 9 |
| Sovran Advisors, LLC | $1.87 billion | 64 | 0 |
| Rice Hall James & Associates LLC | $1.74 billion | 23 | 0 |
| Telos Capital Management, Inc. | $1.63 billion | 19 | 0 |
| Nicholas Investment Partners, L.P. | $1.45 billion | 12 | 0 |
| Denali Advisors, LLC | $1.39 billion | 14 | 0 |
| Cascade Financial Partners, LLC | $1.38 billion | 9 | 0 |
| Seaside Equity Partners | $1.37 billion | 19 | 0 |
| Centura Wealth Advisory | $1.20 billion | 64 | 0 |
| Castle Creek Capital | $1.14 billion | 12 | 0 |
| Christopher Weil & Co Inc | $896.2 million | 16 | 0 |
| Financial Sense Advisors, Inc. | $835.6 million | 11 | 0 |
| Creative Capital Management Investments LLC | $780.4 million | 11 | 0 |
| Wilsey Asset Management Incorporated | $768.5 million | 9 | 0 |
| Gradient Capital Advisors, LLC | $742.2 million | 7 | 0 |
| Premier Wealth Advisors, LLC | $694.9 million | 6 | 0 |
| Heritage Wealth Management, Inc. | $643.4 million | 13 | 0 |
| Stolper & Co., Inc. | $615.7 million | 2 | 0 |
| Measured Risk Portfolios | $597.2 million | 13 | 0 |
| Pathview Wealth Advisors | $583.0 million | 14 | 0 |
| Boxer Capital Management, LLC | $578.2 million | 19 | 0 |
| Willow Creek Financial | $528.8 million | 7 | 0 |
| Ariston Services Group, LLC | $527.0 million | 5 | 0 |
| Presidio Capital Management, LLC | $498.9 million | 14 | 0 |
| One Degree Advisors, Inc. | $489.0 million | 6 | 0 |
| Illumination Wealth Management | $471.1 million | 14 | 0 |
| Clelland & Company Inc | $465.7 million | 3 | 0 |
| Tidemark, LLC | $462.5 million | 12 | 0 |
| Beta Wealth Group, Inc | $460.3 million | 3 | 2 |
| Carmel Capital Partners, LLC | $434.3 million | 9 | 0 |
| Seabird Investment Partners | $419.1 million | 6 | 0 |
| Ted Buchan & Company | $413.2 million | 7 | 0 |
| Practicecfo Investments | $401.6 million | 32 | 0 |
| Platt Wealth Management | $390.6 million | 5 | 0 |
| Pacific Point Advisors, LLC | $389.6 million | 9 | 0 |
| Brian D. Lowder, Inc. | $388.1 million | 3 | 0 |
| Ats Wealth Management | $383.6 million | 6 | 3 |
| Torren Management, LLC | $373.5 million | 5 | 0 |
| Pacific Wealth Management | $371.9 million | 6 | 0 |
| Dean Roland Russell, LLC | $351.2 million | 6 | 0 |
| Superior Planning Wealth Management & Family Office | $349.6 million | 12 | 0 |
| Eiger Wealth Management, LLC | $338.7 million | 6 | 0 |
| Copley Financial Group, Inc. | $331.2 million | 8 | 2 |
| Wealth Analytics Partners, LLC | $316.0 million | 6 | 0 |
| Define Financial, LLC | $314.6 million | 7 | 0 |
| Western Financial Corporation | $309.2 million | 6 | 0 |
| Kachkovsky & Fisher, Inc. | $305.1 million | 6 | 0 |
| Mcnaughton Wealth Management, LLC | $291.6 million | 6 | 0 |
| Silvia Mccoll Wealth Management, LLC | $283.4 million | 2 | 0 |
| Simplifi, Inc. | $276.1 million | 5 | 0 |
| Mission Hills Financial Advisory LLC | $274.1 million | 6 | 1 |
| Healthpointcapital Management, LLC | $271.3 million | 8 | 0 |
| Chokshi & Queen Wealth Advisors | $263.3 million | 4 | 0 |
| Pacific Capital Associates | $258.8 million | 6 | 0 |
| International Private Wealth Advisors LLC | $255.3 million | 8 | 0 |
| Kaiyo Wealth LLC | $240.1 million | 4 | 0 |
| Trivant Custom Portfolio Group LLC | $239.4 million | 5 | 0 |
| Bamboo Wealth Strategies | $235.7 million | 8 | 0 |
| D'arcy Capital Management, LLC | $225.6 million | 4 | 0 |
| Blue Summit Wealth Management | $211.4 million | 2 | 0 |
| Wfa of San Diego | $206.9 million | 5 | 0 |
| Reyes Financial Architecture Inc. | $196.2 million | 5 | 0 |
| Wilshire Quinn Capital, Inc. | $188.4 million | 6 | 0 |
| Ward & Associates | $187.2 million | 2 | 0 |
| Stirling Financial Group | $179.7 million | 2 | 0 |
| M Wealth Management, LLC | $177.6 million | 3 | 0 |
| Torrey Wealth, LLC | $176.7 million | 1 | 0 |
| Clutinger Williams & Verhoye Inc | $163.1 million | 2 | 2 |
| Zermatt Wealth Partners | $158.4 million | 6 | 0 |
| Finec Asset Management | $157.0 million | 6 | 0 |
| Merrithew & Thorsten, Inc. | $155.0 million | 2 | 0 |
| Decision Investments, Inc. | $154.9 million | 3 | 0 |
| Rj Patterson Group | $142.4 million | 5 | 0 |
| Sikorski Wealth Management, LLC | $139.6 million | 3 | 0 |
| Goldman Wealth Management | $120.0 million | 2 | 0 |
| 7 Streets Financial, LLC | $88.4 million | 5 | 0 |
| Awm Global Advisors | $59.2 million | 4 | 0 |
| Breakaway Independent Advisors, LLC | $3.3 million | 1 | 0 |
| Socialtrader | $73,145 | 4 | 0 |
| Alder Capital | $0 | 2 | 0 |
| Ariam Global Inc. | $0 | 1 | 0 |
| Vector3 Wealth Management | $0 | 1 | 0 |
| Adviceonly | $0 | 6 | 0 |
| Nectarine | $0 | 29 | 3 |
| Benchmark Advisory Services, LLC | $0 | 2 | 0 |