| Symphony Financial, Ltd. Co. | $26.5M | 3.50% |
| QUEST INVESTMENT MANAGEMENT LLC | $26.4M | 3.09% |
| CVFG LLC | $26.4M | 3.28% |
| MMA ASSET MANAGEMENT LLC | $26.3M | 9.27% |
| Buska Wealth Management, LLC | $26.0M | 10.43% |
| Beutel, Goodman & Co Ltd. | $25.6M | 0.17% |
| BALANCED WEALTH GROUP LLC | $25.4M | 9.09% |
| CCG WEALTH MANAGEMENT, LLC | $24.7M | 6.68% |
| Three Cord True Wealth Management, LLC | $24.4M | 13.55% |
| Buck Wealth Strategies, LLC | $24.3M | 3.00% |
| GM Advisory Group, LLC | $24.0M | 0.92% |
| PFG Private Wealth Management, LLC | $23.7M | 10.03% |
| BIP Wealth, LLC | $23.6M | 0.96% |
| CarsonAllaria Wealth Management, Ltd. | $23.6M | 11.66% |
| VICUS CAPITAL | $23.4M | 1.72% |
| Focus Partners Wealth | $23.4M | 0.03% |
| Advisors Capital Management, LLC | $23.4M | 0.27% |
| First Heartland Consultants, Inc. | $23.3M | 1.79% |
| ABOUND FINANCIAL, LLC | $23.2M | 10.13% |
| Choice Wealth Advisors LLC | $23.1M | 9.06% |
| Prime Capital Investment Advisors, LLC | $23.0M | 0.27% |
| Horizon Wealth Management, LLC | $22.9M | 3.36% |
| Marathon Mission, Inc. | $22.9M | 13.31% |
| JNBA Financial Advisors | $22.7M | 1.89% |
| NORTHERN TRUST CORP | $22.6M | 0.00% |
| Portside Wealth Group, LLC | $22.5M | 3.05% |
| Capital Analysts, LLC | $22.2M | 0.58% |
| Boyd Wealth Management, LLC | $22.2M | 9.38% |
| Concord Wealth Partners | $22.1M | 2.87% |
| Fortitude Financial, LLC | $21.8M | 11.51% |
| GRANVILLE CAPITAL, INC. | $21.7M | 11.33% |
| Rockefeller Capital Management L.P. | $21.6M | 0.04% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $21.5M | 2.47% |
| Stonebridge Financial Group, LLC | $21.4M | 1.76% |
| Sage Advisory Services, Ltd.Co. | $21.4M | 11.70% |
| Rooted Wealth Advisors, Inc. | $21.2M | 5.60% |
| Ciovacco Capital Management LLC | $21.2M | 12.34% |
| WEALTH MANAGEMENT RESOURCES, INC. | $21.0M | 7.29% |
| Concord Asset Management, LLC/VA | $20.8M | 3.52% |
| Annex Advisory Services, LLC | $20.7M | 0.39% |
| Modern Wealth Management, LLC | $20.4M | 0.35% |
| Hofer & Associates. Inc | $20.4M | 10.94% |
| Investors Research Corp | $20.3M | 3.89% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $20.2M | 0.15% |
| Collier Financial | $20.0M | 15.26% |
| NewEdge Advisors, LLC | $19.8M | 0.94% |
| Stonebrook Private Inc. | $19.7M | 4.19% |
| GHP Investment Advisors, Inc. | $19.6M | 0.81% |
| Florida Trust Wealth Management Co | $19.5M | 0.55% |
| Tower Wealth Partners, Inc. | $19.4M | 10.73% |
| Pinnacle Wealth Planning Services, Inc. | $19.0M | 1.97% |
| CENTAURUS FINANCIAL, INC. | $19.0M | 0.90% |
| Harbor Group, Inc. | $18.8M | 2.72% |
| Cornerstone Wealth Management, LLC | $18.8M | 0.94% |
| INDEPENDENT FINANCIAL GROUP, LLC | $18.5M | 0.41% |
| Navalign, LLC | $18.2M | 4.59% |
| Tempo Wealth, LLC | $18.1M | 3.16% |
| HORIZON FINANCIAL SERVICES, LLC | $18.1M | 8.00% |
| Optas, LLC | $18.0M | 2.72% |
| CITADEL ADVISORS LLC | $17.6M | 0.00% |
| Ensign Peak Advisors, Inc | $17.0M | 0.03% |
| ALPHA CAPITAL ADVISORS INC /ADV | $16.5M | 15.67% |
| INSPIRION WEALTH ADVISORS, LLC | $16.4M | 2.04% |
| Diligent Investors, LLC | $16.3M | 4.03% |
| Vertex Planning Partners, LLC | $16.1M | 3.14% |
| Millington Financial Advisors, LLC | $16.0M | 6.74% |
| Financial Gravity Asset Management, Inc. | $16.0M | 2.84% |
| 1834 INVESTMENT ADVISORS CO | $15.9M | 1.98% |
| Benchmark Financial, LLC | $15.8M | 14.16% |
| CBM Financial, LLC | $15.8M | 9.84% |
| UNIVEST FINANCIAL Corp | $15.6M | 0.88% |
| CAPTRUST FINANCIAL ADVISORS | $15.5M | 0.03% |
| PECAUT & CO. | $15.3M | 4.97% |
| Trilogy Capital Inc. | $15.0M | 0.66% |
