| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $27.0M | 0.47% |
| Destination Wealth Management | $26.8M | 0.70% |
| Kelman-Lazarov, Inc. | $26.5M | 3.79% |
| St. Johns Investment Management Company, LLC | $26.3M | 11.06% |
| Milestone Investment Advisors LLC | $25.9M | 6.25% |
| Clearwater Capital Advisors, LLC | $24.6M | 1.98% |
| MANCHESTER FINANCIAL INC | $24.6M | 4.71% |
| Sage Financial Management Group, Inc. | $24.4M | 7.51% |
| SALEM INVESTMENT COUNSELORS INC | $24.1M | 0.71% |
| Essex LLC | $24.1M | 4.25% |
| Allworth Financial LP | $23.9M | 0.10% |
| GEN Financial Management, INC. | $23.9M | 14.78% |
| LOWE BROCKENBROUGH & CO INC | $23.8M | 1.18% |
| Sound View Wealth Advisors Group, LLC | $23.5M | 1.60% |
| Bell Investment Advisors, Inc | $23.1M | 3.62% |
| Lutz Financial Services LLC | $22.8M | 1.54% |
| Ancora Advisors LLC | $22.7M | 0.48% |
| Asset Allocation Strategies LLC | $22.5M | 4.00% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $22.3M | 6.67% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $22.0M | 13.85% |
| Almanack Investment Partners, LLC. | $22.0M | 3.71% |
| Orion Porfolio Solutions, LLC | $21.8M | 0.19% |
| Truepoint, Inc. | $21.7M | 0.48% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $21.4M | 1.57% |
| Sprinkle Financial Consultants LLC | $21.3M | 9.83% |
| WBH ADVISORY INC | $21.1M | 1.58% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $20.9M | 3.01% |
| Canal Capital Management, LLC | $20.9M | 2.83% |
| White & Co Financial Planning Inc | $20.7M | 14.57% |
| Koesten, Hirschmann & Crabtree, INC. | $20.7M | 10.07% |
| Abound Wealth Management | $20.5M | 4.66% |
| B & T Capital Management DBA Alpha Capital Management | $20.3M | 2.94% |
| Alpha Zero LLC | $20.3M | 10.28% |
| Black Diamond Financial, LLC | $20.2M | 2.20% |
| Gladstone Institutional Advisory LLC | $20.0M | 0.74% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $19.9M | 1.74% |
| MFA WEALTH ADVISORS, LLC | $19.8M | 3.90% |
| Summit Financial, LLC | $19.7M | 0.25% |
| TRUIST FINANCIAL CORP | $19.5M | 0.03% |
| Merit Financial Group, LLC | $19.2M | 0.14% |
| Investors Research Corp | $19.2M | 3.67% |
| Tortoise Investment Management, LLC | $19.1M | 1.58% |
| MCF Advisors LLC | $18.9M | 0.83% |
| BlueStem Wealth Partners, LLC | $18.8M | 2.09% |
| Family Legacy Financial Solutions, LLC | $18.7M | 15.22% |
| Transamerica Financial Advisors, LLC | $18.7M | 1.60% |
| Sanctuary Advisors, LLC | $18.6M | 0.10% |
| SHEETS SMITH WEALTH MANAGEMENT | $18.6M | 2.09% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $18.5M | 0.23% |
| Downshift Financial, LLC | $18.5M | 9.56% |
| IFP Advisors, Inc | $18.3M | 0.38% |
| Summit Financial Consulting LLC | $18.3M | 13.08% |
| MONEYWISE, INC. | $18.2M | 7.94% |
| Cornerstone Planning, LLC | $17.7M | 3.99% |
| PNC FINANCIAL SERVICES GROUP, INC. | $17.6M | 0.01% |
| Rockefeller Capital Management L.P. | $17.5M | 0.03% |
| BCS Wealth Management | $17.4M | 3.55% |
| STEVENS CAPITAL PARTNERS | $17.1M | 4.11% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $17.0M | 0.70% |
| Jacobi Capital Management LLC | $16.9M | 0.94% |
| Trinity Legacy Partners, LLC | $16.9M | 3.66% |
| Winthrop Capital Management, LLC | $16.9M | 4.33% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $16.8M | 1.75% |
| NORTHERN TRUST CORP | $15.9M | 0.00% |
| Focus Financial Network, Inc. | $15.7M | 0.56% |
| CWM, LLC | $15.3M | 0.04% |
| Wilkins Miller Wealth Management, LLC | $15.2M | 9.22% |
| Leisure Capital Management | $14.8M | 5.20% |
| MinichMacGregor Wealth Management, LLC | $14.6M | 2.58% |
| Leverty Financial Group, LLC | $14.4M | 3.19% |
| Redhawk Wealth Advisors, Inc. | $14.4M | 1.59% |
| SNS Financial Group, LLC | $14.3M | 1.23% |
| Vivaldi Capital Management LP | $14.2M | 1.96% |
