| LPL Financial LLC | $489.1M | 0.13% |
| Financial Engines Advisors L.L.C. | $102.5M | 0.21% |
| BANK OF AMERICA CORP /DE/ | $98.8M | 0.01% |
| Cannon Financial Strategists, Inc. | $95.3M | 12.53% |
| NorthRock Partners, LLC | $75.5M | 1.22% |
| Goelzer Investment Management, Inc. | $74.8M | 3.62% |
| AMERIPRISE FINANCIAL INC | $56.5M | 0.01% |
| MORGAN STANLEY | $52.6M | 0.00% |
| WCG Wealth Advisors LLC | $36.0M | 1.01% |
| Creative Planning | $33.6M | 0.02% |
| Rodgers & Associates, LTD | $30.6M | 3.12% |
| Fragasso Financial Advisors Inc | $29.6M | 1.79% |
| Dean, Jacobson Financial Services, LLC | $27.5M | 16.89% |
| Equitable Holdings, Inc. | $27.3M | 0.18% |
| Cerity Partners LLC | $27.1M | 0.04% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $26.9M | 2.26% |
| Klingman & Associates, LLC | $26.6M | 1.27% |
| Evensky & Katz LLC | $25.2M | 1.43% |
| WELLS FARGO & COMPANY/MN | $24.7M | 0.00% |
| Focus Partners Wealth | $24.4M | 0.03% |
| Morningstar Investment Management LLC | $24.2M | 1.50% |
| American Financial Advisors, LLC | $23.6M | 3.15% |
| Waverly Advisors, LLC | $22.3M | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | $21.8M | 0.01% |
| OSAIC HOLDINGS, INC. | $21.5M | 0.03% |
| OpenArc Corporate Advisory, LLC | $20.7M | 0.30% |
| CANANDAIGUA NATIONAL CORP | $20.4M | 1.82% |
| HighTower Advisors, LLC | $20.1M | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.1M | 0.04% |
| First National Trust Co | $19.8M | 0.67% |
| Wrenne Financial Planning LLC | $19.2M | 7.53% |
| Convergence Financial, LLC | $19.1M | 2.03% |
| Financial Strategies Group, Inc. | $19.0M | 3.18% |
| One Day In July LLC | $19.0M | 1.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.2M | 0.03% |
| Avantax Planning Partners, Inc. | $17.4M | 0.48% |
| Key Financial Inc | $17.3M | 3.08% |
| GHP Investment Advisors, Inc. | $17.2M | 0.71% |
| Private Advisor Group, LLC | $15.0M | 0.07% |
| SAGE FINANCIAL GROUP INC | $15.0M | 0.98% |
| UBS Group AG | $14.3M | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $13.9M | 0.05% |
| Lutz Financial Services LLC | $13.1M | 0.88% |
| Optimist Retirement Group LLC | $13.0M | 5.72% |
| JONES FINANCIAL COMPANIES LLLP | $12.4M | 0.01% |
| Rothschild Wealth LLC | $12.2M | 1.10% |
| BALANCED WEALTH GROUP LLC | $12.0M | 4.30% |
| Baird Financial Group, Inc. | $11.8M | 0.02% |
| CarsonAllaria Wealth Management, Ltd. | $11.8M | 5.81% |
| Triangle Securities Wealth Management | $11.8M | 2.67% |
| Cambridge Investment Research Advisors, Inc. | $11.6M | 0.03% |
| Geneos Wealth Management Inc. | $11.0M | 0.26% |
| BIP Wealth, LLC | $10.9M | 0.44% |
| Asset Dedication, LLC | $10.5M | 0.74% |
| N.E.W. Advisory Services LLC | $9.9M | 0.74% |
| STEVENS CAPITAL PARTNERS | $9.6M | 2.30% |
| LPWM LLC | $9.5M | 2.41% |
| CWM, LLC | $9.4M | 0.02% |
| Capasso Planning Partners LLC | $9.4M | 5.06% |
| Mariner, LLC | $9.3M | 0.01% |
| Independent Advisor Alliance | $9.2M | 0.10% |
| Focus Partners Advisor Solutions, LLC | $9.1M | 0.09% |
| Rockbridge Investment Management, LCC | $8.9M | 0.80% |
| RAYMOND JAMES FINANCIAL INC | $8.7M | 0.00% |
| Cetera Investment Advisers | $8.6M | 0.01% |
| NWAM LLC | $8.4M | 0.49% |
| Modera Wealth Management, LLC | $8.3M | 0.10% |
| Diversified Enterprises, LLC | $8.2M | 0.45% |
| TRB Wealth Management, LLC | $7.8M | 1.11% |
| MATHER GROUP, LLC. | $7.8M | 0.08% |
| GOLDMAN SACHS GROUP INC | $7.1M | 0.00% |
| Arnold Financial Planning LLC | $7.0M | 6.56% |
| Trilogy Capital Inc. | $6.8M | 0.30% |
| Symphony Financial, Ltd. Co. | $6.6M | 0.88% |
| Cambridge Financial Group, LLC | $6.6M | 2.23% |
| Avior Wealth Management, LLC | $6.5M | 0.19% |
