| SteelPeak Wealth, LLC | $18.1M | 0.55% |
| RKL Wealth Management LLC | $18.1M | 1.63% |
| CFS Investment Advisory Services, LLC | $17.8M | 1.23% |
| Lifeworks Advisors, LLC | $17.7M | 2.27% |
| Modern Wealth Management, LLC | $17.5M | 0.30% |
| Atria Investments, Inc | $17.4M | 0.19% |
| KEYBANK NATIONAL ASSOCIATION/OH | $16.9M | 0.06% |
| ALLSTATE CORP | $16.9M | 0.18% |
| McKinley Carter Wealth Services, Inc. | $16.7M | 0.96% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $16.6M | 0.95% |
| FIFTH THIRD BANCORP | $16.3M | 0.03% |
| Integrated Wealth Concepts LLC | $16.1M | 0.13% |
| Anfield Capital Management, LLC | $15.8M | 4.36% |
| BlueSky Wealth Advisors, LLC | $15.7M | 2.02% |
| FIRST TRUST ADVISORS LP | $15.7M | 0.01% |
| Smith Salley Wealth Management | $15.6M | 0.79% |
| ASSETMARK, INC | $15.4M | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $15.2M | 0.19% |
| Heck Capital Advisors, LLC | $15.2M | 1.13% |
| Geneos Wealth Management Inc. | $14.9M | 0.34% |
| Trek Financial, LLC | $14.2M | 0.76% |
| &PARTNERS | $14.2M | 0.07% |
| RWA WEALTH PARTNERS, LLC | $14.2M | 0.16% |
| Checchi Capital Advisers, LLC | $14.0M | 0.71% |
| METEORA CAPITAL, LLC | $13.9M | 1.03% |
| FARMERS & MERCHANTS INVESTMENTS INC | $13.8M | 0.38% |
| Compass Wealth Management, LLC/GA | $13.7M | 5.84% |
| Impact Partnership Wealth, LLC | $13.6M | 1.68% |
| CITADEL ADVISORS LLC | $13.5M | 0.00% |
| Bernardo Wealth Planning LLC | $13.5M | 2.64% |
| Stone House Investment Management, LLC | $13.4M | 2.40% |
| Cornerstone Management, Inc. | $13.2M | 2.10% |
| Icon Wealth Advisors, LLC | $13.0M | 0.84% |
| NewSquare Capital LLC | $12.9M | 1.12% |
| iA Global Asset Management Inc. | $12.8M | 0.18% |
| Spectrum Investment Advisors, Inc. | $12.8M | 6.35% |
| Boltwood Capital Management | $12.8M | 3.26% |
| Equitable Holdings, Inc. | $12.5M | 0.08% |
| Resona Asset Management Co.,Ltd. | $12.2M | 0.06% |
| Rothschild Wealth LLC | $12.2M | 1.10% |
| Security Financial Services, INC. | $12.1M | 1.91% |
| Tandem Wealth Advisors LLC | $12.0M | 5.36% |
| One Wealth Advisors, LLC | $12.0M | 1.49% |
| Ancora Advisors LLC | $11.7M | 0.25% |
| HRT FINANCIAL LP | $11.6M | 0.03% |
| Focus Partners Wealth | $11.5M | 0.01% |
| LAZARD ASSET MANAGEMENT LLC | $11.5M | 0.02% |
| Westover Capital Advisors, LLC | $11.4M | 2.09% |
| Perigon Wealth Management, LLC | $11.2M | 0.20% |
| FDx Advisors, Inc. | $11.2M | 3.57% |
| Kelly Financial Services LLC | $11.2M | 2.70% |
| AAFMAA Wealth Management & Trust LLC | $11.0M | 4.26% |
| EverSource Wealth Advisors, LLC | $10.9M | 0.33% |
| SEEDS INVESTOR LLC | $10.8M | 1.47% |
| Shelter Mutual Insurance Co | $10.7M | 2.39% |
| Beacon Bridge Wealth Partners, LLC | $10.7M | 3.60% |
| Farther Finance Advisors, LLC | $10.7M | 0.10% |
| JT Stratford LLC | $10.7M | 1.36% |
| THEORY FINANCIAL LLC | $10.6M | 3.73% |
| World Investment Advisors | $10.5M | 0.17% |
| Hilltop Holdings Inc. | $10.5M | 0.95% |
| Orion Porfolio Solutions, LLC | $10.4M | 0.09% |
| Creative Planning | $10.2M | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.1M | 0.32% |
| Pictet Asset Management Holding SA | $10.1M | 0.01% |
| Kestra Advisory Services, LLC | $10.0M | 0.04% |
| TSA Wealth Managment LLC | $9.8M | 3.17% |
| FOSTER & MOTLEY INC | $9.7M | 0.50% |
| CIM, LLC | $9.6M | 1.38% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $9.5M | 0.22% |
| Arax Advisory Partners | $9.4M | 0.26% |
| Cascade Financial Partners, LLC | $9.3M | 0.96% |
| Smartleaf Asset Management LLC | $9.3M | 0.33% |
| Gateway Wealth Partners, LLC | $9.1M | 0.36% |
| Aureum Wealth Management, LLC | $8.8M | 6.09% |
