| Jacobi Capital Management LLC | $16.2M | 0.91% |
| Quantum Financial Advisors, LLC | $16.1M | 1.81% |
| Oak Wealth Advisors LLC | $16.1M | 8.84% |
| OKABENA INVESTMENT SERVICES INC | $16.0M | 3.08% |
| Note Advisors, LLC | $16.0M | 7.97% |
| DeLarme Wealth Management, Inc. | $15.6M | 10.06% |
| Envision Financial Planning, LLC | $15.6M | 5.63% |
| Sterling Wealth Advisors Inc | $15.5M | 8.87% |
| Midwest Heritage Bank, FSB | $15.5M | 4.96% |
| Arcadia Wealth Management, Inc. | $15.4M | 8.34% |
| Archvest Wealth Advisors, Inc. | $15.2M | 9.80% |
| Charter Capital Management, LLC\DE | $15.1M | 7.58% |
| Diversified Portfolios, Inc. | $15.1M | 1.24% |
| tru Independence LLC | $15.0M | 7.42% |
| CITADEL ADVISORS LLC | $15.0M | 0.00% |
| Graver Capital Management, LLC | $14.8M | 11.28% |
| Well Done, LLC | $14.8M | 2.18% |
| Optimus Capital Advisors, LLC | $14.7M | 8.71% |
| MONOGRAPH WEALTH ADVISORS, LLC | $14.6M | 1.38% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $14.5M | 3.02% |
| Mendota Financial Group, LLC | $14.4M | 10.70% |
| VALLEY NATIONAL ADVISERS INC | $14.4M | 1.87% |
| Morling Financial Advisors, LLC | $14.4M | 4.42% |
| LIBERTY WEALTH MANAGEMENT LLC | $14.4M | 1.80% |
| PINNACLE ASSOCIATES LTD | $13.9M | 0.18% |
| Pinnacle Wealth Management Advisory Group, LLC | $13.9M | 0.95% |
| Concurrent Investment Advisors, LLC | $13.8M | 0.15% |
| Modera Wealth Management, LLC | $13.8M | 0.17% |
| EXENCIAL WEALTH ADVISORS, LLC | $13.8M | 0.43% |
| Employees' Retirement Fund of the City of Fort Worth | $13.7M | 5.97% |
| D.B. Root & Company, LLC | $13.7M | 3.28% |
| Equitable Holdings, Inc. | $13.7M | 0.09% |
| CVA Family Office, LLC | $13.7M | 1.44% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $13.7M | 9.22% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $13.5M | 0.85% |
| Vermillion Wealth Management, Inc. | $13.3M | 5.22% |
| AlphaStar Capital Management, LLC | $13.1M | 0.96% |
| My Personal CFO, LLC | $13.0M | 5.68% |
| Guardian Wealth Management, LLC | $12.9M | 3.92% |
| Fermata Advisors, LLC | $12.8M | 2.87% |
| Larson Financial Group LLC | $12.5M | 0.40% |
| GK Wealth Management LLC | $12.5M | 10.90% |
| DWR WEALTH MANAGEMENT, LLC | $12.5M | 10.90% |
| Patriot Financial Group Insurance Agency, LLC | $12.2M | 0.69% |
| Thayer Financial, L.L.C. | $12.2M | 12.43% |
| Tortoise Investment Management, LLC | $12.0M | 0.99% |
| Forza Wealth Management, LLC | $12.0M | 4.17% |
| American Capital Advisory, LLC | $11.9M | 4.81% |
| GEM Asset Management, LLC | $11.8M | 5.19% |
| CLARIS ADVISORS, LLC / MO / | $11.5M | 3.45% |
| Beckerman Institutional, LLC | $11.5M | 6.10% |
| CFS Investment Advisory Services, LLC | $11.4M | 0.79% |
| Farther Finance Advisors, LLC | $11.4M | 0.11% |
| ENTREWEALTH, LLC | $11.3M | 5.08% |
| Birchcreek Wealth Management, LLC | $11.3M | 5.42% |
| Trailhead Planners LLC | $11.2M | 10.79% |
| Fort Henry Capital, LLC | $11.2M | 6.78% |
| Ledgewood Wealth Advisors, LLC | $11.1M | 6.25% |
| Two West Capital Advisors LLC | $11.1M | 5.86% |
| Argo Wealth Advisory, LLC | $11.0M | 6.45% |
| Coyle Financial Counsel LLC | $10.9M | 2.30% |
| B&D White Capital Company, LLC | $10.8M | 1.33% |
| Florida Trust Wealth Management Co | $10.8M | 0.30% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $10.6M | 1.59% |
| Great Diamond Partners, LLC | $10.4M | 2.00% |
| SIMA Wealth Partners, LLC | $10.3M | 7.86% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $10.3M | 1.89% |
| Shira Ridge Wealth Management | $10.3M | 4.06% |
| Bay Harbor Wealth Management, LLC | $9.9M | 2.56% |
| BROWN ADVISORY INC | $9.8M | 0.02% |
| Arkadios Wealth Advisors | $9.3M | 0.15% |
| Aspen Wealth Management LLC | $9.2M | 1.84% |
