| Apella Capital, LLC | $113.2M | 1.68% |
| Planning Center, Inc. | $81.4M | 8.25% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $37.6M | 5.93% |
| Elser Financial Planning, Inc | $37.2M | 1.80% |
| Alpha Financial Advisors, LLC | $36.7M | 11.25% |
| Hill Investment Group Partners, LLC | $35.6M | 3.93% |
| United Wealth Management, LLC | $34.6M | 8.61% |
| Private Wealth Management Group, LLC | $32.5M | 8.53% |
| Savant Capital, LLC | $29.1M | 0.14% |
| HighTower Advisors, LLC | $24.5M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $24.4M | 0.01% |
| Guardian Wealth Management, LLC | $23.5M | 7.13% |
| Verisail Partners, LLC | $22.8M | 9.26% |
| LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 2.54% |
| Mattern Wealth Management LLC | $19.3M | 3.77% |
| Equita Financial Network, Inc. | $18.5M | 5.81% |
| Eaton-Cambridge Inc. | $17.1M | 5.34% |
| Private Advisor Group, LLC | $16.9M | 0.08% |
| Vermillion Wealth Management, Inc. | $16.3M | 6.42% |
| BANK OF AMERICA CORP /DE/ | $16.3M | 0.00% |
| GeoWealth Management, LLC | $16.1M | 0.58% |
| Oakwell Private Wealth Management, LLC | $16.0M | 2.86% |
| Vestmark Advisory Solutions, Inc. | $14.2M | 0.16% |
| ASSETMARK, INC | $13.8M | 0.03% |
| Shotwell Rutter Baer Inc | $13.8M | 8.10% |
| Kestra Investment Management, LLC | $13.6M | 0.23% |
| INTEGRITY ALLIANCE, LLC. | $13.3M | 0.50% |
| SageOak Financial, LLC | $12.4M | 8.74% |
| Babb Wealth Advisors LLC | $12.4M | 6.79% |
| Yardley Wealth Management LLC | $12.2M | 6.26% |
| Strathmore Capital Advisors, Inc. | $11.4M | 3.22% |
| Johnson Wealth Management, LLC | $10.9M | 5.26% |
| HFM Investment Advisors, LLC | $10.0M | 3.83% |
| Integrity Advisory Solutions, LLC | $9.9M | 1.31% |
| OneDigital Investment Advisors LLC | $9.7M | 0.10% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $9.0M | 0.51% |
| Stratos Investment Management, LLC | $8.5M | 0.34% |
| E6 Portfolios, LLC | $8.2M | 8.50% |
| AA Financial Advisors, LLC | $7.7M | 1.09% |
| Farther Finance Advisors, LLC | $6.3M | 0.06% |
| Torren Management, LLC | $6.1M | 3.06% |
| Sterling Wealth Management, Inc. | $5.8M | 1.60% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $5.7M | 3.25% |
| Optimus Capital Advisors, LLC | $5.6M | 3.30% |
| Betterment LLC | $5.5M | 0.01% |
| DiNuzzo Private Wealth, Inc. | $5.5M | 0.60% |
| Vantage Point Financial LLC | $5.3M | 1.86% |
| PARK AVENUE SECURITIES LLC | $5.2M | 0.04% |
| AlphaStar Capital Management, LLC | $5.1M | 0.37% |
| Mariner, LLC | $5.0M | 0.01% |
| HEFFERNAN ADVISORY, INC | $4.8M | 4.46% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $4.8M | 3.12% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $4.8M | 2.92% |
| Cornerstone Wealth Partners, LLC | $4.7M | 2.64% |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 0.00% |
| Orion Porfolio Solutions, LLC | $4.2M | 0.04% |
| Porter White Investment Advisors, Inc. | $4.0M | 1.62% |
| JMG Financial Group, Ltd. | $4.0M | 0.11% |
| Schwallier Wealth Management LLC | $3.8M | 2.76% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 0.00% |
| Elequin Capital, LP | $3.6M | 0.30% |
| Cogent Private Wealth, Inc. | $3.5M | 2.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 0.00% |
| Cambridge Investment Research Advisors, Inc. | $3.3M | 0.01% |
| Note Advisors, LLC | $3.2M | 1.61% |
| TABLEAUX LLC | $3.2M | 1.55% |
| Index Fund Advisors, Inc. | $3.2M | 0.14% |
| McCartney Wealth Management LLC | $3.0M | 2.53% |
| PW ADVISORS, LLC \ FL | $3.0M | 2.24% |
| TRUIST FINANCIAL CORP | $2.8M | 0.00% |
| Cerity Partners LLC | $2.7M | 0.00% |
| Sowell Financial Services LLC | $2.6M | 0.10% |
| 3 FACTOR INDEXING, LLC | $2.6M | 2.44% |
| OSAIC HOLDINGS, INC. | $2.5M | 0.00% |
| GOLDMAN SACHS GROUP INC | $2.5M | 0.00% |
