| Elmwood Wealth Management, Inc. | $5.5M | 1.51% |
| One Day In July LLC | $5.5M | 0.44% |
| PW Nova Financial Services LLC | $5.4M | 1.36% |
| Alchemi Wealth, LLC | $5.4M | 3.00% |
| Crestwood Advisors Group, LLC | $5.4M | 0.09% |
| Napier Financial, LLC | $5.4M | 1.23% |
| HRT FINANCIAL LP | $5.4M | 0.01% |
| Tranquilli Financial Advisor LLC | $5.3M | 3.10% |
| PRINCIPAL SECURITIES, INC. | $5.3M | 0.08% |
| Aviance Capital Partners, LLC | $5.2M | 0.61% |
| National Wealth Management Group, LLC | $5.2M | 1.93% |
| Oliver Luxxe Assets LLC | $5.2M | 0.78% |
| Sanchez Gaunt Capital Management, LLC | $5.2M | 3.23% |
| Jordan Park Group LLC | $5.2M | 0.28% |
| Palogic Value Management, L.P. | $5.2M | 2.18% |
| WIN ADVISORS, INC | $5.0M | 2.31% |
| Upper Left Wealth Management, LLC | $5.0M | 2.97% |
| Vertex Planning Partners, LLC | $5.0M | 0.97% |
| SP Asset Management LLC | $5.0M | 0.44% |
| CPC Advisors, LLC | $4.9M | 0.80% |
| Krilogy Financial LLC | $4.9M | 0.16% |
| Perennial Investment Advisors, LLC | $4.8M | 0.38% |
| Elevate Capital Advisors, LLC | $4.8M | 3.12% |
| AlphaCore Capital LLC | $4.8M | 0.11% |
| Luken Investment Analytics, LLC | $4.8M | 1.82% |
| Peregrine Asset Advisers, Inc. | $4.8M | 1.28% |
| J.Safra Asset Management Corp | $4.7M | 0.26% |
| HOHIMER WEALTH MANAGEMENT, LLC | $4.7M | 0.56% |
| WEDBUSH SECURITIES INC | $4.7M | 0.14% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.6M | 0.00% |
| Unique Wealth Strategies, LLC | $4.6M | 1.86% |
| Empowered Funds, LLC | $4.6M | 0.03% |
| CIM, LLC | $4.5M | 0.66% |
| INSIGHT 2811, INC. | $4.5M | 1.89% |
| Trivium Point Advisory, LLC | $4.5M | 0.82% |
| Prostatis Group LLC | $4.5M | 1.15% |
| Artesa Financial Group, LLC | $4.4M | 4.22% |
| PRIVATE TRUST CO NA | $4.4M | 0.39% |
| Legacy Wealth Advisors, LLC | $4.4M | 2.25% |
| Dean, Jacobson Financial Services, LLC | $4.4M | 2.71% |
| Kovack Advisors, Inc. | $4.4M | 0.23% |
| Cornerstone Investment Partners, LLC | $4.3M | 0.18% |
| NDWM LLC | $4.3M | 2.80% |
| Strategic Blueprint, LLC | $4.3M | 0.25% |
| KENNEDY INVESTMENT GROUP, INC. | $4.3M | 1.67% |
| CHOREO, LLC | $4.3M | 0.05% |
| EVEXIA WEALTH LLC | $4.3M | 1.17% |
| Climber Capital SA | $4.2M | 2.78% |
| October Effect Ltd | $4.2M | 4.86% |
| Concord Wealth Partners | $4.2M | 0.55% |
| Wealthcare Advisory Partners LLC | $4.1M | 0.08% |
| HARBOUR INVESTMENTS, INC. | $4.1M | 0.06% |
| Palouse Capital Management, Inc. | $4.1M | 2.71% |
| Pioneer Wealth Management Group | $4.1M | 1.14% |
| Tillman Hartley LLC | $4.0M | 1.01% |
| First Financial Bankshares Inc | $4.0M | 0.08% |
| Concord Asset Management, LLC/VA | $4.0M | 0.67% |
| Sequoia Financial Advisors, LLC | $4.0M | 0.02% |
| 4WEALTH ADVISORS, INC. | $3.9M | 3.37% |
| Roan Capital Partners | $3.9M | 3.64% |
| NorthCrest Asset Manangement, LLC | $3.9M | 0.12% |
| B & T Capital Management DBA Alpha Capital Management | $3.9M | 0.56% |
| NewEdge Advisors, LLC | $3.9M | 0.18% |
| Freestate Advisors LLC | $3.9M | 3.09% |
| Wealth Enhancement Trust Services, Inc. | $3.8M | 0.47% |
| HEADINVEST, LLC | $3.8M | 0.79% |
| Prosperity Consulting Group, LLC | $3.8M | 0.17% |
| Core Wealth Partners LLC | $3.8M | 1.78% |
| Walkner Condon Financial Advisors LLC | $3.8M | 0.50% |
| Beacon Wealthcare LLC | $3.8M | 1.33% |
| MAI Capital Management | $3.7M | 0.02% |
| Values First Advisors, Inc. | $3.7M | 1.94% |
| EVOLVE PRIVATE WEALTH, LLC | $3.7M | 0.20% |
| Aurora Investment Managers, LLC. | $3.7M | 2.72% |
| CIBC Bancorp USA Inc. | $3.7M | 0.00% |
