| SlateStone Wealth, LLC | $17.1M | 1.41% |
| Main Management LLC | $16.9M | 1.23% |
| AQR CAPITAL MANAGEMENT LLC | $16.9M | 0.01% |
| PDS Planning, Inc | $16.9M | 1.11% |
| Arkadios Wealth Advisors | $16.8M | 0.27% |
| Asset Management One Co., Ltd. | $16.7M | 0.05% |
| STONE LOFT WEALTH MANAGEMENT LLC | $16.7M | 11.91% |
| PFG Advisors | $16.7M | 0.81% |
| Dynamic Wealth Strategies, LLC | $16.6M | 9.61% |
| TIFF ADVISORY SERVICES, LLC | $16.4M | 3.70% |
| Drucker Wealth 3.0, LLC | $16.4M | 2.86% |
| Whelan Financial | $16.3M | 5.06% |
| REBALANCE, LLC | $16.2M | 0.94% |
| AdvisorNet Financial, Inc | $16.2M | 0.84% |
| OLD MISSION CAPITAL LLC | $16.1M | 0.26% |
| LVW Advisors, LLC | $16.0M | 1.53% |
| Equitable Holdings, Inc. | $16.0M | 0.10% |
| SBI Securities Co., Ltd. | $15.9M | 0.44% |
| National Philanthropic Trust | $15.8M | 0.17% |
| Pinnacle Financial Partners, Inc. | $15.8M | 0.12% |
| MGO ONE SEVEN LLC | $15.7M | 0.32% |
| Capital Investment Advisors, LLC | $15.6M | 0.23% |
| FOCUS Wealth Advisors, LLC | $15.5M | 7.58% |
| Arbor Investment Advisors, LLC | $15.5M | 2.02% |
| Associated Banc-Corp | $15.5M | 0.41% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $15.4M | 1.57% |
| NATIONAL BANK OF CANADA /FI/ | $15.2M | 0.02% |
| Rinkey Investments | $15.2M | 3.90% |
| NWAM LLC | $15.2M | 0.88% |
| FDx Advisors, Inc. | $15.2M | 4.86% |
| MATHER GROUP, LLC. | $15.2M | 0.15% |
| Continuum Advisory, LLC | $15.2M | 1.46% |
| SPIREPOINT PRIVATE CLIENT, LLC | $15.1M | 1.44% |
| Wrenne Financial Planning LLC | $15.1M | 5.91% |
| Alley Investment Management Company, LLC | $14.9M | 1.81% |
| Gould Capital, LLC | $14.9M | 8.99% |
| Aptus Capital Advisors, LLC | $14.7M | 0.12% |
| NewEdge Wealth, LLC | $14.7M | 0.18% |
| Tribridge Partners Financial LLC | $14.6M | 6.04% |
| Focused Wealth Management, Inc | $14.6M | 1.51% |
| CMG Global Holdings, LLC | $14.6M | 6.94% |
| Attessa Capital LLC | $14.6M | 7.92% |
| DORVAL Corp | $14.5M | 4.49% |
| Baird Financial Group, Inc. | $14.4M | 0.02% |
| Trellis Wealth Advisors LLC | $14.4M | 5.49% |
| First Commonwealth Financial Corp /PA/ | $14.4M | 2.29% |
| HARBOUR INVESTMENTS, INC. | $14.1M | 0.22% |
| Storen Legacy Partners, LLC | $14.1M | 4.42% |
| TrueWealth Financial Partners | $14.1M | 5.61% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $14.1M | 1.84% |
| Robinhood Asset Management, LLC | $13.8M | 1.00% |
| Root Financial Partners, LLC | $13.7M | 0.63% |
| Harpswell Capital Advisors, LLC | $13.7M | 10.18% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $13.6M | 0.24% |
| Mirae Asset Global Investments Co., Ltd. | $13.6M | 0.00% |
| Lexington Hill Partners, LLC | $13.5M | 7.64% |
| Vise Technologies, Inc. | $13.5M | 0.26% |
| Tempo Wealth, LLC | $13.3M | 2.32% |
| Newport Capital Group, LLC | $13.2M | 8.03% |
| Cyr Financial Inc. | $13.2M | 7.75% |
| LCW Services, LLC | $13.2M | 6.54% |
| Topsail Wealth Management, LLC | $13.1M | 1.94% |
| DSG Capital Advisors, LLC | $13.1M | 2.09% |
| Chicago Partners Investment Group LLC | $13.1M | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $13.0M | 0.06% |
| PEAPACK GLADSTONE FINANCIAL CORP | $13.0M | 0.17% |
| Sovereign Investment Advisors, LLC | $12.8M | 2.72% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $12.8M | 1.51% |
| SILVER OAK SECURITIES, INCORPORATED | $12.8M | 0.94% |
| Keystone Financial Group | $12.5M | 0.85% |
| AMES NATIONAL CORP | $12.5M | 7.48% |
| NewCorp Financial Services, Inc. | $12.4M | 10.76% |
| EXENCIAL WEALTH ADVISORS, LLC | $12.4M | 0.39% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $12.2M | 0.88% |
| Lido Advisors, LLC | $12.1M | 0.04% |