| Foundations Investment Advisors, LLC | $2.5M | 0.03% |
| W.H. Cornerstone Investments Inc. | $2.5M | 1.54% |
| Simplicity Wealth,LLC | $2.5M | 0.14% |
| LPL Financial LLC | $2.3M | 0.00% |
| EverSource Wealth Advisors, LLC | $2.3M | 0.07% |
| AssuredPartners Investment Advisors, LLC | $2.3M | 0.25% |
| Vested Financial Planning, LLC | $2.2M | 1.68% |
| Donalies Financial Planning, LLC | $2.2M | 1.87% |
| Beacon Pointe Advisors, LLC | $2.1M | 0.01% |
| JANE STREET GROUP, LLC | $2.1M | 0.00% |
| Higgins & Schmidt Wealth Strategies LLC | $2.0M | 0.93% |
| Broadhurst Jeffrey B | $2.0M | 2.09% |
| Wealth Advisors Northwest LLC | $2.0M | 0.83% |
| Kestra Advisory Services, LLC | $2.0M | 0.01% |
| Smartleaf Asset Management LLC | $1.7M | 0.06% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1.4M | 0.15% |
| Selective Wealth Management, Inc. | $1.0M | 0.31% |
| Linscomb Wealth, Inc. | $1.0M | 0.05% |
| BWM Planning, LLC | $924.6K | 0.24% |
| CreativeOne Wealth, LLC | $889.0K | 0.02% |
| Triad Wealth Partners, LLC | $879.8K | 0.07% |
| Hassell Wealth Management, LLC | $867.1K | 0.29% |
| Kane Co Wealth Management, Inc. | $808.8K | 0.68% |
| CITADEL ADVISORS LLC | $800.2K | 0.00% |
| Signal Advisors Wealth, LLC | $768.5K | 0.05% |
| REAP Financial Group, LLC | $722.8K | 0.14% |
| Dynamic Advisor Solutions LLC | $712.5K | 0.02% |
| LAM GROUP, INC. | $664.3K | 0.37% |
| Ashton Thomas Private Wealth, LLC | $658.7K | 0.02% |
| Stewardship Advisors, LLC | $616.7K | 0.14% |
| Foundry Financial LLC | $596.8K | 0.25% |
| CITIGROUP INC | $592.7K | 0.00% |
| Envestnet Portfolio Solutions, Inc. | $592.4K | 0.00% |
| USAdvisors Wealth Management, LLC | $541.0K | 0.18% |
| Leading Edge Financial Planning LLC | $528.8K | 0.11% |
| MGO ONE SEVEN LLC | $514.1K | 0.01% |
| Focus Partners Advisor Solutions, LLC | $512.2K | 0.01% |
| Werba Rubin Papier Wealth Management | $506.4K | 0.07% |
| Geneos Wealth Management Inc. | $504.3K | 0.01% |
| Factor Wealth Management LTD | $502.2K | 0.09% |
| Integrated Wealth Concepts LLC | $472.6K | 0.00% |
| Aspire Private Capital, LLC | $462.2K | 0.10% |
| CSP Financial Group, LLC | $457.2K | 0.47% |
| Physician Wealth Solutions Inc. | $430.1K | 0.18% |
| Prospera Financial Services Inc | $421.3K | 0.01% |
| IFP Advisors, Inc | $415.3K | 0.01% |
| Level Financial Advisors | $385.6K | 0.10% |
| First Financial Group Corp | $348.8K | 0.28% |
| MB Generational Wealth, LLC | $343.6K | 0.19% |
| Concurrent Investment Advisors, LLC | $320.5K | 0.00% |
| XY Planning Network, Inc. | $316.7K | 0.05% |
| Oceanside Advisors LLC | $309.5K | 0.18% |
| Acorn Wealth Advisors, LLC | $292.5K | 0.09% |
| FOUNDERS FINANCIAL SECURITIES LLC | $292.2K | 0.02% |
| Baer Investment Advisory LLC | $284.6K | 0.03% |
| VICTORY FINANCIAL GROUP, LLC | $284.6K | 0.03% |
| Stirlingshire Investments, Inc. | $273.3K | 0.24% |
| GRAND WEALTH MANAGEMENT, LLC | $265.8K | 0.13% |
| MML INVESTORS SERVICES, LLC | $265.3K | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | $257.6K | 0.02% |
| Merit Financial Group, LLC | $255.0K | 0.00% |
| Advyzon Investment Management, LLC | $252.5K | 0.02% |
| MARIPAU WEALTH MANAGEMENT LLC | $242.6K | 0.11% |
| Washington Trust Advisors, Inc. | $231.8K | 0.02% |
| ACTION POINT FINANCIAL PLANNING, LLC | $224.8K | 0.20% |
| Aspen Wealth Management LLC | $224.7K | 0.04% |
| Savvy Advisors, Inc. | $223.2K | 0.01% |
| TCFG WEALTH MANAGEMENT, LLC | $220.8K | 0.08% |
| TCFG Investment Advisors, LLC | $220.8K | 0.08% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $219.4K | 0.00% |
| Tillman Hartley LLC | $209.8K | 0.05% |
| AE Wealth Management LLC | $140.1K | 0.00% |
| CWM, LLC | $139.6K | 0.00% |
| Millstone Evans Group, LLC | $137.8K | 0.08% |
| IFG Advisory, LLC | $133.7K | 0.38% |