| Chicago Partners Investment Group LLC | $5.4M | 0.12% |
| Level Financial Advisors | $5.4M | 1.38% |
| Kelman-Lazarov, Inc. | $5.4M | 0.78% |
| Great Point Wealth Advisors, LLC | $5.4M | 1.00% |
| Savvy Advisors, Inc. | $5.3M | 0.14% |
| Signature Resources Capital Management, LLC | $5.3M | 2.51% |
| Capasso Planning Partners LLC | $5.3M | 2.84% |
| U.S. Capital Wealth Advisors, LLC | $5.3M | 0.13% |
| Intentional Wealth Strategies, LLC | $5.3M | 4.89% |
| Bellecapital International Ltd. | $5.2M | 0.94% |
| Harbor Group, Inc. | $5.2M | 0.75% |
| Activest Wealth Management | $5.2M | 0.91% |
| 46 Peaks LLC | $5.2M | 3.75% |
| Hutchens & Kramer Investment Management Group, LLC | $5.1M | 1.61% |
| Vertex Planning Partners, LLC | $5.1M | 0.99% |
| Baird Financial Group, Inc. | $5.0M | 0.01% |
| Perigon Wealth Management, LLC | $4.9M | 0.09% |
| EverSource Wealth Advisors, LLC | $4.9M | 0.15% |
| Mayflower Financial Advisors, LLC | $4.9M | 0.60% |
| Glenview Trust Co | $4.9M | 0.08% |
| Apeiron RIA LLC | $4.7M | 1.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.7M | 0.06% |
| Canvas Wealth Advisors, LLC | $4.7M | 0.80% |
| Independence Bank of Kentucky | $4.7M | 0.60% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $4.7M | 0.52% |
| Peak Asset Management, LLC | $4.7M | 0.83% |
| Sterneck Capital Management, LLC | $4.7M | 2.10% |
| Breakwater Capital Group | $4.7M | 0.62% |
| Annandale Capital, LLC | $4.6M | 0.65% |
| Frankly Finances, LLC | $4.6M | 4.16% |
| ACTION POINT FINANCIAL PLANNING, LLC | $4.6M | 4.08% |
| Brown Financial Advisors | $4.6M | 1.73% |
| JNBA Financial Advisors | $4.6M | 0.38% |
| KILNER CAPITAL ADVISORS, LLC | $4.5M | 4.35% |
| Lifestyle Asset Management, Inc. | $4.5M | 1.48% |
| JSF Financial, LLC | $4.5M | 0.88% |
| ARQ WEALTH ADVISORS, LLC | $4.5M | 0.80% |
| Andrews Advisory Associates, LLC | $4.4M | 2.33% |
| BWM Planning, LLC | $4.3M | 1.14% |
| Ferguson Johnson Wealth Management Inc | $4.3M | 3.51% |
| WealthCollab, LLC | $4.3M | 1.78% |
| CoreCap Advisors, LLC | $4.3M | 0.15% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.3M | 0.08% |
| Wedmont Private Capital | $4.2M | 0.14% |
| Atlanta Consulting Group Advisors, LLC | $4.2M | 0.90% |
| Factor Wealth Management LTD | $4.2M | 0.79% |
| Janney Montgomery Scott LLC | $4.1M | 0.01% |
| Armbruster Capital Management, Inc. | $4.1M | 0.67% |
| NorthStar Asset Management LLC /NJ/ | $4.1M | 1.98% |
| Burk Holdings LLC | $4.1M | 1.76% |
| Hobbs Wealth Management, LLC | $4.1M | 4.05% |
| COMMERCE BANK | $4.0M | 0.02% |
| Apollon Financial, LLC | $4.0M | 0.56% |
| Daviman Financial, LLC | $4.0M | 2.39% |
| Arete Wealth Advisors, LLC | $4.0M | 0.30% |
| POINCIANA ADVISORS GROUP, LLC | $4.0M | 3.16% |
| SENTINEL PENSION ADVISORS, LLC | $3.9M | 0.58% |
| WEALTH ALLIANCE, LLC | $3.9M | 0.39% |
| Summit Portfolio Management, LTD. | $3.9M | 2.52% |
| RETIREMENT GUYS FORMULA LLC | $3.9M | 1.79% |
| WorthPointe, LLC | $3.9M | 1.04% |
| Stratos Wealth Partners, LTD. | $3.9M | 0.04% |
| Dynamic Advisor Solutions LLC | $3.8M | 0.12% |
| First National Trust Co | $3.8M | 0.13% |
| Advisory Services Network, LLC | $3.8M | 0.05% |
| M1 Capital Management LLC | $3.8M | 1.74% |
| OPPENHEIMER & CO INC | $3.7M | 0.05% |
| Transamerica Financial Advisors, LLC | $3.6M | 0.31% |
| VERUS WEALTH MANAGEMENT, LLC | $3.6M | 3.37% |
| CURTIS WEALTH MANAGEMENT LLC | $3.6M | 3.39% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $3.6M | 3.37% |
| ARWA LLC | $3.5M | 1.75% |
| Arcadia Wealth Management, Inc. | $3.4M | 1.84% |
| Paladin Wealth, LLC | $3.4M | 2.32% |
| Tillman Hartley LLC | $3.4M | 0.85% |
