| FFG Partners, LLC | $9.3M | 3.66% |
| Financial Futures Ltd Liability Co. | $9.2M | 4.02% |
| TD Waterhouse Canada Inc. | $9.1M | 0.03% |
| FIRST NATIONAL BANK SIOUX FALLS | $9.0M | 2.47% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $9.0M | 1.92% |
| Betterment LLC | $8.9M | 0.02% |
| BAYSHORE ASSET MANAGEMENT, LLC | $8.7M | 3.46% |
| Fort Vancouver Investment Management, LLC | $8.6M | 4.39% |
| POINCIANA ADVISORS GROUP, LLC | $8.6M | 6.78% |
| STOLZ & ASSOCIATES, PS | $8.4M | 5.87% |
| Merit Financial Group, LLC | $8.1M | 0.06% |
| SMITH, MOORE & CO. | $8.0M | 0.58% |
| Bellecapital International Ltd. | $7.9M | 1.43% |
| ANDERSON HOAGLAND & CO | $7.8M | 0.67% |
| Cambridge Investment Research Advisors, Inc. | $7.8M | 0.02% |
| HBE Wealth Management, LLC | $7.8M | 6.76% |
| Bull Oak Capital, LLC | $7.6M | 2.93% |
| Fortitude Family Office, LLC | $7.6M | 1.70% |
| Oceanside Advisors LLC | $7.5M | 4.28% |
| COWA, LLC | $7.4M | 2.00% |
| Higgins & Schmidt Wealth Strategies LLC | $7.4M | 3.37% |
| Physician Wealth Solutions Inc. | $7.3M | 3.01% |
| Beta Wealth Group, Inc. | $7.2M | 2.99% |
| ELEVATE WEALTH ADVISORY, INC | $7.2M | 4.55% |
| Strategic Blueprint, LLC | $7.2M | 0.42% |
| XY Planning Network, Inc. | $7.0M | 1.11% |
| HILL ISLAND FINANCIAL LLC | $6.9M | 1.68% |
| Estate Counselors, LLC | $6.8M | 0.60% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $6.8M | 1.40% |
| PW ADVISORS, LLC \ FL | $6.7M | 5.02% |
| Truepoint, Inc. | $6.7M | 0.15% |
| CLARIS ADVISORS, LLC / MO / | $6.7M | 1.99% |
| Factor Wealth Management LTD | $6.7M | 1.25% |
| SEGALL BRYANT & HAMILL, LLC | $6.6M | 0.10% |
| BlackRock, Inc. | $6.6M | 0.00% |
| Caliber Wealth Management, LLC / KS | $6.6M | 0.72% |
| OSAIC HOLDINGS, INC. | $6.4M | 0.01% |
| PCG Wealth Advisors, LLC | $6.4M | 1.61% |
| Ballentine Capital Advisors, Inc | $6.4M | 2.64% |
| Simplicity Wealth,LLC | $6.4M | 0.36% |
| Oak Wealth Advisors LLC | $6.3M | 3.48% |
| Allworth Financial LP | $6.3M | 0.03% |
| Trilogy Capital Inc. | $6.3M | 0.28% |
| SOUTHERN CAPITAL SERVICES INC /ADV | $6.2M | 3.99% |
| Qube Research & Technologies Ltd | $6.1M | 0.01% |
| CURIO WEALTH, LLC | $6.1M | 2.07% |
| Harbor Group, Inc. | $6.1M | 0.88% |
| Empire Financial Management Company, LLC | $6.0M | 1.36% |
| Community Bank, N.A. | $6.0M | 0.72% |
| Golden Bell Financial Planning LLC | $6.0M | 4.76% |
| Greenspring Advisors, LLC | $5.9M | 0.36% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.9M | 0.12% |
| CARDIFF PARK ADVISORS, LLC | $5.9M | 0.47% |
| Avant Financial Advisors LLC | $5.9M | 4.12% |
| Chicago Partners Investment Group LLC | $5.9M | 0.13% |
| Kings Path Partners LLC | $5.8M | 2.02% |
| Kestra Advisory Services, LLC | $5.6M | 0.02% |
| Oath Planning, LLC | $5.5M | 4.92% |
| EverSource Wealth Advisors, LLC | $5.5M | 0.17% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $5.5M | 3.70% |
| KOM Wealth Management Group, LLC | $5.5M | 3.72% |
| Baer Investment Advisory LLC | $5.4M | 0.66% |
| VICTORY FINANCIAL GROUP, LLC | $5.4M | 0.66% |
| Prism Planning Partners LLC | $5.4M | 6.34% |
| Leibman Financial Services, Inc. | $5.3M | 3.92% |
| Stone Summit Wealth LLC | $5.3M | 1.47% |
| Summit Financial, LLC | $5.2M | 0.07% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $5.2M | 0.59% |
| Versant Capital Management, Inc | $5.2M | 0.51% |
| Cypress Point Wealth Management, LLC | $5.1M | 1.09% |
| OLD MISSION CAPITAL LLC | $5.0M | 0.08% |
| Davidson Kahn Capital Management, LLC | $4.9M | 2.61% |
| Laurel Wealth Planning LLC | $4.9M | 2.57% |
| Alpha Omega Wealth Management LLC | $4.9M | 0.79% |
| Stokes Family Office, LLC | $4.8M | 0.50% |
