| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.0B | 1.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $707.7M | 1.44% |
| REGIONS FINANCIAL CORP | $452.4M | 2.94% |
| BANK OF AMERICA CORP /DE/ | $407.6M | 0.03% |
| MORGAN STANLEY | $336.6M | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $299.5M | 0.18% |
| WELLS FARGO & COMPANY/MN | $289.6M | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | $197.8M | 0.35% |
| Auto-Owners Insurance Co | $174.7M | 3.66% |
| AMERIPRISE FINANCIAL INC | $152.5M | 0.04% |
| Mountain Capital Investment Advisors Inc. | $148.2M | 22.00% |
| VICTORY CAPITAL MANAGEMENT INC | $142.6M | 0.09% |
| Boulay Financial Advisors, LLC | $133.3M | 15.30% |
| LPL Financial LLC | $130.9M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $126.4M | 0.03% |
| FOSTER & MOTLEY INC | $119.5M | 6.17% |
| Corient Private Wealth LLC | $102.6M | 0.15% |
| FMR LLC | $84.6M | 0.00% |
| Cetera Investment Advisers | $80.4M | 0.09% |
| UBS Group AG | $77.5M | 0.01% |
| StoneX Group Inc. | $73.9M | 3.98% |
| AlphaCore Capital LLC | $73.0M | 1.73% |
| HighTower Advisors, LLC | $67.6M | 0.07% |
| CVA Family Office, LLC | $66.1M | 6.96% |
| Strata Wealth Advisors, LLC | $57.8M | 15.84% |
| ALPS ADVISORS INC | $57.6M | 0.27% |
| Nadler Financial Group, Inc. | $55.8M | 5.38% |
| Trust Co | $55.7M | 5.22% |
| RAYMOND JAMES FINANCIAL INC | $54.6M | 0.02% |
| Capital Advantage, Inc. | $54.1M | 7.07% |
| CANANDAIGUA NATIONAL CORP | $52.5M | 4.70% |
| Orion Porfolio Solutions, LLC | $52.4M | 0.45% |
| Hardy Reed LLC | $52.2M | 3.81% |
| Capital Advisors Wealth Management, LLC | $51.5M | 6.91% |
| Private Advisor Group, LLC | $50.9M | 0.24% |
| Charles Schwab Trust Co | $50.4M | 3.27% |
| Verde Capital Management | $48.6M | 10.38% |
| OSAIC HOLDINGS, INC. | $47.1M | 0.07% |
| Mariner, LLC | $46.3M | 0.05% |
| Focus Partners Wealth | $44.7M | 0.05% |
| MFA WEALTH ADVISORS, LLC | $44.2M | 8.69% |
| Johnson Bixby & Associates, LLC | $42.8M | 5.31% |
| CWM, LLC | $39.8M | 0.10% |
| Barry Investment Advisors, LLC | $39.1M | 8.62% |
| Unison Advisors LLC | $38.6M | 2.93% |
| Focus Financial Network, Inc. | $38.0M | 1.36% |
| Cambridge Investment Research Advisors, Inc. | $37.8M | 0.10% |
| Pallas Capital Advisors LLC | $37.7M | 1.42% |
| Arlington Financial Advisors, LLC | $37.2M | 5.30% |
| JPMORGAN CHASE & CO | $36.5M | 0.00% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $35.9M | 1.47% |
| Dynamic Advisor Solutions LLC | $35.5M | 1.12% |
| ROYAL BANK OF CANADA | $35.4M | 0.01% |
| Opes Wealth Management LLC | $34.9M | 5.74% |
| WESCAP Management Group, Inc. | $32.0M | 6.30% |
| Bell Investment Advisors, Inc | $31.5M | 4.93% |
| Resonant Capital Advisors, LLC | $31.3M | 1.65% |
| Geneos Wealth Management Inc. | $30.5M | 0.71% |
| Solitude Financial Services | $29.4M | 8.68% |
| MAI Capital Management | $29.3M | 0.17% |
| Creative Planning | $28.6M | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | $28.4M | 0.88% |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.2M | 0.04% |
| Prairiewood Capital, LLC | $27.5M | 7.94% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $27.1M | 9.20% |
| CABOT WEALTH MANAGEMENT INC | $27.1M | 3.12% |
| Maia Wealth LLC | $26.4M | 4.46% |
| Opus Capital Group, LLC | $25.0M | 2.68% |
| Seven Springs Wealth Group, LLC | $24.8M | 5.72% |
| Tradition Wealth Management, LLC | $24.1M | 1.72% |
| Sequoia Financial Advisors, LLC | $23.6M | 0.13% |
| GREAT VALLEY ADVISOR GROUP, INC. | $23.6M | 0.43% |
| Savant Capital, LLC | $23.2M | 0.11% |
| CAPITAL WEALTH MANAGEMENT, LLC | $22.7M | 6.13% |
| Red Tortoise LLC | $22.3M | 9.29% |
| Keudell/Morrison Wealth Management | $21.4M | 4.37% |
