| Navalign, LLC | $8.8M | 2.22% |
| Prosperity Planning, Inc. | $8.8M | 2.23% |
| Janney Montgomery Scott LLC | $8.7M | 0.02% |
| Wilkerson Advisory Group LLC | $8.7M | 2.97% |
| Planned Solutions, Inc. | $8.6M | 2.81% |
| Oak Wealth Advisors LLC | $8.6M | 4.72% |
| Widmann Financial Services, Inc. | $8.6M | 5.11% |
| Higgins & Schmidt Wealth Strategies LLC | $8.6M | 3.91% |
| KPP Advisory Services LLC | $8.4M | 1.23% |
| IAM Advisory, LLC | $8.4M | 1.88% |
| ISLAY CAPITAL MANAGEMENT, LLC | $8.4M | 4.24% |
| Global Strategic Investment Solutions, LLC | $8.3M | 0.81% |
| Intergy Private Wealth, LLC | $8.3M | 2.43% |
| NCM Capital Management, LLC | $8.2M | 2.94% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.2M | 0.50% |
| Perigon Wealth Management, LLC | $8.2M | 0.15% |
| Yardley Wealth Management LLC | $8.1M | 4.14% |
| Tortoise Investment Management, LLC | $8.1M | 0.67% |
| Torren Management, LLC | $7.9M | 3.96% |
| Diversified Portfolios, Inc. | $7.9M | 0.65% |
| Sanchez Levi Garrett | $7.9M | 4.95% |
| HUB Investment Partners, LLC | $7.9M | 0.19% |
| CITADEL ADVISORS LLC | $7.8M | 0.00% |
| Midwest Heritage Bank, FSB | $7.7M | 2.48% |
| Clark Capital Management Group, Inc. | $7.7M | 0.05% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $7.7M | 1.25% |
| Cloud Capital Management, LLC | $7.7M | 3.34% |
| ELEVATE WEALTH ADVISORY, INC | $7.6M | 4.83% |
| Golden Bell Financial Planning LLC | $7.6M | 6.08% |
| Del-Sette Capital Management, LLC | $7.6M | 4.52% |
| Echo Wealth Management, LLC | $7.5M | 4.34% |
| Provident Wealth Management, LLC | $7.5M | 2.27% |
| Rialto Wealth Management, LLC | $7.5M | 1.68% |
| SkyOak Wealth, LLC | $7.4M | 1.36% |
| TIAA TRUST, NATIONAL ASSOCIATION | $7.4M | 0.45% |
| Quantinno Capital Management LP | $7.3M | 0.01% |
| WorthPointe, LLC | $7.3M | 1.97% |
| BlueStem Wealth Partners, LLC | $7.2M | 0.80% |
| Pearl Planning LLC | $7.2M | 3.86% |
| White Pine Investment CO | $7.2M | 1.67% |
| ProVise Management Group, LLC | $7.1M | 0.51% |
| Plum Street Advisors, LLC | $7.0M | 2.44% |
| Freestate Advisors LLC | $7.0M | 5.57% |
| Tillman Hartley LLC | $7.0M | 1.75% |
| Visionary Wealth Advisors | $6.9M | 0.31% |
| Rubicon Advisors, GP | $6.9M | 6.02% |
| Sterneck Capital Management, LLC | $6.9M | 3.10% |
| FIDELITY D & D BANCORP INC | $6.8M | 2.73% |
| Trailhead Planners LLC | $6.8M | 6.55% |
| ERn Financial, LLC | $6.8M | 1.28% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $6.8M | 5.37% |
| Cascade Financial Partners, LLC | $6.8M | 0.70% |
| Vawter Financial, Ltd. | $6.7M | 2.81% |
| Relyea Zuckerberg Hanson LLC | $6.6M | 0.66% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $6.6M | 0.59% |
| TRUIST FINANCIAL CORP | $6.5M | 0.01% |
| Ocean Park Asset Management, LLC | $6.5M | 0.38% |
| Quadcap Wealth Management, LLC | $6.5M | 0.74% |
| Wright Wealth LLC | $6.5M | 4.35% |
| Platt Wealth Management LLC | $6.5M | 6.34% |
| PCG Wealth Advisors, LLC | $6.5M | 1.64% |
| RENAISSANCE TECHNOLOGIES LLC | $6.5M | 0.01% |
| Navigoe, LLC | $6.5M | 3.83% |
| EXCHANGE TRADED CONCEPTS, LLC | $6.5M | 0.05% |
| NICOLET BANKSHARES INC | $6.4M | 0.24% |
| Ameritas Advisory Services, LLC | $6.4M | 0.25% |
| Sensenig Capital Advisors, Inc | $6.4M | 6.53% |
| DeLarme Wealth Management, Inc. | $6.4M | 4.10% |
| Capstone Wealth Management, LLC | $6.3M | 4.42% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.3M | 0.21% |
| Community Bank, N.A. | $6.3M | 0.75% |
| ATLas Financial Planning LLC | $6.3M | 5.62% |
| Team Financial Group, LLC | $6.3M | 2.84% |
| Westside Investment Management, Inc. | $6.2M | 0.95% |
