| Cache Advisors, LLC | $168.9M | 19.51% |
| Everest Management Corp. | $17.7M | 8.97% |
| Beacon Pointe Advisors, LLC | $16.7M | 0.09% |
| Truepoint, Inc. | $10.9M | 0.24% |
| JPL Wealth Management, LLC | $10.7M | 2.45% |
| Flatrock Wealth Partners LLC | $4.7M | 2.13% |
| Ethos Financial Group, LLC | $4.7M | 0.34% |
| Seed Wealth Management, Inc. | $4.3M | 2.93% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.9M | 0.02% |
| Soundwatch Capital LLC | $3.9M | 0.49% |
| Meredith Wealth Planning | $3.8M | 1.02% |
| Ledyard National Bank | $3.1M | 0.27% |
| One Degree Advisors Inc | $2.4M | 0.62% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $2.3M | 0.58% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2.1M | 0.02% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $1.8M | 0.44% |
| Revolve Wealth Partners, LLC | $1.8M | 0.23% |
| FIDELITY D & D BANCORP INC | $1.5M | 0.61% |
| Magnolia Private Wealth, LLC | $1.5M | 1.02% |
| M Holdings Securities, Inc. | $1.4M | 0.10% |
| ROYAL BANK OF CANADA | $1.4M | 0.00% |
| REGIONS FINANCIAL CORP | $1.3M | 0.01% |
| Quantinno Capital Management LP | $1.2M | 0.00% |
| QUARRY HILL ADVISORS, LLC | $1.0M | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | $1.0M | 0.00% |
| Family CFO Inc | $923.4K | 0.41% |
| Sherman Wealth Management LLC | $828.0K | 0.71% |
| CONTINUUM WEALTH ADVISORS, LLC | $718.1K | 0.30% |
| Prairiewood Capital, LLC | $715.8K | 0.21% |
| Creative Planning | $663.3K | 0.00% |
| MilWealth Group LLC | $643.5K | 0.15% |
| Savvy Advisors, Inc. | $617.6K | 0.02% |
| Schiavi & Co LLC | $456.7K | 0.14% |
| Cerity Partners LLC | $436.2K | 0.00% |
| XY Planning Network, Inc. | $398.4K | 0.06% |
| Empowered Funds, LLC | $309.0K | 0.00% |
| Midwest Capital Advisors, LLC | $307.3K | 0.14% |
| L2 Asset Management, LLC | $303.1K | 0.03% |
| ZWJ INVESTMENT COUNSEL INC | $237.4K | 0.01% |
| Farther Finance Advisors, LLC | $160.7K | 0.00% |
| UBS Group AG | $64.8K | 0.00% |