| Kingsview Wealth Management, LLC | $6.5M | 0.09% |
| AIRE ADVISORS, LLC | $6.3M | 1.16% |
| WealthShield Partners, LLC | $6.3M | 0.70% |
| RITHOLTZ WEALTH MANAGEMENT | $6.3M | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | $6.1M | 0.01% |
| ROYAL BANK OF CANADA | $6.1M | 0.00% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $6.0M | 0.92% |
| MONECO ADVISORS, LLC | $5.9M | 0.46% |
| Palisades Hudson Asset Management, L.P. | $5.9M | 2.29% |
| Roberts Financial Services LLC | $5.8M | 1.85% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $5.8M | 0.87% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.8M | 0.12% |
| IHT Wealth Management, LLC | $5.6M | 0.13% |
| Probity Advisors, Inc. | $5.3M | 0.84% |
| McAdam, LLC | $5.3M | 0.24% |
| Midwest Trust Co | $5.1M | 0.06% |
| Marathon Mission, Inc. | $5.1M | 2.96% |
| Salomon & Ludwin, LLC | $5.0M | 0.44% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $4.9M | 3.20% |
| CALTON & ASSOCIATES, INC. | $4.8M | 0.70% |
| Nvest Wealth Strategies, Inc. | $4.8M | 3.33% |
| Strategies Wealth Advisors, LLC | $4.5M | 0.45% |
| New Hampshire Trust | $4.4M | 0.89% |
| Hamilton Capital, LLC | $4.4M | 0.23% |
| MML INVESTORS SERVICES, LLC | $4.3M | 0.01% |
| Savant Capital, LLC | $4.3M | 0.02% |
| TAGStone Capital, Inc. | $4.2M | 1.47% |
| May Barnhard Investments LLC | $4.1M | 1.98% |
| Sankala Group LLC | $4.1M | 3.32% |
| Chicago Partners Investment Group LLC | $4.0M | 0.09% |
| Corient Private Wealth LLC | $4.0M | 0.01% |
| Krilogy Financial LLC | $3.9M | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | $3.7M | 0.01% |
| Farther Finance Advisors, LLC | $3.7M | 0.04% |
| BAILARD, INC. | $3.6M | 0.08% |
| TRUIST FINANCIAL CORP | $3.6M | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | $3.6M | 0.00% |
| Pathstone Holdings, LLC | $3.6M | 0.01% |
| Prestige Wealth Management Group LLC | $3.4M | 0.67% |
| Paragon Capital Management Ltd | $3.4M | 0.72% |
| Gladstone Institutional Advisory LLC | $3.4M | 0.13% |
| Marotta Asset Management | $3.4M | 0.62% |
| Facet Wealth, Inc. | $3.3M | 0.06% |
| Kestra Advisory Services, LLC | $3.2M | 0.01% |
| Canandaigua National Trust Co of Florida | $3.2M | 2.55% |
| Tradition Wealth Management, LLC | $3.2M | 0.22% |
| Janney Montgomery Scott LLC | $3.1M | 0.01% |
| Larson Financial Group LLC | $3.1M | 0.10% |
| Aptus Capital Advisors, LLC | $3.1M | 0.02% |
| Financial Guidance Group, Inc. | $3.1M | 1.25% |
| Tortoise Investment Management, LLC | $3.1M | 0.25% |
| Partners in Financial Planning | $3.0M | 0.50% |
| Meredith Wealth Planning | $2.9M | 0.80% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.9M | 0.02% |
| Livet Wealth, LLC | $2.9M | 1.83% |
| Perennial Investment Advisors, LLC | $2.9M | 0.23% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.9M | 0.05% |
| Junk Investment Group, LLC | $2.8M | 1.49% |
| COLLECTIVE FAMILY OFFICE LLC | $2.7M | 0.60% |
| Integrated Wealth Concepts LLC | $2.6M | 0.02% |
| Pinnacle Family Advisors, LLC | $2.6M | 1.23% |
| JPMORGAN CHASE & CO | $2.6M | 0.00% |
| UNIVEST FINANCIAL Corp | $2.6M | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.6M | 0.01% |
| BENJAMIN EDWARDS INC | $2.6M | 0.03% |
| Savvy Advisors, Inc. | $2.5M | 0.07% |
| FIFTH THIRD SECURITIES, INC. | $2.5M | 0.16% |
| MidFirst Bank | $2.5M | 0.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.5M | 0.55% |
| FELL CAPITAL MANAGEMENT /ADV | $2.4M | 2.34% |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.4M | 0.12% |
| Leslie Global Wealth, LLC | $2.3M | 1.23% |
| Brookstone Capital Management | $2.3M | 0.03% |
| CM WEALTH ADVISORS LLC | $2.3M | 0.48% |