| 3 FACTOR INDEXING, LLC | $3.3M | 3.15% |
| Maia Wealth LLC | $3.3M | 0.56% |
| AlphaCore Capital LLC | $3.3M | 0.08% |
| Family Office Research LLC | $3.3M | 1.44% |
| Lifelong Wealth Advisors, Inc. | $3.2M | 0.85% |
| Gen-Wealth Partners Inc | $3.2M | 1.01% |
| Brady Martz Wealth Solutions, LLC | $3.2M | 0.54% |
| Centennial Wealth Advisory LLC | $3.2M | 0.77% |
| Steward Partners Investment Advisory, LLC | $3.1M | 0.02% |
| Kraft, Davis & Associates, LLC | $3.1M | 0.66% |
| Advyzon Investment Management, LLC | $3.1M | 0.28% |
| Adelphi Trust Co | $3.1M | 2.52% |
| Focus Financial Network, Inc. | $3.1M | 0.11% |
| McCartney Wealth Management LLC | $3.1M | 2.57% |
| IMA Advisory Services, Inc. | $3.0M | 0.29% |
| XY Planning Network, Inc. | $3.0M | 0.48% |
| ACORN CREEK CAPITAL LLC | $3.0M | 1.07% |
| Tradition Wealth Management, LLC | $3.0M | 0.21% |
| BlackRock, Inc. | $3.0M | 0.00% |
| Asset Allocation Strategies LLC | $3.0M | 0.52% |
| Financial Engines Advisors L.L.C. | $2.9M | 0.01% |
| WEDBUSH SECURITIES INC | $2.9M | 0.09% |
| MGO ONE SEVEN LLC | $2.9M | 0.06% |
| Mutual Advisors, LLC | $2.9M | 0.06% |
| Madison Asset Management, LLC | $2.9M | 0.04% |
| Perennial Investment Advisors, LLC | $2.9M | 0.23% |
| Koesten, Hirschmann & Crabtree, INC. | $2.9M | 1.40% |
| MAIMON WEALTH MANAGEMENT LTD. | $2.9M | 2.52% |
| MILESTONE ASSET MANAGEMENT, LLC | $2.9M | 0.53% |
| QUARRY HILL ADVISORS, LLC | $2.8M | 1.16% |
| Philip James Wealth Mangement, LLC | $2.8M | 0.32% |
| Riverpoint Wealth Management Holdings, LLC | $2.8M | 0.59% |
| Sprinkle Financial Consultants LLC | $2.8M | 1.27% |
| Navigoe, LLC | $2.7M | 1.61% |
| Integrity Investment Advisors, LLC | $2.7M | 1.47% |
| Aurelius Family Office LLC | $2.7M | 1.17% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $2.7M | 0.45% |
| Patriot Financial Group Insurance Agency, LLC | $2.7M | 0.15% |
| Ariadne Wealth Management, LP | $2.7M | 1.20% |
| Sunpointe, LLC | $2.7M | 0.87% |
| Prosperity Consulting Group, LLC | $2.7M | 0.12% |
| Wheels Up Wealth, Inc. | $2.7M | 2.50% |
| Sharkey, Howes & Javer | $2.7M | 0.36% |
| RAINIER FAMILY WEALTH INC | $2.7M | 1.78% |
| Atria Investments, Inc | $2.7M | 0.03% |
| Trailhead Planners LLC | $2.6M | 2.51% |
| Betterment LLC | $2.6M | 0.00% |
| HMV Wealth Advisors, LLC | $2.6M | 1.22% |
| Marks Group Wealth Management, Inc | $2.6M | 0.25% |
| Chatterton & Associates Inc. | $2.6M | 1.80% |
| CAP Partners, LLC | $2.6M | 1.44% |
| Stone Summit Wealth LLC | $2.5M | 0.71% |
| Equita Financial Network, Inc. | $2.5M | 0.79% |
| Mattson Financial Services, LLC | $2.5M | 0.60% |
| NWAM LLC | $2.5M | 0.14% |
| Envestnet Portfolio Solutions, Inc. | $2.5M | 0.01% |
| Shore Point Advisors, LLC | $2.4M | 0.96% |
| Plum Street Advisors, LLC | $2.4M | 0.83% |
| IFP Advisors, Inc | $2.4M | 0.05% |
| Transcendent Capital Group LLC | $2.4M | 1.08% |
| Sagace Wealth Management LLC | $2.4M | 1.59% |
| Elyxium Wealth, LLC | $2.4M | 0.76% |
| Evelyn Partners Investment Management Services Ltd | $2.4M | 0.28% |
| Western Reserve Capital Management, LLC | $2.4M | 1.93% |
| Rialto Wealth Management, LLC | $2.3M | 0.53% |
| RFG Advisory, LLC | $2.3M | 0.04% |
| OmniStar Financial Group, Inc. | $2.3M | 1.21% |
| Private Wealth Asset Management, LLC | $2.3M | 0.25% |
| Prospect Financial Group LLC | $2.3M | 2.13% |
| ORBA Wealth Advisors, L.L.C. | $2.3M | 2.74% |
| Holos Integrated Wealth LLC | $2.3M | 1.16% |
| Trilogy Capital Inc. | $2.3M | 0.10% |
| Signal Advisors Wealth, LLC | $2.2M | 0.15% |
| Seaside Wealth Management, Inc. | $2.2M | 0.62% |
| OpenArc Corporate Advisory, LLC | $2.2M | 0.03% |