| Five Oceans Advisors | $14.1M | 5.09% |
| Arax Advisory Partners | $13.8M | 0.39% |
| NWAM LLC | $13.7M | 0.79% |
| Concurrent Investment Advisors, LLC | $13.7M | 0.15% |
| CreativeOne Wealth, LLC | $13.6M | 0.31% |
| Oceanside Advisors LLC | $13.2M | 7.56% |
| CHOREO, LLC | $13.1M | 0.16% |
| Hassell Wealth Management, LLC | $13.0M | 4.35% |
| Family Office Research LLC | $12.6M | 5.46% |
| Winthrop Advisory Group LLC | $12.5M | 1.02% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $12.5M | 9.45% |
| ASPIRIANT, LLC | $12.4M | 0.35% |
| Donalies Financial Planning, LLC | $12.4M | 10.61% |
| Apollon Financial, LLC | $12.2M | 1.69% |
| Ferguson Johnson Wealth Management Inc | $12.2M | 9.86% |
| WealthSpring Partners, LLC | $12.1M | 11.12% |
| MELFA WEALTH MANAGEMENT, INC. | $12.1M | 6.95% |
| GREAT VALLEY ADVISOR GROUP, INC. | $12.0M | 0.22% |
| Stratos Wealth Partners, LTD. | $11.9M | 0.14% |
| McLean Asset Management Corp | $11.9M | 2.08% |
| CONQUIS FINANCIAL LLC | $11.8M | 9.80% |
| Vigil Wealth Management, LLC | $11.8M | 9.55% |
| Cherry Tree Wealth Management, LLC | $11.8M | 2.50% |
| Cedar Wealth Management, LLC | $11.7M | 3.42% |
| McCartney Wealth Management LLC | $11.7M | 9.87% |
| M Holdings Securities, Inc. | $11.6M | 0.78% |
| Tortoise Investment Management, LLC | $11.5M | 0.95% |
| Great Waters Wealth Management | $11.4M | 1.21% |
| Mesirow Financial Investment Management, Inc. | $11.1M | 0.18% |
| RF&L WEALTH MANAGEMENT, LLC | $11.0M | 8.24% |
| Gemmer Asset Management LLC | $11.0M | 0.87% |
| Foundation Wealth Management, LLC\PA | $10.7M | 3.78% |
| HEFFERNAN ADVISORY, INC | $10.7M | 9.93% |
| ACTION POINT FINANCIAL PLANNING, LLC | $10.6M | 9.48% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $10.6M | 10.00% |
| Triad Wealth Partners, LLC | $10.5M | 0.84% |
| SIGNATUREFD, LLC | $10.4M | 0.16% |
| Avion Wealth | $10.3M | 2.12% |
| PFG Advisors | $10.2M | 0.50% |
| Avantax Planning Partners, Inc. | $10.2M | 0.28% |
| Waterfront Wealth Inc. | $10.1M | 1.86% |
| Red Wave Investments LLC | $10.1M | 3.02% |
| Broadhurst Jeffrey B | $10.0M | 10.23% |
| AssuredPartners Investment Advisors, LLC | $9.9M | 1.08% |
| Sterling Wealth Management, Inc. | $9.8M | 2.68% |
| Note Advisors, LLC | $9.7M | 4.86% |
| CITIGROUP INC | $9.7M | 0.00% |
| BDFS Capital LLC | $9.7M | 4.65% |
| SEI INVESTMENTS CO | $9.6M | 0.01% |
| Hippocratic Financial Advisors, LLC | $9.6M | 4.20% |
| Brookstone Capital Management | $9.6M | 0.11% |
| Factor Wealth Management LTD | $9.6M | 1.80% |
| Fort Point Capital Partners LLC | $9.4M | 1.15% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $9.3M | 8.27% |
| Legacy Advisors, LLC | $9.3M | 1.09% |
| CITIZENS & NORTHERN CORP | $9.2M | 2.31% |
| Essential Planning, LLC. | $9.2M | 2.93% |
| SUTTON PLACE INVESTORS LLC | $9.2M | 5.02% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $9.2M | 2.62% |
| Arista Wealth Management, LLC | $9.1M | 1.10% |
| MB Generational Wealth, LLC | $8.9M | 4.92% |
| Bridgewater Advisors Inc. | $8.9M | 0.53% |
| POINCIANA ADVISORS GROUP, LLC | $8.8M | 6.95% |
| Woodside Wealth Management LLC | $8.6M | 6.69% |
| Ballentine Partners, LLC | $8.6M | 0.12% |
| Investmark Advisory Group LLC | $8.5M | 3.66% |
| VSM Wealth Advisory, LLC | $8.5M | 2.55% |
| Freedom Financial Partners LLC | $8.5M | 3.02% |
| CGN Advisors LLC | $8.3M | 0.65% |
| BlackRock, Inc. | $8.2M | 0.00% |
| OPTIMA CAPITAL LLC | $8.1M | 3.78% |
| Integrity Wealth Partners, LLC | $8.0M | 7.18% |
| Arnold Financial Planning LLC | $7.9M | 7.34% |
| WELLS FARGO & COMPANY/MN | $7.8M | 0.00% |
| Strategic Investment Solutions, Inc. /IL | $7.8M | 1.88% |
