| NorthRock Partners, LLC | $114.4M | 1.84% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $110.1M | 0.22% |
| Financial Engines Advisors L.L.C. | $102.0M | 0.21% |
| LPL Financial LLC | $92.0M | 0.02% |
| AE Wealth Management LLC | $81.8M | 0.44% |
| Avantax Planning Partners, Inc. | $78.2M | 2.15% |
| Lutz Financial Services LLC | $68.6M | 4.61% |
| MORGAN STANLEY | $61.8M | 0.00% |
| Equitable Holdings, Inc. | $60.4M | 0.39% |
| Convergence Financial, LLC | $51.4M | 5.44% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $43.0M | 0.17% |
| WELLS FARGO & COMPANY/MN | $38.3M | 0.01% |
| CANANDAIGUA NATIONAL CORP | $35.9M | 3.21% |
| Cetera Investment Advisers | $34.9M | 0.04% |
| First National Trust Co | $32.6M | 1.11% |
| Klingman & Associates, LLC | $31.5M | 1.51% |
| First Pacific Financial | $31.3M | 4.03% |
| HighTower Advisors, LLC | $26.3M | 0.03% |
| GHP Investment Advisors, Inc. | $24.3M | 1.00% |
| JONES FINANCIAL COMPANIES LLLP | $22.4M | 0.01% |
| WCG Wealth Advisors LLC | $21.2M | 0.59% |
| Rodgers & Associates, LTD | $18.6M | 1.90% |
| MERCER GLOBAL ADVISORS INC /ADV | $17.6M | 0.03% |
| CWM, LLC | $16.9M | 0.04% |
| MML INVESTORS SERVICES, LLC | $14.8M | 0.04% |
| ERn Financial, LLC | $14.4M | 2.71% |
| BALANCED WEALTH GROUP LLC | $13.7M | 4.91% |
| Asset Dedication, LLC | $12.9M | 0.90% |
| McAdam, LLC | $12.1M | 0.55% |
| BANK OF AMERICA CORP /DE/ | $12.1M | 0.00% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $11.0M | 1.24% |
| Summit Financial, LLC | $11.0M | 0.14% |
| Marathon Mission, Inc. | $10.5M | 6.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 0.01% |
| Mariner, LLC | $10.2M | 0.01% |
| MONECO ADVISORS, LLC | $10.0M | 0.78% |
| Private Wealth Management Group, LLC | $10.0M | 2.61% |
| CARY STREET PARTNERS FINANCIAL LLC | $9.7M | 0.24% |
| Alesco Advisors, LLC, An ESL Co | $9.4M | 0.24% |
| CAPITAL WEALTH MANAGEMENT, LLC | $8.3M | 2.25% |
| Prestige Wealth Management Group LLC | $8.1M | 1.58% |
| Private Advisor Group, LLC | $8.0M | 0.04% |
| JNBA Financial Advisors | $7.5M | 0.63% |
| WealthShield Partners, LLC | $7.5M | 0.84% |
| GOLDMAN SACHS GROUP INC | $7.1M | 0.00% |
| IAG Wealth Partners, LLC | $6.9M | 0.77% |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 0.00% |
| AMERIPRISE FINANCIAL INC | $6.6M | 0.00% |
| SAGE FINANCIAL GROUP INC | $6.2M | 0.41% |
| Avior Wealth Management, LLC | $6.2M | 0.18% |
| Redwood Investment Management, LLC | $6.0M | 0.75% |
| Pathstone Holdings, LLC | $5.9M | 0.02% |
| Rockbridge Investment Management, LCC | $5.8M | 0.53% |
| Gladstone Institutional Advisory LLC | $5.5M | 0.21% |
| Chicago Partners Investment Group LLC | $5.5M | 0.12% |
| Diligent Investors, LLC | $5.5M | 1.36% |
| May Barnhard Investments LLC | $5.3M | 2.59% |
| STIFEL FINANCIAL CORP | $4.9M | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 0.00% |
| RTD Financial Advisors, Inc. | $4.5M | 0.55% |
| UBS Group AG | $4.5M | 0.00% |
| Savant Capital, LLC | $4.3M | 0.02% |
| OSAIC HOLDINGS, INC. | $4.2M | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 0.00% |
| ROYAL BANK OF CANADA | $4.1M | 0.00% |
| Independent Advisor Alliance | $4.0M | 0.04% |
| Canandaigua National Trust Co of Florida | $4.0M | 3.23% |
| Marotta Asset Management | $4.0M | 0.73% |
| Montz Harcus Wealth Management LLC | $3.8M | 1.55% |
| BAILARD, INC. | $3.8M | 0.09% |
| Geneos Wealth Management Inc. | $3.8M | 0.09% |
| Capital Analysts, LLC | $3.7M | 0.10% |
| Wealthcare Advisory Partners LLC | $3.7M | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | $3.5M | 0.00% |
| Empowered Funds, LLC | $3.5M | 0.02% |
| Cambridge Investment Research Advisors, Inc. | $3.4M | 0.01% |