| Vise Technologies, Inc. | $20.4M | 0.40% |
| HOWARD FINANCIAL SERVICES, LTD. | $20.3M | 2.29% |
| BEACON FINANCIAL PLANNING, INC | $20.2M | 7.84% |
| Latko Wealth Management, Ltd. | $20.1M | 9.82% |
| Cerity Partners LLC | $19.8M | 0.03% |
| Thrivent Financial for Lutherans | $19.7M | 0.04% |
| U.S. Capital Wealth Advisors, LLC | $19.5M | 0.49% |
| Verum Partners LLC | $19.5M | 3.70% |
| STUDIO INVESTMENT MANAGEMENT LLC | $19.1M | 3.44% |
| CENTRAL TRUST Co | $19.1M | 0.38% |
| MOLLER WEALTH PARTNERS | $18.9M | 3.73% |
| Sound Portfolio Advisors, LLC | $18.8M | 15.26% |
| JNBA Financial Advisors | $18.1M | 1.51% |
| Penserra Capital Management LLC | $17.7M | 0.21% |
| Vestmark Advisory Solutions, Inc. | $16.9M | 0.19% |
| &PARTNERS | $16.8M | 0.08% |
| HHM Wealth Advisors, LLC | $16.7M | 1.93% |
| Certified Advisory Corp | $16.4M | 1.47% |
| JHP Wealth Management, LLC | $15.9M | 15.17% |
| Quantinno Capital Management LP | $15.0M | 0.03% |
| Cerro Pacific Wealth Advisors LLC | $14.7M | 3.84% |
| MML INVESTORS SERVICES, LLC | $14.5M | 0.04% |
| CAHILL FINANCIAL ADVISORS INC | $14.2M | 1.54% |
| Westover Capital Advisors, LLC | $13.9M | 2.56% |
| BlueSky Wealth Advisors, LLC | $13.8M | 1.77% |
| Alpha Omega Wealth Management LLC | $13.7M | 2.23% |
| SOA Wealth Advisors, LLC. | $13.7M | 2.58% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $13.5M | 3.87% |
| Flatrock Wealth Partners LLC | $13.2M | 5.94% |
| COLLECTIVE FAMILY OFFICE LLC | $13.2M | 2.97% |
| ASPIRIANT, LLC | $13.1M | 0.37% |
| Visionary Horizons, LLC | $12.9M | 6.34% |
| KRM WEALTH MANAGEMENT L.L.C. | $12.6M | 6.57% |
| Rockefeller Capital Management L.P. | $12.1M | 0.02% |
| Your Advocates Ltd., LLP | $12.1M | 3.68% |
| 1900 WEALTH MANAGEMENT LLC | $11.9M | 0.77% |
| ARQ WEALTH ADVISORS, LLC | $11.9M | 2.14% |
| FINANCIAL CONSULATE, INC | $11.8M | 1.47% |
| J.E. Simmons & Co., P.C. | $11.5M | 7.72% |
| Envestnet Portfolio Solutions, Inc. | $11.4M | 0.06% |
| PRINCIPAL SECURITIES, INC. | $11.2M | 0.16% |
| Bruce G. Allen Investments, LLC | $10.9M | 7.15% |
| Cherry Tree Wealth Management, LLC | $10.9M | 2.30% |
| Baird Financial Group, Inc. | $10.8M | 0.02% |
| ARCADIA INVESTMENT ADVISORS LLC | $10.6M | 5.02% |
| ACCESS FINANCIAL SERVICES, INC. | $10.6M | 3.75% |
| NorthCrest Asset Manangement, LLC | $10.6M | 0.33% |
| OPPENHEIMER & CO INC | $10.5M | 0.13% |
| Nearwater Capital Markets, Ltd | $10.5M | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | $10.0M | 0.00% |
| PEAPACK GLADSTONE FINANCIAL CORP | $10.0M | 0.13% |
| BEACON FINANCIAL GROUP | $10.0M | 1.00% |
| Summit Financial, LLC | $10.0M | 0.13% |
| Forefront Wealth Partners, LLC | $10.0M | 4.17% |
| ASSETMARK, INC | $10.0M | 0.02% |
| Lee Financial Co | $10.0M | 1.40% |
| Asset Allocation Strategies LLC | $9.9M | 1.76% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $9.8M | 0.06% |
| McKinley Carter Wealth Services, Inc. | $9.7M | 0.56% |
| Journey Advisory Group, LLC | $9.7M | 0.82% |
| Financial Synergies Wealth Advisors, Inc. | $9.4M | 0.90% |
| Washington Trust Advisors, Inc. | $9.4M | 0.76% |
| Towne Trust Company, N.A | $9.3M | 2.99% |
| RHS Financial, LLC | $9.2M | 4.38% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $8.9M | 0.15% |
| Sound Stewardship, LLC | $8.9M | 4.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.9M | 0.11% |
| Firestone Capital Management | $8.8M | 1.83% |
| William Mack & Associates, Inc. | $8.7M | 5.00% |
| Ackerman Capital Advisors, LLC | $8.6M | 1.75% |
| MERCER GLOBAL ADVISORS INC /ADV | $8.5M | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | $8.4M | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $8.4M | 0.15% |
| Williams Financial, LLC | $8.3M | 4.82% |