| SOUTHERN CAPITAL SERVICES INC /ADV | $6.2M | 3.99% |
| ACCREDITED INVESTOR SERVICES, LLC | $6.2M | 3.98% |
| AllGen Financial Advisors, Inc. | $6.2M | 1.47% |
| Northland Capital Management LLC | $6.1M | 3.36% |
| EnRich Financial Partners LLC | $6.1M | 1.62% |
| CASTLE WEALTH MANAGEMENT LLC | $6.1M | 1.96% |
| CVA Family Office, LLC | $6.0M | 0.63% |
| OPPENHEIMER & CO INC | $5.8M | 0.07% |
| Maridea Wealth Management LLC | $5.8M | 0.84% |
| Carr Financial Group Corp | $5.7M | 1.51% |
| Bravera Wealth | $5.5M | 2.49% |
| Lantern Wealth Advisors, LLC | $5.5M | 2.82% |
| Kane Co Wealth Management, Inc. | $5.5M | 4.63% |
| Seed Wealth Management, Inc. | $5.5M | 3.75% |
| SAX WEALTH ADVISORS, LLC | $5.4M | 0.26% |
| Pacific Asset Management, LLC | $5.4M | 3.00% |
| Orion Capital Management LLC | $5.4M | 1.85% |
| Financial Plan, Inc. | $5.3M | 0.57% |
| Equitable Holdings, Inc. | $5.3M | 0.03% |
| Proactive Wealth Strategies LLC | $5.3M | 1.00% |
| Andrews Advisory Associates, LLC | $5.3M | 2.79% |
| Brady Martz Wealth Solutions, LLC | $5.3M | 0.90% |
| Sylvest Advisors, LLC | $5.2M | 2.78% |
| Anfield Capital Management, LLC | $5.2M | 1.44% |
| Generations Wealth, LLC | $5.2M | 5.05% |
| World Investment Advisors | $5.2M | 0.08% |
| U.S. Capital Wealth Advisors, LLC | $5.1M | 0.13% |
| Telos Capital Management, Inc. | $5.1M | 0.49% |
| Passive Capital Management, LLC. | $4.9M | 1.47% |
| NATIXIS ADVISORS, LLC | $4.9M | 0.01% |
| Indivisible Partners | $4.9M | 0.43% |
| ForthRight Wealth Management, LLC | $4.9M | 1.39% |
| Gladstone Institutional Advisory LLC | $4.9M | 0.18% |
| Stone Summit Wealth LLC | $4.8M | 1.34% |
| GC Wealth Management RIA, LLC | $4.8M | 0.20% |
| Clearstead Advisors, LLC | $4.8M | 0.04% |
| Strategic Financial Planning, Inc. | $4.8M | 2.82% |
| Bauman Advisory Group, LLC | $4.8M | 3.36% |
| Equita Financial Network, Inc. | $4.8M | 1.51% |
| Aspire Capital Advisors LLC | $4.8M | 1.08% |
| Argent Trust Co | $4.7M | 0.16% |
| Aprio Wealth Management, LLC | $4.7M | 0.25% |
| LexAurum Advisors, LLC | $4.6M | 0.60% |
| Mayfair Advisory Group, LLC | $4.6M | 1.60% |
| Larson Financial Group LLC | $4.6M | 0.15% |
| McCartney Wealth Management LLC | $4.5M | 3.80% |
| SC&H Financial Advisors, Inc. | $4.5M | 0.68% |
| Bison Wealth, LLC | $4.4M | 0.43% |
| RFG Advisory, LLC | $4.4M | 0.08% |
| Ballast Financial Advisors LLC | $4.4M | 4.51% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $4.4M | 0.02% |
| NKCFO LLC | $4.3M | 1.27% |
| Bank of New Hampshire | $4.3M | 0.97% |
| M Holdings Securities, Inc. | $4.2M | 0.29% |
| CURIO WEALTH, LLC | $4.2M | 1.43% |
| HARBOUR INVESTMENTS, INC. | $4.2M | 0.06% |
| Peirce Capital Management, LLC | $4.1M | 1.62% |
| IMA Advisory Services, Inc. | $4.1M | 0.40% |
| FLYWHEEL PRIVATE WEALTH LLC | $4.1M | 2.35% |
| PFC CAPITAL GROUP, INC. | $4.1M | 1.82% |
| MOR Wealth Management, LLC | $4.1M | 1.88% |
| Summit Financial, LLC | $4.1M | 0.05% |
| McLean Asset Management Corp | $4.1M | 0.71% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $4.0M | 3.80% |
| COURIER CAPITAL LLC | $4.0M | 0.22% |
| BANK OF NOVA SCOTIA | $4.0M | 0.01% |
| Bull Oak Capital, LLC | $4.0M | 1.53% |
| UPTICK PARTNERS, LLC | $4.0M | 0.79% |
| Cherry Tree Wealth Management, LLC | $4.0M | 0.84% |
| BlackRock, Inc. | $4.0M | 0.00% |
| FIDELIS CAPITAL PARTNERS, LLC | $3.9M | 0.28% |
| DOPKINS WEALTH MANAGEMENT, LLC | $3.9M | 1.56% |
| ACTION POINT FINANCIAL PLANNING, LLC | $3.9M | 3.47% |
| Avant Financial Advisors LLC | $3.9M | 2.73% |
| FIRST HORIZON CORP | $3.9M | 0.16% |
| J.W. COLE ADVISORS, INC. | $3.9M | 0.13% |