| Jacobsen Capital Management | $9.2M | 3.11% |
| Lionshead Wealth Management, LLC | $9.2M | 6.75% |
| SUTTON PLACE INVESTORS LLC | $8.9M | 4.89% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $8.9M | 5.33% |
| GeoWealth Management, LLC | $8.9M | 0.32% |
| Glass Jacobson Investment Advisors llc | $8.9M | 3.05% |
| HB Wealth Management, LLC | $8.8M | 0.06% |
| Security Financial Services, INC. | $8.6M | 1.36% |
| FLOW TRADERS U.S. LLC | $8.6M | 0.27% |
| Werba Rubin Papier Wealth Management | $8.6M | 1.19% |
| Aegis Wealth Management LLC | $8.6M | 4.91% |
| SpringVest Wealth Management LLC | $8.6M | 5.85% |
| Clarity Capital Advisors, LLC | $8.5M | 3.97% |
| Colony Family Offices, LLC | $8.5M | 2.09% |
| SENTINEL WEALTH MANAGEMENT, INC. | $8.5M | 6.78% |
| JANE STREET GROUP, LLC | $8.4M | 0.00% |
| ENTRUST FINANCIAL LLC | $8.4M | 5.84% |
| Prodigy Asset Management LLC | $8.3M | 2.79% |
| Apollon Financial, LLC | $8.3M | 1.15% |
| Arax Advisory Partners | $8.3M | 0.23% |
| ArborFi Advisors, LLC | $8.2M | 6.68% |
| Indivisible Partners | $8.2M | 0.72% |
| BANK OF MONTREAL /CAN/ | $8.0M | 0.00% |
| 180 WEALTH ADVISORS, LLC | $7.9M | 0.89% |
| Keating Financial Advisory Services, Inc. | $7.7M | 1.25% |
| Avior Wealth Management, LLC | $7.7M | 0.22% |
| BAKER BOYER NATIONAL BANK | $7.7M | 2.30% |
| JPL Wealth Management, LLC | $7.4M | 1.70% |
| United Advisor Group, LLC | $7.4M | 0.91% |
| TCI Wealth Advisors, Inc. | $7.3M | 0.39% |
| JPMORGAN CHASE & CO | $7.2M | 0.00% |
| FinDec Wealth Services, Inc. | $7.1M | 8.73% |
| Hurlow Wealth Management Group, Inc. | $7.0M | 1.67% |
| AlTi Global, Inc. | $6.9M | 0.15% |
| CreativeOne Wealth, LLC | $6.9M | 0.16% |
| KEB ASSET MANAGEMENT, LLC | $6.9M | 1.33% |
| WEALTHSPAN PARTNERS, LLC | $6.9M | 2.43% |
| 1900 WEALTH MANAGEMENT LLC | $6.9M | 0.44% |
| Cresset Asset Management, LLC | $6.9M | 0.03% |
| RFG Advisory, LLC | $6.9M | 0.13% |
| PLANWISER FINANCIAL, LLC | $6.8M | 4.95% |
| Cordgrass Capital Advisors, LLC | $6.8M | 1.60% |
| R. W. Roge & Company, Inc. | $6.8M | 3.24% |
| Tillman Hartley LLC | $6.7M | 1.69% |
| Mustard Seed Financial, LLC | $6.6M | 3.93% |
| Baring Financial LLC | $6.5M | 3.99% |
| Strategic Wealth Advisors LLC | $6.5M | 5.23% |
| Lynx Investment Advisory | $6.5M | 3.10% |
| Johnson Wealth Management, LLC | $6.5M | 3.13% |
| Parkwoods Wealth Partners, LLC | $6.4M | 1.57% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $6.4M | 0.58% |
| Elser Financial Planning, Inc | $6.4M | 0.31% |
| North Capital, Inc. | $6.4M | 5.41% |
| CWS Financial Advisors, LLC | $6.3M | 1.62% |
| First Financial Group Corp | $6.2M | 5.07% |
| NewEdge Wealth, LLC | $6.0M | 0.07% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $6.0M | 0.95% |
| FORTERIS WEALTH MANAGEMENT INC. | $6.0M | 5.72% |
| Savvy Advisors, Inc. | $5.8M | 0.16% |
| Quad-Cities Investment Group, LLC | $5.8M | 2.30% |
| Live Oak Private Wealth LLC | $5.7M | 0.80% |
| Premier Path Wealth Partners, LLC | $5.7M | 0.75% |
| 3 FACTOR INDEXING, LLC | $5.7M | 5.35% |
| Dodds Wealth, LLC | $5.7M | 1.39% |
| COWA, LLC | $5.6M | 1.52% |
| Mutual Advisors, LLC | $5.6M | 0.12% |
| FourThought Financial Partners, LLC | $5.5M | 0.47% |
| Newman Dignan & Sheerar, Inc. | $5.4M | 1.14% |
| Oceanside Advisors LLC | $5.4M | 3.09% |
| AdvisorNet Financial, Inc | $5.3M | 0.28% |
| Capstone Wealth Management, Inc. | $5.3M | 4.48% |
| OLD MISSION CAPITAL LLC | $5.2M | 0.08% |
| City State Bank | $5.1M | 1.34% |
| Syverson Strege & Co | $5.1M | 1.24% |
| RBF Capital, LLC | $5.1M | 0.25% |
| PFG Advisors | $5.0M | 0.24% |
| U.S. Capital Wealth Advisors, LLC | $4.9M | 0.12% |
| FMB WEALTH MANAGEMENT | $4.9M | 2.04% |