| MORRIS FINANCIAL CONCEPTS, INC. | $7.8M | 2.63% |
| BROWN ADVISORY INC | $7.7M | 0.01% |
| Asset Advisory Group, Inc. | $7.4M | 3.70% |
| Foundry Financial LLC | $7.3M | 3.09% |
| Austin Wealth Management, LLC | $7.3M | 1.66% |
| Berger Financial Group, Inc | $7.3M | 0.41% |
| HMV Wealth Advisors, LLC | $7.2M | 3.37% |
| Nicholas Hoffman & Company, LLC. | $6.9M | 0.16% |
| Archford Capital Strategies, LLC | $6.9M | 0.79% |
| IFG Advisors, LLC | $6.9M | 1.13% |
| NewEdge Advisors, LLC | $6.9M | 0.33% |
| AE Wealth Management LLC | $6.7M | 0.04% |
| Inspire Advisors, LLC | $6.7M | 0.54% |
| TRANSCEND CAPITAL ADVISORS, LLC | $6.7M | 0.53% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $6.6M | 1.20% |
| HBE Wealth Management, LLC | $6.5M | 5.64% |
| Financial Council, LLC | $6.5M | 2.49% |
| Prospect Financial Group LLC | $6.4M | 5.91% |
| Wealth Architects, LLC | $6.4M | 0.57% |
| Venture Visionary Partners LLC | $6.3M | 0.21% |
| Montis Financial, LLC | $6.3M | 1.30% |
| Midwest Trust Co | $6.3M | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | $6.2M | 0.00% |
| True Blue Financial, LLC | $6.1M | 4.85% |
| Sowell Financial Services LLC | $6.1M | 0.23% |
| First Financial Group Corp | $6.1M | 4.97% |
| NICOLET BANKSHARES INC | $6.1M | 0.22% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $6.0M | 1.46% |
| Prospera Financial Services Inc | $5.9M | 0.10% |
| Keystone Financial Group, Inc. | $5.9M | 3.06% |
| IEQ CAPITAL, LLC | $5.9M | 0.03% |
| Integrity Wealth Solutions LLC | $5.9M | 2.30% |
| Aprio Wealth Management, LLC | $5.9M | 0.32% |
| Excelsior Advisor Network LLC | $5.8M | 2.22% |
| L2 Asset Management, LLC | $5.8M | 0.55% |
| Abacus Wealth Partners, LLC | $5.8M | 0.53% |
| GEM Asset Management, LLC | $5.8M | 2.54% |
| Great Lakes Retirement, Inc. | $5.7M | 0.59% |
| Western Wealth Management, LLC | $5.6M | 0.21% |
| MAI Capital Management | $5.6M | 0.03% |
| Kaufman Rossin Wealth, LLC | $5.5M | 3.17% |
| Apollon Wealth Management, LLC | $5.5M | 0.09% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $5.5M | 4.93% |
| Ariadne Wealth Management, LP | $5.5M | 2.46% |
| Krilogy Financial LLC | $5.5M | 0.18% |
| NORTHERN TRUST CORP | $5.4M | 0.00% |
| Physician Wealth Advisors, Inc. | $5.4M | 0.75% |
| Werba Rubin Papier Wealth Management | $5.4M | 0.75% |
| Oath Planning, LLC | $5.4M | 4.77% |
| WPWealth LLP | $5.2M | 0.79% |
| Aptus Capital Advisors, LLC | $5.1M | 0.04% |
| Valued Wealth Advisors LLC | $5.1M | 2.07% |
| Everest Financial Group LLC | $5.1M | 0.84% |
| Beckerman Institutional, LLC | $5.1M | 2.69% |
| RVW Wealth, LLC | $5.0M | 0.39% |
| Heritage Wealth Management, Inc. /CA/ | $5.0M | 2.75% |
| ENTREWEALTH, LLC | $5.0M | 2.23% |
| BlueSky Wealth Advisors, LLC | $4.9M | 0.63% |
| Selective Wealth Management, Inc. | $4.9M | 1.46% |
| Tranquilli Financial Advisor LLC | $4.9M | 2.84% |
| Steward Partners Investment Advisory, LLC | $4.8M | 0.02% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $4.8M | 0.65% |
| WESBANCO BANK INC | $4.8M | 0.13% |
| Twin Cities Retirement Group LLC | $4.8M | 4.38% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.7M | 0.02% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $4.7M | 0.97% |
| D.A. DAVIDSON & CO. | $4.6M | 0.03% |
| Alpha Financial Advisors, LLC | $4.6M | 1.41% |
| Clark Asset Management, LLC | $4.6M | 0.43% |
| PEAPACK GLADSTONE FINANCIAL CORP | $4.5M | 0.06% |
| Atlas Private Wealth Advisors | $4.5M | 1.06% |
| Arbor Wealth Advisors LLC | $4.5M | 3.16% |
| M Wealth Management, LLC | $4.5M | 3.78% |
| Mutual Advisors, LLC | $4.5M | 0.10% |
| PRIVATE TRUST CO NA | $4.4M | 0.40% |