| Hobart Private Capital, LLC | $14.8M | 2.91% |
| Northwest Wealth Advisors, LLC | $14.8M | 10.55% |
| Sentinel Advisory Group, LLC | $14.6M | 7.12% |
| Cerity Partners LLC | $14.5M | 0.02% |
| Probity Advisors, Inc. | $14.5M | 2.30% |
| Magnus Financial Group LLC | $14.3M | 1.16% |
| Hilltop Partners LLC | $14.3M | 3.66% |
| CARY STREET PARTNERS FINANCIAL LLC | $14.2M | 0.35% |
| JANE STREET GROUP, LLC | $14.0M | 0.00% |
| Affinity Capital Advisors, LLC | $14.0M | 1.96% |
| Ascent Group, LLC | $13.8M | 0.48% |
| TPG Financial Advisors, LLC | $13.7M | 4.47% |
| Sanctuary Advisors, LLC | $13.6M | 0.07% |
| Avestar Capital, LLC | $13.6M | 0.87% |
| Lido Advisors, LLC | $13.5M | 0.04% |
| INTEGRITY ALLIANCE, LLC. | $13.5M | 0.51% |
| FIFTH THIRD SECURITIES, INC. | $13.4M | 0.87% |
| Optimist Retirement Group LLC | $13.3M | 5.87% |
| Bridgewealth Advisory Group, LLC | $13.3M | 2.75% |
| Bucket List Wealth Management, LLC | $13.2M | 7.98% |
| Patriot Financial Group Insurance Agency, LLC | $13.2M | 0.75% |
| Walsh & Associates, LLC | $13.2M | 13.13% |
| Stone Wealth Partners | $13.2M | 11.86% |
| Petix & Botte Co | $13.2M | 2.94% |
| Carnegie Investment Counsel | $13.0M | 0.25% |
| M&T Bank Corp | $13.0M | 0.04% |
| Envestnet Portfolio Solutions, Inc. | $13.0M | 0.07% |
| Gateway Wealth Partners, LLC | $13.0M | 0.51% |
| Scarborough Advisors, LLC | $12.9M | 1.41% |
| Able Wealth Management LLC | $12.9M | 3.44% |
| Brookstone Capital Management | $12.8M | 0.15% |
| TAGStone Capital, Inc. | $12.7M | 4.49% |
| AQR CAPITAL MANAGEMENT LLC | $12.7M | 0.01% |
| POWER WEALTH MANAGEMENT LLC | $12.7M | 4.71% |
| SILVER OAK SECURITIES, INCORPORATED | $12.6M | 0.92% |
| Asset Allocation Strategies LLC | $12.5M | 2.22% |
| Synergy Investment Management, LLC | $12.4M | 4.05% |
| Seal Cove Capital, LLC | $12.1M | 10.56% |
| Wealthcare Advisory Partners LLC | $12.0M | 0.23% |
| GenWealth Group, Inc. | $11.6M | 1.99% |
| BCS Wealth Management | $11.6M | 2.37% |
| TD Waterhouse Canada Inc. | $11.6M | 0.03% |
| Sage Financial Management Group, Inc. | $11.5M | 3.53% |
| Aureum Wealth Management, LLC | $11.4M | 7.94% |
| Centennial Wealth Advisory LLC | $11.1M | 2.69% |
| Guardian Wealth Advisors, LLC | $11.1M | 6.36% |
| Tranquilli Financial Advisor LLC | $11.0M | 6.44% |
| Baird Financial Group, Inc. | $11.0M | 0.02% |
| IAG Wealth Partners, LLC | $10.8M | 1.21% |
| Fortis Group Advisors, LLC | $10.7M | 1.77% |
| CRUX WEALTH ADVISORS | $10.6M | 4.08% |
| Cobblestone Asset Management LLC | $10.5M | 4.74% |
| HARBOUR INVESTMENTS, INC. | $10.5M | 0.16% |
| ALLIANCEBERNSTEIN L.P. | $10.4M | 0.00% |
| New England Capital Financial Advisors LLC | $10.3M | 2.83% |
| Breachway Investments LLC | $10.3M | 9.91% |
| Sanchez Wealth Management Group | $10.3M | 2.22% |
| MONECO ADVISORS, LLC | $10.2M | 0.79% |
| Elite Financial, Inc. | $10.2M | 4.55% |
| MERCER GLOBAL ADVISORS INC /ADV | $10.1M | 0.01% |
| Wealthspire Advisors, LLC | $10.0M | 0.08% |
| Melone Private Wealth, LLC | $10.0M | 4.09% |
| MEMBERS WEALTH LLC | $9.9M | 5.92% |
| LexAurum Advisors, LLC | $9.8M | 1.28% |
| Oxinas Partners, LLC | $9.8M | 4.48% |
| NewSquare Capital LLC | $9.7M | 0.85% |
| Tidemark, LLC | $9.7M | 2.48% |
| Apollon Financial, LLC | $9.7M | 1.35% |
| Independent Wealth Network Inc. | $9.7M | 2.87% |
| Graney & King, LLC | $9.3M | 5.03% |
| Sterling Manor Financial, LLC | $9.3M | 5.80% |
| Quantinno Capital Management LP | $9.3M | 0.02% |
| LifePlan Financial, LLC | $9.1M | 6.75% |
| SIMA Wealth Partners, LLC | $9.1M | 6.95% |
| Compass Financial Group, Inc. | $9.0M | 4.07% |
| ArborFi Advisors, LLC | $9.0M | 7.35% |