| Cornerstone Wealth Management, LLC | $12.1M | 0.60% |
| Tanager Wealth Management LLP | $12.0M | 1.16% |
| PARK AVENUE SECURITIES LLC | $12.0M | 0.09% |
| Troutman Wealth Management, LLC | $12.0M | 9.99% |
| Mitsubishi UFJ Trust & Banking Corp | $11.9M | 0.03% |
| Zeit Capital LLC | $11.7M | 7.86% |
| BancFirst Trust & Investment Management | $11.7M | 5.15% |
| Values Added Financial LLC | $11.5M | 4.85% |
| Gibraltar Capital Management, Inc. | $11.5M | 1.98% |
| SAGE RHINO CAPITAL LLC | $11.5M | 2.15% |
| Platt Investment Counsel, LLC | $11.4M | 8.81% |
| Souders Financial Advisors | $11.3M | 1.29% |
| Geneos Wealth Management Inc. | $11.3M | 0.26% |
| TD PRIVATE CLIENT WEALTH LLC | $11.3M | 0.23% |
| Focus Partners Advisor Solutions, LLC | $11.3M | 0.11% |
| Armor Investment Advisors, LLC | $11.2M | 4.05% |
| Perigon Wealth Management, LLC | $11.2M | 0.20% |
| Broadview Financial Management, LLC | $11.2M | 7.64% |
| McKinley Carter Wealth Services, Inc. | $11.1M | 0.64% |
| Vanguard National Trust Co | $11.0M | 0.69% |
| Oceanside Advisors LLC | $11.0M | 6.27% |
| Waterford Advisors, LLC | $11.0M | 3.48% |
| Wiser Wealth Management, Inc | $10.9M | 2.36% |
| STALEY CAPITAL ADVISERS INC | $10.8M | 0.46% |
| Signal Advisors Wealth, LLC | $10.7M | 0.73% |
| Inscription Capital, LLC | $10.6M | 1.11% |
| Azimuth Capital Investment Management LLC | $10.5M | 0.40% |
| CIBC WORLD MARKET INC. | $10.5M | 0.02% |
| DEUTSCHE BANK AG\ | $10.4M | 0.00% |
| Darrow Company, Inc. | $10.4M | 4.68% |
| Powers Advisory Group, LLC | $10.4M | 3.65% |
| Brooklyn FI, LLC | $10.3M | 2.17% |
| Breakwater Investment Management | $10.3M | 3.84% |
| Prospera Financial Services Inc | $10.3M | 0.17% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $10.3M | 8.28% |
| LaSalle St. Investment Advisors, LLC | $10.2M | 1.44% |
| Petix & Botte Co | $10.2M | 2.28% |
| Mutual Advisors, LLC | $10.2M | 0.22% |
| Summit Trail Advisors, LLC | $10.1M | 0.14% |
| Clearstead Advisors, LLC | $10.0M | 0.09% |
| Glenview Trust Co | $9.9M | 0.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | $9.9M | 1.38% |
| LifeGoal Investments, LLC | $9.9M | 5.66% |
| OKABENA INVESTMENT SERVICES INC | $9.9M | 1.90% |
| CFS Investment Advisory Services, LLC | $9.8M | 0.68% |
| COMMERCE BANK | $9.8M | 0.05% |
| EverSource Wealth Advisors, LLC | $9.8M | 0.30% |
| Smith & Howard Wealth Management, LLC | $9.7M | 2.10% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $9.7M | 0.40% |
| IEQ CAPITAL, LLC | $9.6M | 0.04% |
| TITLEIST ASSET MANAGEMENT, LLC | $9.6M | 0.73% |
| TD Waterhouse Canada Inc. | $9.5M | 0.03% |
| Main Line Retirement Advisors, LLC | $9.5M | 4.72% |
| Ryan Investment Management, Inc. | $9.2M | 5.20% |
| RETIREMENT CAPITAL STRATEGIES | $9.2M | 3.47% |
| Headlands Technologies LLC | $9.1M | 1.04% |
| Intelligent Financial Strategies | $9.1M | 4.73% |
| Graves Light Lenhart Wealth, Inc. | $9.1M | 0.94% |
| Concurrent Investment Advisors, LLC | $9.0M | 0.10% |
| Advisory Services Network, LLC | $9.0M | 0.12% |
| WealthCollab, LLC | $9.0M | 3.71% |
| Valtrion Capital Management, LLC | $9.0M | 8.49% |
| SIGNATUREFD, LLC | $9.0M | 0.14% |
| Trek Financial, LLC | $9.0M | 0.48% |
| CWM, LLC | $9.0M | 0.02% |
| FIDELIS iM, LLC | $8.9M | 3.37% |
| THOMPSON SIEGEL & WALMSLEY LLC | $8.8M | 0.16% |
| Archford Capital Strategies, LLC | $8.8M | 1.01% |
| MEMBERS WEALTH LLC | $8.7M | 5.23% |
| Faithward Advisors, LLC | $8.7M | 1.25% |
| Prepared Retirement Institute LLC | $8.7M | 4.31% |
| COURIER CAPITAL LLC | $8.6M | 0.48% |
| Wealth Advisory Solutions, LLC | $8.6M | 1.93% |
| Note Advisors, LLC | $8.6M | 4.30% |
| Stembrook Asset Management, LLC | $8.5M | 8.29% |