| FINANCIAL DISCOVERY GROUP INC | $5.2M | 12.07% |
| Lunt Capital Management, Inc. | $5.1M | 1.97% |
| Freedom Financial Partners LLC | $5.1M | 1.81% |
| Denver PWM, LLC | $5.0M | 1.73% |
| Csenge Advisory Group | $4.9M | 0.22% |
| Syverson Strege & Co | $4.8M | 1.14% |
| Beacon Pointe Advisors, LLC | $4.7M | 0.02% |
| Birchwood Financial Partners, Inc. | $4.7M | 4.51% |
| Focus Partners Wealth | $4.6M | 0.01% |
| Taylor & Morgan Wealth Management, LLC | $4.6M | 2.61% |
| Geneos Wealth Management Inc. | $4.5M | 0.10% |
| FIFTH THIRD BANCORP | $4.5M | 0.01% |
| MAIMON WEALTH MANAGEMENT LTD. | $4.5M | 3.95% |
| Dunhill Financial, LLC | $4.5M | 1.05% |
| Slagle Financial, LLC | $4.5M | 1.47% |
| Equitable Holdings, Inc. | $4.4M | 0.03% |
| Gateway Wealth Partners, LLC | $4.3M | 0.17% |
| Connecticut Wealth Management, LLC | $4.3M | 0.18% |
| OneAscent Financial Services LLC | $4.3M | 0.23% |
| Del-Sette Capital Management, LLC | $4.2M | 2.54% |
| Capital Planning Advisors, LLC | $4.2M | 0.61% |
| Traction Financial Partners, LLC | $4.2M | 2.58% |
| BANK OF MONTREAL /CAN/ | $4.1M | 0.00% |
| Baird Financial Group, Inc. | $4.1M | 0.01% |
| CIBC WORLD MARKET INC. | $4.0M | 0.01% |
| Mutual Advisors, LLC | $4.0M | 0.09% |
| Cornerstone Advisory, LLC | $3.9M | 0.37% |
| Essential Planning, LLC. | $3.9M | 1.24% |
| WCG Wealth Advisors LLC | $3.9M | 0.11% |
| Wealth Advisors of Iowa, LLC | $3.8M | 1.17% |
| Pinnacle Financial Group, LLC / IL | $3.7M | 1.02% |
| MILESTONE ASSET MANAGEMENT, LLC | $3.7M | 0.68% |
| Composition Wealth, LLC | $3.7M | 0.05% |
| OLD MISSION CAPITAL LLC | $3.6M | 0.06% |
| Fiduciary Alliance LLC | $3.6M | 0.22% |
| 21 West Wealth Management LLC | $3.6M | 3.31% |
| Advisor OS, LLC | $3.6M | 0.26% |
| Elyxium Wealth, LLC | $3.5M | 1.13% |
| FIRST HAWAIIAN BANK | $3.5M | 0.49% |
| Cerity Partners LLC | $3.5M | 0.00% |
| Avior Wealth Management, LLC | $3.5M | 0.10% |
| TITLEIST ASSET MANAGEMENT, LLC | $3.5M | 0.26% |
| Hamilton Wealth, LLC | $3.5M | 0.67% |
| Insight Wealth Partners, LLC | $3.4M | 0.47% |
| Roger Wittlin Investment Advisory, LLC | $3.3M | 2.70% |
| Western Wealth Management, LLC | $3.3M | 0.13% |
| Essex Financial Services, Inc. | $3.3M | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | $3.3M | 0.18% |
| Fairway Financial, LLC | $3.1M | 2.35% |
| PFG Advisors | $3.1M | 0.15% |
| Barnes Wealth Management Group, Inc | $3.0M | 1.53% |
| Womack Financial LLC | $3.0M | 2.21% |
| Wilkerson Advisory Group LLC | $2.9M | 1.01% |
| Strategic Advisors LLC | $2.8M | 0.47% |
| Emergent Wealth Advisors, LLC | $2.8M | 1.63% |
| Maia Wealth LLC | $2.7M | 0.46% |
| Beckerman Institutional, LLC | $2.7M | 1.42% |
| Intelligence Driven Advisers, LLC | $2.6M | 0.46% |
| Elevated Capital Advisors, LLC | $2.6M | 0.65% |
| FORTERIS WEALTH MANAGEMENT INC. | $2.6M | 2.46% |
| Strategic Blueprint, LLC | $2.5M | 0.15% |
| Creative Planning | $2.5M | 0.00% |
| IFP Advisors, Inc | $2.5M | 0.05% |
| Navis Wealth Advisors, LLC | $2.4M | 1.22% |
| Steward Partners Investment Advisory, LLC | $2.4M | 0.01% |
| Menard Financial Group LLC | $2.3M | 1.61% |
| EP Wealth Advisors, LLC | $2.3M | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | $2.3M | 0.08% |
| CITIGROUP INC | $2.3M | 0.00% |
| MCF Advisors LLC | $2.2M | 0.10% |
| TD Waterhouse Canada Inc. | $2.2M | 0.01% |
| Fortitude Financial, LLC | $2.2M | 1.17% |
| Arkadios Wealth Advisors | $2.2M | 0.04% |
| Forvis Mazars Wealth Advisors, LLC | $2.2M | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | $2.1M | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | $2.1M | 0.00% |