| OneDigital Investment Advisors LLC | $4.7M | 0.05% |
| Tortoise Investment Management, LLC | $4.7M | 0.39% |
| Beacon Pointe Advisors, LLC | $4.7M | 0.02% |
| Stegent Equity Advisors, Inc. | $4.7M | 3.99% |
| Cascade Financial Partners, LLC | $4.6M | 0.47% |
| Haven Private, LLC | $4.6M | 2.00% |
| Bauman Advisory Group, LLC | $4.6M | 3.21% |
| TrustWell Financial Advisors, LLC | $4.6M | 4.29% |
| Federation des caisses Desjardins du Quebec | $4.5M | 0.02% |
| Quantinno Capital Management LP | $4.4M | 0.01% |
| Advisory Services Network, LLC | $4.4M | 0.06% |
| Wealthfront Advisers LLC | $4.4M | 0.01% |
| Asset One Wealth Management LLC | $4.4M | 0.48% |
| Concurrent Investment Advisors, LLC | $4.3M | 0.05% |
| Bristlecone Value Partners, LLC | $4.1M | 3.65% |
| WealthShield Partners, LLC | $4.1M | 0.46% |
| Ariadne Wealth Management, LP | $4.1M | 1.84% |
| Prospera Financial Services Inc | $4.1M | 0.07% |
| Prospect Financial Group LLC | $4.0M | 3.68% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $3.9M | 3.70% |
| CreativeOne Wealth, LLC | $3.9M | 0.09% |
| AIRE ADVISORS, LLC | $3.9M | 0.71% |
| Systelligence, LLC | $3.8M | 0.74% |
| Waterfront Wealth Inc. | $3.8M | 0.70% |
| Cloud Capital Management, LLC | $3.8M | 1.64% |
| Index Fund Advisors, Inc. | $3.7M | 0.17% |
| Continuum Advisory, LLC | $3.6M | 0.35% |
| PRINCIPAL SECURITIES, INC. | $3.6M | 0.05% |
| DeLarme Wealth Management, Inc. | $3.6M | 2.31% |
| SHUFRO ROSE & CO LLC | $3.4M | 0.23% |
| BWM Planning, LLC | $3.4M | 0.89% |
| Redhawk Wealth Advisors, Inc. | $3.4M | 0.37% |
| Lauterbach Financial Advisors, LLC | $3.4M | 1.64% |
| Trailhead Planners LLC | $3.4M | 3.23% |
| WorthPointe, LLC | $3.3M | 0.89% |
| Capstone Wealth Management, LLC | $3.3M | 2.27% |
| Bright Futures Wealth Management, LLC. | $3.3M | 2.23% |
| Arcadia Wealth Management, Inc. | $3.2M | 1.75% |
| EARNED WEALTH ADVISORS, LLC | $3.2M | 0.21% |
| AllGen Financial Advisors, Inc. | $3.2M | 0.75% |
| Capasso Planning Partners LLC | $3.1M | 1.70% |
| Legacy Wealth Management, LLC / MS | $3.1M | 0.89% |
| Smartleaf Asset Management LLC | $3.1M | 0.11% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.0M | 0.74% |
| McLean Asset Management Corp | $3.0M | 0.52% |
| RCS Financial Planning, LLC | $3.0M | 1.55% |
| COURIER CAPITAL LLC | $3.0M | 0.17% |
| Accurate Wealth Management, LLC | $3.0M | 0.36% |
| Belleair Asset Management, LLC | $2.9M | 2.69% |
| Equita Financial Network, Inc. | $2.9M | 0.91% |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.9M | 0.16% |
| Sanchez Levi Garrett | $2.9M | 1.82% |
| Savvy Advisors, Inc. | $2.8M | 0.08% |
| JPMORGAN CHASE & CO | $2.8M | 0.00% |
| Evanson Asset Management, LLC | $2.8M | 0.15% |
| Seed Wealth Management, Inc. | $2.7M | 1.89% |
| AE Wealth Management LLC | $2.7M | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 0.05% |
| Forum Financial Management, LP | $2.7M | 0.04% |
| Tillman Hartley LLC | $2.7M | 0.67% |
| COGENT STRATEGIC WEALTH LLC | $2.7M | 2.72% |
| Sensenig Capital Advisors, Inc | $2.6M | 2.70% |
| FIFTH THIRD SECURITIES, INC. | $2.6M | 0.17% |
| Frankly Finances, LLC | $2.6M | 2.31% |
| Orion Capital Management LLC | $2.5M | 0.87% |
| McCartney Wealth Management LLC | $2.5M | 2.11% |
| Janney Montgomery Scott LLC | $2.5M | 0.01% |
| LexAurum Advisors, LLC | $2.5M | 0.32% |
| EJMK Ventures LLC | $2.5M | 1.38% |
| Triton Wealth Management, PLLC | $2.4M | 0.91% |
| Parkwoods Wealth Partners, LLC | $2.4M | 0.59% |
| IAG Wealth Partners, LLC | $2.3M | 0.25% |
| Indivisible Partners | $2.2M | 0.20% |
| Holcombe Financial, Inc. | $2.2M | 1.31% |
| Insight Wealth Partners, LLC | $2.2M | 0.31% |