| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $28.0M | 1.52% |
| GP Brinson Investments LLC | $27.9M | 12.64% |
| Hudson Capital Management LLC | $27.4M | 7.08% |
| Kopp Family Office, LLC | $27.3M | 18.80% |
| Elm Partners Management LLC | $27.3M | 1.18% |
| CATALYST FINANCIAL PARTNERS LLC | $27.2M | 3.21% |
| Financial Designs Corp | $27.1M | 15.09% |
| REGIONS FINANCIAL CORP | $27.1M | 0.18% |
| Ted Buchan & Co | $27.0M | 9.81% |
| HANCOCK WHITNEY CORP | $27.0M | 0.47% |
| 1607 Capital Partners, LLC | $26.9M | 1.94% |
| Farther Finance Advisors, LLC | $26.7M | 0.25% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $26.5M | 7.56% |
| BANK OF HAWAII | $26.5M | 1.39% |
| Eley Financial Management, Inc | $26.4M | 9.54% |
| World Investment Advisors | $26.1M | 0.42% |
| Mutual Advisors, LLC | $26.1M | 0.56% |
| Efficient Advisors, LLC | $26.1M | 1.85% |
| BayBridge Capital Group, LLC | $26.1M | 16.14% |
| TD Capital Management LLC | $26.0M | 2.34% |
| Sunflower Bank, N.A. | $26.0M | 6.62% |
| Clearstead Advisors, LLC | $25.7M | 0.23% |
| WEBSTER BANK, N. A. | $25.7M | 2.43% |
| Matrix Trust Co | $25.7M | 4.26% |
| Trek Financial, LLC | $25.6M | 1.36% |
| Golden State Wealth Management, LLC | $25.3M | 2.76% |
| Madison Asset Management, LLC | $25.2M | 0.31% |
| Tanager Wealth Management LLP | $25.1M | 2.43% |
| CHOREO, LLC | $24.9M | 0.31% |
| Galvin, Gaustad & Stein, LLC | $24.9M | 1.99% |
| CULTIVAR CAPITAL, INC. | $24.7M | 15.76% |
| Florida Trust Wealth Management Co | $24.5M | 0.69% |
| Independent Advisor Alliance | $24.3M | 0.26% |
| Sowell Financial Services LLC | $24.0M | 0.89% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $24.0M | 0.79% |
| Diversified Trust Co | $23.9M | 0.44% |
| Rakuten Investment Management, Inc. | $23.8M | 0.05% |
| CONNABLE OFFICE INC | $23.8M | 2.34% |
| Bryn Mawr Trust Advisors, LLC | $23.8M | 1.15% |
| Forefront Wealth Partners, LLC | $23.5M | 9.85% |
| FIRST HAWAIIAN BANK | $23.4M | 3.28% |
| BENJAMIN EDWARDS INC | $23.4M | 0.23% |
| HARBOUR INVESTMENTS, INC. | $23.3M | 0.36% |
| CHEMUNG CANAL TRUST CO | $23.2M | 4.71% |
| WealthPlan Investment Management, LLC | $23.0M | 1.28% |
| Sheridan Capital Management, LLC | $22.5M | 11.88% |
| ASPIRIANT, LLC | $22.3M | 0.63% |
| SBI Securities Co., Ltd. | $22.1M | 0.61% |
| Texas Capital Bank Wealth Management Services Inc | $22.0M | 1.30% |
| STEPHENS INC /AR/ | $22.0M | 0.27% |
| WRAPMANAGER INC | $21.9M | 7.61% |
| Strategic Financial Planning, Inc. | $21.6M | 12.70% |
| Legacy Private Trust Co. | $21.4M | 1.32% |
| Ally Invest Advisors Inc. | $21.2M | 1.42% |
| Thayer Partners, LLC / MA | $21.1M | 10.06% |
| INSIGHT 2811, INC. | $21.1M | 8.81% |
| Integrated Wealth Concepts LLC | $21.0M | 0.17% |
| TIEMANN INVESTMENT ADVISORS, LLC | $20.9M | 8.21% |
| TCI Wealth Advisors, Inc. | $20.9M | 1.11% |
| Hudock, Inc. | $20.9M | 3.07% |
| NATIXIS ADVISORS, LLC | $20.8M | 0.03% |
| Stratos Wealth Partners, LTD. | $20.8M | 0.24% |
| Lutz Financial Services LLC | $20.8M | 1.40% |
| Optas, LLC | $20.5M | 3.10% |
| Sunesis Advisors, LLC | $20.3M | 9.20% |
| Omega Financial Group, LLC | $20.3M | 6.60% |
| Snider Financial Group | $20.2M | 6.09% |
| TRB Wealth Management, LLC | $20.2M | 2.86% |
| DSG Capital Advisors, LLC | $20.0M | 3.21% |
| Diversified Enterprises, LLC | $20.0M | 1.09% |
| PRINCIPAL FINANCIAL GROUP INC | $19.9M | 0.01% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $19.8M | 1.27% |
| BALLAST ADVISORS LLC | $19.8M | 5.76% |
| Scissortail Wealth Management, LLC | $19.7M | 3.97% |
| Vise Technologies, Inc. | $19.7M | 0.39% |
| Chesapeake Wealth Management | $19.3M | 5.91% |
| Colonial Trust Advisors | $19.2M | 1.50% |
