| Canvas Wealth Advisors, LLC | $15.1M | 2.56% |
| MAI Capital Management | $15.0M | 0.08% |
| ELEVATION WEALTH PARTNERS, LLC | $14.6M | 5.23% |
| Align Financial, LLC | $14.4M | 8.21% |
| CURIO WEALTH, LLC | $14.2M | 4.86% |
| Concurrent Investment Advisors, LLC | $14.2M | 0.15% |
| Marietta Wealth Management, LLC | $14.0M | 1.66% |
| Meridian Wealth Advisors, LLC | $13.8M | 1.83% |
| TCI Wealth Advisors, Inc. | $13.6M | 0.72% |
| Financial Symmetry Inc | $13.3M | 4.71% |
| Activest Wealth Management | $12.9M | 2.27% |
| Lutz Financial Services LLC | $12.5M | 0.84% |
| Advisory Resource Group | $12.5M | 2.14% |
| Clarion Wealth Managment Partners, LLC | $12.2M | 11.06% |
| Milestone Investment Advisors LLC | $12.0M | 2.90% |
| Vestmark Advisory Solutions, Inc. | $11.8M | 0.13% |
| Hill Investment Group Partners, LLC | $11.6M | 1.28% |
| AQR CAPITAL MANAGEMENT LLC | $11.5M | 0.01% |
| GeoWealth Management, LLC | $11.2M | 0.40% |
| Mason & Associates, LLC | $11.2M | 2.56% |
| Farther Finance Advisors, LLC | $11.1M | 0.10% |
| EP Wealth Advisors, LLC | $11.0M | 0.05% |
| Magnolia Private Wealth, LLC | $11.0M | 7.33% |
| MENORA MIVTACHIM HOLDINGS LTD. | $11.0M | 0.05% |
| BANK OF MONTREAL /CAN/ | $10.8M | 0.00% |
| ARQ WEALTH ADVISORS, LLC | $10.6M | 1.92% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $10.4M | 1.56% |
| Core Wealth Advisors, Inc. | $10.1M | 2.40% |
| Summit Portfolio Management, LTD. | $10.0M | 6.46% |
| Trace Wealth Advisors, LLC | $9.8M | 7.36% |
| Pinnacle Financial Partners, Inc. | $9.8M | 0.07% |
| VISTA INVESTMENT PARTNERS LLC | $9.7M | 2.56% |
| Perigon Wealth Management, LLC | $9.7M | 0.18% |
| Equity Wealth Partners, LLC | $9.5M | 6.15% |
| SAGE RHINO CAPITAL LLC | $9.4M | 1.76% |
| Quantinno Capital Management LP | $9.4M | 0.02% |
| WorthPointe, LLC | $9.4M | 2.55% |
| Hutchens & Kramer Investment Management Group, LLC | $9.4M | 2.96% |
| KilterHowling LLC | $9.3M | 4.69% |
| Elyxium Wealth, LLC | $9.3M | 2.97% |
| Clarity Capital Advisors, LLC | $9.2M | 4.30% |
| Physician Wealth Solutions Inc. | $9.2M | 3.81% |
| Watchman Group, Inc. | $9.1M | 2.20% |
| ABLE Financial Group, LLC | $9.0M | 1.77% |
| CASTLE WEALTH MANAGEMENT LLC | $9.0M | 2.92% |
| Bauman Advisory Group, LLC | $9.0M | 6.31% |
| PCG Wealth Advisors, LLC | $8.7M | 2.20% |
| Clark Wealth Partners | $8.7M | 5.83% |
| FSA Investment Group, LLC | $8.5M | 3.41% |
| Annandale Capital, LLC | $8.1M | 1.14% |
| REDW Wealth LLC | $8.0M | 3.17% |
| Chicago Partners Investment Group LLC | $7.8M | 0.17% |
| Sequoia Financial Advisors, LLC | $7.7M | 0.04% |
| LANE BROTHERS & CO INC | $7.7M | 5.60% |
| ShankerValleau Wealth Advisors, Inc. | $7.6M | 2.15% |
| Independent Advisor Alliance | $7.6M | 0.08% |
| AGH Wealth Advisors, LLC | $7.6M | 5.57% |
| Burk Holdings LLC | $7.5M | 3.23% |
| Larson Financial Group LLC | $7.5M | 0.24% |
| Heritage Family Offices, LLP | $7.4M | 3.27% |
| Holcombe Financial, Inc. | $7.4M | 4.32% |
| Lifestyle Asset Management, Inc. | $7.3M | 2.39% |
| JANE STREET GROUP, LLC | $7.3M | 0.00% |
| Western Reserve Capital Management, LLC | $7.0M | 5.78% |
| Orion Capital Management LLC | $7.0M | 2.42% |
| PROATHLETE WEALTH MANAGEMENT LLC | $7.0M | 1.94% |
| Integrity Investment Advisors, LLC | $6.9M | 3.75% |
| ACTION POINT FINANCIAL PLANNING, LLC | $6.9M | 6.15% |
| Great Point Wealth Advisors, LLC | $6.9M | 1.27% |
| Cornerstone Wealth Management, LLC | $6.8M | 0.34% |
| Nicholson Meyer Capital Management, Inc. | $6.8M | 5.20% |
| CoreCap Advisors, LLC | $6.8M | 0.23% |
| Midwestern Financial, LLC /IA | $6.7M | 5.30% |
| Greenspring Advisors, LLC | $6.7M | 0.41% |