| PEAPACK GLADSTONE FINANCIAL CORP | $14.2M | 0.18% |
| Savvy Advisors, Inc. | $14.1M | 0.38% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $14.0M | 1.38% |
| Elite Life Management LLC | $14.0M | 17.49% |
| Arnold Financial Planning LLC | $13.6M | 12.66% |
| Vise Technologies, Inc. | $13.5M | 0.27% |
| May Barnhard Investments LLC | $13.5M | 6.55% |
| Sigma Planning Corp | $13.4M | 0.37% |
| Caprock Group, LLC | $13.3M | 0.32% |
| CoreCap Advisors, LLC | $13.3M | 0.45% |
| CVA Family Office, LLC | $13.1M | 1.38% |
| Strategic Equity Management | $13.1M | 4.93% |
| ARCADIA INVESTMENT ADVISORS LLC | $12.9M | 6.11% |
| Allen Capital Group, LLC | $12.9M | 1.15% |
| Equitable Holdings, Inc. | $12.7M | 0.08% |
| NORTH STAR ASSET MANAGEMENT INC | $12.4M | 0.54% |
| Envision Financial LLC | $12.3M | 6.64% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $12.1M | 0.62% |
| G2 CAPITAL MANAGEMENT, LLC / OH | $12.0M | 2.91% |
| KEYVANTAGE WEALTH, LLC | $12.0M | 5.27% |
| American Money Management, LLC | $11.9M | 1.89% |
| MML INVESTORS SERVICES, LLC | $11.9M | 0.03% |
| SCS Capital Management LLC | $11.8M | 0.13% |
| Enclave Advisors LLC | $11.7M | 1.60% |
| Payne Capital LLC | $11.6M | 10.67% |
| LongView Wealth Management | $11.4M | 2.87% |
| Morling Financial Advisors, LLC | $11.4M | 3.52% |
| IHT Wealth Management, LLC | $11.4M | 0.27% |
| K2 Financial Inc. | $11.4M | 8.27% |
| Frisco Financial Planning LLC | $11.4M | 9.38% |
| HANTZ FINANCIAL SERVICES, INC. | $11.4M | 0.17% |
| Brand Asset Management Group, Inc. | $11.3M | 2.94% |
| Yanni & Associates Investment Advisors, LLC | $11.1M | 11.54% |
| Farrell Financial LLC | $11.1M | 6.63% |
| Strategic Family Wealth Counselors, L.L.C. | $11.0M | 2.88% |
| Guardian Financial Partners, LLC | $10.9M | 4.59% |
| Avidian Wealth Enterprises, LLC | $10.8M | 0.34% |
| Ballast Financial Advisors LLC | $10.8M | 11.09% |
| COOPER/HAIMS ADVISORS, LLC | $10.8M | 5.09% |
| CAP Partners, LLC | $10.7M | 6.04% |
| Revolve Wealth Partners, LLC | $10.6M | 1.38% |
| Tradewinds Capital Management, LLC | $10.5M | 2.09% |
| IEQ CAPITAL, LLC | $10.5M | 0.05% |
| United Advisor Group, LLC | $10.5M | 1.29% |
| PFG Advisors | $10.5M | 0.51% |
| MBA Advisors LLC | $10.4M | 3.99% |
| ELEVATION WEALTH PARTNERS, LLC | $10.4M | 3.71% |
| NorthRock Partners, LLC | $10.3M | 0.17% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $10.0M | 0.28% |
| Wealthcare Advisory Partners LLC | $10.0M | 0.19% |
| Global Endowment Management, LP | $9.9M | 1.11% |
| Grant Street Asset Management, Inc. | $9.9M | 1.90% |
| Balance Wealth, LLC | $9.8M | 3.04% |
| Apollon Wealth Management, LLC | $9.7M | 0.16% |
| Capital Squared Financial LLC | $9.5M | 7.29% |
| R. W. Roge & Company, Inc. | $9.5M | 4.52% |
| Wealth Enhancement Trust Services, Inc. | $9.4M | 1.14% |
| Farnam Financial LLC | $9.4M | 7.70% |
| Meramec Financial Planners, LLC | $9.3M | 3.71% |
| Lido Advisors, LLC | $9.3M | 0.03% |
| Attessa Capital LLC | $9.3M | 5.05% |
| Legacy Private Trust Co. | $9.3M | 0.57% |
| Asset Dedication, LLC | $9.3M | 0.65% |
| Thrivent Financial for Lutherans | $9.1M | 0.02% |
| RTD Financial Advisors, Inc. | $9.1M | 1.12% |
| U.S. Capital Wealth Advisors, LLC | $9.1M | 0.23% |
| MISSION WEALTH MANAGEMENT, LP | $8.9M | 0.18% |
| Lee Financial Co | $8.8M | 1.25% |
| Gradient Investments LLC | $8.8M | 0.14% |
| PLANNING ALTERNATIVES LTD /ADV | $8.8M | 1.13% |
| AlphaCore Capital LLC | $8.7M | 0.21% |
| VSM Wealth Advisory, LLC | $8.7M | 2.59% |
| Walkner Condon Financial Advisors LLC | $8.6M | 1.13% |
| Consilium Wealth Advisory, LLC | $8.6M | 2.93% |
| Element Wealth, LLC | $8.6M | 3.55% |
| Advisory Services Network, LLC | $8.6M | 0.11% |
| Oakwell Private Wealth Management, LLC | $8.4M | 1.50% |