| Unison Advisors LLC | $3.7M | 0.28% |
| CULBERTSON A N & CO INC | $3.7M | 0.48% |
| OakTrust Wealth Advisors, LLC | $3.7M | 3.34% |
| Brookwood Investment Group LLC | $3.6M | 0.45% |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $3.6M | 3.19% |
| 49 WEALTH MANAGEMENT, LLC | $3.6M | 0.27% |
| WESPAC Advisors, LLC | $3.6M | 1.97% |
| Strategic Equity Management | $3.6M | 1.35% |
| CARY STREET PARTNERS FINANCIAL LLC | $3.6M | 0.09% |
| Cornerstone Planning, LLC | $3.6M | 0.80% |
| Intrepid Financial Planning Group LLC | $3.6M | 1.44% |
| Rosenberg Matthew Hamilton | $3.5M | 0.72% |
| Strategic Wealth Partners, Ltd. | $3.5M | 0.24% |
| Fjell Capital, LLC | $3.5M | 2.68% |
| OVERSEA-CHINESE BANKING Corp Ltd | $3.5M | 0.09% |
| TFB Advisors LLC | $3.4M | 1.79% |
| JIM SAULNIER & ASSOCIATES, LLC | $3.4M | 1.66% |
| Prime Capital Investment Advisors, LLC | $3.4M | 0.04% |
| PECAUT & CO. | $3.3M | 1.07% |
| TriaGen Wealth Management LLC | $3.3M | 0.89% |
| Focus Financial Network, Inc. | $3.3M | 0.12% |
| Patten Group, Inc. | $3.2M | 0.56% |
| Revisor Wealth Management LLC | $3.2M | 0.88% |
| VISTA INVESTMENT MANAGEMENT | $3.2M | 1.06% |
| CHANNEL WEALTH LLC | $3.2M | 0.77% |
| Wealthspire Advisors, LLC | $3.2M | 0.02% |
| Momentum Wealth Planning, LLC | $3.1M | 2.79% |
| RDA Financial Network | $3.1M | 0.79% |
| Shore Point Advisors, LLC | $3.1M | 1.24% |
| Arax Advisory Partners | $3.1M | 0.09% |
| Pearl Planning LLC | $3.1M | 1.65% |
| Arrowroot Family Office, LLC | $3.1M | 1.02% |
| JNBA Financial Advisors | $3.1M | 0.26% |
| INVENIO WEALTH PARTNERS LLC | $3.1M | 1.22% |
| Capital Group Private Client Services, Inc. | $3.1M | 0.05% |
| Lakewood Asset Management LLC | $3.1M | 1.96% |
| TOWNSQUARE CAPITAL LLC | $3.1M | 0.69% |
| DEUTSCHE BANK AG\ | $3.0M | 0.00% |
| PRIVATE CLIENT SERVICES, LLC | $3.0M | 0.91% |
| MBA Advisors LLC | $3.0M | 1.16% |
| Venturi Wealth Management, LLC | $3.0M | 0.14% |
| SAGESPRING WEALTH PARTNERS, LLC | $3.0M | 0.06% |
| Smithfield Trust Co | $3.0M | 0.13% |
| TWO SIGMA SECURITIES, LLC | $3.0M | 0.35% |
| Empower Advisory Group, LLC | $3.0M | 0.01% |
| Moment Partners, LLC | $3.0M | 0.53% |
| Bank of New York Mellon Corp | $3.0M | 0.00% |
| STEPHENS INC /AR/ | $3.0M | 0.04% |
| Hudson Oak Wealth Advisory LLC | $3.0M | 2.56% |
| Kopion Asset Management, LLC | $2.9M | 2.28% |
| Pathstone Holdings, LLC | $2.9M | 0.01% |
| Macco Financial Group, Inc. | $2.9M | 2.21% |
| Quartz Partners, LLC | $2.9M | 1.13% |
| LPWM LLC | $2.9M | 0.73% |
| FSM Wealth Advisors, LLC | $2.9M | 0.37% |
| Clear Trail Advisors, LLC | $2.9M | 0.48% |
| Hardworking Capital Advisors, LLC | $2.9M | 2.68% |
| PFG Advisors | $2.9M | 0.14% |
| Net Worth Advisory Group | $2.9M | 0.59% |
| BINGHAM PRIVATE WEALTH, LLC | $2.8M | 2.26% |
| Balance Wealth, LLC | $2.8M | 0.88% |
| Discipline Wealth Solutions, LLC | $2.8M | 0.30% |
| Regal Investment Advisors LLC | $2.8M | 0.16% |
| 1834 INVESTMENT ADVISORS CO | $2.8M | 0.35% |
| NORTHERN TRUST CORP | $2.8M | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 0.00% |
| Three Cord True Wealth Management, LLC | $2.8M | 1.54% |
| NWAM LLC | $2.8M | 0.16% |
| HIGHLINE WEALTH PARTNERS LLC | $2.8M | 0.70% |
| Accurate Wealth Management, LLC | $2.8M | 0.33% |
| WNY Asset Management, LLC | $2.8M | 0.28% |
| NBC SECURITIES, INC. | $2.7M | 0.21% |
| Snowden Capital Advisors LLC | $2.7M | 0.07% |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.7M | 0.22% |
| Sherman Wealth Management LLC | $2.7M | 2.34% |