| Advisory Services Network, LLC | $2.1M | 0.03% |
| John W. Brooker & Co., CPAs | $2.0M | 3.18% |
| D'Orazio & Associates, Inc. | $2.0M | 0.26% |
| Brookstone Capital Management | $2.0M | 0.02% |
| Wealthcare Advisory Partners LLC | $2.0M | 0.04% |
| Lido Advisors, LLC | $1.9M | 0.01% |
| Patten Group, Inc. | $1.9M | 0.33% |
| Ascent Group, LLC | $1.9M | 0.06% |
| Ascentis Independent Advisors | $1.8M | 0.14% |
| Trek Financial, LLC | $1.8M | 0.10% |
| Corient Private Wealth LLC | $1.8M | 0.00% |
| Valmark Advisers, Inc. | $1.6M | 0.02% |
| Lionsbridge Wealth Management LLC | $1.6M | 1.65% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $1.6M | 0.24% |
| Delta Investment Management, LLC | $1.6M | 0.29% |
| Apollon Financial, LLC | $1.6M | 0.22% |
| SUMMIT WEALTH GROUP LLC / CO | $1.6M | 0.17% |
| ROMANO BROTHERS AND COMPANY | $1.6M | 0.18% |
| Asset One Wealth Management LLC | $1.5M | 0.17% |
| TRB Wealth Management, LLC | $1.5M | 0.22% |
| Signal Advisors Wealth, LLC | $1.5M | 0.10% |
| VSM Wealth Advisory, LLC | $1.5M | 0.46% |
| Waterfront Wealth Inc. | $1.5M | 0.27% |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.5M | 0.05% |
| KEYVANTAGE WEALTH, LLC | $1.4M | 0.63% |
| DUDLEY CAPITAL MANAGEMENT, LLC | $1.4M | 0.61% |
| TOUNJIAN ADVISORY PARTNERS, LLC | $1.4M | 0.50% |
| Cyndeo Wealth Partners, LLC | $1.4M | 0.07% |
| PRINCIPAL SECURITIES, INC. | $1.4M | 0.02% |
| Kovack Advisors, Inc. | $1.4M | 0.07% |
| Krilogy Financial LLC | $1.4M | 0.04% |
| Kingsview Wealth Management, LLC | $1.4M | 0.02% |
| Continuum Advisory, LLC | $1.3M | 0.13% |
| Westside Investment Management, Inc. | $1.3M | 0.20% |
| Fragasso Financial Advisors Inc | $1.3M | 0.08% |
| Arrowroot Family Office, LLC | $1.3M | 0.42% |
| Beacon Financial Advisory LLC | $1.2M | 0.28% |
| Parallel Advisors, LLC | $1.2M | 0.02% |
| OPPENHEIMER & CO INC | $1.2M | 0.01% |
| Triad Wealth Partners, LLC | $1.2M | 0.09% |
| Ramiah Investment Group | $1.2M | 1.17% |
| Boomfish Wealth Group, LLC | $1.2M | 0.62% |
| BEACON FINANCIAL PLANNING, INC | $1.2M | 0.45% |
| Fjell Capital, LLC | $1.2M | 0.89% |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1.1M | 0.12% |
| NATIXIS ADVISORS, LLC | $1.1M | 0.00% |
| PKS Advisory Services, LLC | $1.1M | 0.29% |
| Savant Capital, LLC | $1.1M | 0.01% |
| MFA Wealth Services | $1.1M | 0.74% |
| Strata Wealth Advisors, LLC | $1.1M | 0.30% |
| Perigon Wealth Management, LLC | $1.1M | 0.02% |
| First PREMIER Bank | $1.1M | 0.25% |
| First Growth Capital LLC | $1.1M | 0.98% |
| Consilium Wealth Advisory, LLC | $1.1M | 0.36% |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.0M | 1.29% |
| CALDWELL SUTTER CAPITAL, INC. | $1.0M | 0.41% |
| 1620 INVESTMENT ADVISORS, INC. | $1.0M | 0.68% |
| HCR Wealth Advisors | $971.2K | 0.10% |
| Clear Creek Financial Management, LLC | $965.4K | 0.07% |
| Aristides Capital LLC | $947.5K | 0.21% |
| Fort Point Capital Partners LLC | $945.9K | 0.12% |
| Prosperity Consulting Group, LLC | $945.5K | 0.04% |
| Rollins Financial Advisors, LLC | $942.9K | 0.15% |
| HUNTINGTON NATIONAL BANK | $941.8K | 0.01% |
| PFG Investments, LLC | $940.3K | 0.04% |
| CFO4Life Group, LLC | $922.7K | 0.14% |
| Liberty Atlantic Advisors LLC | $917.8K | 0.78% |
| Rehmann Capital Advisory Group | $909.4K | 0.05% |
| Appalachian Capital Management Ltd | $905.8K | 0.73% |
| Betterment LLC | $904.0K | 0.00% |
| Williams & Novak, LLC | $878.1K | 0.66% |
| J.W. COLE ADVISORS, INC. | $872.5K | 0.03% |
| Wilmington Savings Fund Society, FSB | $847.2K | 0.02% |