| BEACON FINANCIAL GROUP | $8.7M | 0.87% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.5M | 0.01% |
| Scarborough Advisors, LLC | $8.5M | 0.93% |
| HARBOUR INVESTMENTS, INC. | $8.4M | 0.13% |
| Procyon Advisors, LLC | $8.0M | 0.39% |
| SIMA Wealth Partners, LLC | $8.0M | 6.06% |
| Snider Financial Group | $7.9M | 2.40% |
| Blankinship & Foster, LLC | $7.8M | 1.73% |
| PAX Financial Group, LLC | $7.8M | 1.34% |
| LEUTHOLD GROUP, LLC | $7.7M | 0.82% |
| West Family Investments, Inc. | $7.7M | 2.70% |
| Concurrent Investment Advisors, LLC | $7.7M | 0.08% |
| Darwin Wealth Management, LLC | $7.7M | 2.39% |
| FIRST AMERICAN TRUST, FSB | $7.5M | 0.51% |
| Invst, LLC | $7.4M | 0.84% |
| Regal Investment Advisors LLC | $7.4M | 0.43% |
| Alesco Advisors, LLC, An ESL Co | $7.2M | 0.18% |
| Elevated Financial Group LLC | $7.2M | 2.33% |
| CARY STREET PARTNERS FINANCIAL LLC | $7.1M | 0.18% |
| Keebeck Wealth Management | $7.0M | 0.78% |
| Steward Partners Investment Advisory, LLC | $6.9M | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6.9M | 0.12% |
| QUATTRO FINANCIAL ADVISORS LLC | $6.8M | 2.05% |
| Archford Capital Strategies, LLC | $6.8M | 0.78% |
| Ashton Thomas Private Wealth, LLC | $6.7M | 0.16% |
| Bay Harbor Wealth Management, LLC | $6.7M | 1.73% |
| Keystone Financial Services | $6.6M | 1.93% |
| Capital Analysts, LLC | $6.5M | 0.17% |
| Pettinga Financial Advisors LLC | $6.5M | 1.22% |
| Shared Vision Wealth Group LLC | $6.5M | 2.63% |
| SAX WEALTH ADVISORS, LLC | $6.4M | 0.31% |
| BOOTHBAY FUND MANAGEMENT, LLC | $6.4M | 0.08% |
| Van Hulzen Asset Management, LLC | $6.3M | 0.47% |
| Fort Point Capital Partners LLC | $6.3M | 0.77% |
| Alternative Investment Advisors, LLC. | $6.3M | 2.74% |
| Sovran Advisors, LLC | $6.2M | 0.49% |
| WEALTH ALLIANCE, LLC | $6.2M | 0.61% |
| Winthrop Capital Management, LLC | $6.1M | 1.57% |
| Riggs Asset Managment Co. Inc. | $6.1M | 1.25% |
| Legacy Financial Group LLC | $6.1M | 0.76% |
| Cobblestone Asset Management LLC | $6.1M | 2.73% |
| Prime Capital Investment Advisors, LLC | $6.0M | 0.07% |
| Signal Advisors Wealth, LLC | $6.0M | 0.41% |
| Belpointe Asset Management LLC | $5.9M | 0.22% |
| SigFig Wealth Management, LLC | $5.9M | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.9M | 0.00% |
| McNaughton Wealth Management, LLC | $5.8M | 2.42% |
| Betterment LLC | $5.8M | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | $5.8M | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.8M | 0.13% |
| True Vision MN LLC | $5.7M | 2.96% |
| MMA ASSET MANAGEMENT LLC | $5.6M | 1.98% |
| Genesis Wealth Advisors, LLC | $5.6M | 3.75% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $5.6M | 1.19% |
| LIBERTY WEALTH MANAGEMENT LLC | $5.5M | 0.69% |
| WBH ADVISORY INC | $5.4M | 0.41% |
| JMAC ENTERPRISES LLC | $5.4M | 1.04% |
| Knights of Columbus Asset Advisors LLC | $5.4M | 0.31% |
| Cypress Wealth Services, LLC | $5.4M | 0.76% |
| Advisory Services Network, LLC | $5.3M | 0.07% |
| Inspire Advisors, LLC | $5.3M | 0.43% |
| Mayflower Financial Advisors, LLC | $5.2M | 0.63% |
| JONES FINANCIAL COMPANIES LLLP | $5.2M | 0.00% |
| CORE WEALTH ADVISORS, LLC | $5.1M | 3.92% |
| FIRST CITIZENS BANK & TRUST CO | $5.1M | 0.11% |
| Advisors Preferred, LLC | $5.0M | 0.75% |
| Essential Planning, LLC. | $4.9M | 1.56% |
| CLIENT 1ST ADVISORY GROUP, LLC | $4.8M | 1.47% |
| Patriot Financial Group Insurance Agency, LLC | $4.8M | 0.27% |
| WCG Wealth Advisors LLC | $4.7M | 0.13% |
| CHOREO, LLC | $4.7M | 0.06% |
| Shepherd Financial Partners LLC | $4.7M | 0.44% |
| Columbus Macro, LLC | $4.6M | 0.50% |
| Traveka Wealth, LLC | $4.6M | 1.77% |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.6M | 0.05% |