| BENJAMIN EDWARDS INC | $3.2M | 0.03% |
| Cambria Investment Management, L.P. | $3.2M | 0.18% |
| Modera Wealth Management, LLC | $3.2M | 0.04% |
| Steward Partners Investment Advisory, LLC | $3.2M | 0.02% |
| Occidental Asset Management, LLC | $3.0M | 0.36% |
| Bill Few Associates, Inc. | $3.0M | 0.72% |
| TITLEIST ASSET MANAGEMENT, LLC | $2.7M | 0.21% |
| JPMORGAN CHASE & CO | $2.7M | 0.00% |
| Kingsview Wealth Management, LLC | $2.7M | 0.04% |
| Koss-Olinger Consulting, LLC | $2.7M | 0.23% |
| Koshinski Asset Management, Inc. | $2.7M | 0.17% |
| WealthTrak Capital Management LLC | $2.6M | 1.88% |
| Courage Miller Partners, LLC | $2.6M | 0.74% |
| Ignite Planners, LLC | $2.6M | 0.40% |
| Creative Planning | $2.5M | 0.00% |
| Shum Financial Group, Inc. | $2.5M | 1.76% |
| CX Institutional | $2.5M | 0.07% |
| Brookstone Capital Management | $2.3M | 0.03% |
| Intrua Financial, LLC | $2.3M | 0.24% |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.3M | 0.11% |
| Barden Capital Management, Inc. | $2.3M | 1.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.2M | 0.50% |
| Garden State Investment Advisory Services LLC | $2.2M | 0.48% |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 0.00% |
| Kestra Advisory Services, LLC | $2.1M | 0.01% |
| MidFirst Bank | $2.0M | 0.17% |
| COURIER CAPITAL LLC | $2.0M | 0.11% |
| STEVENS CAPITAL PARTNERS | $2.0M | 0.47% |
| TIAA TRUST, NATIONAL ASSOCIATION | $2.0M | 0.12% |
| FIDELIS CAPITAL PARTNERS, LLC | $1.9M | 0.14% |
| TRUIST FINANCIAL CORP | $1.9M | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.9M | 0.03% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.9M | 0.19% |
| Capital Squared Financial LLC | $1.9M | 1.44% |
| Payne Capital Management, LLC | $1.9M | 0.57% |
| CWA Asset Management Group, LLC | $1.8M | 0.06% |
| Quantinno Capital Management LP | $1.8M | 0.00% |
| Wealthspire Advisors, LLC | $1.7M | 0.01% |
| Financial Guidance Group, Inc. | $1.7M | 0.69% |
| Aptus Capital Advisors, LLC | $1.7M | 0.01% |
| Prism Advisors, Inc. | $1.7M | 0.46% |
| Merit Financial Group, LLC | $1.7M | 0.01% |
| Accurate Wealth Management, LLC | $1.7M | 0.20% |
| Cooke Wealth Management, LLC | $1.7M | 1.49% |
| MGO ONE SEVEN LLC | $1.7M | 0.03% |
| Salomon & Ludwin, LLC | $1.6M | 0.15% |
| Cambridge Financial Group, LLC | $1.6M | 0.55% |
| Advisor OS, LLC | $1.6M | 0.12% |
| COLLECTIVE FAMILY OFFICE LLC | $1.6M | 0.35% |
| Focus Partners Advisor Solutions, LLC | $1.5M | 0.02% |
| HF Advisory Group, LLC | $1.5M | 0.51% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.5M | 0.20% |
| MAI Capital Management | $1.4M | 0.01% |
| Stratos Wealth Advisors, LLC | $1.4M | 0.09% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.4M | 0.37% |
| Elevated Capital Advisors, LLC | $1.4M | 0.35% |
| SILVER OAK SECURITIES, INCORPORATED | $1.3M | 0.10% |
| Berman McAleer LLC | $1.3M | 0.18% |
| Omega Financial Group, LLC | $1.3M | 0.42% |
| EP Wealth Advisors, LLC | $1.3M | 0.01% |
| Farther Finance Advisors, LLC | $1.3M | 0.01% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $1.3M | 0.61% |
| HFG Advisors, Inc. | $1.3M | 0.88% |
| Focus Partners Wealth | $1.2M | 0.00% |
| Pure Financial Advisors, LLC | $1.2M | 0.02% |
| BROWN ADVISORY INC | $1.2M | 0.00% |
| LTG Capital LLC | $1.2M | 0.89% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.2M | 0.24% |
| Fiduciary Alliance LLC | $1.1M | 0.07% |
| Allworth Financial LP | $1.1M | 0.00% |
| FMR LLC | $1.1M | 0.00% |
| Cape Investment Advisory, Inc. | $1.0M | 0.34% |
| Cullen/Frost Bankers, Inc. | $1.0M | 0.01% |
| Brady Martz Wealth Solutions, LLC | $1.0M | 0.17% |