| RETIREMENT CAPITAL STRATEGIES | $19.2M | 7.27% |
| Ascentis Independent Advisors | $19.2M | 1.45% |
| NATIONAL BANK OF CANADA /FI/ | $19.1M | 0.02% |
| Waverly Advisors, LLC | $19.0M | 0.14% |
| KELLY FINANCIAL GROUP LLC | $19.0M | 4.77% |
| SCS Capital Management LLC | $18.7M | 0.20% |
| Sigma Planning Corp | $18.6M | 0.52% |
| COMMERCE BANK | $18.5M | 0.09% |
| Modera Wealth Management, LLC | $18.4M | 0.22% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.4M | 1.34% |
| Cornerstone Wealth Group, LLC | $18.3M | 1.17% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $18.3M | 2.10% |
| Joel Adams & Associates, Inc. | $18.2M | 13.51% |
| Cordgrass Capital Advisors, LLC | $18.1M | 4.23% |
| First Commonwealth Financial Corp /PA/ | $17.9M | 2.85% |
| Alliance Wealth Management Group | $17.9M | 3.91% |
| FIRST HORIZON CORP | $17.8M | 0.75% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $17.6M | 0.11% |
| U.S. Capital Wealth Advisors, LLC | $17.6M | 0.44% |
| Summit Wealth Partners, LLC | $17.5M | 2.77% |
| Strategic Financial Group, LLC | $17.4M | 17.95% |
| Dakota Wealth Management | $17.4M | 0.38% |
| Alpha Financial Partners LLC | $17.3M | 10.26% |
| WASHINGTON TRUST Co | $17.3M | 0.59% |
| PEDDOCK CAPITAL ADVISORS, LLC | $17.3M | 3.81% |
| Merit Financial Group, LLC | $17.2M | 0.13% |
| TCP Asset Management, LLC | $16.8M | 2.16% |
| Financial Partners Group, Inc | $16.7M | 2.00% |
| FIDUCIENT ADVISORS LLC | $16.7M | 2.18% |
| Genus Capital Management Inc. | $16.6M | 1.90% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $16.5M | 0.29% |
| WATERSHED PRIVATE WEALTH LLC | $16.4M | 5.11% |
| BLAIR WILLIAM & CO/IL | $16.2M | 0.05% |
| NICOLET BANKSHARES INC | $16.2M | 0.60% |
| FIRST FOUNDATION ADVISORS | $16.1M | 0.65% |
| Sound Financial Strategies Group, LLC | $16.0M | 10.89% |
| Arrowroot Family Office, LLC | $15.8M | 5.23% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $15.6M | 0.20% |
| Rothschild Wealth LLC | $15.6M | 1.41% |
| Robinswood Financial LLC | $15.4M | 4.84% |
| ES4, LLC | $15.4M | 9.91% |
| Providence First Trust Co | $15.3M | 5.39% |
| D L CARLSON INVESTMENT GROUP INC | $15.3M | 2.63% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $15.3M | 0.11% |
| Granite Harbor Advisors, Inc. | $15.2M | 6.64% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $15.1M | 0.42% |
| Sequoia Financial Advisors, LLC | $15.1M | 0.08% |
| OPPENHEIMER ASSET MANAGEMENT INC. | $15.0M | 0.17% |
| Tide Cove Capital Partners LLC | $14.9M | 10.13% |
| Wealthspire Advisors, LLC | $14.9M | 0.12% |
| FC Advisory LLC | $14.9M | 4.34% |
| CVS HEALTH Corp | $14.9M | 7.00% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $14.8M | 12.15% |
| Strategic Financial Partners, Ltd. | $14.8M | 6.38% |
| Evensky & Katz LLC | $14.7M | 0.84% |
| Montecito Bank & Trust | $14.7M | 2.42% |
| FAGAN ASSOCIATES, INC. | $14.7M | 2.04% |
| DONALDSON CAPITAL MANAGEMENT, LLC | $14.7M | 0.48% |
| Family Capital Trust Co | $14.7M | 5.31% |
| Mullooly Asset Management, Inc. | $14.6M | 5.38% |
| Sharp Wealth Advisory, LLC | $14.5M | 7.18% |
| CVA Family Office, LLC | $14.5M | 1.53% |
| Caldwell Trust Co | $14.5M | 1.29% |
| Facet Wealth, Inc. | $14.3M | 0.25% |
| Calamos Wealth Management LLC | $14.2M | 0.49% |
| Calamos Advisors LLC | $14.2M | 0.05% |
| MOTIVE WEALTH ADVISORS | $14.2M | 6.68% |
| Aquire Wealth Advisors, LLC | $14.2M | 3.73% |
| Eagle Strategies LLC | $14.2M | 1.69% |
| Wilmington Savings Fund Society, FSB | $14.1M | 0.34% |
| FIFTH THIRD SECURITIES, INC. | $14.0M | 0.91% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $14.0M | 1.55% |
| TruWealth Advisors, LLC | $14.0M | 0.67% |