| Petros Family Wealth, LLC | $6.7M | 4.74% |
| Lakeridge Wealth Management LLC | $6.6M | 2.84% |
| Madrid Wealth Management, LLC | $6.6M | 4.97% |
| FMB WEALTH MANAGEMENT | $6.5M | 2.68% |
| marrick wealth, LLC | $6.5M | 5.44% |
| Pathstone Holdings, LLC | $6.5M | 0.03% |
| Greenwich Wealth Management LLC | $6.4M | 0.26% |
| SAX WEALTH ADVISORS, LLC | $6.4M | 0.31% |
| Mariner, LLC | $6.3M | 0.01% |
| Wedmont Private Capital | $6.3M | 0.20% |
| Ferguson Johnson Wealth Management Inc | $6.2M | 5.04% |
| Brown Financial Advisors | $6.2M | 2.35% |
| Ariadne Wealth Management, LP | $6.2M | 2.78% |
| Certified Advisory Corp | $6.1M | 0.55% |
| Waterfront Wealth Inc. | $6.0M | 1.10% |
| True North Advisors, LLC | $5.9M | 0.68% |
| Legacy Wealth Management, LLC / MS | $5.6M | 1.58% |
| IHT Wealth Management, LLC | $5.5M | 0.13% |
| NICOLET BANKSHARES INC | $5.5M | 0.20% |
| Meredith Wealth Planning | $5.5M | 1.49% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $5.5M | 0.69% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.4M | 0.31% |
| BLVD Private Wealth, LLC | $5.3M | 4.59% |
| Owl Creek Wealth Partners LLC | $5.2M | 1.85% |
| True Wealth Design, LLC | $5.1M | 1.42% |
| Advisory Services Network, LLC | $5.1M | 0.07% |
| Global Strategic Investment Solutions, LLC | $5.0M | 0.49% |
| ARK & TLK INVESTMENTS, LLC | $5.0M | 1.35% |
| StrongBox Wealth, LLC | $5.0M | 1.59% |
| McCartney Wealth Management LLC | $4.9M | 4.17% |
| BAYSHORE ASSET MANAGEMENT, LLC | $4.9M | 1.97% |
| U.S. Capital Wealth Advisors, LLC | $4.9M | 0.12% |
| SJS Investment Consulting Inc. | $4.9M | 0.60% |
| RETIREMENT INCOME SOLUTIONS, INC | $4.9M | 0.84% |
| Advyzon Investment Management, LLC | $4.7M | 0.42% |
| Grove Bank & Trust | $4.7M | 0.53% |
| CITIZENS & NORTHERN CORP | $4.6M | 1.16% |
| Evensky & Katz LLC | $4.6M | 0.26% |
| ANDERSON HOAGLAND & CO | $4.6M | 0.39% |
| Glenview Trust Co | $4.5M | 0.07% |
| Arcadia Wealth Management, Inc. | $4.5M | 2.42% |
| Wheels Up Wealth, Inc. | $4.5M | 4.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 0.00% |
| Symmetry Partners, LLC | $4.4M | 0.25% |
| Flagstone Financial Management | $4.4M | 1.08% |
| Capstone Wealth Management, Inc. | $4.3M | 3.64% |
| Paladin Wealth, LLC | $4.3M | 2.94% |
| Moisand Fitzgerald Tamayo, LLC | $4.3M | 0.46% |
| Equitable Holdings, Inc. | $4.2M | 0.03% |
| Family Office Research LLC | $4.2M | 1.82% |
| Cypress Point Wealth Management, LLC | $4.2M | 0.90% |
| STIFEL FINANCIAL CORP | $4.2M | 0.00% |
| Armbruster Capital Management, Inc. | $4.2M | 0.68% |
| Merited Wealth, LLC | $4.1M | 3.43% |
| CreativeOne Wealth, LLC | $4.0M | 0.09% |
| Paul R. Ried Financial Group, LLC | $4.0M | 1.88% |
| VERUS WEALTH MANAGEMENT, LLC | $4.0M | 3.73% |
| Herold Advisors, Inc. | $3.9M | 0.87% |
| Heirloom Wealth Management | $3.9M | 0.70% |
| CITADEL ADVISORS LLC | $3.8M | 0.00% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $3.8M | 0.34% |
| Clear Creek Financial Management, LLC | $3.7M | 0.29% |
| Networth Advisors, LLC | $3.7M | 2.64% |
| Falcon Wealth Planning | $3.7M | 0.25% |
| Valued Wealth Advisors LLC | $3.7M | 1.50% |
| Plum Street Advisors, LLC | $3.7M | 1.27% |
| MOTCO | $3.6M | 0.34% |
| Cauble & Harre Wealth Management, Inc. | $3.6M | 2.87% |
| Vise Technologies, Inc. | $3.6M | 0.07% |
| Integrity Wealth Solutions LLC | $3.6M | 1.40% |
| Tortoise Investment Management, LLC | $3.5M | 0.29% |
| QUARRY HILL ADVISORS, LLC | $3.5M | 1.45% |
| MCF Advisors LLC | $3.5M | 0.15% |
| Savvy Advisors, Inc. | $3.3M | 0.09% |
| Prospect Financial Group LLC | $3.3M | 3.06% |
| FIFTH THIRD SECURITIES, INC. | $3.2M | 0.21% |